Connor Clark & Lunn Investment Management Ltd. Boosts Holdings in SoFi Technologies, Inc. $SOFI

Connor Clark & Lunn Investment Management Ltd. raised its position in SoFi Technologies, Inc. (NASDAQ:SOFI) by 793.1% during the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 1,219,237 shares of the company’s stock after acquiring an additional 1,082,717 shares during the quarter. Connor Clark & Lunn Investment Management Ltd.’s holdings in SoFi Technologies were worth $32,212,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. boosted its holdings in shares of SoFi Technologies by 6.8% in the third quarter. Vanguard Group Inc. now owns 107,102,212 shares of the company’s stock valued at $2,829,640,000 after acquiring an additional 6,814,727 shares in the last quarter. Dimensional Fund Advisors LP raised its holdings in SoFi Technologies by 0.7% during the third quarter. Dimensional Fund Advisors LP now owns 9,792,807 shares of the company’s stock worth $258,821,000 after purchasing an additional 67,504 shares in the last quarter. Norges Bank purchased a new position in SoFi Technologies during the second quarter worth about $164,068,000. Marshall Wace LLP lifted its position in SoFi Technologies by 88.2% in the second quarter. Marshall Wace LLP now owns 7,997,146 shares of the company’s stock valued at $145,628,000 after purchasing an additional 3,748,817 shares during the period. Finally, Charles Schwab Investment Management Inc. boosted its holdings in SoFi Technologies by 2.4% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 6,628,309 shares of the company’s stock valued at $120,702,000 after purchasing an additional 155,583 shares in the last quarter. Institutional investors and hedge funds own 38.43% of the company’s stock.

SoFi Technologies Price Performance

Shares of NASDAQ:SOFI opened at $17.70 on Friday. The firm has a market capitalization of $22.57 billion, a price-to-earnings ratio of 46.58 and a beta of 2.20. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.78 and a quick ratio of 0.18. The business’s 50 day simple moving average is $22.30 and its 200-day simple moving average is $25.71. SoFi Technologies, Inc. has a 12 month low of $8.60 and a 12 month high of $32.73.

SoFi Technologies (NASDAQ:SOFI) last released its quarterly earnings data on Friday, January 30th. The company reported $0.13 earnings per share for the quarter, beating the consensus estimate of $0.12 by $0.01. The firm had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $984.75 million. SoFi Technologies had a return on equity of 5.88% and a net margin of 13.34%.SoFi Technologies’s quarterly revenue was up 39.6% on a year-over-year basis. During the same period last year, the business posted $0.05 EPS. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. As a group, equities analysts forecast that SoFi Technologies, Inc. will post 0.26 earnings per share for the current fiscal year.

More SoFi Technologies News

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

• Positive Sentiment: Analysts note continued growth momentum for SoFi, with positive EPS revisions for the current and next fiscal years that support longer‑term upside potential. These Beaten Down Finance Stocks Should Stay on Your Radar
• Positive Sentiment: SOFI’s 2026 outlook emphasizes not just revenue growth but improving margins as the business scales — a direct earnings-quality improvement that could support higher forward P/E multiples if execution continues. SOFI’s 2026 Outlook Indicates Stronger Margins to Support Growth
• Positive Sentiment: Coverage urging investors to retain SOFI highlights solid revenue and EPS trends driven by digital banking demand, Galileo platform adoption and refinancing tailwinds — factors that underpin the growth narrative. Here’s Why You Should Retain SOFI Stock in Your Portfolio Now
• Positive Sentiment: Insider buying by CEO Anthony Noto (~$1M open‑market purchase) and a strategic hire focused on financial education signal management confidence and product/marketing investments that could help user engagement and retention. SoFi Insider Buying And Education Push Reframe Growth And Risk Story
• Neutral Sentiment: Industry context: Upstart’s bank‑charter move highlights why SoFi’s own bank foundation has been valuable (access to deposits, lower funding costs) — a reminder that regulatory/deposit strategies matter across fintech but not new company-specific news. Why Upstart’s Bank Charter Bet Could Change Everything
• Neutral Sentiment: Comparisons with peers (e.g., Nu Holdings) position SoFi as a growth fintech alternative; useful for portfolio allocation decisions but not an immediate catalyst. Better Growth Stock: SoFi Technologies vs. Nu Holdings
• Negative Sentiment: Valuation and dilution worries persist: commentary points to a sizable recent share price decline and investor concern that future capital raises could be dilutive—pressuring the stock despite operational progress. SoFi Stock Outlook: Can SoFi Technologies Recover After a 30% Drop?
• Negative Sentiment: Coverage noting the stock is down materially over recent months reinforces momentum risk for holders and may keep short-term sentiment weak until valuation concerns ease or buybacks/clarifying capital actions appear. SoFi Stock Down 28% in Six Months: Is it Time to Start Collecting?

Insiders Place Their Bets

In other news, EVP Eric Schuppenhauer purchased 5,000 shares of the company’s stock in a transaction dated Thursday, February 5th. The stock was acquired at an average price of $19.93 per share, for a total transaction of $99,650.00. Following the completion of the transaction, the executive vice president directly owned 228,768 shares in the company, valued at $4,559,346.24. This represents a 2.23% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this link. Also, General Counsel Robert S. Lavet acquired 5,000 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The stock was acquired at an average price of $21.04 per share, for a total transaction of $105,200.00. Following the completion of the transaction, the general counsel directly owned 17,172 shares in the company, valued at approximately $361,298.88. This represents a 41.08% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders have sold 214,753 shares of company stock valued at $5,045,087. Company insiders own 2.60% of the company’s stock.

Analyst Ratings Changes

SOFI has been the topic of several recent analyst reports. Needham & Company LLC dropped their target price on SoFi Technologies from $36.00 to $33.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. JPMorgan Chase & Co. raised SoFi Technologies from a “neutral” rating to an “overweight” rating and set a $31.00 price target for the company in a report on Tuesday, February 3rd. UBS Group set a $24.50 price target on SoFi Technologies in a research note on Monday, February 2nd. Barclays upped their price objective on SoFi Technologies from $23.00 to $28.00 and gave the stock an “equal weight” rating in a report on Tuesday, January 6th. Finally, The Goldman Sachs Group reduced their target price on SoFi Technologies from $27.00 to $24.00 and set a “neutral” rating for the company in a report on Tuesday, January 6th. Seven equities research analysts have rated the stock with a Buy rating, eight have given a Hold rating and three have assigned a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $26.34.

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.