AG2R LA Mondiale Gestion D Actifs Buys Shares of 18,484 Affirm Holdings, Inc. $AFRM

AG2R LA Mondiale Gestion D Actifs purchased a new position in shares of Affirm Holdings, Inc. (NASDAQ:AFRM) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 18,484 shares of the company’s stock, valued at approximately $1,376,000.

A number of other large investors have also modified their holdings of the business. Assetmark Inc. grew its stake in shares of Affirm by 111.3% during the third quarter. Assetmark Inc. now owns 338 shares of the company’s stock worth $25,000 after acquiring an additional 178 shares during the last quarter. Mount Vernon Associates Inc. MD lifted its holdings in shares of Affirm by 0.5% during the fourth quarter. Mount Vernon Associates Inc. MD now owns 42,925 shares of the company’s stock worth $3,195,000 after purchasing an additional 200 shares during the period. Fifth Third Bancorp lifted its holdings in shares of Affirm by 63.6% during the fourth quarter. Fifth Third Bancorp now owns 522 shares of the company’s stock worth $39,000 after purchasing an additional 203 shares during the period. Rakuten Securities Inc. lifted its holdings in shares of Affirm by 1.3% during the fourth quarter. Rakuten Securities Inc. now owns 16,622 shares of the company’s stock worth $1,237,000 after purchasing an additional 206 shares during the period. Finally, Larson Financial Group LLC lifted its holdings in shares of Affirm by 74.5% during the third quarter. Larson Financial Group LLC now owns 499 shares of the company’s stock worth $36,000 after purchasing an additional 213 shares during the period. Hedge funds and other institutional investors own 69.29% of the company’s stock.

Affirm Trading Down 1.5%

Shares of AFRM stock opened at $65.43 on Wednesday. The company has a debt-to-equity ratio of 2.39, a current ratio of 11.32 and a quick ratio of 11.41. The company has a market cap of $21.80 billion, a price-to-earnings ratio of 59.48, a PEG ratio of 4.50 and a beta of 3.72. The stock has a 50 day simple moving average of $53.67 and a 200-day simple moving average of $63.00. Affirm Holdings, Inc. has a 1-year low of $42.10 and a 1-year high of $100.00.

Affirm (NASDAQ:AFRM) last announced its earnings results on Thursday, May 7th. The company reported $0.30 earnings per share for the quarter, topping the consensus estimate of $0.17 by $0.13. The business had revenue of $943.95 million during the quarter, compared to the consensus estimate of $995.27 million. Affirm had a return on equity of 11.17% and a net margin of 9.63%.The business’s quarterly revenue was up 32.7% on a year-over-year basis. During the same period in the prior year, the company posted $0.01 EPS. On average, equities research analysts expect that Affirm Holdings, Inc. will post 1.11 EPS for the current fiscal year.

Insider Activity at Affirm

In related news, Director Noel Bertram Watson sold 2,000 shares of the business’s stock in a transaction that occurred on Tuesday, April 14th. The stock was sold at an average price of $55.00, for a total transaction of $110,000.00. Following the completion of the sale, the director directly owned 38,076 shares in the company, valued at approximately $2,094,180. The trade was a 4.99% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 11.01% of the company’s stock.

Analyst Ratings Changes

AFRM has been the subject of a number of research reports. Mizuho decreased their target price on Affirm from $114.00 to $95.00 and set an “outperform” rating for the company in a report on Monday, February 9th. Cantor Fitzgerald lifted their target price on Affirm from $61.00 to $80.00 and gave the stock an “overweight” rating in a report on Tuesday, April 21st. BMO Capital Markets initiated coverage on Affirm in a report on Tuesday, April 21st. They set an “outperform” rating and a $75.00 target price for the company. Bank of America lifted their target price on Affirm from $82.00 to $88.00 and gave the stock a “buy” rating in a report on Monday. Finally, UBS Group lifted their target price on Affirm from $78.00 to $82.00 and gave the stock a “neutral” rating in a report on Monday. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have given a Buy rating and nine have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $85.80.

Affirm News Roundup

Here are the key news stories impacting Affirm this week:

• Positive Sentiment: Affirm announced a new partnership with Google that will bring pay-over-time options into Google Search, Gemini, and Google Pay, potentially expanding usage and lowering customer acquisition costs. Affirm Brings Pay-Over-Time Options to Google AI Platforms
• Positive Sentiment: Bank of America raised its price target on Affirm to $88 from $82 and reiterated a Buy rating, reflecting optimism after the company’s strong fiscal third-quarter performance. Affirm price target boosted by Bank of America after strong quarter
• Positive Sentiment: UBS also lifted its price target on Affirm to $82, which suggests analysts see further upside despite keeping a neutral rating. UBS adjusts price target on Affirm to $82
• Neutral Sentiment: One fund manager’s quarterly review listed Affirm among the biggest detractors for its small-mid growth portfolio, which may add some caution but does not appear to reflect company-specific news. Polen 5Perspectives Small-Mid Growth Q1 2026 Portfolio Review
• Neutral Sentiment: Recent commentary suggests the stock has been trading in a tight range, so the Google deal and analyst upgrades may be helping it break out of a subdued pattern. Affirm stock forms a bullish setup as BoFA hints at a surge ahead

Affirm Profile

Affirm Holdings, Inc is a financial technology company that provides point-of-sale consumer lending and payments solutions for online and in-store purchases. Its core product is a buy-now-pay-later (BNPL) platform that enables consumers to split purchases into fixed, transparent installment loans with no hidden fees. Affirm offers a range of financing options through merchant integrations, a consumer-facing mobile app and virtual card capabilities, and tools for merchants to offer alternative payment methods at checkout.