187,690 Shares in SoFi Technologies, Inc. $SOFI Purchased by TD Asset Management Inc

TD Asset Management Inc acquired a new position in SoFi Technologies, Inc. (NASDAQ:SOFI) in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor acquired 187,690 shares of the company’s stock, valued at approximately $4,959,000.

Several other hedge funds have also recently modified their holdings of SOFI. Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in shares of SoFi Technologies by 12.5% in the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 4,879,959 shares of the company’s stock worth $88,864,000 after purchasing an additional 540,610 shares during the period. Vestmark Advisory Solutions Inc. purchased a new position in SoFi Technologies during the second quarter worth about $209,000. Vanguard Group Inc. grew its position in SoFi Technologies by 6.8% during the third quarter. Vanguard Group Inc. now owns 107,102,212 shares of the company’s stock worth $2,829,640,000 after buying an additional 6,814,727 shares in the last quarter. Quantbot Technologies LP bought a new position in SoFi Technologies in the 2nd quarter worth about $25,699,000. Finally, Marex Group plc purchased a new stake in shares of SoFi Technologies in the 2nd quarter valued at about $11,179,000. Institutional investors own 38.43% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently commented on the company. Bank of America assumed coverage on SoFi Technologies in a report on Tuesday, January 6th. They set an “underperform” rating and a $20.50 price objective for the company. The Goldman Sachs Group dropped their target price on shares of SoFi Technologies from $27.00 to $24.00 and set a “neutral” rating for the company in a research report on Tuesday, January 6th. Barclays increased their price target on shares of SoFi Technologies from $23.00 to $28.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 6th. Weiss Ratings restated a “hold (c)” rating on shares of SoFi Technologies in a research report on Thursday, January 22nd. Finally, UBS Group set a $24.50 target price on shares of SoFi Technologies in a research report on Monday, February 2nd. Seven equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average price target of $26.34.

Insider Transactions at SoFi Technologies

In other news, EVP Kelli Keough sold 9,755 shares of the business’s stock in a transaction dated 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 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 position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CTO Jeremy Rishel sold 91,837 shares of SoFi Technologies stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $26.64, for a total value of $2,446,537.68. Following the completion of the transaction, the chief technology officer directly owned 794,598 shares in the company, valued at $21,168,090.72. This trade represents a 10.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 214,753 shares of company stock valued at $5,045,087. 2.60% of the stock is currently owned by corporate insiders.

SoFi Technologies Price Performance

Shares of SoFi Technologies stock opened at $18.61 on Wednesday. SoFi Technologies, Inc. has a 52-week low of $8.60 and a 52-week high of $32.73. The stock has a market capitalization of $23.73 billion, a price-to-earnings ratio of 48.97 and a beta of 2.20. The company has a fifty day moving average of $23.45 and a 200-day moving average of $25.98. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.18 and a current ratio of 0.78.

SoFi Technologies (NASDAQ:SOFI) last issued its earnings results on Friday, January 30th. The company reported $0.13 EPS for the quarter, topping analysts’ consensus estimates of $0.12 by $0.01. The company 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 firm’s revenue was up 39.6% compared to the same quarter last year. During the same quarter last year, the company earned $0.05 EPS. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. Equities research analysts expect that SoFi Technologies, Inc. will post 0.26 EPS for the current year.

More SoFi Technologies News

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

• Positive Sentiment: CEO Anthony Noto bought roughly $1 million of SOFI stock (about 56,000 shares), his first purchase since 2024; investors view this as a confidence signal from management and a classic “buy the dip” move that has helped lift the shares. SoFi CEO Just Bought $1 Million of His Own Stock — And Analysts Think It Could Hit $26
• Positive Sentiment: SoFi and Mastercard announced that Mastercard will provide settlement for SoFiUSD stablecoin transactions across its global payments network — a meaningful commercial step that could broaden SoFi’s payments footprint and increase fee/settlement revenue if executed. Mastercard to provide settlement for SoFi stablecoin transactions
• Positive Sentiment: Analysts are turning more constructive: at least one upgrade to “Buy” cites a Q4 dual beat (revenue and EPS), upbeat guidance, attractive valuation (PEG ~0.79, FY2027 forward P/E ~23) and the recent insider buy as validation. That uplift in sentiment is supporting the rally. SoFi: The Rebound Has Started (Rating Upgrade)
• Neutral Sentiment: Multiple news outlets are highlighting the combination of insider buying and the Mastercard partnership, increasing visibility and trading interest — media flow itself can amplify short‑term moves even if fundamentals take longer to change. Stock Market Today, March 3: SoFi Technologies Rises on Mastercard Stablecoin Deal
• Negative Sentiment: SOFI remains off its highs (reports cite declines of ~30–44% from peak), trading below key moving averages; that prior sell‑off is why many investors remain cautious and why rebounds can be volatile. SoFi Drops 44%. Should You Buy the Stock Now or Stay Away?
• Negative Sentiment: Company liquidity and technicals are potential headwinds — SOFI’s short‑term ratios are low and the stock carries a high beta, so macro volatility or execution setbacks (including regulatory or adoption risk around stablecoins) could reverse gains. SoFi’s stock rises as CEO Anthony Noto reacts to recent selloff with a $1 million purchase

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.