Nordea Investment Management AB Purchases 34,381 Shares of SoFi Technologies, Inc. $SOFI

Nordea Investment Management AB raised its position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 35.1% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 132,202 shares of the company’s stock after purchasing an additional 34,381 shares during the quarter. Nordea Investment Management AB’s holdings in SoFi Technologies were worth $3,496,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in SOFI. Lake Street Private Wealth LLC raised its holdings in shares of SoFi Technologies by 4.9% during the 4th quarter. Lake Street Private Wealth LLC now owns 8,368 shares of the company’s stock worth $219,000 after acquiring an additional 390 shares in the last quarter. Xcel Wealth Management LLC grew its holdings in shares of SoFi Technologies by 0.6% in 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 in the last quarter. Key Client Fiduciary Advisors LLC grew its holdings in shares of SoFi Technologies by 3.1% in the third quarter. Key Client Fiduciary Advisors LLC now owns 14,101 shares of the company’s stock valued at $373,000 after purchasing an additional 419 shares in the last quarter. Assetmark Inc. increased its position in SoFi Technologies by 50.5% in the third quarter. Assetmark Inc. now owns 1,273 shares of the company’s stock worth $34,000 after purchasing an additional 427 shares during the last quarter. Finally, Cigna Investments Inc. New increased its position in SoFi Technologies by 4.2% in the third quarter. Cigna Investments Inc. New now owns 11,024 shares of the company’s stock worth $291,000 after purchasing an additional 446 shares during the last quarter. Institutional investors own 38.43% of the company’s stock.

SoFi Technologies News Summary

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 Activity at SoFi Technologies

In other news, General Counsel Robert S. Lavet acquired 5,000 shares of SoFi Technologies stock in a transaction that occurred on Friday, February 6th. The shares were bought at an average cost of $21.04 per share, with a total value of $105,200.00. Following the transaction, the general counsel directly owned 17,172 shares of the company’s stock, valued at $361,298.88. This trade represents a 41.08% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at this link. Also, CTO Jeremy Rishel sold 94,958 shares of the firm’s stock in a transaction dated Wednesday, March 18th. The stock was sold at an average price of $17.43, for a total transaction of $1,655,117.94. Following the completion of the sale, the chief technology officer directly owned 839,640 shares of the company’s stock, valued at approximately $14,634,925.20. The trade was a 10.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders purchased 38,900 shares of company stock worth $705,398 and sold 218,148 shares worth $4,161,735. 2.60% of the stock is currently owned by company insiders.

SoFi Technologies Stock Down 4.0%

Shares of SOFI opened at $15.23 on Friday. The company has a quick ratio of 0.18, a current ratio of 0.78 and a debt-to-equity ratio of 0.17. The business has a fifty day moving average of $20.03 and a 200 day moving average of $25.05. The company has a market cap of $19.42 billion, a PE ratio of 40.08 and a beta of 2.20. SoFi Technologies, Inc. has a 52-week low of $8.60 and a 52-week high of $32.73.

SoFi Technologies (NASDAQ:SOFI) last posted its quarterly earnings data 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 business had revenue of $1.01 billion for the quarter, compared to analysts’ expectations 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 was up 39.6% compared to the same quarter last year. During the same quarter in the previous 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 EPS for the current year.

Wall Street Analysts Forecast Growth

Several equities analysts have commented on SOFI shares. 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. Wells Fargo & Company initiated coverage on shares of SoFi Technologies in a report on Thursday, March 19th. They issued an “equal weight” rating and a $19.00 target price on the stock. Weiss Ratings restated a “hold (c)” rating on shares of SoFi Technologies in a research report on Thursday, January 22nd. Citizens Jmp raised shares of SoFi Technologies from a “market perform” rating to an “outperform” rating and set a $30.00 price target for the company in a report on Monday, February 9th. Finally, The Goldman Sachs Group dropped their price target on SoFi Technologies from $27.00 to $24.00 and set a “neutral” rating for the company in a research report on Tuesday, January 6th. Seven investment analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average price target of $25.91.

SoFi Technologies Company 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.