Mitsubishi UFJ Asset Management Co. Ltd. Increases Position in Affirm Holdings, Inc. $AFRM

Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in Affirm Holdings, Inc. (NASDAQ:AFRM) by 10.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 411,681 shares of the company’s stock after acquiring an additional 37,923 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Affirm were worth $30,477,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in AFRM. Assetmark Inc. increased its holdings in shares of Affirm by 111.3% in the 3rd quarter. Assetmark Inc. now owns 338 shares of the company’s stock valued at $25,000 after acquiring an additional 178 shares during the period. Triumph Capital Management purchased a new position in shares of Affirm in the 3rd quarter valued at $31,000. CoreCap Advisors LLC increased its holdings in shares of Affirm by 431.3% in the 4th quarter. CoreCap Advisors LLC now owns 441 shares of the company’s stock valued at $33,000 after acquiring an additional 358 shares during the period. Larson Financial Group LLC increased its holdings in shares of Affirm by 74.5% in the 3rd quarter. Larson Financial Group LLC now owns 499 shares of the company’s stock valued at $36,000 after acquiring an additional 213 shares during the period. Finally, Bogart Wealth LLC increased its holdings in shares of Affirm by 2,381.0% in the 4th quarter. Bogart Wealth LLC now owns 521 shares of the company’s stock valued at $39,000 after acquiring an additional 500 shares during the period. 69.29% of the stock is currently owned by hedge funds and other institutional investors.

Affirm Stock Down 5.0%

Shares of AFRM stock opened at $64.01 on Friday. The company has a debt-to-equity ratio of 2.58, a current ratio of 11.41 and a quick ratio of 11.41. The stock’s fifty day moving average price is $52.66 and its 200 day moving average price is $63.16. The company has a market cap of $21.32 billion, a price-to-earnings ratio of 58.19, a price-to-earnings-growth ratio of 4.47 and a beta of 3.72. Affirm Holdings, Inc. has a 1-year low of $42.10 and a 1-year high of $100.00.

Affirm (NASDAQ:AFRM) last posted its quarterly earnings results on Thursday, May 7th. The company reported $0.30 earnings per share for the quarter, beating the consensus estimate of $0.17 by $0.13. The business had revenue of $943.95 million for the quarter, compared to the consensus estimate of $995.27 million. Affirm had a return on equity of 11.57% and a net margin of 9.63%.The company’s quarterly revenue was up 32.7% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.01 EPS. On average, research analysts expect that Affirm Holdings, Inc. will post 1.08 earnings per share for the current fiscal year.

Affirm News Roundup

Here are the key news stories impacting Affirm this week:

• Positive Sentiment: Affirm beat fiscal Q3 estimates, reporting $0.30 EPS versus $0.17 expected, while revenue rose 32.7% year over year, signaling stronger profitability and continued top-line growth. Affirm Holdings (AFRM) Beats Q3 Earnings and Revenue Estimates
• Positive Sentiment: The company said gross merchandise volume jumped 35% and transactions climbed 45%, which points to healthier platform usage and stronger consumer demand. Affirm Q3 Earnings Beat on Strong GMV Growth & Higher Transactions
• Positive Sentiment: Affirm raised fiscal 2026 guidance after the earnings beat, reinforcing confidence that growth can continue into the next year. Affirm reports third fiscal quarter 2026 results
• Positive Sentiment: Several Wall Street firms lifted price targets after the results, including JPMorgan to $80, RBC to $80, Stephens to $75, and Needham to $90, suggesting analysts see additional upside. JPMorgan, RBC, Stephens and Needham analyst updates

Wall Street Analyst Weigh In

AFRM has been the topic of several research analyst reports. Royal Bank Of Canada boosted their target price on Affirm from $77.00 to $80.00 and gave the stock a “sector perform” rating in a research note on Friday. Needham & Company LLC boosted their target price on Affirm from $85.00 to $90.00 and gave the stock a “buy” rating in a research note on Friday. BMO Capital Markets initiated coverage on Affirm in a research note on Tuesday, April 21st. They set an “outperform” rating and a $75.00 target price on the stock. Oppenheimer restated an “outperform” rating and set a $87.00 target price on shares of Affirm in a research note on Friday. Finally, Mizuho dropped their target price on Affirm from $114.00 to $95.00 and set an “outperform” rating on the stock in a research note on Monday, February 9th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have issued a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, Affirm has a consensus rating of “Moderate Buy” and a consensus target price of $85.28.

Insiders Place Their Bets

In other Affirm news, Director Noel Bertram Watson sold 2,000 shares of the business’s stock in a transaction dated Tuesday, April 14th. The stock was sold at an average price of $55.00, for a total transaction of $110,000.00. Following the sale, the director owned 38,076 shares in the company, valued at approximately $2,094,180. The trade was a 4.99% decrease in their position. The transaction 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.

Affirm Company 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.