Korea Investment CORP Makes New $6.67 Million Investment in SoFi Technologies, Inc. $SOFI

Korea Investment CORP purchased a new position in SoFi Technologies, Inc. (NASDAQ:SOFI) in the 3rd quarter, HoldingsChannel reports. The fund purchased 252,512 shares of the company’s stock, valued at approximately $6,671,000.

A number of other large investors have also modified their holdings of SOFI. Norges Bank acquired a new stake in shares of SoFi Technologies in the second quarter valued at $164,068,000. Vanguard Group Inc. grew its stake in SoFi Technologies by 6.8% during the 3rd quarter. Vanguard Group Inc. now owns 107,102,212 shares of the company’s stock worth $2,829,640,000 after purchasing an additional 6,814,727 shares in the last quarter. Quadrature Capital Ltd purchased a new stake in SoFi Technologies during the 2nd quarter worth about $115,188,000. Marshall Wace LLP increased its holdings in SoFi Technologies by 88.2% during the 2nd quarter. Marshall Wace LLP now owns 7,997,146 shares of the company’s stock worth $145,628,000 after purchasing an additional 3,748,817 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. raised its position in SoFi Technologies by 87.1% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 6,361,809 shares of the company’s stock valued at $168,079,000 after purchasing an additional 2,961,849 shares in the last quarter. Hedge funds and other institutional investors own 38.43% of the company’s stock.

Key Headlines Impacting SoFi Technologies

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?

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on the company. The Goldman Sachs Group decreased their price objective on SoFi Technologies from $27.00 to $24.00 and set a “neutral” rating for the company in a research note on Tuesday, January 6th. UBS Group set a $24.50 target price on shares of SoFi Technologies in a report on Monday, February 2nd. Citizens Jmp upgraded 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 research note on Monday, February 9th. Barclays increased their price objective on shares of SoFi Technologies from $23.00 to $28.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 6th. Finally, JPMorgan Chase & Co. upgraded shares of SoFi Technologies from a “neutral” rating to an “overweight” rating and set a $31.00 price objective on the stock in a report on Tuesday, February 3rd. Seven analysts have rated the stock with a Buy rating, eight have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, SoFi Technologies currently has an average rating of “Hold” and a consensus target price of $26.34.

SoFi Technologies Price Performance

SOFI stock opened at $17.70 on Friday. The business has a 50 day moving average price of $22.30 and a 200 day moving average price of $25.71. 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 stock has a market cap of $22.57 billion, a price-to-earnings ratio of 46.58 and a beta of 2.20. SoFi Technologies, Inc. has a fifty-two week low of $8.60 and a fifty-two week high of $32.73.

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

Insider Transactions at SoFi Technologies

In related news, General Counsel Robert S. Lavet purchased 5,000 shares of the business’s stock in a transaction that occurred on Friday, February 6th. The shares were purchased at an average cost of $21.04 per share, for a total transaction of $105,200.00. Following 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 purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CTO Jeremy Rishel sold 91,837 shares of the business’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $26.64, for a total transaction of $2,446,537.68. Following the completion of the sale, the chief technology officer directly owned 794,598 shares of the company’s stock, valued at approximately $21,168,090.72. This trade represents a 10.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders sold 214,753 shares of company stock worth $5,045,087. Insiders own 2.60% of the company’s stock.

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.