Comerica Bank Has $433,000 Stake in Affirm Holdings, Inc. $AFRM

Posted by Jessica Moore on May 13th, 2026

Comerica Bank trimmed its stake in Affirm Holdings, Inc. (NASDAQ:AFRM – Free Report) by 97.5% during the fourth quarter, HoldingsChannel.com reports. The fund owned 5,819 shares of the company’s stock after selling 224,473 shares during the quarter. Comerica Bank’s holdings in Affirm were worth $433,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Invesco Ltd. boosted its stake in shares of Affirm by 294.2% in the 3rd quarter. Invesco Ltd. now owns 4,333,691 shares of the company’s stock valued at $316,706,000 after purchasing an additional 3,234,260 shares in the last quarter. Atreides Management LP grew its holdings in shares of Affirm by 543.3% in the 2nd quarter. Atreides Management LP now owns 1,977,882 shares of the company’s stock worth $136,751,000 after purchasing an additional 1,670,429 shares during the last quarter. State Street Corp increased its position in shares of Affirm by 26.7% during the 3rd quarter. State Street Corp now owns 5,641,965 shares of the company’s stock worth $412,315,000 after purchasing an additional 1,187,665 shares in the last quarter. Alliancebernstein L.P. lifted its holdings in Affirm by 333.5% during the 3rd quarter. Alliancebernstein L.P. now owns 1,166,370 shares of the company’s stock valued at $85,238,000 after purchasing an additional 897,340 shares during the last quarter. Finally, Qube Research & Technologies Ltd lifted its holdings in Affirm by 68.9% during the 3rd quarter. Qube Research & Technologies Ltd now owns 2,146,092 shares of the company’s stock valued at $156,836,000 after purchasing an additional 875,813 shares during the last quarter. 69.29% of the stock is owned by institutional investors.

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

Insider Activity

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

Affirm Stock Down 1.5%

Shares of NASDAQ AFRM opened at $65.43 on Wednesday. Affirm Holdings, Inc. has a 12-month low of $42.10 and a 12-month high of $100.00. The firm’s 50-day simple moving average is $53.67 and its 200 day simple moving average is $63.00. The company has a quick ratio of 11.41, a current ratio of 11.32 and a debt-to-equity ratio of 2.39. The company has a market cap of $21.80 billion, a price-to-earnings ratio of 59.48, a price-to-earnings-growth ratio of 4.50 and a beta of 3.72.

Affirm (NASDAQ:AFRM – Get Free Report) last posted its quarterly earnings data 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 firm had revenue of $943.95 million during the quarter, compared to analysts’ expectations of $995.27 million. Affirm had a net margin of 9.63% and a return on equity of 11.17%. The company’s quarterly revenue was up 32.7% compared to the same quarter last year. During the same quarter last year, the company posted $0.01 EPS. On average, research analysts expect that Affirm Holdings, Inc. will post 1.11 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

AFRM has been the topic of several research analyst reports. UBS Group upped their price objective on shares of Affirm from $78.00 to $82.00 and gave the stock a “neutral” rating in a research note on Monday. Royal Bank Of Canada lifted their target price on shares of Affirm from $77.00 to $80.00 and gave the company a “sector perform” rating in a research note on Friday, May 8th. Citizens Jmp reduced their target price on Affirm from $105.00 to $85.00 and set a “market outperform” rating on the stock in a report on Friday, April 17th. Zacks Research lowered Affirm from a “strong-buy” rating to a “hold” rating in a research report on Wednesday, April 29th. Finally, Mizuho dropped their price target on Affirm from $114.00 to $95.00 and set an “outperform” rating for the company in a report on Monday, February 9th. One equities research analyst has rated the stock with a Strong Buy rating, nineteen have assigned a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Affirm presently has a consensus rating of “Moderate Buy” and an average target price of $85.80.

Get Our Latest Report on Affirm

Affirm Company Profile

(Free Report)

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.