Axos Financial (AX) Long-Term Investments (2011 - 2025)
Axos Financial's (AX) quarterly Long-Term Investments came in at $62.6 million in Q4 2025, down 17.1% year-on-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.
- On a quarterly basis, Long-Term Investments fell 17.1% year-over-year to $62.6 million in Q4 2025; TTM through Dec 2025 was $62.6 million, a 17.1% decrease from a year earlier, with the FY2022 full-year figure at $212.5 million, up 142.21% from the prior year.
- Long-Term Investments fell to $62.6 million in Q4 2025 per AX's latest filing, from $75.5 million in the prior quarter.
- Across five years, Long-Term Investments topped out at $212.5 million in Q2 2022 and bottomed 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.
- Across the five-year window, Long-Term Investments jumped 770.83% in 2022 and sank 63.67% in 2024, its largest moves.
- Year by year, Long-Term Investments stood at $20.1 million in 2021, then soared by 770.83% to $175.1 million in 2022, then rose by 18.61% to $207.7 million in 2023, then sank by 63.67% to $75.5 million in 2024, then fell by 17.1% to $62.6 million in 2025.
- Per Business Quant, the three latest AX Long-Term Investments figures stand at $62.6 million (Q4 2025), $75.5 million (Q4 2024), and $118.6 million (Q3 2024).
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | KB Financial | 43,124.21 Bn | 43,125.44 Bn | -775,612.08 | 690.04 Mn |
| 2 | Shinhan Financial | 33,971.34 Bn | 33,973.00 Bn | - | 1.71 Bn |
| 3 | Bank Of Chile | 4,105.33 Bn | 4,105.33 Bn | 167,623.00 | 87,651.00 |
| 4 | NatWest | 768.74 Bn | 572.78 Bn | 1.79 Bn | - |
| 5 | Mizuho Financial | 385.64 Bn | 389.59 Bn | - | 36.42 Bn |
| 6 | Lloyds Banking | 358.14 Bn | 358.14 Bn | - | 761.88 Bn |
| 7 | First Capital | 200.03 Bn | 199.69 Bn | - | - |
| 8 | Landmark Bancorp | 187.97 Bn | 187.94 Bn | - | - |
| 9 | Pnc Financial Services | 100.96 Bn | 101.01 Bn | - | 10.51 Bn |
| 10 | Axos Financial | 5.40 Bn | 4.05 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 |