Amova Asset Management Americas Inc. Buys 796,939 Shares of SoFi Technologies, Inc. $SOFI

Amova Asset Management Americas Inc. lifted its stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 23.4% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 4,196,899 shares of the company’s stock after acquiring an additional 796,939 shares during the quarter. SoFi Technologies makes up approximately 1.1% of Amova Asset Management Americas Inc.’s holdings, making the stock its 26th biggest position. Amova Asset Management Americas Inc. owned about 0.35% of SoFi Technologies worth $110,840,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its position in shares of SoFi Technologies by 2.0% in the fourth quarter. Brighton Jones LLC now owns 719,288 shares of the company’s stock worth $11,077,000 after purchasing an additional 14,281 shares during the period. Caxton Associates LLP purchased a new position in shares of SoFi Technologies during the 1st quarter valued at $129,000. Empowered Funds LLC boosted its holdings in SoFi Technologies by 5.2% in the 1st quarter. Empowered Funds LLC now owns 33,126 shares of the company’s stock worth $385,000 after buying an additional 1,631 shares during the period. Envestnet Asset Management Inc. increased its stake in SoFi Technologies by 6.5% in the 2nd quarter. Envestnet Asset Management Inc. now owns 74,223 shares of the company’s stock worth $1,352,000 after buying an additional 4,505 shares in the last quarter. Finally, Strs Ohio raised its holdings in SoFi Technologies by 1.1% during the second quarter. Strs Ohio now owns 85,570 shares of the company’s stock valued at $1,558,000 after acquiring an additional 972 shares during the period. 38.43% of the stock is owned by hedge funds and other institutional investors.

More SoFi Technologies News

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

• Positive Sentiment: Mastercard will provide settlement for SoFiUSD transactions and enable SoFiUSD as a settlement currency across Mastercard’s global payments network — this materially boosts SoFi’s stablecoin utility, distribution and potential transaction/settlement revenue. Mastercard to provide settlement for SoFi stablecoin transactions
• Positive Sentiment: Multiple outlets report SoFi will offer SoFiUSD settlement across Mastercard’s network (additional coverage highlights the same partnership), reinforcing the scale and credibility of the initiative — a clear product/corporate development that can drive future growth. SoFi to Offer SoFiUSD as Settlement Currency Across Mastercard Network
• Positive Sentiment: CEO Anthony Noto purchased roughly $1 million of SOFI stock — insider buying signals management confidence after the selloff and often supports near-term sentiment and analyst conviction. SoFi’s stock rises as CEO Anthony Noto reacts to recent selloff with a $1 million purchase
• Positive Sentiment: Seeking Alpha reports a buy rating/upgrade citing Q4 beats, bullish guidance, attractive valuation metrics (low PEG, reasonable forward P/E) and the recent insider buy — this can attract value/contrarian investors. SoFi: The Rebound Has Started (Rating Upgrade)
• Neutral Sentiment: A valuation/assessment piece examines recent volatility and re-rates SoFi after big swings — useful context for investors weighing fundamentals vs. market sentiment but not a direct catalyst. Assessing SoFi Technologies (SOFI) Valuation After Recent Share Price Swings
• Negative Sentiment: Coverage notes a “rough start to 2026” and that shares still trade well below their peak — the recent ~30% selloff and technicals (50/200-day averages) are headwinds that could limit near-term upside despite positive headlines. SoFi CEO Just Bought $1 Million of His Own Stock — And Analysts Think It Could Hit $26

SoFi Technologies Stock Up 0.5%

Shares of NASDAQ SOFI opened at $18.70 on Thursday. The stock has a market capitalization of $23.85 billion, a price-to-earnings ratio of 49.21 and a beta of 2.20. SoFi Technologies, Inc. has a 12-month low of $8.60 and a 12-month high of $32.73. 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’s 50-day moving average price is $23.28 and its 200-day moving average price is $25.93.

SoFi Technologies (NASDAQ:SOFI) last issued its quarterly earnings data on Friday, January 30th. The company reported $0.13 earnings per share for the quarter, topping the consensus estimate of $0.12 by $0.01. The company had revenue of $1.01 billion for the quarter, compared to analysts’ expectations 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% on a year-over-year basis. During the same period in the previous 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, equities research analysts anticipate 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 recent analyst reports. UBS Group set a $24.50 price objective on SoFi Technologies in a research note on Monday, February 2nd. Bank of America started coverage on shares of SoFi Technologies in a report on Tuesday, January 6th. They set an “underperform” rating and a $20.50 price objective for the company. The Goldman Sachs Group reduced their price objective 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. 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 research report on Monday, February 9th. Finally, Needham & Company LLC reduced their price target on shares of SoFi Technologies from $36.00 to $33.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Seven investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $26.34.

Insider Buying and Selling at SoFi Technologies

In related 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 directly owned 588,849 shares of the company’s stock, valued at approximately $11,959,523.19. This trade represents a 13.79% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Kelli Keough sold 9,755 shares of SoFi Technologies stock in a transaction 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 of the company’s stock, valued at approximately $5,542,590.75. This trade represents a 3.21% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 214,753 shares of company stock valued at $5,045,087. 2.60% of the stock is owned by company insiders.

About SoFi Technologies

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.