Dimensional Fund Advisors LP Buys 67,504 Shares of SoFi Technologies, Inc. $SOFI

Dimensional Fund Advisors LP increased its stake in SoFi Technologies, Inc. (NASDAQ:SOFI) by 0.7% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 9,792,807 shares of the company’s stock after buying an additional 67,504 shares during the period. Dimensional Fund Advisors LP owned 0.82% of SoFi Technologies worth $258,821,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Salomon & Ludwin LLC bought a new stake in SoFi Technologies in the third quarter worth $29,000. SJS Investment Consulting Inc. grew its stake 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 during the last quarter. Blume Capital Management Inc. increased its holdings in shares of SoFi Technologies by 52.9% during the third quarter. Blume Capital Management Inc. now owns 1,300 shares of the company’s stock valued at $34,000 after acquiring an additional 450 shares in the last quarter. Assetmark Inc. increased its holdings in shares of SoFi Technologies by 50.5% during the third quarter. Assetmark Inc. now owns 1,273 shares of the company’s stock valued at $34,000 after acquiring an additional 427 shares in the last quarter. Finally, Bessemer Group Inc. purchased a new position in shares of SoFi Technologies in the 3rd quarter worth about $36,000. Institutional investors own 38.43% of the company’s stock.

Insider Activity

In other news, EVP Kelli Keough sold 9,755 shares of the company’s 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 completion of the sale, the executive vice president directly owned 293,725 shares in the company, valued at $5,542,590.75. This represents a 3.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CTO Jeremy Rishel sold 91,837 shares of the firm’s stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $26.64, for a total value of $2,446,537.68. Following the completion of the transaction, the chief technology officer directly owned 794,598 shares in the company, valued at approximately $21,168,090.72. This represents a 10.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 214,753 shares of company stock worth $5,045,087. Company insiders own 2.60% of the company’s stock.

SoFi Technologies Stock Performance

SOFI opened at $18.90 on Friday. The company’s 50 day moving average is $22.95 and its 200 day moving average is $25.85. 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 market cap of $24.10 billion, a price-to-earnings ratio of 49.74 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.

SoFi Technologies (NASDAQ:SOFI) last announced its earnings results on Friday, January 30th. The company reported $0.13 EPS for the quarter, beating analysts’ consensus estimates of $0.12 by $0.01. SoFi Technologies had a net margin of 13.34% and a return on equity of 5.88%. The business had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $984.75 million. During the same period in the prior year, the company earned $0.05 earnings per share. The firm’s revenue was up 39.6% on a year-over-year basis. 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 predict that SoFi Technologies, Inc. will post 0.26 EPS for the current year.

Analysts Set New Price Targets

SOFI has been the topic of several recent analyst reports. Bank of America started coverage on shares of SoFi Technologies in a research report on Tuesday, January 6th. They set an “underperform” rating and a $20.50 price objective on the stock. Truist Financial decreased their target price on shares of SoFi Technologies from $28.00 to $21.00 and set a “hold” rating for the company in a report on Wednesday, February 18th. Barclays upped their target price on shares of SoFi Technologies from $23.00 to $28.00 and gave the stock an “equal weight” rating in a research note 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 price target on the stock in a report on Monday, February 9th. Finally, JPMorgan Chase & Co. raised shares of SoFi Technologies from a “neutral” rating to an “overweight” rating and set a $31.00 price target for the company in a research report on Tuesday, February 3rd. Seven research 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. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and an average target price of $26.34.

Trending Headlines about 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

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.