Stratos Wealth Partners LTD. Has $5.81 Million Stake in SoFi Technologies, Inc. $SOFI

Stratos Wealth Partners LTD. boosted its holdings in SoFi Technologies, Inc. (NASDAQ:SOFI) by 17.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 221,981 shares of the company’s stock after buying an additional 33,290 shares during the period. Stratos Wealth Partners LTD.’s holdings in SoFi Technologies were worth $5,811,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Blue Trust Inc. raised its position in shares of SoFi Technologies by 655.2% during the 4th quarter. Blue Trust Inc. now owns 1,012 shares of the company’s stock valued at $26,000 after acquiring an additional 878 shares during the last quarter. Central Pacific Bank Trust Division acquired a new position in shares of SoFi Technologies in the 4th quarter valued at $28,000. Salomon & Ludwin LLC bought a new position in shares of SoFi Technologies in the 3rd quarter worth $29,000. Thurston Springer Miller Herd & Titak Inc. acquired a new stake in shares of SoFi Technologies during the fourth quarter worth $29,000. Finally, SJS Investment Consulting Inc. grew its stake in shares of SoFi Technologies by 840.3% during the third quarter. SJS Investment Consulting Inc. now owns 1,119 shares of the company’s stock worth $30,000 after purchasing an additional 1,000 shares during the period. 38.43% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently commented on SOFI shares. Barclays upped their price objective on SoFi Technologies from $23.00 to $28.00 and gave the company an “equal weight” rating in a report on Tuesday, January 6th. 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 report on Monday, February 9th. Wells Fargo & Company started coverage on SoFi Technologies in a research note on Thursday, March 19th. They issued an “equal weight” rating and a $19.00 price target for the company. The Goldman Sachs Group cut their price target on shares of SoFi Technologies from $27.00 to $24.00 and set a “neutral” rating on the stock in a research report on Tuesday, January 6th. Finally, JPMorgan Chase & Co. raised shares of 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. Seven equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat.com, SoFi Technologies presently has an average rating of “Hold” and a consensus price target of $25.91.

Insiders Place Their Bets

In related news, General Counsel Robert S. Lavet purchased 5,000 shares of the business’s stock in a transaction on Friday, February 6th. The shares were purchased at an average price of $21.04 per share, with a total value of $105,200.00. Following the completion of the purchase, the general counsel owned 17,172 shares in the company, valued at $361,298.88. This represents a 41.08% increase in their position. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Steven J. Freiberg sold 94,225 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $20.31, for a total transaction of $1,913,709.75. Following the completion of the transaction, the director owned 588,849 shares of the company’s stock, valued at $11,959,523.19. This trade represents a 13.79% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders acquired 38,900 shares of company stock worth $705,398 and sold 218,148 shares worth $4,161,735. 2.60% of the stock is owned by company insiders.

SoFi Technologies News Summary

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

• Positive Sentiment: SoFi launched “Big Business Banking” — an enterprise banking platform that blends fiat and crypto and uses Solana to enable 24/7 payments and settlement. The product could expand revenue mix (deposits, fees, crypto flows) and help SoFi compete for enterprise stablecoin/use-case adoption. SoFi Stock: Why the Fintech’s Business Banking Launch ‘Impressed’ This Analyst.
• Positive Sentiment: Coverage of the Big Business Banking launch across outlets highlights strategic crypto-finance positioning — if adoption follows, this could drive higher-margin enterprise revenue and deepen SoFi’s product moat. SoFi Launches Banking Service for Businesses. Can It Boost the Struggling Stock?
• Positive Sentiment: SoFi expanded its Loan Platform business, securing roughly $3.6B in personal-loan delivery commitments — a push toward more fee-based, partner-driven revenue that could stabilize margins versus pure lending. A Look At SoFi Technologies (SOFI) Valuation After Expanding Its Loan Platform Partnerships
• Positive Sentiment: Some analysts/investors view the sell-off as an attractive entry point given expected multi-year earnings growth from cross-selling and platform expansion; proponents point to a potential bottom near current levels. SoFi: Market Panic Just Created An Amazing Entry Point
• Neutral Sentiment: The Muddy Waters short report and other criticisms have prompted caution — some commentators urge waiting for clearer proof of enterprise adoption and loan-platform resilience before buying. 1 Reason to Buy SoFi Stock After the Muddy Waters Short Report
• Negative Sentiment: Despite product announcements, headlines note the stock keeps falling amid sector weakness and investor doubts — negative press and valuation concerns continue to pressure the share price. SoFi Can’t Shake the Doubts, but Its Stock at $15 Is Crazy
• Negative Sentiment: Industry write-ups flagged that the stock dropped even after the new banking product — signaling investor skepticism that product launches will translate to near-term revenue/earnings relief. SoFi (SOFI) Stock Drops Despite Unveiling Always-On Enterprise Banking Solution

SoFi Technologies Stock Performance

SOFI stock opened at $15.85 on Monday. The business’s 50-day moving average price is $19.02 and its two-hundred day moving average price is $24.64. 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 firm has a market cap of $20.21 billion, a PE ratio of 41.71 and a beta of 2.24. SoFi Technologies, Inc. has a 1-year low of $8.60 and a 1-year high of $32.73.

SoFi Technologies (NASDAQ:SOFI) last announced its quarterly earnings results on Friday, January 30th. The company reported $0.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.12 by $0.01. The company had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $984.75 million. SoFi Technologies had a return on equity of 5.88% and a net margin of 13.34%.The company’s revenue for the quarter was up 39.6% compared to the same quarter last year. During the same period in the prior year, the company earned $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. As a group, research analysts forecast that SoFi Technologies, Inc. will post 0.26 earnings per share for the current year.

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.