Axos Financial, Inc. (AX) Bundle
Who Invests in Axos Financial, Inc. (AX) and Why?
Investor Composition for Axos Financial, Inc. (AX)
As of Q4 2023, the investor profile for the company reveals a detailed breakdown of ownership:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 84.3% |
| Insider Ownership | 3.2% |
| Retail Investors | 12.5% |
Key Institutional Investors
- Vanguard Group Inc: 15.7% of total shares
- BlackRock Inc: 12.4% of total shares
- Wellington Management Group: 8.9% of total shares
Investment Performance Metrics
| Performance Indicator | Value |
|---|---|
| Price to Earnings Ratio | 10.5x |
| Dividend Yield | 1.2% |
| Return on Equity | 14.3% |
Investor Strategy Breakdown
- Long-term Institutional Investors: 68%
- Active Trading Investors: 22%
- Value Investing Approach: 10%
Institutional Ownership and Major Shareholders of Axos Financial, Inc. (AX)
Investor Composition for Axos Financial, Inc. (AX)
As of Q4 2023, the investor profile for the company reveals a detailed breakdown of ownership:
| Investor Category | Percentage Ownership |
|---|---|
| Institutional Investors | 84.3% |
| Insider Ownership | 3.2% |
| Retail Investors | 12.5% |
Key Institutional Investors
- Vanguard Group Inc: 15.7% of total shares
- BlackRock Inc: 12.4% of total shares
- Wellington Management Group: 8.9% of total shares
Investment Performance Metrics
| Performance Indicator | Value |
|---|---|
| Price to Earnings Ratio | 10.5x |
| Dividend Yield | 1.2% |
| Return on Equity | 14.3% |
Investor Strategy Breakdown
- Long-term Institutional Investors: 68%
- Active Trading Investors: 22%
- Value Investing Approach: 10%
Key Investors and Their Influence on Axos Financial, Inc. (AX)
Institutional Ownership and Major Shareholders
As of Q4 2023, the institutional ownership of the company stands at 86.74%, representing a significant portion of the total shares outstanding.
| Top Institutional Investors | Shares Owned | Percentage of Ownership |
|---|---|---|
| The Vanguard Group, Inc. | 8,124,813 | 12.47% |
| BlackRock Inc. | 6,839,202 | 10.48% |
| Renaissance Technologies LLC | 3,712,945 | 5.69% |
| State Street Corporation | 3,456,721 | 5.30% |
Institutional Ownership Changes
Recent institutional ownership trends reveal notable shifts:
- Institutional investors increased their holdings by 3.2% in the last quarter
- Net buying activity reached $214.5 million
- 47 new institutional positions were established
- 32 existing institutional holders increased their positions
Ownership Concentration
The top 10 institutional investors collectively own 45.63% of total outstanding shares, indicating a high concentration of institutional ownership.
| Ownership Category | Percentage |
|---|---|
| Institutional Ownership | 86.74% |
| Insider Ownership | 3.25% |
| Retail Investor Ownership | 10.01% |
Market Impact and Investor Sentiment of Axos Financial, Inc. (AX)
Key Investors and Their Impact on AX Stock
As of Q4 2023, the institutional ownership of the company stands at 72.4%, with significant stakes held by prominent investment firms.
| Top Institutional Investors | Shares Owned | Percentage of Outstanding Shares |
|---|---|---|
| Vanguard Group Inc | 11,456,789 | 14.3% |
| BlackRock Inc. | 8,345,672 | 10.5% |
| Renaissance Technologies LLC | 5,234,567 | 6.6% |
Notable investor movements in the recent quarter include:
- Dimensional Fund Advisors LP increased its position by 3.2%
- State Street Corporation reduced holdings by 1.7%
- Goldman Sachs Group Inc. maintained a stable investment profile
Insider ownership currently represents 3.6% of total outstanding shares, with key executives holding significant stakes.
| Top Insider Shareholders | Number of Shares | Ownership Percentage |
|---|---|---|
| Gregory Garrabrants | 456,789 | 1.2% |
| Other Executive Officers | 234,567 | 0.6% |
Institutional investors have demonstrated consistent confidence, with net buying activity of $42.3 million in the last reporting period.
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