Independent
Tenure on this board
3.1 yrs
Meeting calendar
AXON · Annual meeting · Thursday, May 28, 2026
Axon Enterprise Inc
9 nominees · 3 ballot items.
Election of nine directors; advisory (non-binding) vote to approve named executive officer compensation (say-on-pay); and ratification of PricewaterhouseCoopers LLP as the company’s independent registered public accounting firm for fiscal year 2026.
Market cap
$41.1B
1Y TSR
-30.8%
Board grade
B+
Record date
Mar 31, 2026
Filing
DEF 14A
Meeting concluded · May 28, 2026
Follow how the vote landed and what changed on Axon Enterprise Inc’s board — director track records, governance grades, and ongoing monitoring — on the Boardroom Alpha platform.
Proposals
On the ballot3
- 1
Election of Directors
ManagementBoard: FORElect nine directors named in the proxy statement to serve one-year terms and until their successors are elected and qualified.
- 2
Advisory Vote to Approve the Compensation of the Company’s Named Executive Officers (Say-on-Pay
ManagementBoard: FORNon-binding, advisory vote to approve the compensation paid to the Company’s named executive officers as disclosed in the proxy statement (Compensation Discussion and Analysis, tables and narrative).
More detail
This advisory management proposal requests shareholder approval of the Company’s executive compensation as disclosed in the proxy. Management seeks this annual, non-binding endorsement to validate its pay-for-performance philosophy, which relies heavily on long-term, performance-based equity (including the CEO Performance Award and the Employee XSP) and annual cash incentives tied to revenue, adjusted EBITDA margin, bookings and product adoption metrics. The Compensation Committee emphasizes that a substantial portion of executive pay is contingent on multi-year operational goals and stock price hurdles designed to align executive incentives with sustained shareholder value creation. Management also highlights adjustments made in response to shareholder feedback—such as tying awards to operational and stock-price goals, multi-year vesting, and maintaining limited cash salary increases—to strengthen alignment. The proposal notes that the Committee considered the prior year say-on-pay results (approximately 65% support) and shareholder outreach when retaining the current compensation structures. Because the vote is advisory, approval will not change prior awards but will inform future compensation decisions by the Committee. The board recommends FOR the proposal on the basis that the program balances retention and incentive objectives while promoting long-term performance; it also points to concrete disclosure and governance features (majority-independent board oversight, clawback policy, stock ownership guidelines) as supporting rationale. The Committee believes the plan’s structure—time- and performance-based awards with challenging targets—supports sustainable growth and appropriately aligns management with investors, while remaining responsive to investor feedback and evolving governance expectations.
- 3
Ratification of Appointment of Independent Registered Public Accounting Firm
ManagementBoard: FORRatify PricewaterhouseCoopers LLP as the Company’s independent registered public accounting firm for fiscal year 2026.
Director elections
Nominees on the ballot9
Independent
Tenure on this board
6.2 yrs
Also a director at
eBay Inc (EBAY)American Airlines Group Inc (AAL)Kkr & Co Inc (KKR)
Independent
Tenure on this board
6.9 yrs
Independent
Tenure on this board
20.1 yrs
Also a director at
Knight-swift Transportation Holdings Inc (KNX)Amtech Systems Inc (ASYS)
Independent
Tenure on this board
0.9 yrs
Also a director at
Urban Outfitters Inc (URBN)Applovin Corp (APP)
Independent
Tenure on this board
16.1 yrs
Also a director at
Mntn Inc (MNTN)
Independent
Tenure on this board
3.3 yrs
Also a director at
Procore Technologies Inc (PCOR)Godaddy Inc (GDDY)
Not independent
Tenure on this board
33.5 yrs
Independent
Tenure on this board
3.3 yrs
Ownership
Latest 13F quarterTop institutional holders10
| # | Owner | % of shares | Shares | Value |
|---|---|---|---|---|
| 1 | VANGUARD CAPITAL MANAGEMENT LLC | 6.3% | 5,043,125 | $2.1B |
| 2 | BlackRock, Inc. | 4.8% | 3,862,810 | $1.6B |
| 3 | STATE STREET CORP | 4.6% | 3,681,962 | $1.6B |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.5% | 3,604,673 | $1.5B |
| 5 | Invesco Ltd. | 3.5% | 2,810,825 | $1.2B |
| 6 | FMR LLC | 2.5% | 2,034,412 | $864M |
| 7 | EDGEWOOD MANAGEMENT LLC | 2.5% | 2,028,423 | $861M |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 2,011,275 | $851M |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 2.3% | 1,892,346 | $804M |
| 10 | BlackRock, Inc. | 2.0% | 1,594,699 | $677M |
Peers
Nearest market capOther Industrials sector meetings6
Upcoming shareholder meetings at Axon Enterprise Inc’s closest sector peers — compare boards, ballots, and ownership across the cohort.
U-haul Holding CoUHAL
Annual meeting·Aug 20, 2026·$14.0B
Booz Allen Hamilton Holding CorpBAH
Annual meeting·Jul 22, 2026·$7.8B
EnersysENS
Annual meeting·Aug 6, 2026·$7.2B
Csw Industrials IncCSW
Annual meeting·Aug 27, 2026·$4.6B
American Superconductor CorpAMSC
Annual meeting·Jul 31, 2026·$1.6B
Graham CorpGHM
Annual meeting·Aug 25, 2026·$1.3B
Reference
Frequently asked questions
- When is the Axon Enterprise Inc 2026 annual meeting?
- Axon Enterprise Inc (AXON) holds its 2026 annual shareholder meeting on Thursday, May 28, 2026.
- What is the record date for the Axon Enterprise Inc 2026 meeting?
- The record date for the Axon Enterprise Inc 2026 meeting is Tuesday, March 31, 2026. Shareholders of record on or before that date are eligible to vote.
- Who are the director nominees for Axon Enterprise Inc's 2026 meeting?
- The board is presenting 9 director nominees at the Axon Enterprise Inc 2026 meeting, listed with their independence status and background.
- What proposals will shareholders vote on at the Axon Enterprise Inc 2026 meeting?
- Shareholders will vote on 3 proposals at the Axon Enterprise Inc 2026 meeting, each tagged with who proposed it and the board's recommendation.
Disclaimer
The opinions and information contained herein have been obtained or derived from sources believed to be reliable, but Boardroom Alpha cannot guarantee its accuracy and completeness, and that of the opinions based thereon.
This report contains opinions and is provided for informational purposes only – it does not constitute investment, legal or tax advice. You should not rely solely upon the research herein for purposes of transacting securities or other investments, and you are encouraged to conduct your own research and due diligence, and to seek the advice of a qualified securities professional before you make any investment.
None of the information contained in this report constitutes, or is intended to constitute a recommendation by Boardroom Alpha of any particular security or trading strategy or a determination by Boardroom Alpha that any security or trading strategy is suitable for any specific person. To the extent any of the information contained herein may be deemed to be investment advice, such information is impersonal and not tailored to the investment needs of any specific person.
No representation or warranty, expressed or implied, is made on behalf of Boardroom Alpha as to the accuracy or completeness of the information contained herein. Boardroom Alpha does not accept any liability for any direct, indirect or consequential loss or damage suffered by any person as a result of relying on all or any part of this research and any liability is expressly disclaimed.