SoFi Technologies, Inc. $SOFI Position Raised by Stratos Wealth Partners LTD.

Stratos Wealth Partners LTD. grew its position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 103.0% during the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 188,691 shares of the company’s stock after purchasing an additional 95,744 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in SoFi Technologies were worth $4,985,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently bought and sold shares of SOFI. Xcel Wealth Management LLC lifted its stake in SoFi Technologies by 0.6% during the third quarter. Xcel Wealth Management LLC now owns 70,932 shares of the company’s stock valued at $1,874,000 after purchasing an additional 392 shares during the last quarter. Key Client Fiduciary Advisors LLC grew its position in SoFi Technologies by 3.1% in the third quarter. Key Client Fiduciary Advisors LLC now owns 14,101 shares of the company’s stock worth $373,000 after buying an additional 419 shares during the last quarter. Cigna Investments Inc. New increased its holdings in shares of SoFi Technologies by 4.2% in the third quarter. Cigna Investments Inc. New now owns 11,024 shares of the company’s stock valued at $291,000 after buying an additional 446 shares in the last quarter. Blume Capital Management Inc. lifted its position in shares of SoFi Technologies by 52.9% during the 3rd 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 during the last quarter. Finally, Bartlett & CO. Wealth Management LLC lifted its position in shares of SoFi Technologies by 46.9% during the 3rd quarter. Bartlett & CO. Wealth Management LLC now owns 1,469 shares of the company’s stock valued at $39,000 after acquiring an additional 469 shares during the last quarter. 38.43% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at SoFi Technologies

In other SoFi Technologies news, General Counsel Robert S. Lavet bought 5,000 shares of SoFi Technologies stock in a transaction on Friday, February 6th. The stock was purchased at an average cost of $21.04 per share, for a total transaction of $105,200.00. Following the completion of the purchase, the general counsel directly owned 17,172 shares of the company’s stock, valued at $361,298.88. The trade was a 41.08% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CTO Jeremy Rishel sold 91,837 shares of the 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 owned 794,598 shares in the company, valued at approximately $21,168,090.72. This trade represents a 10.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 261,470 shares of company stock worth $6,276,524 over the last quarter. Insiders own 2.60% of the company’s stock.

SoFi Technologies News Roundup

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

• Positive Sentiment: Management/analysts are increasingly bullish on profitability — SoFi is targeting mid-30% EBITDA margins in 2026 with ~30% revenue growth, signaling a shift toward a scaled, profit-driven business that supports higher valuation over time. SoFi’s 2026 Outlook: Margin Expansion Strengthens Further
• Positive Sentiment: Analyst sentiment improved with a raise to Outperform at Citizens JMP, which can support buying interest from institutional investors. SoFi Technologies (NASDAQ:SOFI) Raised to Outperform at Citizens Jmp
• Positive Sentiment: SoFi’s product business remains active — the firm announced a monthly distribution on its SoFi Enhanced Yield ETF (THTA), highlighting ongoing ETF/income-product activity and fee/distribution revenue potential. SoFi Announces Monthly Distributions on $THTA (12.00%)
• Positive Sentiment: There were separate reports of insider buying activity, which can be read as management/insiders having conviction in the company’s outlook. SoFi Technologies (NASDAQ:SOFI) Shares Up 2.3% on Insider Buying Activity
• Neutral Sentiment: Several market commentators are debating valuation — some view recent weakness as a buying opportunity given growth and product innovation (including Web3/blockchain experiments), while others warn the stock may have run ahead of fundamentals. These divergent takes can increase volatility. SoFi Stock Tumbles. Why It’s a Buying Opportunity. Has The Market Run Too Far With SoFi Technologies (SOFI) After Its Recent Surge In Price?
• Negative Sentiment: A large insider sale — Steven Freiberg sold 94,225 shares — is a clear near-term negative catalyst that likely increased selling pressure and investor caution today. Steven Freiberg Sells 94,225 Shares of SoFi Technologies (NASDAQ:SOFI) Stock

Wall Street Analyst Weigh In

SOFI has been the topic of a number of recent analyst reports. BTIG Research reaffirmed a “neutral” rating on shares of SoFi Technologies in a research report on Wednesday, October 29th. Needham & Company LLC reduced their price target on shares of SoFi Technologies from $36.00 to $33.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. UBS Group set a $24.50 price objective on shares of SoFi Technologies in a research report on Monday, February 2nd. Citizens Jmp upgraded SoFi Technologies from a “market perform” rating to an “outperform” rating and set a $30.00 target price for the company in a report on Monday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of SoFi Technologies in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, seven have assigned a Buy rating, nine have issued a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, SoFi Technologies has a consensus rating of “Hold” and a consensus target price of $26.21.

SoFi Technologies Trading Down 6.1%

Shares of NASDAQ:SOFI opened at $19.30 on Friday. The firm has a fifty day moving average of $25.51 and a two-hundred day moving average of $26.24. The company has a quick ratio of 0.16, a current ratio of 0.80 and a debt-to-equity ratio of 0.31. SoFi Technologies, Inc. has a 12-month low of $8.60 and a 12-month high of $32.73. The firm has a market capitalization of $23.27 billion, a P/E ratio of 50.79 and a beta of 2.13.

SoFi Technologies (NASDAQ:SOFI) last announced its quarterly earnings data on Friday, January 30th. The company reported $0.13 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.12 by $0.01. The business had revenue of $1.01 billion during the quarter, compared to analyst estimates of $984.75 million. SoFi Technologies had a return on equity of 6.48% and a net margin of 13.34%.SoFi Technologies’s quarterly revenue was up 39.6% compared to the same quarter last year. During the same period last year, the company earned $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, equities analysts expect that SoFi Technologies, Inc. will post 0.26 EPS for the current fiscal year.

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.