Axos Financial (AX) Short-term Investments (2011 - 2026)
Axos Financial (AX) recorded Short-term Investments of $402,000 in fiscal Q1 2027 (quarter ended Sep 30, 2026), down 24.6% from $533,000 a year earlier and down 39.2% from the prior quarter.
Powered by 
Analysis
Axos Financial (AX) Short-term Investments (2011 - 2026) Analysis & Trends
At the end of FY2026 (ended Jun 30, 2026), Axos Financial reported Short-term Investments of $661,000, up 1.8% from FY2025.
- 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%).
- The fiscal Q1 2027 figure is the lowest quarterly Short-term Investments since fiscal Q3 2025.
- On a year-over-year basis, Short-term Investments rose in four of the last eight quarters, with growth averaging 34.5%.
- 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 $661,000 (Q4 2026), $444,000 (Q3 2026) and $880,000 (Q2 2026).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Jpmorgan Chase | 896.53 Bn | 896.53 Bn | - |
| 2 | Bank Of America | 354.20 Bn | -2,021.91 Bn | - |
| 3 | Hsbc Holdings | 303.54 Bn | -1,800.05 Bn | - |
| 4 | Royal Bank Of Canada | 283.29 Bn | -546.75 Bn | - |
| 5 | Morgan Stanley | 281.19 Bn | -262.84 Bn | - |
| 6 | Goldman Sachs | 256.26 Bn | -3,487.19 Bn | - |
| 7 | Wells Fargo & Company | 253.33 Bn | 253.33 Bn | - |
| 8 | Mitsubishi Ufj Financial | 238.77 Bn | -102.62 Bn | 10.89 Bn |
| 9 | American Express | 216.03 Bn | 15.51 Bn | - |
| 10 | Axos Financial | 5.27 Bn | -613.35 Mn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 402,000.00 |
| 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 |
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();