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Axos Financial, Inc. (AX)

USD97.16 -0.24 (-0.25%)
US NYSE Financial Services Banks - Regional
Address 9205 West Russell Road 89148
Las Vegas, NV, US
CEO Gregory Garrabrants
IPO 2005-03-16
CIK 1299709 ISIN US05465C1009

Explore sections of this company profile

Description

Founded in Las Vegas, Nevada, in 1999, Axos Financial, Inc. is a U.S.-based financial institution that delivers a comprehensive array of banking services to both individual consumers and businesses. The company operates through two primary divisions: its core Banking Business and its Securities Business. For deposits, Axos provides a broad spectrum of options including checking, savings, demand, money market, and time deposit accounts, alongside specialized products such as zero balance and insured cash sweep accounts. Its diverse lending portfolio encompasses various mortgage types, such as single-family, multi-family, and commercial real estate-backed loans. They also extend commercial and industrial loans, comprising non-real estate, asset-backed, term loans, and lines of credit. Consumer lending encompasses automobile loans, fixed-rate unsecured loans, and unique offerings such as structured settlements, Small Business Administration (SBA) loans, and securities-backed financing. Beyond its core banking activities, Axos provides extensive services, including ACH origination, wire transfers, commercial check printing, and tools for business bill payment and account transfers. Digital solutions such as remote and mobile deposit, lockbox services, merchant payment processing, and online payment portals are readily available. Clients benefit from concierge banking, mobile and text message banking, diverse payment services, and access to debit cards, credit cards, and digital wallets. In its Securities Business, Axos facilitates disclosed clearing services and comprehensive back-office support. This encompasses record keeping, trade reporting, accounting, general administrative support, securities and margin lending, reorganization assistance, and the secure custody of securities. The company also offers financing solutions to its brokerage clients. The institution, previously known as BofI Holding, Inc., adopted its current name, Axos Financial, Inc., in September 2018.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD97.16 -0.24 (-0.25%)
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Volume Profile
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Liquidity & share structure
Average Volume
423.8K
Beta
1.23
Float Shares
54.21M
Free Float %
95.7%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.31% -4.69% -8.79% -10.77% +2.89% -2.08% +16.81% +130.52% +90.15% +378.02% +1,650.41%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (19 ratings, all time) Buy
Price Targets & DCF
Current price
97.16
Low 110.00 +13.2%
Consensus 111.00 +14.2%
Median 111.00 +14.2%
High 112.00 +15.3%
DCF (Unlevered) 188.70 +94.2%
DCF (Levered) 175.07 +80.2%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 83% Bullish
Rating 2026-05 Change
Strong Buy 1 -1
Buy 4 0
Hold 1 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter
Last Year 6
107.92
+11.1%
All Time 10
95.75
-1.5%
Quality scores
Altman Z-Score
-0.52
Distress
Piotroski F-Score
4 / 9
Average
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
4 / 5
High
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
3 / 5
Medium
P/Book Score
2 / 5
Medium
Operational MOAT
★ Strong MOAT
  • Revenue growth
    +9.2% Q1'26: +22.1% (vs Q1'25)
  • EPS growth
    -3.0% Q1'26: +18.8% (vs Q1'25)
  • FCF margin
    Q1'26: +12.4% (vs Q1'25)
  • EBIT margin
    Q1'26: +29.3% (vs Q1'25)
  • ROIC
    Q1'26: +11.6% (vs Q1'25)
  • Share dilution
    -0.8% Q1'26: -0.8% (vs Q1'25)
  • Debt / EBITDA
    Q1'26: 3.76× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.30) × ERP
WACC = 93% × Ke + 7% × Kd (184.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 187.44 Current price: 97.16
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Jun 2011
actual
Jun 2012
actual
Jun 2013
actual
Jun 2014
actual
Jun 2015
actual
Jun 2016
actual
Jun 2017
actual
Jun 2018
actual
Jun 2019
actual
Jun 2020
actual
Jun 2021
actual
Jun 2022
actual
Jun 2023
actual
Jun 2024
actual
Jun 2025
actual
Jun 2026
4 Rev. Ana.
4 EPS Ana.
Jun 2027
4 Rev. Ana.
5 EPS Ana.
Jun 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
100.93M
est: 55.20M (+82.9%)
132.10M
est: 81.92M (+61.3%)
163.36M
est: 97.58M (+67.4%)
195.33M
est: 137.10M (+42.5%)
274.95M
est: 225.67M (+21.8%)
384.05M
est: 323.64M (+18.7%)
455.42M
est: 382.61M (+19.0%)
546.02M
est: 443.10M (+23.2%)
644.82M
est: 492.22M (+31.0%)
717.62M
est: 568.20M (+26.3%)
711.97M
est: 640.80M (+11.1%)
757.91M
est: 696.18M (+8.9%)
1.26B
est: 895.77M (+41.1%)
1.77B
est: 1.12B (+58.4%)
1.93B
est: 1.25B (+54.4%)
1.46B
1.45B – 1.48B
+16.7% YoY
1.62B
1.60B – 1.65B
+11.1% YoY
1.78B
1.75B – 1.80B
+9.6% YoY
EBITDA
34.79M
est: 22.31M (+55.9%)
50.85M
est: 79.11M (-35.7%)
70.11M
est: 80.64M (-13.1%)
97.14M
est: 110.42M (-12.0%)
144.13M
est: 147.90M (-2.5%)
209.69M
est: 210.88M (-0.6%)
238.79M
est: 291.13M (-18.0%)
248.27M
est: 316.45M (-21.5%)
229.28M
est: 386.61M (-40.7%)
297.62M
est: 430.84M (-30.9%)
336.19M
est: 363.01M (-7.4%)
364.56M
est: 390.06M (-6.5%)
455.13M
est: 422.80M (+7.6%)
662.57M
est: 451.06M (+46.9%)
642.41M
est: 505.17M (+27.2%)
589.66M
585.59M – 598.30M
+16.7% YoY
654.86M
646.67M – 667.14M
+11.1% YoY
717.62M
708.40M – 728.13M
+9.6% YoY
EBIT
34.17M
est: 20.94M (+63.2%)
49.54M
est: 31.08M (+59.4%)
68.20M
est: 37.02M (+84.2%)
94.27M
est: 52.01M (+81.2%)
140.86M
est: 85.62M (+64.5%)
204.90M
est: 122.78M (+66.9%)
232.69M
est: 145.16M (+60.3%)
239.70M
est: 168.10M (+42.6%)
212.81M
est: 186.74M (+14.0%)
262.63M
est: 215.57M (+21.8%)
305.74M
est: 243.11M (+25.8%)
339.96M
est: 264.12M (+28.7%)
431.74M
est: 339.84M (+27.0%)
635.48M
est: 423.36M (+50.1%)
613.40M
est: 474.15M (+29.4%)
553.46M
549.64M – 561.57M
+16.7% YoY
614.65M
606.97M – 626.18M
+11.1% YoY
