Asset Management One Co. Ltd. Boosts Stock Holdings in SoFi Technologies, Inc. $SOFI

Asset Management One Co. Ltd. grew its stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 5,549.9% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 422,275 shares of the company’s stock after buying an additional 414,801 shares during the quarter. Asset Management One Co. Ltd.’s holdings in SoFi Technologies were worth $11,157,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of SOFI. Salomon & Ludwin LLC bought a new position in SoFi Technologies during the 3rd quarter worth approximately $29,000. SJS Investment Consulting Inc. lifted its position in SoFi Technologies by 840.3% in the third quarter. SJS Investment Consulting Inc. now owns 1,119 shares of the company’s stock valued at $30,000 after purchasing an additional 1,000 shares during the last quarter. Bartlett & CO. Wealth Management LLC boosted its stake in shares of SoFi Technologies by 46.9% during the third quarter. Bartlett & CO. Wealth Management LLC now owns 1,469 shares of the company’s stock valued at $39,000 after purchasing an additional 469 shares during the period. TD Private Client Wealth LLC grew its holdings in shares of SoFi Technologies by 153.9% in the second quarter. TD Private Client Wealth LLC now owns 2,562 shares of the company’s stock worth $47,000 after purchasing an additional 1,553 shares during the last quarter. Finally, Hilltop National Bank increased its stake in shares of SoFi Technologies by 888.0% in the third quarter. Hilltop National Bank now owns 1,976 shares of the company’s stock worth $52,000 after buying an additional 1,776 shares during the period. Institutional investors own 38.43% of the company’s stock.

Trending Headlines about SoFi Technologies

Here are the key news stories impacting SoFi Technologies this week:

• Positive Sentiment: Analyst write-up highlighting improving fundamentals: financial-services and lending growth outpaced tech, showing revenue momentum and margin progress that support longer‑term earnings potential. Read More.
• Positive Sentiment: Recent quarterly results showed revenue and EPS beats (strong YoY revenue growth and a positive net margin), which provide a cushion against short‑term selling pressure. (Company quarterly report)
• Neutral Sentiment: SoFi completed an expanded common stock offering in December to bolster capital — improves liquidity/capital position but increases share count. Read More.
• Neutral Sentiment: Technical/short‑term bullish case noted by a chart/price-target piece that argues for a potential rally range — relevant to traders but less so for fundamental investors. Read More.
• Negative Sentiment: Headline driver — coverage and market reports cite a roughly $1.5 billion equity sale (and follow‑on activity) as pressuring the stock due to dilution and added share supply. Read More.
• Negative Sentiment: Company disclosed that underwriters exercised their option to buy additional shares in the public offering (greenshoe), effectively increasing the share count and amplifying dilution concerns. Read More.
• Negative Sentiment: Bank of America initiated coverage with an underperform rating and a $20.50 price target, signaling meaningful downside from current levels and likely contributing to short‑term selling pressure. Read More.

Wall Street Analysts Forecast Growth

Several brokerages have weighed in on SOFI. The Goldman Sachs Group dropped their price target on shares of SoFi Technologies from $27.00 to $24.00 and set a “neutral” rating for the company in a research report on Tuesday. Bank of America began coverage on shares of SoFi Technologies in a report on Tuesday. They set an “underperform” rating and a $20.50 target price for the company. UBS Group boosted their price target on SoFi Technologies from $20.50 to $27.50 and gave the company a “neutral” rating in a report on Thursday, October 30th. Morgan Stanley upped their price target on SoFi Technologies from $13.00 to $18.00 and gave the company an “underweight” rating in a research report on Monday, September 29th. Finally, Truist Financial cut their price objective on SoFi Technologies from $31.00 to $28.00 and set a “hold” rating on the stock in a research report on Tuesday, November 25th. One investment analyst has rated the stock with a Strong Buy rating, six have issued a Buy rating, thirteen have given a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $25.50.

Insider Activity at SoFi Technologies

In other news, insider Arun Pinto sold 46,132 shares of the firm’s stock in a transaction on Friday, November 21st. The stock was sold at an average price of $24.76, for a total transaction of $1,142,228.32. Following the completion of the transaction, the insider directly owned 138,396 shares in the company, valued at $3,426,684.96. This trade represents a 25.00% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CTO Jeremy Rishel sold 91,837 shares of the company’s stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $26.64, for a total transaction of $2,446,537.68. Following the completion of the transaction, the chief technology officer owned 794,598 shares in the company, valued at approximately $21,168,090.72. The trade was a 10.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 167,813 shares of company stock valued at $4,403,334 in the last 90 days. Corporate insiders own 2.60% of the company’s stock.

SoFi Technologies Stock Down 8.0%

NASDAQ:SOFI opened at $26.94 on Wednesday. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.80 and a quick ratio of 0.16. The firm’s 50-day moving average price is $27.91 and its 200-day moving average price is $25.43. The company has a market capitalization of $32.48 billion, a PE ratio of 49.88 and a beta of 1.92. SoFi Technologies, Inc. has a 1-year low of $8.60 and a 1-year high of $32.73.

SoFi Technologies (NASDAQ:SOFI) last posted its quarterly earnings data on Tuesday, October 28th. The company reported $0.11 EPS for the quarter, topping the consensus estimate of $0.09 by $0.02. SoFi Technologies had a net margin of 19.29% and a return on equity of 5.12%. The business had revenue of $949.63 million for the quarter, compared to analyst estimates of $880.33 million. During the same quarter in the previous year, the firm posted $0.05 earnings per share. SoFi Technologies’s quarterly revenue was up 37.7% on a year-over-year basis. SoFi Technologies has set its FY 2025 guidance at 0.370-0.370 EPS. On average, equities analysts predict that SoFi Technologies, Inc. will post 0.26 EPS for the current fiscal year.

SoFi Technologies Profile

SoFi Technologies, Inc (NASDAQ: SOFI) is a diversified financial services company that provides consumer-focused lending, banking, investing and financial technology products. The company’s core offerings include student loan refinancing and private student loans, personal loans, mortgage lending, and credit card products. In addition to credit and lending, SoFi operates consumer-facing deposit and cash management accounts, an investing and trading platform, and an insurance marketplace through partner relationships, all designed to serve individuals seeking an integrated digital financial experience.

SoFi has grown beyond direct-to-consumer lending by building technology and infrastructure capabilities.