Axos Financial (AX) Long-Term Investments (2011 - 2026)
Axos Financial's Long-Term Investments came in at $36.17 million for fiscal Q4 2026 (quarter ended Jun 30, 2026), up 2.9% from $35.16 million a year earlier but down 46.9% from the prior quarter.
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Analysis
Axos Financial (AX) Long-Term Investments (2011 - 2026) Analysis & Trends
Going back to fiscal Q4 2011, Axos Financial's Long-Term Investments data covers 61 quarters.
- Long-Term Investments has increased in each of the last five fiscal years, with a five-year compound annual growth rate of 12.6% (FY2021 to FY2026).
- Going back by fiscal year, Long-Term Investments was $35.16 million in FY2025 (+60.1%), $21.96 million in FY2024 (+2.1%), $21.51 million in FY2023 (+5.6%) and $20.37 million in FY2022 (+1.9%).
- The five-year range for quarterly Long-Term Investments is $20.37 million (fiscal Q1 2022) to $68.09 million (fiscal Q3 2026).
- Year-over-year, Long-Term Investments has increased for 17 consecutive quarters, with growth averaging 42.3% over the last eight quarters.
- The fastest year-over-year change in Long-Term Investments over five years came in fiscal Q3 2026 (growth of 92.9%), and the weakest in fiscal Q3 2022 (a decline of 1.3%).
- Business Quant data shows AX's Long-Term Investments at $68.09 million (Q3 2026), $35.17 million (Q2 2026) and $35.3 million (Q1 2026) in the three fiscal quarters before Q4 2026.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - | - |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - | - |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - | 24.30 Bn |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - | - |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - | - |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - | - |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn | - |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - | 255.63 Bn |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - | - |
| 10 | Axos Financial | 4.91 Bn | -1.97 Bn | - | 36.17 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 36.17 Mn |
| Mar 31, 2026 | 68.09 Mn |
| Dec 31, 2025 | 35.17 Mn |
| Sep 30, 2025 | 35.30 Mn |
| Jun 30, 2025 | 35.16 Mn |
| Mar 31, 2025 | 35.30 Mn |
| Dec 31, 2024 | 34.30 Mn |
| Sep 30, 2024 | 34.42 Mn |
| Jun 30, 2024 | 21.96 Mn |
| Mar 31, 2024 | 22.26 Mn |
| Dec 31, 2023 | 21.53 Mn |
| Sep 30, 2023 | 21.53 Mn |
| Jun 30, 2023 | 21.51 Mn |
| Mar 31, 2023 | 20.89 Mn |
| Dec 31, 2022 | 20.88 Mn |
| Sep 30, 2022 | 20.88 Mn |
| Jun 30, 2022 | 20.37 Mn |
| Mar 31, 2022 | 20.37 Mn |
| Dec 31, 2021 | 20.37 Mn |
| Sep 30, 2021 | 20.37 Mn |
API Access
Axos Financial Long-Term 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=long-term-investments&ticker=AX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-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=long-term-investments&ticker=AX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();