Axos Financial (AX) Cash & Current Investments (2011 - 2026)
Axos Financial (AX) posted Cash & Current Investments of $1.31 billion for fiscal Q4 2026 (quarter ended Jun 30, 2026), down 39.9% from $2.18 billion a year earlier and down 3.2% from the prior quarter.
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Analysis
Axos Financial (AX) Cash & Current Investments (2011 - 2026) Analysis & Trends
Since fiscal Q4 2011, Axos Financial has reported Cash & Current Investments for 56 quarters.
- Annual Cash & Current Investments has declined for three consecutive fiscal years, though with a five-year compound annual growth rate of 4.7% (FY2021 to FY2026).
- In prior fiscal years, Axos Financial's Cash & Current Investments was $2.18 billion in FY2025 (-0.4%), $2.19 billion in FY2024 (-8.3%), $2.38 billion in FY2023 (+51.2%) and $1.58 billion in FY2022 (+51.6%).
- The fiscal Q4 2026 figure stands as the lowest quarterly Cash & Current Investments since fiscal Q3 2022.
- On a year-over-year basis, Cash & Current Investments has declined in each of the last three quarters, with an average decline of 7.9% over the last eight quarters.
- The strongest year-over-year quarter for Cash & Current Investments in the past five years was fiscal Q3 2023, with growth of 100.4%; the weakest was fiscal Q2 2026, with a decline of 49.8%.
- According to Business Quant data, Cash & Current Investments for the three prior fiscal quarters was $1.35 billion (Q3 2026), $1.34 billion (Q2 2026) and $2.89 billion (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | - |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | - |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 588.49 Bn |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 160.14 Bn |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | 46.00 Bn |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | 121.12 Bn |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 976.35 Bn |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | - |
| 10 | Axos Financial | 5.05 Bn | -1.84 Bn | - | 1.31 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.31 Bn |
| Mar 31, 2026 | 1.35 Bn |
| Dec 31, 2025 | 1.34 Bn |
| Sep 30, 2025 | 2.89 Bn |
| Jun 30, 2025 | 2.18 Bn |
| Mar 31, 2025 | 2.26 Bn |
| Dec 31, 2024 | 2.67 Bn |
| Sep 30, 2024 | 2.80 Bn |
| Jun 30, 2024 | 2.19 Bn |
| Mar 31, 2024 | 2.35 Bn |
| Dec 31, 2023 | 1.76 Bn |
| Sep 30, 2023 | 2.41 Bn |
| Jun 30, 2023 | 2.38 Bn |
| Mar 31, 2023 | 2.50 Bn |
| Dec 31, 2022 | 1.95 Bn |
| Sep 30, 2022 | 1.70 Bn |
| Jun 30, 2022 | 1.58 Bn |
| Mar 31, 2022 | 1.25 Bn |
| Dec 31, 2021 | 1.12 Bn |
| Sep 30, 2021 | 1.27 Bn |
API Access
Axos Financial Cash & Current Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=AX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "cash-and-current-investments", "ticker": "AX", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=AX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();