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
DateValue
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