Analyst Confidence Rises for Axos Financial

Axos US05465C1009

Market analysts at investment firm DA Davidson have reinforced their positive stance on Axos Financial, raising their price target for the stock to $107.50 while reiterating a "Buy" rating. This upgrade arrives alongside a regulatory filing noting share sales by a company director.

The analyst optimism is grounded in the company's recent quarterly performance, which exceeded market forecasts. Axos reported earnings per share (EPS) of $2.07, surpassing the consensus estimate of $1.86. Furthermore, the company posted revenue of $323.39 million, beating expectations of $319.96 million. These robust fundamental results provide a solid foundation for the upgraded assessment from researchers.

Price Target Boosted Above Consensus

On December 8, DA Davidson increased its price objective for the financial services provider from $106.00 to $107.50. The firm cited updated management guidance and improved financial estimates for the 2026 and 2027 fiscal years as key reasons for the adjustment. Analysts highlighted the company's stronger-than-anticipated net interest margin and its operational efficiency as primary positive drivers.

This new target from DA Davidson stands notably above the current average analyst price target of $97.42. The broader consensus rating for the equity remains "Moderate Buy."

Insider Transaction Filed

Concurrent with the analyst action, an insider sale was disclosed. Director Edward James Ratinoff sold 2,145 shares at an average price of approximately $84.59 per share, resulting in a total transaction value of roughly $181,445.

Following this disposal, Ratinoff continues to hold a substantial position of 46,209 shares, valued at about $3.91 million. The sale reduced his direct holding by approximately 4.44%. Market observers typically evaluate such transactions within the context of the individual's remaining stake.

The market's next comprehensive evaluation of Axos is anticipated upon the release of its subsequent quarterly earnings report.