Diversify Advisory Services LLC Sells 85,057 Shares of SoFi Technologies, Inc. $SOFI

Diversify Advisory Services LLC cut its holdings in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 9.0% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 856,158 shares of the company’s stock after selling 85,057 shares during the period. SoFi Technologies makes up 0.8% of Diversify Advisory Services LLC’s portfolio, making the stock its 24th biggest position. Diversify Advisory Services LLC owned about 0.07% of SoFi Technologies worth $22,620,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of SOFI. Brighton Jones LLC lifted its stake in SoFi Technologies by 2.0% during the 4th quarter. Brighton Jones LLC now owns 719,288 shares of the company’s stock valued at $11,077,000 after acquiring an additional 14,281 shares during the period. Caxton Associates LLP purchased a new stake in shares of SoFi Technologies during the 1st quarter valued at about $129,000. Empowered Funds LLC grew its stake in shares of SoFi Technologies by 5.2% in the first quarter. Empowered Funds LLC now owns 33,126 shares of the company’s stock worth $385,000 after acquiring an additional 1,631 shares during the period. Envestnet Asset Management Inc. grew its stake in shares of SoFi Technologies by 6.5% in the second quarter. Envestnet Asset Management Inc. now owns 74,223 shares of the company’s stock worth $1,352,000 after acquiring an additional 4,505 shares during the period. Finally, Atlantic Union Bankshares Corp purchased a new position in shares of SoFi Technologies during the second quarter valued at approximately $63,000. 38.43% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CTO Jeremy Rishel sold 91,837 shares of SoFi Technologies stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $26.64, for a total transaction of $2,446,537.68. Following the transaction, the chief technology officer directly owned 794,598 shares in the company, valued at approximately $21,168,090.72. The trade was a 10.36% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Kelli Keough sold 9,755 shares of the business’s stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $18.87, for a total value of $184,076.85. Following the sale, the executive vice president directly owned 293,725 shares of the company’s stock, valued at $5,542,590.75. This represents a 3.21% decrease in their position. The disclosure for this sale is available in the SEC filing. 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 Monday. The company’s 50 day moving average is $22.95 and its 200 day moving average is $25.89. 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 2.21. 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.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on SOFI. Bank of America assumed 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. The Goldman Sachs Group cut their target price on shares of SoFi Technologies from $27.00 to $24.00 and set a “neutral” rating for the company in a research report on Tuesday, January 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of SoFi Technologies in a research note on Thursday, January 22nd. JPMorgan Chase & Co. raised SoFi Technologies from a “neutral” rating to an “overweight” rating and set a $31.00 price target on the stock in a report on Tuesday, February 3rd. Finally, 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. Seven investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, SoFi Technologies has an average rating of “Hold” and a consensus 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.