World Investment Advisors Takes Position in Affirm Holdings, Inc. $AFRM

World Investment Advisors bought a new stake in Affirm Holdings, Inc. (NASDAQ:AFRM) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 29,636 shares of the company’s stock, valued at approximately $2,049,000.

A number of other large investors have also modified their holdings of AFRM. Allworth Financial LP grew its stake in shares of Affirm by 63.7% in the first quarter. Allworth Financial LP now owns 563 shares of the company’s stock valued at $27,000 after buying an additional 219 shares in the last quarter. Blume Capital Management Inc. grew its stake in shares of Affirm by 468.8% in the second quarter. Blume Capital Management Inc. now owns 455 shares of the company’s stock valued at $31,000 after buying an additional 375 shares in the last quarter. UMB Bank n.a. grew its stake in shares of Affirm by 86.6% in the second quarter. UMB Bank n.a. now owns 569 shares of the company’s stock valued at $39,000 after buying an additional 264 shares in the last quarter. SVB Wealth LLC acquired a new stake in Affirm during the 1st quarter valued at approximately $47,000. Finally, Sound Income Strategies LLC acquired a new stake in Affirm during the 2nd quarter valued at approximately $59,000. Institutional investors and hedge funds own 69.29% of the company’s stock.

Analyst Upgrades and Downgrades

AFRM has been the subject of a number of recent analyst reports. Truist Financial lowered their price objective on Affirm from $95.00 to $90.00 and set a “buy” rating for the company in a research note on Friday, October 24th. Royal Bank Of Canada restated a “sector perform” rating on shares of Affirm in a research note on Tuesday, September 23rd. Deutsche Bank Aktiengesellschaft initiated coverage on Affirm in a research note on Thursday, July 17th. They set a “buy” rating and a $78.00 price objective for the company. Rothschild Redb upgraded Affirm from a “hold” rating to a “strong-buy” rating in a research note on Monday, October 6th. Finally, Bank of America raised their price objective on Affirm from $90.00 to $94.00 and gave the company a “buy” rating in a research note on Friday, August 29th. Three investment analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating and ten have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $87.35.

Insiders Place Their Bets

In related news, insider Katherine Adkins sold 36,878 shares of the firm’s stock in a transaction that occurred on Friday, August 29th. The stock was sold at an average price of $95.00, for a total value of $3,503,410.00. Following the sale, the insider owned 113,400 shares of the company’s stock, valued at approximately $10,773,000. This trade represents a 24.54% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Max R. Levchin sold 651,713 shares of the firm’s stock in a transaction that occurred on Monday, September 22nd. The stock was sold at an average price of $89.27, for a total value of $58,178,419.51. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 1,844,552 shares of company stock worth $154,885,240. 11.82% of the stock is currently owned by insiders.

Affirm Price Performance

Shares of AFRM opened at $71.88 on Friday. The firm has a market cap of $23.41 billion, a price-to-earnings ratio of 552.97, a PEG ratio of 4.40 and a beta of 3.58. The stock has a 50 day moving average of $79.25 and a 200-day moving average of $67.23. The company has a current ratio of 11.54, a quick ratio of 11.54 and a debt-to-equity ratio of 2.55. Affirm Holdings, Inc. has a 52 week low of $30.90 and a 52 week high of $100.00.

Affirm (NASDAQ:AFRM) last issued its earnings results on Thursday, August 28th. The company reported $0.20 EPS for the quarter, topping the consensus estimate of $0.11 by $0.09. The company had revenue of $876.42 million during the quarter, compared to analyst estimates of $834.94 million. Affirm had a return on equity of 1.80% and a net margin of 1.62%.The business’s revenue was up 32.9% on a year-over-year basis. During the same quarter last year, the firm earned ($0.14) EPS. Affirm has set its FY 2026 guidance at EPS. Q1 2026 guidance at EPS. As a group, analysts forecast that Affirm Holdings, Inc. will post -0.18 EPS for the current year.

Affirm Profile

Affirm Holdings, Inc operates a platform for digital and mobile-first commerce in the United States, Canada, and internationally. The company's platform includes point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. Its commerce platform, agreements with originating banks, and capital markets partners enables consumers to pay for a purchase over time with terms ranging up to 60 months.