673.56M
664.91M – 683.42M
+9.6% YoY
Net Income
20.58M
est: 17.69M (+16.3%)
29.48M
est: 24.41M (+20.8%)
40.29M
est: 29.82M (+35.1%)
55.96M
est: 45.11M (+24.0%)
82.68M
est: 63.38M (+30.5%)
119.29M
est: 93.73M (+27.3%)
134.74M
est: 126.81M (+6.3%)
152.41M
est: 132.10M (+15.4%)
155.13M
est: 167.65M (-7.5%)
183.44M
est: 171.20M (+7.1%)
215.71M
est: 169.41M (+27.3%)
240.72M
est: 214.47M (+12.2%)
307.17M
est: 331.40M (-7.3%)
450.01M
est: 448.42M (+0.4%)
432.91M
est: 424.75M (+1.9%)
492.84M
474.24M – 510.09M
+16.0% YoY
562.56M
549.17M – 575.46M
+14.1% YoY
628.20M
615.64M – 638.02M
+11.7% YoY
SGA
20.44M
est: 14.36M (+42.3%)
28.66M
est: 26.80M (+6.9%)
42.79M
est: 31.91M (+34.1%)
44.09M
est: 47.30M (-6.8%)
60.48M
est: 52.92M (+14.3%)
88.63M
est: 76.04M (+16.6%)
107.10M
est: 111.92M (-4.3%)
136.62M
est: 125.91M (+8.5%)
187.28M
est: 178.44M (+5.0%)
189.29M
est: 243.81M (-22.4%)
202.87M
est: 184.75M (+9.8%)
230.65M
est: 243.18M (-5.2%)
305.32M
est: 268.49M (+13.7%)
348.16M
est: 276.56M (+25.9%)
407.90M
est: 309.74M (+31.7%)
361.54M
359.05M – 366.84M
+16.7% YoY
401.52M
396.50M – 409.05M
+11.1% YoY
440.00M
434.34M – 446.44M
+9.6% YoY
EPS
0.47
est: 0.37 (+27.0%)
0.61
est: 0.55 (+10.9%)
0.75
est: 0.49 (+53.1%)
0.97
est: 0.77 (+26.0%)
1.35
est: 1.30 (+3.7%)
1.85
est: 1.85 (+0.0%)
2.07
est: 2.09 (-1.1%)
2.36
est: 2.40 (-1.5%)
2.51
est: 2.49 (+0.9%)
3.01
est: 2.78 (+8.3%)
3.64
est: 3.54 (+2.9%)
4.04
est: 3.99 (+1.2%)
5.15
est: 4.88 (+5.5%)
7.82
est: 7.69 (+1.6%)
7.61
est: 7.30 (+4.3%)
8.51
8.14 – 8.76
+16.6% YoY
9.67
9.43 – 9.88
+13.6% YoY
10.75
10.57 – 10.95
+11.2% YoY
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-11 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-08 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-07 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-06 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-05 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-04 B+ 3/5 4/5 4/5 4/5 2/5 3/5 2/5
2026-05-01 A- 4/5 5/5 5/5 5/5 1/5 3/5 2/5
2026-04-30 A- 4/5 4/5 5/5 5/5 1/5 3/5 2/5
2026-04-29 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-28 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-27 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-24 A- 4/5 4/5 5/5 5/5 2/5 3/5 2/5
2026-04-23 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-22 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-21 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-20 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-17 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-16 A 4/5 5/5 5/5 5/5 2/5 3/5 2/5
2026-04-15 A- 4/5 5/5 4/5 5/5 2/5 3/5 2/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
428.43M
OE per share TTM
7.40
Owner's Yield
8.86%
Maintenance CapEx ratio
23.44%
Maint CapEx / Avg PPE
1.4%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
96
Total invested
141.90M
Insider transactions (90d)
0
Beneficial owners (>5%)
22
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 (1) BlackRock, Inc. 8.75M 14.70% 8.65M 8.75M HC Delaware 2022-01-28
2 The Vanguard Group - 23-1945930 5.71M 9.60% 52.4K 5.61M 99.6K IA Pennsylvania 2022-02-09
3 STATE STREET CORPORATION 3.50M 6.07% 331.1K 3.50M HC BOSTON, MASSACHUSETTS 2024-01-24
4 Abigail P. Johnson 1.10M 7.41% 1.10M IN United States of America 2015-02-13
5 Edward C. Johnson 3d 1.10M 7.41% 1.10M IN United States of America 2015-02-13
6 FMR LLC 1.10M 7.41% 7.6K 1.10M HC Delaware 2015-02-13
7 1. The Chipman First Family Limited Partnership               2. Evelyn Chipman               3. Mic 809.5K 9.87% 809.5K 809.5K PN Citizenship or Place of Organization 2009-02-13
8 Jerry F. Englert 699.1K 8.53% 699.1K 699.1K IN Citizenship or Place of Organization 2009-02-17
9 Applicable 657.0K 8.10% 657.0K OO California 2010-02-04
10 570.3K 7.00% 570.3K 570.3K 570.3K IN United States 2010-02-12
11 Chipman First Family Limited Partnership 545.3K 4.72% 545.3K 10.00 PN Citizenship or Place of Organization 2012-08-15
12 Evelyn Chipman 545.3K 4.72% 545.3K 10.00 IN Citizenship or Place of Organization 2012-08-15
13 Michael A. Chipman 545.3K 4.72% 545.3K 10.00 IN Citizenship or Place of Organization 2012-08-15
14 04-2683227 528.0K 4.12% 528.0K 528.0K IA Massachusetts 2013-02-14
15 J. Gary Burke 519.7K 6.43% 519.7K 519.7K IN Citizenship or Place of Organization 2009-02-17
16 SHAKER INVESTMENTS LLC 449.8K 3.51% 277.8K 449.8K IA PERSON WITH: 2013-09-04
17 54-1712996 428.7K 4.20% 428.7K 428.7K IA Delaware 2011-02-14
18 13-3127734 309.2K 2.06% 306.5K 308.7K 488.00 HC Delaware 2015-02-12
19 26-0385758 309.2K 2.06% 306.5K 308.7K 488.00 IA Delaware 2015-02-12
20 20-8197121 0.00% PN California 2011-02-11
21 88-0384205 0.00% CO Nevada 2011-02-11
22 Not Applicable 0.00% OO California 2011-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
96
-290 vs prev Q
New positions
13
Closed positions
294
Increased
41
Reduced
32
Put/Call ratio
0.00
Calls held
Puts held
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 BLACKROCK, INC. 8.33M +177.0K (+2.2%) 717.74M +27.6M (+4.0%) 14.65% +0.192 pp 0.01% +0.000 pp USD63.87 +34.9% 6 qtrs
2 VANGUARD GROUP INC 5.90M -31.3K (-0.5%) 508.12M +6.3M (+1.2%) 10.37% -0.142 pp 0.01% 0.000 pp USD38.73 +122.5% 30 qtrs
3 STATE STREET CORP 2.70M +13.7K (+0.5%) 232.32M +5.2M (+2.3%) 4.74% -0.015 pp 0.01% 0.000 pp USD43.80 +96.7% 30 qtrs
4 AMERICAN CENTURY COMPANIES INC 2.47M +61.2K (+2.5%) 213.22M +8.9M (+4.4%) 4.35% +0.072 pp 0.11% +0.003 pp USD54.06 +59.4% 25 qtrs
5 DIMENSIONAL FUND ADVISORS LP 2.17M -2.3K (-0.1%) 186.93M +3.1M (+1.7%) 3.82% -0.036 pp 0.04% 0.000 pp USD35.18 +144.9% 30 qtrs
6 FMR LLC 1.87M +479.2K (+34.4%) 161.19M +43.4M (+36.8%) 3.29% +0.822 pp 0.01% +0.002 pp USD81.49 +5.7% 30 qtrs
7 GEODE CAPITAL MANAGEMENT, LLC 1.78M +62.3K (+3.6%) 154.69M +8.2M (+5.6%) 3.12% +0.084 pp 0.01% +0.000 pp USD48.06 +79.3% 30 qtrs
8 DAVIS ASSET MANAGEMENT, L.P. 1.46M +— (+0.0%) 125.55M +2.2M (+1.8%) 2.56% -0.021 pp 4.50% +0.106 pp USD35.92 +139.9% 14 qtrs
9 AMERIPRISE FINANCIAL INC 753.6K +43.8K (+6.2%) 64.93M +4.8M (+8.1%) 1.33% +0.067 pp 0.01% +0.001 pp USD48.18 +78.8% 30 qtrs
