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

Latest as of March 2026: 1.4%

Axos Financial Inc (AX) has a Long-term Investment Intensity of 1.4% as of March 2026. Long-term investments of $401.28 Million represent 1.4% of total assets of $29.25 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Check AX asset resilience ratio to evaluate the company's liquid asset resilience ratio.

LT Investment Intensity

1.4%
LT Investments / Total Assets

Long-term Investments

$401.28 Million
USD

Total Assets

$29.25 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 March 2026, the intensity stands at 1.4%, reflecting long-term investments of $401.28 Million against total assets of $29.25 Billion USD. For the complete balance sheet picture, see total assets of Axos Financial Inc.

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. Read Axos Financial Inc balance sheet liabilities for a breakdown of total debt and financial obligations.

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