Axos Financial AX
NYSE AX
$87.56 +0.99 (+1.14%)
As of: Oct 1, 2026 · 3:59 PM EDT

Axos Financial (AX) Securities - Held-to-maturity (2011 - 2016)

Updated

Axos Financial's Securities - Held-to-maturity came in at $199.17 million for fiscal Q4 2016 (quarter ended Jun 30, 2016), down 11.7% from $225.56 million a year earlier and down 5.7% from the prior quarter.

Analysis

Axos Financial (AX) Securities - Held-to-maturity (2011 - 2016) Analysis & Trends

Going back to fiscal Q4 2011, Axos Financial's Securities - Held-to-maturity data covers 21 quarters.

  • Securities - Held-to-maturity has declined in each of the last five fiscal years, with a five-year compound annual growth rate of -11.7% (FY2011 to FY2016).
  • Going back by fiscal year, Securities - Held-to-maturity was $225.56 million in FY2015 (-9.0%), $247.73 million in FY2014 (-10.1%), $275.69 million in FY2013 (-11.9%) and $313.03 million in FY2012 (-15.5%).
  • The fiscal Q4 2016 figure represents the lowest quarterly Securities - Held-to-maturity in data going back to fiscal Q4 2011.
  • Year-over-year, Securities - Held-to-maturity has declined for 17 consecutive quarters, with an average decline of 9.2% over the last eight quarters.
  • Over the past five years, the year-over-year decline in Securities - Held-to-maturity ranged from 7.6% (fiscal Q3 2015) to 15.5% (fiscal Q4 2012).
  • Business Quant data shows AX's Securities - Held-to-maturity at $211.29 million (Q3 2016), $215.96 million (Q2 2016) and $221.57 million (Q1 2016) in the three fiscal quarters before Q4 2016.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (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 -
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 -
9 Wells Fargo & Company 242.61 Bn 244.75 Bn -
10 Axos Financial 4.91 Bn -1.97 Bn -
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2016 199.17 Mn
Mar 31, 2016 211.29 Mn
Dec 31, 2015 215.96 Mn
Sep 30, 2015 221.57 Mn
Jun 30, 2015 225.56 Mn
Mar 31, 2015 233.93 Mn
Dec 31, 2014 238.39 Mn
Sep 30, 2014 243.40 Mn
Jun 30, 2014 247.73 Mn
Mar 31, 2014 253.28 Mn
Dec 31, 2013 258.96 Mn
Sep 30, 2013 267.67 Mn
Jun 30, 2013 275.69 Mn
Mar 31, 2013 280.91 Mn
Dec 31, 2012 288.45 Mn
Sep 30, 2012 300.04 Mn
Jun 30, 2012 313.03 Mn
Mar 31, 2012 328.53 Mn
Dec 31, 2011 339.69 Mn
Sep 30, 2011 350.07 Mn
API Access

Axos Financial Securities - Held-to-maturity 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=securities-held-to-maturity&ticker=AX&period=max&api_key=YOUR_API_KEY