Axos Financial Shares Up 34% in 12 Months as One Fund Discloses $3 Million Trim

1 week ago 6

Jonathan Ponciano, The Motley Fool

Tue, March 3, 2026 astatine 8:30 AM CST 4 min read

On February 17, 2026, PMC FIG Opportunities reported selling 33,048 shares of Axos Financial (NYSE:AX), an estimated $2.72 cardinal commercialized based connected quarterly mean pricing.

According to a filing with the Securities and Exchange Commission connected February 17, 2026, PMC FIG Opportunities reduced its holdings successful Axos Financial by 33,048 shares. The estimated transaction worth was $2.72 million, based connected mean closing prices during the 4th quarter. The stake’s quarter-end worth decreased by $2.79 million, a fig that incorporates some the stock merchantability and changes successful Axos Financial’s banal terms during the period.

Following the sale, Axos Financial represents 0.89% of money AUM, down from 5.1% successful the anterior quarter.
Top holdings aft the filing:
- NASDAQ: CCB: $4.95 cardinal (7.8% of AUM)
- NASDAQ: TBBK: $4.78 cardinal (7.5% of AUM)
- NYSE: SF: $3.94 cardinal (6.2% of AUM)
- NASDAQ: NBN: $3.40 cardinal (5.3% of AUM)
- NYSE: BAC: $3.24 cardinal (5.1% of AUM)
As of Monday, Axos Financial shares were priced astatine $89.47, up 34% implicit the past twelvemonth and good outperforming the S&P 500, which is alternatively up astir 16% successful the aforesaid period.

Metric

Value

Revenue (TTM)	$1.3 billion
Net income (TTM)	$456.63 million
Market capitalization	$5.1 billion
Price (as of Monday)	$89.47

Axos Financial offers a broad suite of user and concern banking products, including checking and savings accounts, owe and commercialized loans, and securities-backed lending.
The institution generates gross chiefly done nett involvement income from lending activities and fee-based services specified arsenic outgo processing, brokerage, and back-office support.
It serves retail consumers, tiny and mid-sized businesses, and brokerage clients crossed the United States, with a absorption connected digital-first banking solutions.

Axos Financial is simply a digital-focused determination slope delivering diversified fiscal services to consumers and businesses nationwide. The institution leverages exertion to streamline operations and supply a wide scope of banking and securities products. Its scalable level and accent connected ratio presumption it competitively wrong the evolving fiscal services sector.

Against a portfolio tilted toward determination and specialty banks, trimming Axos from implicit 5% of assets to nether 1% suggests hazard absorption much than a cardinal break. The banal has gained 34% successful a year, a benignant of tally that mightiness invitation immoderate position-sizing discipline.

Axos has backed up that banal tally with performance. The slope posted nett income of $128.4 cardinal for the December quarter, up from $104.7 cardinal a twelvemonth earlier, with diluted EPS climbing to $2.22. Net involvement income roseate 18.4% twelvemonth implicit twelvemonth to $331.7 million, supported by indebtedness maturation that pushed ending balances to $24.3 billion. Net involvement borderline expanded to 4.94%, portion recognition metrics improved, with nett charge-offs astatine conscionable 0.04% of mean loans.

Ultimately, for semipermanent investors, the thesis remains intact. Axos is increasing loans, deposits, and net portion keeping recognition contained. The question is valuation, not viability.

Read Entire Article