286,663 Shares in SoFi Technologies, Inc. $SOFI Acquired by Northwestern Mutual Wealth Management Co.

Northwestern Mutual Wealth Management Co. purchased a new stake in SoFi Technologies, Inc. (NASDAQ:SOFI) during the second quarter, HoldingsChannel reports. The firm purchased 286,663 shares of the company’s stock, valued at approximately $5,140,000.

Several other hedge funds have also added to or reduced their stakes in SOFI. Cary Street Partners Investment Advisory LLC boosted its position in SoFi Technologies by 21.2% during the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 2,880 shares of the company’s stock worth $75,000 after purchasing an additional 503 shares during the period. Bensler LLC increased its holdings in shares of SoFi Technologies by 3.6% in the fourth quarter. Bensler LLC now owns 17,450 shares of the company’s stock valued at $457,000 after purchasing an additional 600 shares during the last quarter. Mayflower Financial Advisors LLC raised its position in shares of SoFi Technologies by 2.3% in the first quarter. Mayflower Financial Advisors LLC now owns 29,202 shares of the company’s stock valued at $464,000 after purchasing an additional 653 shares during the period. CX Institutional raised its position in shares of SoFi Technologies by 36.2% in the second quarter. CX Institutional now owns 2,477 shares of the company’s stock valued at $44,000 after purchasing an additional 658 shares during the period. Finally, PKS Advisory Services LLC lifted its stake in shares of SoFi Technologies by 6.1% during the 4th quarter. PKS Advisory Services LLC now owns 11,800 shares of the company’s stock worth $309,000 after buying an additional 675 shares during the last quarter. Institutional investors and hedge funds own 38.43% of the company’s stock.

Trending Headlines about SoFi Technologies

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

• Positive Sentiment: Bitcoin’s breakout lifted crypto-linked fintech stocks, including SoFi, as capital moved into retail brokerages and digital-asset-related companies. The rally was also supported by renewed optimism around the proposed Clarity Act, which could establish clearer U.S. cryptocurrency regulations. SoFi, Robinhood and Affirm crypto rally article
• Positive Sentiment: Piper Sandler awarded SoFi an Overweight rating, while another Wall Street analyst suggested the shares could rise about 20%. The bullish view reflects SoFi’s recent earnings beats, improving profitability, and an attractive valuation after the stock’s difficult first half of 2026. Piper Sandler Overweight rating article Analyst 20 percent upside article
• Positive Sentiment: Unusually heavy call-option activity indicated bullish short-term trading interest, with 523,615 calls purchased—approximately 36% above typical daily volume.
• Positive Sentiment: SoFi’s reported record $14.8 billion in loan originations points to strong demand and continued growth potential. Its diversified revenue base, deposit funding, and stronger profitability were also cited as advantages over some fintech-lending peers. SoFi loan originations article
• Neutral Sentiment: The lending expansion remains dependent on credit performance and funding costs. Higher interest rates could pressure loan demand, margins, and the valuation investors are willing to assign to SOFI.
• Negative Sentiment: Some valuation analysis indicates that SoFi trades at a premium to estimated fair value despite its strong three-year returns, limiting the margin of safety and potentially capping further upside. SoFi valuation analysis

Insider Transactions at SoFi Technologies

In other news, EVP Kelli Keough sold 10,954 shares of the firm’s stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $17.19, for a total transaction of $188,299.26. Following the transaction, the executive vice president directly owned 367,728 shares of the company’s stock, valued at approximately $6,321,244.32. This trade represents a 2.89% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Jeremy Rishel sold 102,123 shares of SoFi Technologies stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $17.78, for a total transaction of $1,815,746.94. Following the completion of the sale, the chief technology officer owned 895,089 shares of the company’s stock, valued at approximately $15,914,682.42. The trade was a 10.24% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 125,219 shares of company stock valued at $2,214,948 in the last three months. Insiders own 2.50% of the company’s stock.

SoFi Technologies Price Performance

SOFI opened at $18.91 on Monday. The stock has a fifty day moving average of $17.73 and a 200-day moving average of $17.61. The company has a market capitalization of $24.42 billion, a P/E ratio of 39.40 and a beta of 2.17. SoFi Technologies, Inc. has a fifty-two week low of $14.88 and a fifty-two week high of $32.73. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.10 and a current ratio of 0.74.

SoFi Technologies (NASDAQ:SOFI) last released its quarterly earnings results on Wednesday, July 29th. The company reported $0.12 EPS for the quarter, beating the consensus estimate of $0.11 by $0.01. SoFi Technologies had a net margin of 14.78% and a return on equity of 6.22%. The business had revenue of $1.21 billion for the quarter, compared to the consensus estimate of $1.11 billion. During the same period in the prior year, the company posted $0.08 earnings per share. SoFi Technologies’s revenue was up 42.5% compared to the same quarter last year. SoFi Technologies has set its FY 2026 guidance at 0.600-0.600 EPS. On average, equities analysts expect that SoFi Technologies, Inc. will post 0.61 EPS for the current year.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on SOFI. Mizuho reduced their target price on shares of SoFi Technologies from $29.00 to $22.00 and set an “outperform” rating for the company in a report on Friday, July 31st. TD Cowen lowered their price target on shares of SoFi Technologies from $24.00 to $18.00 and set a “hold” rating on the stock in a report on Thursday, April 30th. UBS Group cut their price objective on shares of SoFi Technologies from $24.50 to $21.00 and set a “neutral” rating for the company in a research report on Thursday, April 30th. Morgan Stanley reduced their price objective on SoFi Technologies from $16.00 to $15.00 and set an “underweight” rating for the company in a report on Thursday, July 30th. Finally, Wells Fargo & Company decreased their target price on SoFi Technologies from $18.00 to $17.00 and set an “equal weight” rating on the stock in a research report on Thursday, July 30th. Eight research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $22.42.

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.