SoFi Technologies, Inc. $SOFI Shares Sold by B. Metzler seel. Sohn & Co. AG

B. Metzler seel. Sohn & Co. AG lowered its position in shares of SoFi Technologies, Inc. (NASDAQ:SOFIFree Report) by 14.0% in the third quarter, according to its most recent 13F filing with the SEC. The firm owned 364,799 shares of the company’s stock after selling 59,201 shares during the quarter. B. Metzler seel. Sohn & Co. AG’s holdings in SoFi Technologies were worth $9,638,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Salomon & Ludwin LLC acquired a new position in SoFi Technologies during the third quarter valued at approximately $29,000. SJS Investment Consulting Inc. increased its position in shares of SoFi Technologies by 840.3% in the third quarter. SJS Investment Consulting Inc. now owns 1,119 shares of the company’s stock worth $30,000 after acquiring an additional 1,000 shares in the last quarter. Blume Capital Management Inc. increased its position in shares of SoFi Technologies by 52.9% in the third quarter. Blume Capital Management Inc. now owns 1,300 shares of the company’s stock worth $34,000 after acquiring an additional 450 shares in the last quarter. Assetmark Inc. raised its stake in shares of SoFi Technologies by 50.5% in the 3rd quarter. Assetmark Inc. now owns 1,273 shares of the company’s stock valued at $34,000 after acquiring an additional 427 shares during the period. Finally, Bessemer Group Inc. acquired a new position in shares of SoFi Technologies during the 3rd quarter valued at $36,000. Institutional investors and hedge funds own 38.43% of the company’s stock.

Insider Buying and Selling at SoFi Technologies

In other SoFi Technologies news, Director Steven J. Freiberg sold 94,225 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $20.31, for a total transaction of $1,913,709.75. Following the completion of the sale, the director owned 588,849 shares in the company, valued at $11,959,523.19. This trade represents a 13.79% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Kelli Keough sold 9,755 shares of SoFi Technologies stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $18.87, for a total value of $184,076.85. Following the sale, the executive vice president owned 293,725 shares in the company, valued at $5,542,590.75. This represents a 3.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 214,753 shares of company stock valued at $5,045,087. Company insiders own 2.60% of the company’s stock.

SoFi Technologies Price Performance

SOFI opened at $18.90 on Monday. SoFi Technologies, Inc. has a twelve month low of $8.60 and a twelve month high of $32.73. The firm has a market cap of $24.10 billion, a price-to-earnings ratio of 49.74 and a beta of 2.21. The company has a current ratio of 0.78, a quick ratio of 0.18 and a debt-to-equity ratio of 0.17. The company has a fifty day simple moving average of $22.95 and a 200 day simple moving average of $25.89.

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

Wall Street Analyst Weigh In

SOFI has been the subject of a number of research reports. Barclays upped their price target on shares of SoFi Technologies from $23.00 to $28.00 and gave the stock an “equal weight” rating in a research report on Tuesday, January 6th. UBS Group set a $24.50 price objective on SoFi Technologies in a research report on Monday, February 2nd. JPMorgan Chase & Co. upgraded SoFi Technologies from a “neutral” rating to an “overweight” rating and set a $31.00 price objective on the stock in a research note on Tuesday, February 3rd. Citizens Jmp upgraded SoFi Technologies from a “market perform” rating to an “outperform” rating and set a $30.00 target price for the company in a research note on Monday, February 9th. Finally, Bank of America started coverage on SoFi Technologies in a report on Tuesday, January 6th. They set an “underperform” rating and a $20.50 target price on the stock. Seven investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, SoFi Technologies has an average rating of “Hold” and an average target price of $26.34.

View Our Latest Analysis on SoFi Technologies

Key Stories Impacting SoFi Technologies

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

  • Positive Sentiment: Mastercard partnership expands SoFiUSD settlement reach, positioning SoFi to capture cross-border and merchant settlement flows and boosting credibility for its fully reserved stablecoin; a material distribution channel if adoption grows. SoFi (SOFI), Mastercard (MA) Partner to Integrate SoFiUSD Stablecoin for Global Settlement
  • Positive Sentiment: SoFi selected BitGo to power custody/distribution for SoFiUSD, lowering execution risk for launches and signaling institutional-grade infrastructure behind the stablecoin. SoFi Selects BitGo to Power Bank-Issued Stablecoin
  • Positive Sentiment: SoFiUSD has been enabled across Mastercard’s payments network in multiple announcements — this repetition in press coverage highlights distribution momentum that could translate into payments volume and new revenue streams. SoFi’s stablecoin joins Mastercard’s network
  • Positive Sentiment: Unusual options activity: a large uptick in call purchases suggests short-term bullish positioning by traders, which can amplify intraday moves if sentiment continues. (Intraday options volume data)
  • Neutral Sentiment: SoFi is running member-facing product initiatives (e.g., private-market access via Templum) that diversify revenue and deepen member engagement, supporting long-term monetization but with uncertain short-term earnings impact. Templum to Offer Private Market Opportunities to SoFi Members
  • Neutral Sentiment: Several bullish long-term narratives and retail-targeted features appear in opinion pieces (The Motley Fool, others), which can support investor interest but are speculative and not guaranteed to move near-term fundamentals. Is SoFi Technologies Stock Your Ticket to Becoming a Millionaire?
  • Negative Sentiment: Analysts remain mixed: Truist reaffirmed a Hold and cut its price target, and consensus ratings skew toward Hold — that analyst caution keeps downward pressure on the stock while investors wait for consistent margin/earnings beats to justify current multiples. Analyst Opinion Mixed on SoFi Technologies (SOFI) Stock

About SoFi Technologies

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for SoFi Technologies (NASDAQ:SOFI)

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