Axos Financial (AX) Long-Term Investments (2011 - 2025)
Axos Financial (AX) posted quarterly Long-Term Investments of $62.6 million for Q4 2025, down 17.1% year-over-year from $75.5 million in Q4 2024, and down 17.1% quarter-over-quarter from $75.5 million in Q4 2024.
Axos Financial (AX) Long-Term Investments (2011 - 2025) Analysis & Trends
Axos Financial's Long-Term Investments history runs 15 years deep, the most recent figure standing at $62.6 million for Q4 2025.
- In Q4 2025, Long-Term Investments fell 17.1% year-over-year to $62.6 million; the TTM figure through Dec 2025 stood at $62.6 million (down 17.1% YoY), while the FY2022 annual figure was $212.5 million, up 142.21% from the prior year.
- Long-Term Investments for Q4 2025 stood at $62.6 million, down from $75.5 million in the prior quarter.
- The five-year high for Long-Term Investments was $212.5 million in Q2 2022, with the low at $6.8 million in Q1 2021.
- The 5-year median for Long-Term Investments is $75.5 million (2024), against an average of $95.5 million.
- The sharpest annual moves came in 2022 and 2024: Long-Term Investments jumped 770.83% in 2022, then plunged 63.67% in 2024.
- Axos Financial's Long-Term Investments stood at $20.1 million in 2021, then surged by 770.83% to $175.1 million in 2022, then increased by 18.61% to $207.7 million in 2023, then slumped by 63.67% to $75.5 million in 2024, then declined by 17.1% to $62.6 million in 2025.
- Business Quant data shows AX's Long-Term Investments at $62.6 million in Q4 2025, $75.5 million in Q4 2024, and $118.6 million in Q3 2024.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Hdfc Bank | 120.66 Bn | 84.46 Bn | - | - |
| 2 | Pnc Financial Services | 97.86 Bn | 97.86 Bn | - | 11.74 Bn |
| 3 | Us Bancorp | 96.39 Bn | 96.39 Bn | - | - |
| 4 | Lloyds Banking | 93.61 Bn | 93.91 Bn | - | 54.24 Bn |
| 5 | NatWest | 74.92 Bn | -144.17 Bn | - | - |
| 6 | Deutsche Bank Aktiengesellschaft | 72.22 Bn | -81.10 Bn | - | 1.14 Bn |
| 7 | Nu Holdings | 70.34 Bn | 56.66 Bn | 2.35 Bn | 14.05 Bn |
| 8 | Truist Financial | 61.75 Bn | 61.75 Bn | - | - |
| 9 | Fifth Third Bancorp | 49.88 Bn | 26.16 Bn | - | - |
| 10 | Axos Financial | 5.47 Bn | 4.12 Bn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 62.55 Mn |
| Dec 31, 2024 | 75.46 Mn |
| Sep 30, 2024 | 118.64 Mn |
| Dec 31, 2023 | 207.71 Mn |
| Sep 30, 2023 | 206.08 Mn |
| Dec 31, 2022 | 175.12 Mn |
| Sep 30, 2022 | 26.37 Mn |
| Jun 30, 2022 | 212.49 Mn |
| Mar 31, 2022 | 23.52 Mn |
| Dec 31, 2021 | 20.11 Mn |
| Sep 30, 2021 | 18.44 Mn |
| Jun 30, 2021 | 87.73 Mn |
| Mar 31, 2021 | 6.83 Mn |
| Dec 31, 2020 | 14.31 Mn |
| Sep 30, 2020 | 42.74 Mn |
| Jun 30, 2020 | 36.42 Mn |
| Dec 31, 2019 | 25.07 Mn |
| Sep 30, 2019 | 25.49 Mn |
| Dec 31, 2018 | 11.22 Mn |
| Sep 30, 2018 | 11.22 Mn |