Elevatus Welath Management Reduces Position in SoFi Technologies, Inc. $SOFI

Elevatus Welath Management decreased its holdings in SoFi Technologies, Inc. (NASDAQ:SOFI) by 70.2% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 90,190 shares of the company’s stock after selling 212,161 shares during the period. Elevatus Welath Management’s holdings in SoFi Technologies were worth $2,361,000 at the end of the most recent quarter.

A number of other institutional investors have also bought and sold shares of SOFI. Central Pacific Bank Trust Division acquired a new position in shares of SoFi Technologies during the 4th quarter worth approximately $28,000. SJS Investment Consulting Inc. increased its holdings 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 valued at $30,000 after purchasing an additional 1,000 shares during the last quarter. Salomon & Ludwin LLC purchased a new position in SoFi Technologies during the third quarter worth approximately $29,000. Strategic Investment Solutions Inc. IL lifted its position in SoFi Technologies by 693.5% during the third quarter. Strategic Investment Solutions Inc. IL now owns 1,230 shares of the company’s stock worth $32,000 after buying an additional 1,075 shares in the last quarter. Finally, Assetmark Inc. boosted its stake in SoFi Technologies by 50.5% during the third quarter. Assetmark Inc. now owns 1,273 shares of the company’s stock worth $34,000 after buying an additional 427 shares during the last quarter. 38.43% of the stock is owned by hedge funds and other institutional investors.

SoFi Technologies Stock Performance

NASDAQ:SOFI opened at $15.23 on Friday. SoFi Technologies, Inc. has a fifty-two week low of $8.60 and a fifty-two week high of $32.73. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.18 and a current ratio of 0.78. The company has a 50 day moving average price of $20.03 and a 200 day moving average price of $25.05. The stock has a market capitalization of $19.42 billion, a P/E ratio of 40.08 and a beta of 2.20.

SoFi Technologies (NASDAQ:SOFI) last announced its earnings results on Friday, January 30th. The company reported $0.13 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.12 by $0.01. SoFi Technologies had a return on equity of 5.88% and a net margin of 13.34%.The company had revenue of $1.01 billion for the quarter, compared to analyst estimates of $984.75 million. During the same quarter in the previous year, the company earned $0.05 earnings per share. The firm’s quarterly revenue was up 39.6% compared to the same quarter last year. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. Equities research analysts forecast that SoFi Technologies, Inc. will post 0.26 EPS for the current year.

Analysts Set New Price Targets

SOFI has been the subject of several analyst reports. The Goldman Sachs Group dropped their target price on SoFi Technologies from $27.00 to $24.00 and set a “neutral” rating for the company 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 price target on the stock in a report on Monday, February 9th. Truist Financial lowered their price target on shares of SoFi Technologies from $28.00 to $21.00 and set a “hold” rating on the stock in a research report on Wednesday, February 18th. Barclays upped their price objective on shares of SoFi Technologies from $23.00 to $28.00 and gave the company an “equal weight” rating in a report on Tuesday, January 6th. Finally, JPMorgan Chase & Co. upgraded shares of SoFi Technologies from a “neutral” rating to an “overweight” rating and set a $31.00 price objective for the company in a research report on Tuesday, February 3rd. Seven analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $25.91.

SoFi Technologies News Roundup

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

• Positive Sentiment: Galileo integration continues to be a growth engine for SoFi’s fintech ecosystem—powering BNPL, AI engagement tools and faster product rollouts that support fee revenue and cross‑sell. SoFi’s Galileo Integration: A Key Engine Behind Its Fintech Expansion
• Positive Sentiment: SoFi expanded its Loan Platform Business with agreements totaling over $3.6 billion, a near‑term source of revenue and a capital‑light way to scale personal‑loan volume. SoFi Expands Loan Platform Business with Multiple New Agreements Totaling Over $3.6 Billion
• Positive Sentiment: CEO Anthony Noto bought 28,900 shares, a material insider purchase management says signals confidence amid public scrutiny. CEO Anthony Noto Just Bought 28,900 Shares of SoFi Stock
• Positive Sentiment: Analyst coverage is turning constructive: Seeking Alpha upgraded SoFi on execution—highlighting strong 2025 revenue and member growth plus management’s multi‑year revenue and EPS CAGR targets. SoFi: Execution Makes It A Buy Again (Rating Upgrade)
• Neutral Sentiment: Market commentary notes SoFi’s evolution into a broader digital banking platform—important context for long‑term investors but not an immediate catalyst. MarketBeat Week in Review – 03/23 – 03/27
• Neutral Sentiment: Unrelated sector note: Block’s Square announced merchant expansions (Steak Escape), which is industry context but not directly tied to SoFi. Block Expands Square’s Ecosystem: Will It Drive GPV Growth?
• Negative Sentiment: Muddy Waters and other short sellers have publicly accused SoFi of accounting and securitization problems; that scrutiny has pressured the stock and raised questions about funding quality despite SoFi’s forceful rebuttals. SoFi Short-Seller Clash Puts Accounting Quality And Valuation In Focus
• Negative Sentiment: Prominent investor Steve Eisman warned that SoFi’s private‑credit and securitization practices could be “potentially a disaster,” amplifying credit‑cycle concerns that hit investor sentiment. ‘Big Short’ Legend Steve Eisman Says SoFi’s Private Credit Problems Could Be ‘Potentially A Disaster’
• Negative Sentiment: Despite the $3.6B LPB deals, shares dipped after the announcement—indicating the market is focused on geopolitical risk and credit/short‑seller headlines rather than the new funding commitments. SoFi shares fall 4.3% despite announcing $3.6 billion funding expansion

Insider Buying and Selling at SoFi Technologies

In other news, 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 completion of the sale, the executive vice president directly owned 293,725 shares of the company’s stock, valued at approximately $5,542,590.75. The trade was a 3.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CTO Jeremy Rishel sold 94,958 shares of the business’s stock in a transaction on Wednesday, March 18th. The shares were sold at an average price of $17.43, for a total value of $1,655,117.94. Following the completion of the sale, the chief technology officer owned 839,640 shares in the company, valued at $14,634,925.20. This represents a 10.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders bought 38,900 shares of company stock valued at $705,398 and sold 218,148 shares valued at $4,161,735. Corporate insiders own 2.60% of the company’s 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.