10 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 721.6K +52.3K (+7.8%) 62.17M +5.5M (+9.7%) 1.27% +0.082 pp 0.01% +0.001 pp USD41.65 +106.9% 30 qtrs
11 NORTHERN TRUST CORP 665.0K -24.7K (-3.6%) 57.30M -1.1M (-1.9%) 1.17% -0.054 pp 0.01% 0.000 pp USD34.13 +152.4% 30 qtrs
12 GENEVA CAPITAL MANAGEMENT LLC 659.9K -78.5K (-10.6%) 56.85M -5.6M (-9.0%) 1.16% -0.149 pp 1.07% -0.004 pp USD27.29 +215.7% 24 qtrs
13 WASATCH ADVISORS LP 617.7K -287.8K (-31.8%) 53.22M -23.4M (-30.6%) 1.09% -0.519 pp 0.32% -0.096 pp USD42.09 +104.7% 30 qtrs
14 MORGAN STANLEY 563.9K +89.1K (+18.8%) 48.58M +8.4M (+20.9%) 0.99% +0.150 pp 0.00% +0.001 pp USD46.86 +83.9% 30 qtrs
15 WELLINGTON MANAGEMENT GROUP LLP 528.3K +82.9K (+18.6%) 45.52M +7.8M (+20.7%) 0.93% +0.139 pp 0.01% +0.001 pp USD61.02 +41.2% 30 qtrs
16 EMERALD ADVISERS, LLC 521.4K -7.5K (-1.4%) 44.92M +149.6K (+0.3%) 0.92% -0.021 pp 1.38% -0.051 pp USD52.06 +65.5% 12 qtrs
17 FRANKLIN RESOURCES INC 455.2K +41.0K (+9.9%) 39.22M +4.2M (+11.9%) 0.80% +0.066 pp 0.01% +0.001 pp USD74.86 +15.1% 11 qtrs
18 NUVEEN, LLC 408.7K -34.7K (-7.8%) 35.22M -2.3M (-6.2%) 0.72% -0.068 pp 0.01% -0.001 pp USD64.52 +33.5% 4 qtrs
19 SHAKER INVESTMENTS LLC/OH 378.7K -21.0K (-5.3%) 32.63M -1.2M (-3.6%) 0.67% -0.043 pp 13.57% +0.034 pp USD34.18 +152.1% 30 qtrs
20 BANK OF NEW YORK MELLON CORP 377.8K -13.6K (-3.5%) 32.55M -581.6K (-1.8%) 0.66% -0.030 pp 0.01% -0.001 pp USD36.63 +135.2% 30 qtrs
21 1832 ASSET MANAGEMENT L.P. 375.4K +375.4K (+100.0%) 32.34M +32.3M (+100.0%) 0.66% +0.660 pp 0.02% +0.025 pp USD86.16 +0.0% 1 qtrs NEW
22 GOLDMAN SACHS GROUP INC 371.1K +133.5K (+56.2%) 31.97M +11.9M (+59.0%) 0.65% +0.231 pp 0.00% +0.002 pp USD65.10 +32.4% 30 qtrs
23 BRAGG FINANCIAL ADVISORS, INC 355.5K +638.0 (+0.2%) 30.63M +590.8K (+2.0%) 0.63% -0.004 pp 1.00% +0.003 pp USD40.04 +115.2% 28 qtrs
24 BOSTON PARTNERS 349.3K -30.8K (-8.1%) 30.39M -1.7M (-5.4%) 0.61% -0.060 pp 0.03% -0.002 pp USD69.03 +24.8% 5 qtrs
25 ALGERT GLOBAL LLC 346.8K +17.3K (+5.3%) 29.88M +2.0M (+7.1%) 0.61% +0.026 pp 0.47% -0.001 pp USD62.44 +38.0% 18 qtrs
26 EMERALD MUTUAL FUND ADVISERS TRUST 341.3K +— (+0.0%) 29.40M +515.3K (+1.8%) 0.60% -0.005 pp 1.43% -0.059 pp USD50.37 +71.1% 19 qtrs
27 PRINCIPAL FINANCIAL GROUP INC 337.3K +21.7K (+6.9%) 29.06M +2.3M (+8.8%) 0.59% +0.034 pp 0.01% +0.001 pp USD46.77 +84.2% 30 qtrs
28 JPMORGAN CHASE & CO 320.5K -10.4K (-3.1%) 27.61M -396.5K (-1.4%) 0.56% -0.023 pp 0.00% +0.000 pp USD59.52 +44.8% 30 qtrs
29 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 313.2K +55.4K (+21.5%) 27.37M +5.8M (+27.1%) 0.55% +0.094 pp 0.04% +0.010 pp USD70.78 +21.7% 17 qtrs
30 KENNEDY CAPITAL MANAGEMENT LLC 308.9K +33.9K (+12.3%) 26.62M +3.3M (+14.3%) 0.54% +0.056 pp 0.56% +0.049 pp USD64.73 +33.1% 30 qtrs
31 LOOMIS SAYLES & CO L P 306.2K -45.4K (-12.9%) 26.38M -3.4M (-11.4%) 0.54% -0.085 pp 0.03% -0.004 pp USD47.67 +80.7% 20 qtrs
32 PEMBROKE MANAGEMENT, LTD 288.6K +27.1K (+10.3%) 24.86M +2.7M (+12.3%) 0.51% +0.044 pp 2.57% +0.372 pp USD40.43 +113.1% 28 qtrs
33 PUBLIC SECTOR PENSION INVESTMENT BOARD 271.4K +51.5K (+23.4%) 23.39M +4.8M (+25.6%) 0.48% +0.087 pp 0.08% +0.010 pp USD60.63 +42.1% 30 qtrs
34 UBS GROUP AG 256.2K -11.1K (-4.1%) 22.08M -551.7K (-2.4%) 0.45% -0.023 pp 0.00% +0.000 pp USD68.68 +25.5% 30 qtrs
35 STIEVEN CAPITAL ADVISORS, L.P. 255.9K +18.9K (+8.0%) 22.04M +2.0M (+9.9%) 0.45% +0.030 pp 4.09% +0.306 pp USD46.68 +84.6% 30 qtrs
36 AQR CAPITAL MANAGEMENT LLC 232.6K +7.3K (+3.3%) 20.04M +972.4K (+5.1%) 0.41% +0.010 pp 0.01% -0.002 pp USD62.99 +36.8% 11 qtrs
37 INVESCO LTD. 200.9K -41.2K (-17.0%) 17.31M -3.2M (-15.5%) 0.35% -0.076 pp 0.00% -0.001 pp USD50.78 +69.7% 30 qtrs
38 GATOR CAPITAL MANAGEMENT, LLC 176.3K +22.3K (+14.5%) 15.19M +2.2M (+16.5%) 0.31% +0.037 pp 3.08% -0.227 pp USD61.15 +40.9% 17 qtrs
39 ATEGRA CAPITAL MANAGEMENT, LLC 153.3K +13.0K (+9.3%) 13.21M +1.3M (+11.2%) 0.27% +0.021 pp 6.29% -0.722 pp USD53.22 +61.9% 16 qtrs
40 RHUMBLINE ADVISERS 152.5K -8.9K (-5.5%) 13.14M -519.3K (-3.8%) 0.27% -0.018 pp 0.01% 0.000 pp USD29.69 +190.2% 29 qtrs
41 STATE OF WISCONSIN INVESTMENT BOARD 152.2K +5.7K (+3.9%) 13.11M +708.5K (+5.7%) 0.27% +0.008 pp 0.03% +0.001 pp USD45.45 +89.6% 30 qtrs
42 EDGESTREAM PARTNERS, L.P. 151.1K +4.0K (+2.7%) 13.02M +565.8K (+4.5%) 0.27% +0.005 pp 0.37% +0.002 pp USD69.45 +24.1% 11 qtrs
43 MILLENNIUM MANAGEMENT LLC 144.8K -10.1K (-6.5%) 12.48M -637.6K (-4.9%) 0.25% -0.020 pp 0.01% 0.000 pp USD65.12 +32.3% 30 qtrs
44 OSTERWEIS CAPITAL MANAGEMENT INC 142.7K +730.0 (+0.5%) 12.29M +277.2K (+2.3%) 0.25% -0.001 pp 0.52% -0.022 pp USD79.53 +8.3% 3 qtrs
45 FIRST EAGLE INVESTMENT MANAGEMENT, LLC 142.3K +2.5K (+1.8%) 12.26M +429.8K (+3.6%) 0.25% +0.002 pp 0.02% +0.000 pp USD48.96 +76.0% 19 qtrs
46 LEGAL & GENERAL GROUP PLC 139.3K -5.9K (-4.0%) 12.00M -287.4K (-2.3%) 0.25% -0.013 pp 0.00% 0.000 pp USD37.66 +128.8% 30 qtrs
47 RAYMOND JAMES FINANCIAL INC 135.1K -46.5K (-25.6%) 11.64M -3.7M (-24.3%) 0.24% -0.084 pp 0.00% -0.001 pp USD69.97 +23.1% 5 qtrs
48 SQUAREPOINT OPS LLC 134.8K +128.5K (+2,049.8%) 11.61M +11.1M (+2,088.2%) 0.24% +0.226 pp 0.01% +0.012 pp USD85.15 +1.2% 10 qtrs
49 BANK OF AMERICA CORP /DE/ 131.6K -11.0K (-7.7%) 11.34M -735.4K (-6.1%) 0.23% -0.022 pp 0.00% +0.000 pp USD60.85 +41.6% 30 qtrs
50 BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC 125.4K -4.7K (-3.6%) 10.80M -208.5K (-1.9%) 0.22% -0.010 pp 0.07% -0.003 pp USD37.29 +131.1% 15 qtrs
51 EMPOWERED FUNDS, LLC 123.9K +26.0K (+26.6%) 10.67M +2.4M (+28.8%) 0.22% +0.044 pp 0.08% +0.001 pp USD78.27 +10.1% 6 qtrs
52 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 113.2K +56.7K (+100.4%) 9.76M +5.0M (+104.0%) 0.20% +0.099 pp 0.01% +0.003 pp USD81.11 +6.2% 11 qtrs
53 PEAK6 LLC 112.1K -15.1K (-11.9%) 9.66M -1.1M (-10.3%) 0.20% -0.028 pp 0.02% +0.002 pp USD72.97 +18.1% 5 qtrs
54 CERITY PARTNERS LLC 112.0K +98.2K (+712.9%) 9.65M +8.5M (+727.4%) 0.20% +0.173 pp 0.01% +0.012 pp USD83.36 +3.4% 9 qtrs
55 PRUDENTIAL FINANCIAL INC 110.4K -2.4K (-2.1%) 9.51M -38.6K (-0.4%) 0.19% -0.006 pp 0.01% +0.000 pp USD43.53 +97.9% 30 qtrs
