Axos Financial Inc (AX) — Long-term Investment Intensity

Latest as of September 2025: 0.2%

Axos Financial Inc (AX) has a Long-term Investment Intensity of 0.2% as of September 2025. Long-term investments of $57.73 Million represent 0.2% of total assets of $27.43 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See AX book value for net asset value and shareholders' equity analysis.

LT Investment Intensity

0.2%
LT Investments / Total Assets

Long-term Investments

$57.73 Million
USD

Total Assets

$27.43 Billion
USD

Country

USA
NYSE

Axos Financial Inc Long-term Investment Intensity (2013–2025)

This chart shows how Axos Financial Inc's Long-term Investment Intensity has evolved across 13 annual periods from 2013 to 2025. As of September 2025, the intensity stands at 0.2%, reflecting long-term investments of $57.73 Million against total assets of $27.43 Billion USD. Also explore AX asset base for the complete picture of this company's asset base.

Annual Long-term Investment Intensity for Axos Financial Inc (2013–2025)

The table below presents the year-by-year Long-term Investment Intensity for Axos Financial Inc from 2013 to 2025, covering 13 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For market capitalisation and broader financial context, see Axos Financial Inc market cap and net worth.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2025 0.3% $66.06 Million $24.78 Billion ▼ -0.4 pp
2024 0.6% $141.96 Million $22.86 Billion ▼ -0.5 pp
2023 1.1% $233.11 Million $20.35 Billion ▼ -0.4 pp
2022 1.5% $264.28 Million $17.46 Billion ▲ +0.2 pp
2021 1.3% $189.32 Million $14.27 Billion ▼ 0.0 pp
2020 1.4% $187.73 Million $13.85 Billion ▼ -84.6 pp
2019 85.9% $9.64 Billion $11.22 Billion ▼ -2.5 pp
2018 88.4% $8.43 Billion $9.54 Billion ▲ +1.6 pp
2017 86.8% $7.38 Billion $8.50 Billion ▲ +0.5 pp
2016 86.3% $6.56 Billion $7.60 Billion ▼ -2.3 pp
2015 88.6% $5.16 Billion $5.82 Billion ▲ +2.6 pp
2014 86.0% $3.79 Billion $4.40 Billion ▲ +3.9 pp
2013 82.2% $2.54 Billion $3.09 Billion
pp = percentage points