Axos Financial Inc Long-term Investment Intensity

Latest as of March 2026: 1.4%

Axos Financial Inc long-term investment intensity. 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. Read AX total debt and obligations for a breakdown of total debt and financial obligations.

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

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

Long-term investment intensity of Axos Financial Inc from 2013 to 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.

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

Axos Financial Inc long-term investment intensity by year from 2013 to 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 the complete balance sheet picture, see AX asset base.

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