Axos Financial Inc (AX) Return on Investment ROI from the fourth quarter of 2026 to fourth quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Axos Financial Inc   (NYSE: AX)
    Sector • Financial    Industry • S&Ls Savings Banks
   Industry • S&Ls Savings Banks
   Sector • Financial


Axos Financial Inc's ROI from its fourth quarter of 2026 to the fourth quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Axos Financial Inc's ROI in the fourth quarter of 2026?
Axos Financial Inc achieved a return on average invested assets (ROI) of 4.56 % in its fourth quarter of 2026, which is below Axos Financial Inc's average return on investment, which stands at 10.76%.

ROI fell compared to the third quarter of 2026, despite the net income growth of 0.22% from the third quarter of 2026.

Within the Financial sector 170 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Jun 30 2026 quarter, so far to 1526, from total ROI ranking in the third quarter of 2026 at 1796.

Definition and Formula of Return on Investment


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Return On Investment (Jun 30 2026)
IV. Quarter		 (Mar 31 2026)
III. Quarter		 (Dec 31 2025)
II. Quarter		 (Sep 30 2025)
I. Quarter		 (Jun 30 2025)
IV. Quarter
Y / Y Investment Change TTM -19.13 % -75.82 % -84.01 % -61.81 % -38.64 %
Y / Y Net Income Change TTM 13.27 % 11.47 % 41.86 % 99.31 % 312.8 %
Investment (TTM) in Millions 28,853 6,221 3,404 4,531 3,404
Return On Investment (TTM) 4.56 % 10.84 % 12.43 % 5.07 % 3.26 %
AX's Overall Ranking # 1526 # 1796 # 333 # 1670 # 1494
Seq. Investment Change TTM 144.92 % 19.5 % -56.96 % -35.8 % -26.78 %
Seq. Net Income Change TTM 3 % 4.26 % 5.48 % 0 % 1.36 %
Net Income (TTM) in Millions 490 476 457 433 433

AX Company Profile >> Back to AX Roi Comparisons >> See Annual AX Return On Investment



Return On Investment AX's Ranking
Within: No.
Industry # 4
Sector # 171
Overall # 1526

Return On Investment Statistics
High Average Low
18.56 %
10.76 %
1.59 %
(Mar 31 2016)   (Jun 30 2023)



  News about Axos Financial Inc Return on Investment ROI

Axos Financial Inc Appoints Sara Wardell-Smith as Independent Director Amidst Concerns of Disappointing Financial Performance

November 29, 2023


LAS VEGAS - Axos Financial, Inc. (NYSE: AX), a leading digital financial services provider, recently announced the selection of Sara Wardell-Smith as an independent director for the Company and Axos Bank s board of directors. The appointment, effective December 1, 2023, comes at a crucial time as Axos Financial Inc s return on average invested assets (ROI) for the first quarter of 2024 stood at a meager 1.66%, significantly below the company s average ROI of 12.65%.
Wardell-Smith s diverse expertise in wholesale banking, global payments, fintech partnerships, and board service makes her a valuable addition to Axos Financial Inc. However, her appointment prompts questions regarding the company s strategic move amidst concerns about their recent financial performance.





Financial Statements
Axos Financial Inc's IV. Quarter Investments $ 28,853 Millions AX's Balance sheet
Axos Financial Inc's IV. Quarter Income $ 125 Millions Quarterly AX's Income Statement
AX's Income by Division See AX's Income by Division


AX Annual Return On Investment (Jun 30 2026)
2026		 (Jun 30 2025)
2025		 (Jun 30 2024)
2024		 (Jun 30 2023)
2023		 (Jun 30 2022)
2022
Total Investments in Millions 29,962 24,783 22,855 20,348 2,717
Y / Y Investment Growth 20.9 % 8.43 % 12.32 % 648.83 % 67.5 %
Net Income in Millions 490 433 450 307 241
Y / Y Net Income Growth 13.27 % -3.8 % 46.5 % 27.6 % 11.69 %
Annual Return On Investment 1.64 % 1.75 % 1.97 % 1.51 % 8.86 %


Annual Roi Comment
In the fiscal year 2026 ROI deteriorated to 1.64 %, despite net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
S&Ls Savings Banks Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
AX's Roi Ratio versus S&Ls Savings Banks Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for AX's Competitors
Subscribers only: Roi for Axos Financial Inc's Suppliers
Subscribers only: Return On Investment for AX's Customers

Other Ratios
AX's Roa AX's Inventory Turnover Ratio AX's Growth Rates AX's Dividend Statistics
AX's Profitability Ratios AX's Asset Turnover Ratio AX's Dividend Growth
AX's Roe AX's Valuation Ratios AX's Financial Strength Ratios AX's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2026, within Financial Sector ROI
Investors Title Co  12.12 %
Invesco Db Energy Fund  12.10 %
Globe Life Inc   12.09 %
Paccar Inc  12.06 %
Sizzle Acquisition Corp Ii  12.02 %
Abrdn Platinum Etf Trust  11.99 %
Miami International Holdings Inc   11.97 %
Affiliated Managers Group inc   11.95 %
Centurion Acquisition Corp   11.93 %
Tradeweb Markets Inc   11.90 %
Mgic Investment Corp  11.66 %
Marsh and Mclennan Companies Inc   11.32 %
American Coastal Insurance Corporation  11.28 %
Progressive Corp  11.22 %
Mercury General Corporation  10.95 %
Travelers Companies inc   10.84 %
Enact Holdings Inc   10.78 %
Kinsale Capital Group Inc   10.68 %
Utg Inc   10.57 %
Public Storage  10.56 %
Brookfield Oaktree Holdings Llc  10.48 %
Universal Insurance Holdings Inc   10.47 %
Cohen and Co Inc   10.29 %
Primerica Inc   10.23 %
Invesco Db Commodity Index Tracking Fund  10.17 %
Invesco Db Precious Metals Fund  9.89 %
Hippo Holdings Inc   9.84 %
Essent Group Ltd   9.69 %
Aflac Incorporated  9.64 %
Aon Plc  9.54 %

Date modified: 2026-08-21T06:33:40+00:00



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