Penserra Capital Management LLC Purchases 45,032 Shares of SoFi Technologies, Inc. $SOFI

Penserra Capital Management LLC grew its position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 186.8% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 69,141 shares of the company’s stock after acquiring an additional 45,032 shares during the quarter. Penserra Capital Management LLC’s holdings in SoFi Technologies were worth $1,826,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Vanguard Group Inc. increased its stake in SoFi Technologies by 0.8% in the 2nd quarter. Vanguard Group Inc. now owns 100,287,485 shares of the company’s stock valued at $1,826,235,000 after buying an additional 820,190 shares during the last quarter. Norges Bank bought a new stake in shares of SoFi Technologies during the 2nd quarter worth approximately $164,068,000. Marshall Wace LLP boosted its holdings in shares of SoFi Technologies by 88.2% in the 2nd quarter. Marshall Wace LLP now owns 7,997,146 shares of the company’s stock valued at $145,628,000 after buying an additional 3,748,817 shares during the last quarter. Charles Schwab Investment Management Inc. grew its stake in shares of SoFi Technologies by 2.4% in the second 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 in the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. increased its holdings in SoFi Technologies by 87.1% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 6,361,809 shares of the company’s stock worth $168,079,000 after buying an additional 2,961,849 shares during the last quarter. 38.43% of the stock is currently owned by institutional investors and hedge funds.

SoFi Technologies Price Performance

SoFi Technologies stock opened at $20.86 on Friday. The stock has a fifty day moving average of $26.20 and a 200-day moving average of $26.26. The stock has a market capitalization of $25.16 billion, a P/E ratio of 54.90, a price-to-earnings-growth ratio of 1.19 and a beta of 2.13. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.16 and a current ratio of 0.80. SoFi Technologies, Inc. has a 52 week low of $8.60 and a 52 week high of $32.73.

SoFi Technologies (NASDAQ:SOFI) last issued its earnings results on Friday, January 30th. The company reported $0.13 earnings per share for the quarter, beating analysts’ consensus estimates of $0.12 by $0.01. The firm 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 6.48%. The company’s quarterly revenue was up 39.6% on a year-over-year basis. During the same quarter 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. On average, sell-side analysts expect that SoFi Technologies, Inc. will post 0.26 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on SOFI shares. Jefferies Financial Group reiterated a “buy” rating and set a $35.00 price target on shares of SoFi Technologies in a report on Tuesday, October 28th. Truist Financial dropped their price target on SoFi Technologies from $31.00 to $28.00 and set a “hold” rating on the stock in a research note on Tuesday, November 25th. UBS Group set a $24.50 price objective on shares of SoFi Technologies in a research report on Monday. Barclays raised 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. Finally, BTIG Research reiterated a “neutral” rating on shares of SoFi Technologies in a research note on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $25.44.

More SoFi Technologies News

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

• Positive Sentiment: Q4 beat and bullish 2026 outlook — SoFi reported its first $1B revenue quarter, record profitability, and guided to roughly 30% revenue growth and 52% adj. EBITDA growth for 2026, supporting a shift toward higher‑margin, fee‑based revenues. SoFi Technologies: Pound The Table Moment As Upgrades From Large Banks Roll In
• Positive Sentiment: Broker upgrade — JPMorgan upgraded SoFi to Overweight, adding institutional credibility that can attract flows. JPMorgan Chase & Co. Upgrades SoFi Technologies (NASDAQ:SOFI) to Overweight
• Positive Sentiment: Insider buying — EVP Eric Schuppenhauer purchased 5,000 shares at ~$19.93, increasing his stake; insider buys often signal management confidence. Eric Schuppenhauer Acquires 5,000 Shares of SoFi Technologies (NASDAQ:SOFI) Stock
• Positive Sentiment: Analyst commentary and buy‑case pieces highlight opportunity after the pullback — multiple notes and SA writeups argue the correction creates a buying opportunity given durable cross‑sell, tranche demand in lending, and margin expansion. SoFi: Recent Pullback Creates Opportunity As 2026 Catalysts Line Up
• Neutral Sentiment: Investor interest/coverage pieces — Zacks and other outlets are flagging SOFI as a highly searched stock and debating buy/hold/sell after Q4; useful context but not a direct catalyst. Is Most-Watched Stock SoFi Technologies, Inc. (SOFI) Worth Betting on Now?
• Neutral Sentiment: Market recap and institutional flows — MarketBeat notes Q4 beats, mixed analyst targets and some hedge‑fund rebalancing; institutional buying can support the run but consensus rating remains around “Hold.” SoFi Technologies Trading Coverage
• Negative Sentiment: Analyst downgrades and prior sharp pullback — Some firms have issued downgrades and lower targets, and the stock had a >20% pullback after earnings, leaving it below key moving averages and keeping risk elevated (high beta). SoFi Technologies (NASDAQ:SOFI) Shares Down 1.4% Following Analyst Downgrade
• Negative Sentiment: Bear-case reminders — Skeptical pieces emphasize valuation (PE >50), execution risk as growth normalizes, and sensitivity to macro/credit conditions. SoFi Technologies: Back To Earth After Meltdown – Correction Buying Opportunity

Insider Buying and Selling at SoFi Technologies

In related news, EVP Kelli Keough sold 9,468 shares of the business’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $25.75, for a total value of $243,801.00. Following the sale, the executive vice president owned 303,480 shares of the company’s stock, valued at $7,814,610. The trade was a 3.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, EVP Eric Schuppenhauer acquired 5,000 shares of the firm’s stock in a transaction dated Thursday, February 5th. The shares were purchased at an average price of $19.93 per share, with a total value of $99,650.00. Following the completion of the transaction, the executive vice president owned 228,768 shares of the company’s stock, valued at $4,559,346.24. This trade represents a 2.23% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders sold 167,245 shares of company stock worth $4,362,815 over the last quarter. Insiders own 2.60% of the company’s stock.

SoFi Technologies Profile

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.