MAY 1·The Motley Fool▲
Axos (AX) Q3 2026 Earnings Call Transcript
Axos Financial reported strong Q3 2026 results with double-digit year-over-year growth in net interest income, earnings per share, and loan/deposit balances, driven by significant loan origination and strategic deposit acquisitions. The company detailed two major deposit acquisitions, including $2.3 billion from Genius Bank and a pending $3.2 billion from Capital One, aiming to enhance liquidity and support future loan growth. Despite a slight decline in net interest margin and a notable C&I loan charge-off, management expressed confidence in credit quality, operational efficiency initiatives, and continued loan growth in the low to mid-teens.
APR 22·HarianBasis.co▲
Raymond James Upgrades Axos Financial to Strong Buy Status
Raymond James has upgraded Axos Financial (AX) to a Strong Buy rating with a $100 price target, citing sustained confidence in the company's long-term organic growth and premium profitability. This upgrade follows Axos Bank's recognition by S&P Global as a top-performing publicly traded U.S. bank for 2025 among institutions with over $10 billion in assets. The company continues to be recognized as one of the fastest-growing financial stocks, driven by its digital-first approach and diverse financial services.