56 VOLORIDGE INVESTMENT MANAGEMENT, LLC 110.2K -7.6K (-6.5%) 9.49M -478.9K (-4.8%) 0.19% -0.015 pp 0.03% 0.000 pp USD51.45 +67.5% 16 qtrs
57 ROYCE & ASSOCIATES LP 109.5K +9.0K (+8.9%) 9.44M +924.2K (+10.9%) 0.19% +0.014 pp 0.10% +0.011 pp USD45.51 +89.3% 30 qtrs
58 SWISS NATIONAL BANK 106.0K +2.4K (+2.3%) 9.13M +363.2K (+4.1%) 0.19% +0.003 pp 0.01% +0.000 pp USD35.16 +145.1% 30 qtrs
59 SUSQUEHANNA INTERNATIONAL GROUP, LLP 104.5K -900.0 (-0.9%) 9.00M +81.6K (+0.9%) 0.18% -0.003 pp 0.00% +0.000 pp USD53.53 +61.0% 30 qtrs
60 BARCLAYS PLC 103.1K -39.6K (-27.8%) 8.88M -90.2K (-1.0%) 0.18% -0.072 pp 0.00% 0.000 pp USD61.18 +40.8% 30 qtrs
61 MILITIA CAPITAL PARTNERS, LP 100.0K +12.0K (+13.6%) 8.62M +1.2M (+15.7%) 0.18% +0.020 pp 3.18% -0.253 pp USD68.97 +24.9% 5 qtrs
62 ROYAL BANK OF CANADA 99.7K -23.8K (-19.3%) 8.59M -1.9M (-17.9%) 0.18% -0.044 pp 0.00% 0.000 pp USD39.34 +119.0% 30 qtrs
63 KESTREL INVESTMENT MANAGEMENT CORP 96.2K -3.2K (-3.2%) 8.28M -126.0K (-1.5%) 0.17% -0.007 pp 4.70% -0.045 pp USD40.70 +111.7% 11 qtrs
64 EMPIRICAL FINANCE, LLC 95.6K +25.8K (+37.0%) 8.23M +2.3M (+39.4%) 0.17% +0.044 pp 0.39% +0.112 pp USD75.13 +14.7% 4 qtrs
65 CI INVESTMENTS INC. 91.8K +2.2K (+2.4%) 7.91M +321.0K (+4.2%) 0.16% +0.003 pp 0.03% +0.007 pp USD48.94 +76.1% 19 qtrs
66 RENAISSANCE GROUP LLC 91.6K -452.0 (-0.5%) 7.89M +100.1K (+1.3%) 0.16% -0.002 pp 0.32% +0.023 pp USD68.23 +26.3% 6 qtrs
67 UBS ASSET MANAGEMENT AMERICAS INC 86.7K +2.7K (+3.2%) 7.47M +359.0K (+5.0%) 0.15% +0.004 pp 0.00% +0.000 pp USD59.48 +44.9% 29 qtrs
68 LORD, ABBETT & CO. LLC 81.6K -14.7K (-15.2%) 7.03M -1.1M (-13.7%) 0.14% -0.027 pp 0.02% -0.003 pp USD41.49 +107.7% 11 qtrs
69 RUSSELL INVESTMENTS GROUP, LTD. 79.8K +1.4K (+1.8%) 6.87M +240.4K (+3.6%) 0.14% +0.001 pp 0.01% +0.000 pp USD66.14 +30.3% 29 qtrs
70 VICTORY CAPITAL MANAGEMENT INC 75.7K +13.3K (+21.2%) 6.52M +1.2M (+23.4%) 0.13% +0.022 pp 0.00% +0.001 pp USD75.28 +14.5% 30 qtrs
71 WELLS FARGO & COMPANY/MN 74.9K +22.7K (+43.6%) 6.46M +2.0M (+46.1%) 0.13% +0.039 pp 0.00% +0.000 pp USD67.59 +27.5% 30 qtrs
72 WCM INVESTMENT MANAGEMENT, LLC 70.0K +70.0K (+100.0%) 6.07M +6.1M (+100.0%) 0.12% +0.123 pp 0.01% +0.013 pp USD86.16 +0.0% 1 qtrs NEW
73 TWO SIGMA INVESTMENTS, LP 68.7K -111.0K (-61.8%) 5.92M -9.3M (-61.1%) 0.12% -0.198 pp 0.01% -0.014 pp USD56.88 +51.5% 15 qtrs
74 DEUTSCHE BANK AG\ 66.5K +1.3K (+1.9%) 5.73M +207.0K (+3.7%) 0.12% +0.001 pp 0.00% +0.000 pp USD60.91 +41.5% 30 qtrs
75 ALLIANCEBERNSTEIN L.P. 65.6K +3.6K (+5.7%) 5.65M +399.8K (+7.6%) 0.12% +0.005 pp 0.00% +0.000 pp USD37.23 +131.4% 30 qtrs
76 BESSEMER GROUP INC 64.7K +64.4K (+18,496.8%) 5.58M +5.5M (+19,127.6%) 0.11% +0.113 pp 0.01% +0.009 pp USD86.11 +0.1% 6 qtrs
77 CITIGROUP INC 64.5K -9.7K (-13.1%) 5.56M -725.0K (-11.5%) 0.11% -0.018 pp 0.00% 0.000 pp USD51.25 +68.1% 30 qtrs
78 LGT FUND MANAGEMENT CO LTD. 62.5K +62.5K (+100.0%) 5.42M +5.4M (+100.0%) 0.11% +0.110 pp 0.43% +0.428 pp USD86.16 +0.0% 1 qtrs NEW
79 ENVESTNET ASSET MANAGEMENT INC 60.4K -6.2K (-9.3%) 5.20M -433.9K (-7.7%) 0.11% -0.012 pp 0.00% 0.000 pp USD58.27 +47.9% 29 qtrs
80 FIRST TRUST ADVISORS LP 58.4K -1.1K (-1.9%) 5.03M -6.6K (-0.1%) 0.10% -0.003 pp 0.00% 0.000 pp USD60.12 +43.3% 30 qtrs
81 HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 56.4K +56.4K (+100.0%) 4.86M +4.9M (+100.0%) 0.10% +0.099 pp 0.01% +0.008 pp USD86.16 +0.0% 1 qtrs NEW
82 S&T BANK/PA 55.5K -10.5K (-15.9%) 4.78M -802.5K (-14.4%) 0.10% -0.019 pp 1.51% -0.058 pp USD25.13 +242.9% 29 qtrs
83 TCW GROUP INC 55.1K -4.5K (-7.5%) 4.75M -297.7K (-5.9%) 0.10% -0.009 pp 0.03% -0.008 pp USD37.53 +129.6% 12 qtrs
84 FRED ALGER MANAGEMENT, LLC 54.6K -16.8K (-23.5%) 4.71M -1.3M (-22.2%) 0.10% -0.031 pp 0.02% -0.005 pp USD75.59 +14.0% 5 qtrs
85 PRICE T ROWE ASSOCIATES INC /MD/ 51.5K +2.1K (+4.3%) 4.44M +258.0K (+6.2%) 0.09% +0.003 pp 0.00% +0.000 pp USD49.05 +75.7% 30 qtrs
86 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 51.1K +1.2K (+2.3%) 4.40M +176.0K (+4.2%) 0.09% +0.001 pp 0.00% +0.000 pp USD35.94 +139.7% 30 qtrs
87 JANUS HENDERSON GROUP PLC 51.0K -50.5K (-49.8%) 4.39M -4.2M (-48.9%) 0.09% -0.090 pp 0.00% -0.002 pp USD76.08 +13.2% 20 qtrs
88 CITADEL ADVISORS LLC 50.8K +2.9K (+6.1%) 4.38M +322.2K (+7.9%) 0.09% +0.004 pp 0.00% +0.000 pp USD45.69 +88.6% 17 qtrs
89 GREAT WEST LIFE ASSURANCE CO /CAN/ 48.8K -9.3K (-16.0%) 4.20M -812.0K (-16.2%) 0.09% -0.017 pp 0.01% +0.000 pp USD42.84 +101.1% 30 qtrs
90 RAFFERTY ASSET MANAGEMENT, LLC 47.9K -11.9K (-19.9%) 4.13M -934.3K (-18.5%) 0.08% -0.022 pp 0.01% -0.002 pp USD51.82 +66.3% 12 qtrs
91 BRIDGEWAY CAPITAL MANAGEMENT, LLC 47.3K -4.7K (-9.0%) 4.08M -326.4K (-7.4%) 0.08% -0.009 pp 0.09% -0.009 pp USD54.60 +57.8% 9 qtrs
92 THRIVENT FINANCIAL FOR LUTHERANS 46.7K -666.0 (-1.4%) 4.03M +19.0K (+0.5%) 0.08% -0.002 pp 0.01% -0.001 pp USD47.08 +83.0% 30 qtrs
93 ARGENT CAPITAL MANAGEMENT LLC 45.8K -7.9K (-14.8%) 3.94M -602.4K (-13.3%) 0.08% -0.015 pp 0.11% -0.012 pp USD68.29 +26.2% 9 qtrs
94 COLONY GROUP, LLC 45.1K +1.1K (+2.6%) 3.82M +101.5K (+2.7%) 0.08% +0.001 pp 0.00% -0.002 pp USD64.68 +33.2% 6 qtrs
95 B. RILEY WEALTH ADVISORS, INC. 43.4K +— (+0.0%) 3.74M +65.6K (+1.8%) 0.08% -0.001 pp 0.17% +0.003 pp USD76.04 +13.3% 3 qtrs
96 QUEST PARTNERS LLC 42.2K -5.6K (-11.7%) 3.64M -412.1K (-10.2%) 0.07% -0.011 pp 0.20% -0.061 pp USD84.45 +2.0% 9 qtrs
97 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 39.7K -757.0 (-1.9%) 3.59M +206.7K (+6.1%) 0.07% -0.002 pp 0.00% 0.000 pp USD80.65 +6.8% 5 qtrs
98 LIVFORSAKRINGSBOLAGET SKANDIA, OMSESIDIGT 40.7K +— (+0.0%) 3.50M +60.2K (+1.7%) 0.07% -0.001 pp 0.14% +0.002 pp USD60.48 +42.5% 8 qtrs
99 ORCHARD CAPITAL MANAGEMENT, LLC 39.7K +635.0 (+1.6%) 3.42M +113.7K (+3.4%) 0.07% +0.001 pp 2.97% +0.111 pp USD42.06 +104.9% 21 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.63
Neutral
Ratio by volume
0.45
Bearish
Buys
29
Sells
46
Shares acquired
48.2K
Shares disposed
107.1K
Cash buys
Cash sales
6.00
Net activity
-58,951
