SoFi Technologies, Inc. $SOFI Shares Acquired by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. raised its stake in SoFi Technologies, Inc. (NASDAQ:SOFI) by 153.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 188,353 shares of the company’s stock after purchasing an additional 114,130 shares during the quarter. Envestnet Asset Management Inc.’s holdings in SoFi Technologies were worth $4,976,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of SOFI. Xcel Wealth Management LLC boosted its stake in shares of SoFi Technologies by 0.6% during the 3rd quarter. Xcel Wealth Management LLC now owns 70,932 shares of the company’s stock valued at $1,874,000 after buying an additional 392 shares during the last quarter. Key Client Fiduciary Advisors LLC boosted its holdings in shares of SoFi Technologies by 3.1% during the third quarter. Key Client Fiduciary Advisors LLC now owns 14,101 shares of the company’s stock valued at $373,000 after acquiring an additional 419 shares during the period. Cigna Investments Inc. New grew its position in SoFi Technologies by 4.2% in the 3rd quarter. Cigna Investments Inc. New now owns 11,024 shares of the company’s stock worth $291,000 after purchasing an additional 446 shares during the last quarter. Bartlett & CO. Wealth Management LLC increased its position in SoFi Technologies by 46.9% in the 3rd quarter. Bartlett & CO. Wealth Management LLC now owns 1,469 shares of the company’s stock valued at $39,000 after acquiring an additional 469 shares during the period. Finally, Soltis Investment Advisors LLC increased its stake in SoFi Technologies by 1.8% during the 2nd quarter. Soltis Investment Advisors LLC now owns 28,436 shares of the company’s stock valued at $518,000 after buying an additional 501 shares during the period. Institutional investors and hedge funds own 38.43% of the company’s stock.

Key SoFi Technologies News

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

• Positive Sentiment: Q4 results and customer growth support the long-term growth case: coverage highlights SoFi’s strong Q4 revenue and adjusted net‑income growth and a record ~1 million new customers in Q4, reinforcing the company’s growth thesis. Why This 1 Unstoppable Stock Could Be the Next Bank of America
• Positive Sentiment: Bullish retail analyst narrative: a separate Motley Fool piece reiterates a high-return view on SoFi, citing strong multi‑year average gains that support a long‑horizon accumulation thesis for investors. 1 Financial Services Stock That Could Turn $1,000 Per Month Into $1 Million
• Neutral Sentiment: Product expansion into remittances: SoFi is testing Bitcoin Lightning for remittances, a potential low‑cost payments use case that could broaden services but carries execution and regulatory uncertainty. The coverage also notes mixed signals around valuation. SoFi Taps Bitcoin Lightning For Remittances As Valuation Signals Mixed
• Neutral Sentiment: Lower price per share may attract value-seekers: commentary listing stocks under $20 highlights that SoFi’s sub‑$20 price could draw retail and institutional attention, which can support episodic buying interest. 3 Cheap Stocks to Buy Now: All Under $20 Per Share
• Neutral Sentiment: Technical/price action: market commentary notes the stock is consolidating after a prolonged downtrend, suggesting short‑term technical uncertainty even as longer‑term fundamentals are debated. Stock Of The Day: Where Will SoFi Turn?
• Negative Sentiment: Analyst downward revision: Truist trimmed its price target on SOFI to $21, which can pressure sentiment among institutional investors and reduce near‑term upside expectations. Truist Financial Lowers SoFi Technologies (NASDAQ:SOFI) Price Target to $21.00
• Negative Sentiment: Insider selling: EVP Kelli Keough sold 9,755 shares (~3.21% reduction in her position) at an average price of $18.87; disclosed in an SEC filing — insider sales can weigh on sentiment even if not large in dollar terms. Kelli Keough Insider Sale

Analyst Upgrades and Downgrades

SOFI has been the subject of a number of research reports. Citizens Jmp upgraded shares of SoFi Technologies from a “market perform” rating to an “outperform” rating and set a $30.00 target price for the company in a report on Monday, February 9th. Citigroup boosted their price objective on shares of SoFi Technologies from $28.00 to $37.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. Barclays raised their price target on SoFi Technologies from $23.00 to $28.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 6th. Truist Financial lowered their target price on shares of SoFi Technologies from $28.00 to $21.00 and set a “hold” rating on the stock in a research report on Wednesday, February 18th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of SoFi Technologies in a report on Thursday, January 22nd. Seven research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $26.34.

SoFi Technologies Stock Down 1.5%

Shares of SOFI opened at $19.02 on Monday. The business’s fifty day moving average price is $24.56 and its two-hundred day moving average price is $26.20. The firm has a market capitalization of $22.94 billion, a price-to-earnings ratio of 50.05 and a beta of 2.13. SoFi Technologies, Inc. has a 52 week low of $8.60 and a 52 week high of $32.73. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.18 and a current ratio of 0.78.

SoFi Technologies (NASDAQ:SOFI) last issued its quarterly earnings results on Friday, January 30th. The company reported $0.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.12 by $0.01. The business had revenue of $1.01 billion for the quarter, compared to analyst estimates of $984.75 million. SoFi Technologies had a return on equity of 5.88% and a net margin of 13.34%.The firm’s revenue for the quarter was up 39.6% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $0.05 earnings per share. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. On average, analysts predict that SoFi Technologies, Inc. will post 0.26 earnings per share for the current year.

Insider Activity at SoFi Technologies

In other news, CTO Jeremy Rishel sold 91,837 shares of the firm’s stock in a transaction that occurred on Wednesday, December 17th. The shares were 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 directly owned 794,598 shares of the company’s stock, valued at $21,168,090.72. This trade represents a 10.36% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Eric Schuppenhauer acquired 5,000 shares of the stock in a transaction dated Thursday, February 5th. The shares were purchased at an average price of $19.93 per share, for a total transaction of $99,650.00. Following the completion of the purchase, the executive vice president directly owned 228,768 shares in the company, valued at $4,559,346.24. The trade was a 2.23% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders sold 214,753 shares of company stock valued at $5,045,087 over the last ninety days. Company insiders own 2.60% of the company’s stock.

SoFi Technologies Company 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.