Axos Financial (AX) Short-term Investments (2011 - 2026)
Axos Financial (AX) recorded Short-term Investments of $661,000 in fiscal Q4 2026 (quarter ended Jun 30, 2026), up 1.8% from $649,000 a year earlier and up 48.9% from the prior quarter.
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Analysis
Axos Financial (AX) Short-term Investments (2011 - 2026) Analysis & Trends
Starting with fiscal Q4 2011, Axos Financial's Short-term Investments history includes 52 quarters.
- Annual Short-term Investments has a five-year compound annual growth rate of -19.7% (FY2021 to FY2026).
- Across earlier fiscal years, Short-term Investments came in at $649,000 in FY2025 (+83.9%), $353,000 in FY2024 (-53.4%), $758,000 in FY2023 (-56.9%) and $1.76 million in FY2022 (-11.3%).
- Quarterly Short-term Investments has ranged from $75,000 in fiscal Q1 2023 to $1.94 million in fiscal Q1 2022 over the past five years.
- On a year-over-year basis, Short-term Investments has increased for three consecutive quarters, with growth averaging 36.7% over the last eight quarters.
- Peak year-over-year performance for Short-term Investments in the last five years was growth of 753.3% in fiscal Q1 2024, against a decline of 96.1% in fiscal Q1 2023 at the low end.
- Per Business Quant, the preceding three fiscal quarters came in at $444,000 (Q3 2026), $880,000 (Q2 2026) and $533,000 (Q1 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Jpmorgan Chase | 886.05 Bn | 915.53 Bn | - |
| 2 | Banco Santander Chile | 409.93 Bn | 529.88 Bn | - |
| 3 | Bank Of America | 377.01 Bn | -1,999.06 Bn | - |
| 4 | Hsbc Holdings | 329.11 Bn | 329.16 Bn | - |
| 5 | Morgan Stanley | 295.54 Bn | -213.55 Bn | - |
| 6 | Royal Bank Of Canada | 273.59 Bn | 124.33 Bn | - |
| 7 | Mitsubishi Ufj Financial | 268.33 Bn | -1,320.16 Bn | 10.89 Bn |
| 8 | Goldman Sachs | 261.29 Bn | -3,295.82 Bn | - |
| 9 | Wells Fargo & Company | 243.13 Bn | 245.26 Bn | - |
| 10 | Axos Financial | 4.97 Bn | -1.92 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 661,000.00 |
| Mar 31, 2026 | 444,000.00 |
| Dec 31, 2025 | 880,000.00 |
| Sep 30, 2025 | 533,000.00 |
| Jun 30, 2025 | 649,000.00 |
| Mar 31, 2025 | 346,000.00 |
| Dec 31, 2024 | 241,000.00 |
| Sep 30, 2024 | 594,000.00 |
| Jun 30, 2024 | 353,000.00 |
| Mar 31, 2024 | 592,000.00 |
| Dec 31, 2023 | 329,000.00 |
| Sep 30, 2023 | 640,000.00 |
| Jun 30, 2023 | 758,000.00 |
| Mar 31, 2023 | 400,000.00 |
| Dec 31, 2022 | 372,000.00 |
| Sep 30, 2022 | 75,000.00 |
| Jun 30, 2022 | 1.76 Mn |
| Mar 31, 2022 | 366,000.00 |
| Dec 31, 2021 | 1.22 Mn |
| Sep 30, 2021 | 1.94 Mn |
API Access
Axos Financial Short-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=short-term-investments&ticker=AX&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "short-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=short-term-investments&ticker=AX&period=max&api_key=YOUR_API_KEY");
const data = await res.json();