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-03-20 Watson Michael James Officer M-Exempt D Restricted Stock Units 983 0.00 10,659 D
2026-03-20 Walsh Derrick Officer M-Exempt D Restricted Stock Units 1,360 0.00 178,835 D
2026-03-20 Tolla John Charles Officer D-Return D Common Stock 1,587 82.93 131.6K 29,928 D
2026-03-20 THIELE CANDACE L Officer M-Exempt D Restricted Stock Units 444 0.00 4,541 D
2026-03-20 Swanson Brian D Officer D-Return D Common Stock 634 82.93 52.6K 58,023 D
2026-03-20 MATSUMOTO RAYMOND D Officer M-Exempt A Common Stock 1,621 82.93 134.4K 42,507 D
2026-03-20 GILL ANN Officer M-Exempt A Common Stock 601 82.93 49.8K 10,904 D
2026-03-20 Crow David M Officer M-Exempt D Restricted Stock Units 583 0.00 4,772 D
2026-03-20 Constantine Thomas M Officer M-Exempt A Common Stock 1,124 82.93 93.2K 18,795 D
2026-03-20 Bar-Adon Eshel Officer D-Return D Common Stock 592 82.93 49.1K 129,378 D
2026-03-15 Watson Michael James Other M-Exempt A Common Stock 1,105 84.68 93.6K 5,699 D
2026-03-15 Walsh Derrick Officer M-Exempt A Common Stock 1,619 84.68 137.1K 41,543 D
2026-03-15 Tolla John Charles Officer D-Return D Common Stock 848 84.68 71.8K 28,158 D
2026-03-15 THIELE CANDACE L Other M-Exempt D Restricted Stock Units 405 0.00 3,922 D
2026-03-15 Swanson Brian D Other M-Exempt D Restricted Stock Units 1,387 0.00 24,176 D
2026-03-15 MATSUMOTO RAYMOND D Officer A-Award A Restricted Stock Units 3,189 0.00 18,734 D
2026-03-15 GILL ANN Officer M-Exempt A Common Stock 675 84.68 57.2K 11,160 D
2026-03-15 Crow David M Other M-Exempt A Common Stock 738 84.68 62.5K 1,625 D
2026-03-15 Constantine Thomas M Officer M-Exempt D Restricted Stock Units 1,585 0.00 11,765 D
2026-03-15 Bar-Adon Eshel Officer M-Exempt A Common Stock 1,416 84.68 119.9K 130,587 D
2026-02-17 Nick Mosich Director S-Sale D Common Stock 1,275 98.00 125.0K 79,942 D
2026-02-11 Nick Mosich Director S-Sale D Common Stock 1,000 97.00 97.0K 81,217 D
2026-02-06 Walsh Derrick Officer S-Sale D Common Stock 4,846 101.21 490.5K 37,936 D
2026-02-06 Constantine Thomas M Officer S-Sale D Common Stock 3,260 100.00 326.0K 16,077 D
2026-02-06 COURT JAMES JOHN Director S-Sale D Common Stock 11,163 101.01 1.13M 32,169 D
2026-02-05 Garrabrants Gregory Director / Officer G-Gift D Common Stock 1,009 98.97 99.9K 1,416,229 D
2026-02-04 Garrabrants Gregory Director / Officer S-Sale D Common Stock 43,294 99.10 4.29M 1,418,751 D
2025-12-09 Walsh Derrick Officer G-Gift D Common Stock 150 84.63 12.7K 42,782 D
2025-12-08 Bohlig Tamara N Director S-Sale D Common Stock 2,145 86.23 185.0K 12,919 D
2025-12-05 Ratinoff Edward James Director S-Sale D Common Stock 2,145 84.59 181.4K 46,209 D
2025-11-15 GILL ANN Officer M-Exempt D Restricted Stock Units 1,000 0.00 8,875 D
2025-11-14 Wardell-Smith Sara Director M-Exempt A Common Stock 4,289 79.12 339.3K 14,539 D
2025-11-14 Santi Roque A Director A-Award A Restricted Stock Units 3,615 0.00 3,615 D
2025-11-14 Ratinoff Edward James Director D-Return D Common Stock 2,144 79.12 169.6K 48,354 D
2025-11-14 Nick Mosich Director M-Exempt A Common Stock 5,443 79.12 430.7K 84,938 D
2025-11-14 Grinberg Paul Director M-Exempt D Restricted Stock Units 12,865 0.00 0 D
2025-11-14 Dada Uzair Director M-Exempt D Restricted Stock Units 4,289 0.00 0 D
2025-11-14 Carter Stefani D Director M-Exempt D Restricted Stock Units 4,289 0.00 0 D
2025-11-14 COURT JAMES JOHN Director M-Exempt A Common Stock 4,724 79.12 373.8K 45,694 D
2025-11-14 Bohlig Tamara N Director D-Return D Common Stock 2,144 79.12 169.6K 15,064 D
2025-11-14 Argalas James S Director M-Exempt A Common Stock 4,289 79.12 339.3K 75,484 D
2025-11-05 Tolla John Charles Officer G-Gift D Common Stock 4,450 0.00 26,132 D
2025-09-23 Watson Michael James Other M-Exempt D Restricted Stock Units 952 0.00 12,076 D
2025-09-23 Walsh Derrick Officer M-Exempt D Restricted Stock Units 1,993 0.00 16,672 D
2025-09-23 Tolla John Charles Officer M-Exempt A Common Stock 1,359 88.46 120.2K 31,313 D
2025-09-23 Swanson Brian D Other M-Exempt D Restricted Stock Units 1,703 0.00 25,563 D
2025-09-23 PARK DAVID X Other M-Exempt A Common Stock 1,692 88.46 149.7K 20,440 D
2025-09-23 MATSUMOTO RAYMOND D Officer M-Exempt A Common Stock 2,491 88.46 220.4K 39,800 D
2025-09-23 GILL ANN Officer D-Return D Common Stock 487 88.46 43.1K 9,250 D
2025-09-23 Constantine Thomas M Officer M-Exempt A Common Stock 2,039 88.46 180.4K 20,435 D
2025-09-23 Bar-Adon Eshel Officer D-Return D Common Stock 927 88.46 82.0K 127,537 D
2025-09-15 Watson Michael James Other D-Return D Common Stock 568 90.29 51.3K 4,154 D
2025-09-15 Walsh Derrick Officer M-Exempt D Restricted Stock Units 1,318 0.00 15,785 D
2025-09-15 Tolla John Charles Officer M-Exempt A Common Stock 1,572 90.29 141.9K 30,289 D
2025-09-15 THIELE CANDACE L Other M-Exempt A Common Stock 393 90.29 35.5K 416 D
2025-09-15 Swanson Brian D Other M-Exempt D Restricted Stock Units 896 0.00 24,012 D
2025-09-15 PARK DAVID X Other D-Return D Common Stock 910 90.29 82.2K 18,748 D
2025-09-15 MATSUMOTO RAYMOND D Officer M-Exempt A Common Stock 2,241 90.29 202.3K 37,060 D
2025-09-15 GILL ANN Officer M-Exempt A Common Stock 527 90.29 47.6K 9,505 D
2025-09-15 Crow David M Other A-Award A Restricted Stock Units 997 0.00 5,266 D
2025-09-15 Constantine Thomas M Officer D-Return D Common Stock 1,037 90.29 93.6K 18,964 D
2025-09-15 Bar-Adon Eshel Officer A-Award A Restricted Stock Units 2,769 0.00 16,015 D
2025-09-10 Constantine Thomas M Officer S-Sale D Common Stock 1,476 92.00 135.8K 17,020 D
2025-09-05 Garrabrants Gregory Director / Officer A-Award A Restricted Stock Units 193,811 0.00 594,779 D
2025-09-03 THIELE CANDACE L Other S-Sale D Common Stock 700 90.14 63.1K 23 D
2025-09-03 Nick Mosich Director S-Sale D Common Stock 620 90.50 56.1K 79,495 D
2025-09-02 Nick Mosich Director S-Sale D Common Stock 4,380 90.01 394.3K 80,115 D
2025-08-12 Argalas James S Director G-Gift D Common Stock 1,100 88.05 96.9K 71,195 D
2025-08-04 Micheletti Andrew J Officer S-Sale D Common Stock 13,960 85.38 1.19M 67,460 D
2025-06-30 Garrabrants Gregory Director / Officer M-Exempt A Common Stock 273,169 76.04 20.77M 1,609,146 D
