AX (Axos Financial) Institutional Ownership: 94.64% (As of Jun. 29, 2026)


AX Axos Financial Inc AX
85 GF Score
Price $96.03
GF Value $87.75
Valuation Fairly Valued
! 5 Warning Signs
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What is Axos Financial Institutional Ownership?

Axos Financial AX -0.21% 85 Institutional Ownership is 94.64% as of Jun. 29, 2026. GuruFocus rates AX with a GF Score™ of 85/100 and a GF Value™ of $87.75 (Fairly Valued). The stock has 5 warning signs investors should review.

Institutional ownership is the percentage of shares that are owned by institutions out of the total shares outstanding. As of today, Axos Financial's institutional ownership is 94.64%.

Insider Ownership is the percentage of shares that are owned by company insiders relative to the total shares outstanding. As of today, Axos Financial's Insider Ownership is 9.75%.

Float Percentage Of Total Shares Outstanding is the percentage of float shares relative to the total shares outstanding. As of today, Axos Financial's Float Percentage Of Total Shares Outstanding is 70.13%.

Axos Financial Institutional Ownership Historical Data

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The historical data trend for Axos Financial's Institutional Ownership can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Axos Financial Institutional Ownership Chart

Axos Financial Historical Data

The historical data trend for Axos Financial can be seen below:

2025-08-31 2025-09-30 2025-10-31 2025-11-30 2025-12-31 2026-01-31 2026-02-28 2026-03-31 2026-04-30 2026-05-31
Institutional Ownership 62.65 63.05 61.99 62.18 62.56 63.46 64.19 64.68 63.94 63.77
AX
85GF Score
Axos Financial Inc AX
Institutional Ownership is just one metric. See GF Score™, valuation, warning signs, and more.
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Axos Financial Institutional Ownership Calculation

The percentage of shares that are owned by institutions out of the total shares outstanding.

What does a Institutional Ownership of 94.64% mean?
Axos Financial (AX) has a Institutional Ownership of 94.64% as of Jun. 29, 2026. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Axos Financial and its competitors.
Is Axos Financial's Institutional Ownership too high?
Axos Financial's current Institutional Ownership is 94.64%. Overall, Axos Financial has a GF Score™ of 85/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Axos Financial's Institutional Ownership compare to OZK and HOMB?
Axos Financial's Institutional Ownership of 94.64% can be compared against companies in the Banks industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Institutional Ownership for a Banks company?
A good Institutional Ownership depends on the Banks industry context. However, Institutional Ownership should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Institutional Ownership mean?
A high Institutional Ownership can signal that a stock is expensive relative to its fundamentals. Institutional ownership equals the percent of shares owned by financial institutions relative to total shares. View historical data on Axos Financial and its competitors. Axos Financial's current Institutional Ownership is 94.64%. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Axos Financial stock overvalued right now?
Based on GuruFocus' analysis, Axos Financial (AX) is currently considered Fairly Valued. The stock's GF Value™ is $87.75, compared to a current price of $96.03 — trading 9.4% above its estimated fair value. The current Institutional Ownership is 94.64%. Axos Financial's overall GF Score™ is 85/100 with 5 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Institutional Ownership calculated?
Institutional Ownership is calculated from a company's financial statements. For Axos Financial (AX), the current Institutional Ownership is 94.64% as of Jun. 29, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Axos Financial (AX) Overvalued in 2026?

Based on GuruFocus' analysis, Axos Financial stock appears to be overvalued. The current stock price of $96.03 is trading 9.4% above its estimated GF Value™ of $87.75. GuruFocus considers Axos Financial to be Fairly Valued.

Key valuation signals for AX:

  • Institutional Ownership: 94.64%
  • GF Value™: $87.75 vs. price of $96.03 (9.4% above fair value)
  • GF Score™: 85/100 with 5 warning signs

No single metric tells the full story. See the AX stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Axos Financial Business Description

Other Exchanges BB4:Germany
Address 9205 West Russell Road, Suite 400, Las Vegas, NV, USA, 89148
Axos Financial Inc is a bank holding company that operates through its bank subsidiary, BofI Federal Bank, a nationwide bank that provides financing for single and multifamily residential properties, small to medium-size businesses in certain sectors, and selected specialty finance receivables. Its operating segments are banking business segment and securities business segment. The bank distributed its products through a wide range of retail distribution channels, including only banking brands, affinity groups, and sales teams, among others. The majority of the bank's mortgage exposure is titled toward the state of California, particularly its southern region. Net interest income is a majority of the bank's revenue.
85GF Score

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Institutional Ownership is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$96.03
Price
$87.75
GF Value