FORA Capital LLC Buys 253,871 Shares of SoFi Technologies, Inc. $SOFI

FORA Capital LLC raised its stake in SoFi Technologies, Inc. (NASDAQ:SOFI) by 1,324.9% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 273,032 shares of the company’s stock after acquiring an additional 253,871 shares during the quarter. SoFi Technologies comprises approximately 1.3% of FORA Capital LLC’s investment portfolio, making the stock its 10th biggest holding. FORA Capital LLC’s holdings in SoFi Technologies were worth $7,214,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. grew its stake in shares of SoFi Technologies by 6.8% during the third quarter. Vanguard Group Inc. now owns 107,102,212 shares of the company’s stock valued at $2,829,640,000 after purchasing an additional 6,814,727 shares during the last quarter. Dimensional Fund Advisors LP raised its position in SoFi Technologies by 0.7% in the 3rd quarter. Dimensional Fund Advisors LP now owns 9,792,807 shares of the company’s stock worth $258,821,000 after purchasing an additional 67,504 shares during the last quarter. Norges Bank acquired a new position in SoFi Technologies during the 2nd quarter worth $164,068,000. Marshall Wace LLP lifted its holdings in SoFi Technologies by 88.2% during the 2nd quarter. Marshall Wace LLP now owns 7,997,146 shares of the company’s stock worth $145,628,000 after buying an additional 3,748,817 shares in the last quarter. Finally, Charles Schwab Investment Management Inc. boosted its position in SoFi Technologies by 2.4% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 6,628,309 shares of the company’s stock valued at $120,702,000 after buying an additional 155,583 shares during the last quarter. 38.43% of the stock is owned by institutional investors.

Key SoFi Technologies News

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

• Positive Sentiment: KBW flagged SoFi’s stablecoin partnership with Mastercard as a “significant development,” highlighting strategic fintech partnerships that could expand product reach and fees despite KBW’s current Underperform rating. KBW Highlights SoFi Technologies (SOFI) and Mastercard Stablecoin Deal
• Positive Sentiment: Zacks highlights SoFi’s 2026 outlook that calls for improving margins as the company scales — a direct earnings driver that supports higher profitability per dollar of revenue. SOFI’s 2026 Outlook Indicates Stronger Margins to Support Growth
• Positive Sentiment: SoFi announced monthly distributions for its SoFi Enhanced Yield ETF (THTA), underscoring traction in its asset/ETF business and recurring-fee revenue potential. SoFi Announces Monthly Distributions on $THTA (10.00%)
• Positive Sentiment: Several outlets (Yahoo/Zacks/Fool) reiterate the bullish case — digital banking demand, Galileo volume, refinancing tailwinds and positive EPS revisions — arguing the recent share weakness creates a longer-term opportunity. 2 Reasons We Love SoFi (SOFI)
• Neutral Sentiment: Industry context: Upstart’s pursuit of a bank charter highlights why owning a deposit franchise (as SoFi has) can be a structural advantage — useful background but not new company-specific upside. Why Upstart’s Bank Charter Bet Could Change Everything (SOFI)
• Neutral Sentiment: Price-action notes: routine market-coverage pieces report modest intraday gains versus broader weakness — short-term noise rather than a catalyst. SoFi Technologies, Inc. (SOFI) Advances While Market Declines
• Negative Sentiment: Barchart and other coverage flag valuation concerns and the risk of dilutive capital raises — key downside risks that have pressured the stock after a multi-month decline. SoFi Stock Outlook: Can SoFi Technologies Recover After a 30% Drop?

Insiders Place Their Bets

In other SoFi Technologies news, Director Steven J. Freiberg sold 94,225 shares of the stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $20.31, for a total value of $1,913,709.75. Following the completion of the sale, the director directly owned 588,849 shares in the company, valued at $11,959,523.19. This represents a 13.79% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CTO Jeremy Rishel sold 91,837 shares of the firm’s stock in a transaction dated 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 sale, 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 214,753 shares of company stock worth $5,045,087 over the last 90 days. 2.60% of the stock is currently owned by corporate insiders.

SoFi Technologies Stock Up 0.3%

SoFi Technologies stock opened at $17.76 on Friday. The firm has a market capitalization of $22.65 billion, a price-to-earnings ratio of 46.74 and a beta of 2.20. The company’s 50 day simple moving average is $22.11 and its 200 day simple moving average is $25.65. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.78 and a quick ratio of 0.18. SoFi Technologies, Inc. has a fifty-two week low of $8.60 and a fifty-two week high of $32.73.

SoFi Technologies (NASDAQ:SOFI) last posted its earnings results 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 analyst estimates of $984.75 million. SoFi Technologies had a net margin of 13.34% and a return on equity of 5.88%. The business’s revenue for the quarter was up 39.6% compared to the same quarter last year. During the same period last year, the business 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. As a group, sell-side analysts anticipate that SoFi Technologies, Inc. will post 0.26 EPS for the current year.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the company. JPMorgan Chase & Co. upgraded SoFi Technologies from a “neutral” rating to an “overweight” rating and set a $31.00 target price for the company in a research report on Tuesday, February 3rd. UBS Group set a $24.50 price objective on SoFi Technologies in a research report on Monday, February 2nd. Needham & Company LLC lowered their price objective on SoFi Technologies from $36.00 to $33.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Barclays boosted their price objective on SoFi Technologies from $23.00 to $28.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 6th. Finally, The Goldman Sachs Group cut their target price 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. Seven equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average price target of $26.34.

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.