2025-05-27 Micheletti Andrew J Officer G-Gift D Common Stock 173,019 0.00 81,420 D
2025-05-14 Constantine Thomas M Officer S-Sale D Common Stock 1,717 72.81 125.0K 18,496 D
2025-05-05 Grinberg Paul Director S-Sale D Common Stock 30,000 68.09 2.04M 113,295 D
2025-04-18 Watson Michael James Other Common Stock 0 0.00 487 I
2025-03-24 GILL ANN Officer M-Exempt D Restricted Stock Units 712 0.00 10,872 D
2025-03-23 Walsh Derrick Officer M-Exempt A Common Stock 1,433 64.21 92.0K 41,321 D
2025-03-23 Tolla John Charles Officer D-Return D Common Stock 559 64.21 35.9K 28,717 D
2025-03-23 Swanson Brian D Other M-Exempt A Common Stock 1,419 64.21 91.1K 53,167 D
2025-03-23 PARK DAVID X Other M-Exempt A Common Stock 1,136 64.21 72.9K 17,714 D
2025-03-23 MATSUMOTO RAYMOND D Officer M-Exempt D Restricted Stock Units 1,863 0.00 23,130 D
2025-03-23 Constantine Thomas M Officer M-Exempt D Restricted Stock Units 1,505 0.00 17,633 D
2025-03-23 Bar-Adon Eshel Officer M-Exempt D Restricted Stock Units 1,290 0.00 15,952 D
2025-03-20 Walsh Derrick Officer A-Award A Restricted Stock Units 4,080 0.00 20,384 D
2025-03-20 Tolla John Charles Officer A-Award A Restricted Stock Units 3,531 0.00 16,688 D
2025-03-20 THIELE CANDACE L Other A-Award A Restricted Stock Units 1,334 0.00 4,516 D
2025-03-20 Swanson Brian D Other A-Award A Restricted Stock Units 11,769 0.00 27,727 D
2025-03-20 PARK DAVID X Other A-Award A Restricted Stock Units 3,473 0.00 19,825 D
2025-03-20 MATSUMOTO RAYMOND D Officer A-Award A Restricted Stock Units 4,865 0.00 24,993 D
2025-03-20 GILL ANN Officer A-Award A Restricted Stock Units 1,805 0.00 8,584 D
2025-03-20 Crow David M Other A-Award A Restricted Stock Units 1,751 0.00 4,789 D
2025-03-20 Constantine Thomas M Officer A-Award A Restricted Stock Units 3,374 0.00 19,138 D
2025-03-20 Bar-Adon Eshel Officer A-Award A Restricted Stock Units 3,296 0.00 17,242 D
2025-03-15 Walsh Derrick Officer M-Exempt D Restricted Stock Units 1,618 0.00 16,304 D
2025-03-15 Tolla John Charles Officer M-Exempt A Common Stock 1,416 63.94 90.5K 29,872 D
2025-03-15 THIELE CANDACE L Other M-Exempt D Restricted Stock Units 404 0.00 3,182 D
2025-03-15 Swanson Brian D Other M-Exempt A Common Stock 1,387 63.94 88.7K 52,022 D
2025-03-15 PARK DAVID X Other D-Return D Common Stock 992 63.94 63.4K 16,578 D
2025-03-15 MATSUMOTO RAYMOND D Officer M-Exempt A Common Stock 1,955 63.94 125.0K 33,946 D
2025-03-15 GILL ANN Officer M-Exempt A Common Stock 773 63.94 49.4K 8,777 D
2025-03-15 Crow David M Other M-Exempt A Common Stock 737 63.94 47.1K 737 D
2025-03-15 Constantine Thomas M Officer M-Exempt A Common Stock 2,032 63.94 129.9K 21,555 D
2025-03-15 Bar-Adon Eshel Officer M-Exempt A Common Stock 1,416 63.94 90.5K 126,627 D
2025-03-04 Wardell-Smith Sara Director P-Purchase A Common Stock 3,000 64.73 194.2K 10,250 D
2024-12-15 Wardell-Smith Sara Director M-Exempt A Common Stock 4,500 79.62 358.3K 9,500 D
2024-11-26 PARK DAVID X Other S-Sale D Common Stock 1,427 85.25 121.7K 14,849 D
2024-11-20 Nick Mosich Director S-Sale D Common Stock 1,431 80.25 114.8K 85,926 D
2024-11-15 Ratinoff Edward James Director S-Sale D Common Stock 4,002 79.41 317.8K 46,209 D
2024-11-15 Nick Mosich Director S-Sale D Common Stock 5,102 80.00 408.2K 87,357 D
2024-11-14 Wardell-Smith Sara Director A-Award A Restricted Stock Units 4,289 0.00 8,789 D
2024-11-14 THIELE CANDACE L Other Common Stock 0 0.00 44 I
2024-11-14 Santi Roque A Director A-Award A Restricted Stock Units 4,289 0.00 4,289 D
2024-11-14 Ratinoff Edward James Director A-Award A Restricted Stock Units 4,289 0.00 4,289 D
2024-11-14 Nick Mosich Director A-Award A Restricted Stock Units 5,443 0.00 5,443 D
2024-11-14 Grinberg Paul Director A-Award A Restricted Stock Units 12,865 0.00 12,865 D
2024-11-14 Garrabrants Gregory Director / Officer G-Gift D Common Stock 1,300 81.32 105.7K 1,335,977 D
2024-11-14 Dada Uzair Director A-Award A Restricted Stock Units 4,289 0.00 4,289 D
2024-11-14 Carter Stefani D Director A-Award A Restricted Stock Units 4,289 0.00 4,289 D
2024-11-14 COURT JAMES JOHN Director A-Award A Restricted Stock Units 4,724 0.00 4,724 D
2024-11-14 Bohlig Tamara N Director A-Award A Restricted Stock Units 4,289 0.00 4,289 D
2024-11-14 Argalas James S Director A-Award A Restricted Stock Units 4,289 0.00 4,289 D
2024-11-13 Garrabrants Gregory Director / Officer G-Gift D Common Stock 3,100 83.65 259.3K 1,337,277 D
2024-11-07 Micheletti Andrew J Officer G-Gift D Common Stock 168,710 0.00 0 I
2024-11-06 Garrabrants Gregory Director / Officer S-Sale D Common Stock 106,000 82.01 8.69M 1,340,377 D
2024-11-06 Constantine Thomas M Officer S-Sale D Common Stock 4,555 78.76 358.8K 17,938 D
2024-11-05 COURT JAMES JOHN Director S-Sale D Common Stock 16,887 67.29 1.14M 40,970 D
2024-09-24 Walsh Derrick Officer M-Exempt A Common Stock 1,430 64.32 92.0K 39,081 D
2024-09-24 GILL ANN Officer Common Stock 0 0.00 7,330 D
2024-09-23 Walsh Derrick Officer M-Exempt D Restricted Stock Units 5,327 0.00 21,339 D
2024-09-23 Tolla John Charles Officer M-Exempt D Restricted Stock Units 1,359 0.00 16,031 D
2024-09-23 Swanson Brian D Other D-Return D Common Stock 915 65.86 60.3K 50,635 D
2024-09-23 PARK DAVID X Other M-Exempt A Common Stock 1,692 65.86 111.4K 17,133 D
2024-09-23 MATSUMOTO RAYMOND D Officer M-Exempt A Common Stock 2,491 65.86 164.1K 33,329 D
2024-09-23 Constantine Thomas M Officer D-Return D Common Stock 1,095 65.86 72.1K 22,493 D
2024-09-23 Bar-Adon Eshel Officer D-Return D Common Stock 925 65.86 60.9K 123,577 D
2024-09-15 Walsh Derrick Officer M-Exempt D Restricted Stock Units 1,847 0.00 26,666
2024-09-15 Tolla John Charles Officer M-Exempt D Restricted Stock Units 1,572 0.00 17,390
2024-09-15 Swanson Brian D Other M-Exempt D Restricted Stock Units 1,399 0.00 16,731
2024-09-15 PARK DAVID X Other M-Exempt A Common Stock 1,792 63.20 113.3K 16,349
2024-09-15 MATSUMOTO RAYMOND D Officer M-Exempt A Common Stock 2,240 63.20 141.6K 32,042
2024-09-15 Crow David M Other A-Award A Restricted Stock Units 1,562 0.00 3,775
