Axos Financial, Inc. (AX) — Quarterly Report

AI-Powered SEC Filing Analysis

Latest Quarterly Report Filed: 2026-04-30

Key Insights

The filing is dated 2026-04-30 for Q3 period ending 2026-03-31, indicating the company is reporting nine months of fiscal year 2026 results with comprehensive balance sheet and equity tracking across multiple segments.
The XBRL structure shows significant activity in subordinated notes with both redemption and repurchase transactions during the period (2025-07-01 to 2026-03-31), suggesting active capital management and potential balance sheet restructuring.
The filing includes detailed breakdowns of fair value measurements (Level 1, 2, and 3 inputs) for securities portfolios including U.S. Treasuries, Agency RMBS, and Non-Agency RMBS, indicating a complex investment portfolio requiring careful valuation monitoring.
Subsequent events dated through April 2026 include transactions with Capital One National Association and SMBC MANUBANK, suggesting ongoing business development and potential lending partnerships or agreements during the reporting period.

Want the newest filings?

This analysis covers the filing from 2026-04-30. New 10-K, 10-Q and 8-K filings are analyzed the moment they are released — exclusively in the app.

Download on the App Store Open in app →

Earlier Quarterly Report filings

Filed: 2026-01-29

Axos Financial, Inc. (AX) reported its Q2 2026 results, reflecting a loan portfolio that appears to be a key focus area for the company.
The filing mentions a subsidiary, Verdant Commercial Capital LLC, which may play a significant role in the company's commercial real estate lending activities.
The company's fair value measurements across various investment securities and derivatives suggest complex financial instruments are part of its asset portfolio.

Other reports for Axos Financial, Inc.

Current Report Insider Trading

Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.