Monitor for regulatory approval from the Office of the Comptroller of the Currency, as this transaction will significantly expand Axos Bank's deposit base and could impact its revenue and market position in the retirement services sector.
Price Chart
Executive Summary
Axos Bank will acquire approximately $3.2 billion in individual retirement accounts (IRAs) from Capital One, including associated savings and certificate of deposit accounts. The transaction is subject to regulatory approval and is expected to close later in 2026.
Key Financial Metrics
Key Facts
- Axos Bank is acquiring IRAs with an aggregate balance of approximately $3.2 billion from Capital One
- The acquisition includes associated savings and certificate of deposit accounts
- The transaction is subject to approval by the Office of the Comptroller of the Currency
- The deal is expected to close later in calendar year 2026
Financial Impact
Approximately $3.2 billion in IRA deposits
Risk Factors
- Regulatory approval may not be granted
- Integration challenges with the acquired accounts
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001299709-26-000027 |
| Document: ax-20260422.htm | 0001299709-26-000027 |
| Document: 0001299709-26-000027-index-headers.html | 0001299709-26-000027 |
| Document: 0001299709-26-000027-index.html | 0001299709-26-000027 |
| Document: 0001299709-26-000027.txt | 0001299709-26-000027 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 21, 2026 5w ago | 8-K | $89.13 | awaiting T+60 | — | $91.93 (+3.14%) |
Jul 7, 2026 16w ago | 8-K | $98.48 $86.57 | ▼ −12.09% | ▼ −14.09% | $91.93 (−6.65%) |
May 4, 2026 25w ago | 8-K | $87.28 $98.18 | ▲ +12.49% | ▲ +10.63% | $91.93 (+5.33%) |
Apr 23, 2026 26w ago | 8-K | $97.67 $97.59 | ▼ −0.08% | ▼ −5.10% | $91.93 (−5.88%) |
US Market Status
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