2024-09-15 Constantine Thomas M Officer A-Award A Restricted Stock Units 3,165 0.00 23,345
2024-09-15 Bar-Adon Eshel Officer D-Return D Common Stock 887 63.20 56.1K 122,781
2024-09-13 Garrabrants Gregory Director / Officer A-Award A Restricted Stock Units 375,241 0.00 674,137
2024-09-12 Argalas James S Director G-Gift D Common Stock 1,512 61.64 93.2K 72,295
2024-09-10 Micheletti Andrew J Officer S-Sale D Common Stock 1,000 62.35 62.4K 423,149
2024-09-09 Micheletti Andrew J Officer S-Sale D Common Stock 5,197 63.13 328.1K 424,149
2024-08-31 Santi Roque A Director M-Exempt A Common Stock 6,000 69.43 416.6K 9,000
2024-08-31 Ratinoff Edward James Director M-Exempt A Common Stock 2,000 69.43 138.9K 48,209
2024-08-31 Nick Mosich Director M-Exempt D Restricted Stock Units 2,550 0.00 7,650
2024-08-31 Grinberg Paul Director D-Return D Common Stock 9,075 69.43 630.1K 146,319
2024-08-31 Dada Uzair Director M-Exempt D Restricted Stock Units 6,000 0.00 0
2024-08-31 Carter Stefani D Director M-Exempt D Restricted Stock Units 6,000 0.00 0
2024-08-31 COURT JAMES JOHN Director M-Exempt A Common Stock 6,600 69.43 458.2K 62,256
2024-08-31 Bohlig Tamara N Director M-Exempt A Common Stock 6,000 69.43 416.6K 16,917
2024-08-31 Argalas James S Director M-Exempt D Restricted Stock Units 6,000 0.00 0
2024-08-25 Tolla John Charles Officer M-Exempt D Restricted Stock Units 815 0.00 15,639
2024-08-25 Swanson Brian D Other M-Exempt D Restricted Stock Units 1,168 0.00 15,440
2024-08-25 PARK DAVID X Other M-Exempt A Common Stock 792 69.69 55.2K 14,958
2024-08-25 Micheletti Andrew J Officer D-Return D Common Stock 4,237 69.69 295.3K 429,346
2024-08-25 MATSUMOTO RAYMOND D Officer D-Return D Common Stock 803 69.69 56.0K 29,802
2024-08-25 Constantine Thomas M Officer M-Exempt D Restricted Stock Units 1,359 0.00 20,180
2024-08-25 Bar-Adon Eshel Officer M-Exempt D Restricted Stock Units 1,223 0.00 17,203
2024-06-30 Garrabrants Gregory Director / Officer F-InKind D Common Stock 96,404 57.15 5.51M 1,470,577
2024-03-23 Walsh Derrick Officer M-Exempt D Restricted Stock Units 1,433 0.00 24,557
2024-03-23 Tolla John Charles Officer M-Exempt D Restricted Stock Units 1,039 0.00 16,454
2024-03-23 Swanson Brian D Other D-Return D Common Stock 762 52.25 39.8K 48,658
2024-03-23 PARK DAVID X Other M-Exempt A Common Stock 1,136 52.25 59.4K 14,741
2024-03-23 MATSUMOTO RAYMOND D Officer M-Exempt D Restricted Stock Units 1,862 0.00 25,875
2024-03-23 Constantine Thomas M Officer D-Return D Common Stock 808 52.25 42.2K 20,030
2024-03-23 Bar-Adon Eshel Officer D-Return D Common Stock 692 52.25 36.2K 121,451
2024-03-19 Tolla John Charles Officer D-Return D Common Stock 448 50.78 22.7K 24,783
2024-03-19 TOGHRAIE JEFF Director / Officer / 10% Owner P-Purchase A Series A Preferred Stock 4,206,750 0.00 4,206,750
2024-03-19 Swanson Brian D Other M-Exempt A Common Stock 1,778 50.78 90.3K 49,034
2024-03-19 PARK DAVID X Other D-Return D Common Stock 421 50.78 21.4K 13,605
2024-03-19 MATSUMOTO RAYMOND D Officer D-Return D Common Stock 674 50.78 34.2K 28,249
2024-03-19 Constantine Thomas M Officer M-Exempt D Restricted Stock Units 1,152 0.00 23,043
2024-03-19 Bar-Adon Eshel Officer M-Exempt D Restricted Stock Units 1,088 0.00 19,715
2024-03-15 Wardell-Smith Sara Director P-Purchase A Common Stock 5,000 49.75 248.8K 5,000
2024-03-15 Walsh Derrick Officer M-Exempt A Common Stock 1,987 49.43 98.2K 34,719
2024-03-15 Tolla John Charles Officer M-Exempt A Common Stock 1,457 49.43 72.0K 25,256
2024-03-15 Swanson Brian D Other M-Exempt D Restricted Stock Units 1,387 0.00 19,804
2024-03-15 PARK DAVID X Other M-Exempt A Common Stock 1,810 49.43 89.5K 14,263
2024-03-15 MATSUMOTO RAYMOND D Officer A-Award A Restricted Stock Units 5,867 0.00 31,362
2024-03-15 Crow David M Other A-Award A Restricted Stock Units 2,213 0.00 2,213
2024-03-15 Constantine Thomas M Officer A-Award A Restricted Stock Units 4,755 0.00 26,226
2024-03-15 Bar-Adon Eshel Officer D-Return D Common Stock 959 49.34 47.3K 120,332
2024-03-13 Micheletti Andrew J Officer S-Sale D Common Stock 13,000 51.16 665.1K 39,000
2024-03-12 Argalas James S Director G-Gift D Common Stock 3,000 50.75 152.3K 69,805
2024-03-11 Walsh Derrick Officer M-Exempt A Common Stock 997 51.44 51.3K 33,318
2024-03-11 Micheletti Andrew J Officer S-Sale D Common Stock 13,668 51.17 699.4K 52,000
2024-03-08 Micheletti Andrew J Officer S-Sale D Common Stock 13,332 52.04 693.8K 65,668
2024-02-27 Micheletti Andrew J Officer S-Sale D Common Stock 2,500 52.89 132.2K 422,583
2024-02-14 Bohlig Tamara N Director S-Sale D Common Stock 2,000 53.61 107.2K 8,917
2024-02-07 Micheletti Andrew J Officer S-Sale D Common Stock 2,452 49.53 121.4K 425,083
2024-02-06 Micheletti Andrew J Officer S-Sale D Common Stock 1,548 51.57 79.8K 427,535
2023-12-15 Wardell-Smith Sara Director A-Award A Restricted Stock Units 4,500 0.00 4,500
2023-12-14 Micheletti Andrew J Officer S-Sale D Common Stock 5,000 53.96 269.8K 508,083
2023-12-12 Ratinoff Edward James Director S-Sale D Common Stock 3,000 48.86 146.6K 46,209
2023-11-27 Wardell-Smith Sara Director 0 0.00 0
2023-09-24 Walsh Derrick Officer D-Return D Common Stock 752 38.28 28.8K 32,321

Executive team

Top executives
EBIT / Employee
344.4K
Shares Outstanding
56.68M

Executive compensation

Executive compensation (annual)
# Year Executive Salary Bonus Stock award Option award Incentive Other Total % Stock-
based
Filing
1 2025 David Park President, Head of Commercial Bank 450.0K 559.9K 1.25M 11.5K 2.27M 55.06%
2 2025 Brian Swanson President, Head of Consumer Bank 355.0K 518.8K 1.15M 11.5K 2.03M 56.40%
3 2025 John Tolla Executive Vice President, Chief Risk Officer 350.0K 457.5K 1.19M 11.5K 2.00M 59.13%
4 2025 Derrick K. Walsh Executive Vice President, Chief Financial Officer 350.0K 525.0K 510.0K 11.5K 1.40M 36.52%
5 2024 Gregory Garrabrants President and Chief Executive Officer 700.0K 9.43M 3.71M 13.2K 13.86M 68.06%
6 2024 Raymond Matsumoto Executive Vice President, Chief Operating Officer 400.0K 600.0K 575.0K 13.2K 1.59M 36.21%
7 2024 David Park President, Head of Commercial Bank 420.0K 553.9K 502.0K 11.3K 1.49M 33.76%
8 2024 David Park Executive Vice President, Commercial Banking and Treasury Management 420.0K 553.9K 502.0K 11.3K 1.49M 33.76%
9 2024 Derrick K. Walsh Executive Vice President, Chief Financial Officer 330.0K 490.0K 475.1K 11.3K 1.31M 36.37%
10 2024 Thomas Constantine Executive Vice President, Chief Credit Officer 350.0K 435.0K 480.1K 13.2K 1.28M 37.56%
11 2023 Gregory Garrabrants, President and Chief Executive Officer 700.0K 5.23M 4.67M 12.2K 10.61M 49.27%
12 2023 Gregory Garrabrants President and Chief Executive Officer 700.0K 5.23M 4.67M 12.2K 10.61M 49.27%
13 2023 Raymond Matsumoto Executive Vice President, Chief Operating Officer 385.0K 565.0K 555.0K 12.2K 1.52M 36.58%
14 2023 Thomas Constantine Executive Vice President, Chief Credit Officer 330.0K 475.0K 455.1K 12.2K 1.27M 35.77%
15 2023 Derrick K. Walsh Executive Vice President, Chief Financial Officer 315.0K 460.0K 445.0K 10.3K 1.23M 36.17%
16 2023 David Park President, Head of Commercial Bank 380.0K 433.0K 391.8K 10.3K 1.22M 32.24%
17 2023 David Park Executive Vice President, Commercial Banking and Treasury Management 380.0K 433.0K 391.8K 10.3K 1.22M 32.24%
18 2022 Gregory Garrabrants, President and Chief Executive Officer 700.0K 8.79M 4.23M 11.6K 13.73M 64.02%
19 2022 Derrick K. Walsh Executive Vice President, Chief Financial Officer 300.0K 430.0K 866.2K 9.8K 1.61M 53.94%
20 2022 Raymond Matsumoto Executive Vice President, Chief Operating Officer 365.0K 535.0K 480.0K 11.6K 1.39M 34.49%
21 2022 Thomas Constantine Executive Vice President, Chief Credit Officer 310.0K 435.0K 410.1K 11.6K 1.17M 35.15%
22 2011 Theodore C. Allrich 10.0K 112.8K 10.0K 1,228.00%
23 2011 James J. Court 6.4K 100.0K 6.4K 1,660.01%
24 2011 Jerry F. Englert 4.6K 51.9K 4.6K 1,228.00%
25 2011 Paul Grinberg 4.6K 51.9K 4.6K 1,228.00%
26 2011 Gordon L. Witter, Jr. 4.0K 45.1K 4.0K 1,228.00%
27 2011 Nicholas A. Mosich 3.6K 40.6K 3.6K 1,228.00%
28 2011 John Gary Burke 3.6K 40.6K 3.6K 1,228.00%
29 2011 Thomas Pancheri 3.6K 40.6K 3.6K 1,228.00%
30 2011 Edward J. Ratinoff 1.2K 13.5K 1.2K 1,228.00%
31 2010 Edward J. Ratinoff 7.1K 100.0K 7.1K 1,517.00%
32 2010 Jerry F. Englert 5.0K 40.8K 5.0K 915.00%
33 2010 Paul Grinberg 4.6K 37.5K 4.6K 915.00%
34 2010 Theodore Allrich 4.6K 37.5K 4.6K 915.00%
35 2010 Gordon L. Witter, Jr. 4.0K 32.6K 4.0K 915.00%
36 2010 John Gary Burke 3.6K 29.3K 3.6K 915.00%
37 2010 Thomas J. Pancheri 3.6K 29.3K 3.6K 915.00%
38 2010 C. Michelle Paulus 3.6K 29.3K 3.6K 915.00%
39 2010 Nicholas A. Mosich
40 2009 Gregory Garrabrants Chief Executive Officer and President 296.0K 234.7K 171.0K 701.7K 33.45%
41 2009 Andrew J. Micheletti Senior Vice President and Chief Financial Officer 206.8K 1.0K 75.2K 283.0K 26.93%
42 2009 Gary Lewis Evans Chief Operating Officer 227.7K 227.7K 0.00%
43 2009 Michael J. Berengolts Vice President and Chief Technology Officer 154.9K 34.4K 30.0K 219.4K 15.70%
44 2009 James H. Thomas Vice President of Finance 144.3K 2.9K 12.0K 159.2K 1.80%
45 2008 Gregory Garrabrants Chief Executive Officer and President 243.9K 145.3K 171.0K 166.1K 726.2K 20.00%
46 2008 Gary Lewis Evans Chief Operating Officer 220.0K 163.4K 384.1K 42.54%
47 2008 Andrew J. Micheletti Senior Vice President and Chief Financial Officer 190.0K 15.9K 75.4K 50.0K 331.7K 27.52%
48 2008 Michael J. Berengolts Vice President and Chief Technology Officer 145.0K 34.5K 180.3K 19.15%
49 2008 Kenneth D. Darling Vice President and Chief Loan Officer 150.0K 13.8K 163.9K 8.44%
50 2008 James H. Thomas Vice President of Finance 85.8K 8.0K 13.0K 106.8K 0.00%
51 2007 Gary Lewis Evans Chief Executive Officer and President 219.2K 75.4K 298.0K 25.29%
52 2007 Gary Lewis Evans Chief Operating Officer 219.2K 75.4K 298.0K 25.29%
53 2007 Andrew J. Micheletti Senior Vice President and Chief Financial Officer 188.3K 15.8K 78.5K 284.7K 33.13%
54 2007 Michael J. Berengolts Vice President and Chief Technology Officer 144.4K 35.9K 183.1K 19.62%
55 2007 Kenneth D. Darling Vice President and Chief Loan Officer 93.0K 9.6K 5.0K 107.6K 8.92%
56 2007 Terry Harris Former Vice President and Chief Credit Officer 23.0K 75.9K 98.9K 0.00%
57 2007 Gregory Garrabrants Chief Executive Officer and President
CEO compensation breakdown

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2025-09-25 DEFA14A
2025-09-25 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-04 8-K
2026-05-04 8-K
2026-04-30 8-K
2026-04-30 10-Q
2026-04-29 SC 13G
2026-04-28 SC 13G
2026-04-23 8-K
2026-04-07 4/A
2026-03-26 SC 13G/A
2026-03-24 4

Executive team

NameTitleCompensationGender
Gregory Garrabrants President, Chief Executive Officer & Director 3M male
Derrick K. Walsh Executive Vice President & Chief Financial Officer 886.5K male
Brian D. Swanson President of Consumer Bank 885.3K male
John Charles Tolla Executive Vice President, Chief Governance, Risk & Compliance Officer 819.0K male
Thomas Constantine Executive Vice President & Chief Credit Officer - Axos Bank 798.2K male
Eshel Bar-Adon Executive Vice President of Strategic Partnerships & Chief Legal Officer 671.4K male
Andrew J. Micheletti Executive Vice President of Finance 586.6K male
Candace L. Thiele Executive Vice President & Chief Administrative Officer female
Johnny Y. Lai Senior Vice President of Corporate Development & Investor Relations male
Ann Gill Senior Vice President & Chief Accounting Officer female
ESG Rating
B
BANKS - REGIONAL
2014
E (Environmental)
69.1 / 64.3
Company / Sector avg.
S (Social)
71.3 / 76.5
Company / Sector avg.
G (Governance)
72.7 / 75.5
Company / Sector avg.
ESG Total
71.0 / 72.1
Company / Sector avg.
ESG Score History BANKS - REGIONAL
Benchmark vs Sector
Senate Trading Activity
Transaction Date Disclosed Senator State Owner Type Amount Link
2019-01-28 2019-02-21 Pat Toomey PA Joint Sale (Full) $100,001 - $250,000
House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
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Dividend history

Earnings history

Earnings reports

Stock splits