Liontrust Investment Partners LLP Purchases New Position in SoFi Technologies, Inc. $SOFI

Liontrust Investment Partners LLP purchased a new stake in SoFi Technologies, Inc. (NASDAQ:SOFI) during the third quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 401,504 shares of the company’s stock, valued at approximately $10,608,000.

Several other large investors have also recently added to or reduced their stakes in the company. Norges Bank bought a new position in shares of SoFi Technologies in the second quarter valued at approximately $164,068,000. Vanguard Group Inc. increased its holdings in SoFi Technologies by 6.8% during the 3rd quarter. Vanguard Group Inc. now owns 107,102,212 shares of the company’s stock valued at $2,829,640,000 after purchasing an additional 6,814,727 shares in the last quarter. Quadrature Capital Ltd acquired a new position in SoFi Technologies in the second quarter worth $115,188,000. State Street Corp grew its holdings in shares of SoFi Technologies by 30.7% during the third quarter. State Street Corp now owns 24,300,498 shares of the company’s stock worth $642,019,000 after purchasing an additional 5,708,053 shares during the last quarter. Finally, Marshall Wace LLP increased its stake in shares of 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 buying an additional 3,748,817 shares in the last quarter. 38.43% of the stock is owned by institutional investors.

Key Headlines Impacting SoFi Technologies

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

• Positive Sentiment: CEO Anthony Noto bought 28,900 shares (~$500k) at ~$17.32, raising his stake — a common bullish signal from management that can support buyer confidence. Read More.
• Positive Sentiment: Recent fundamentals/guidance remain supportive: SoFi reported a record quarter, strong revenue growth and management has guided for sizable top‑line and margin expansion for 2026 — a reminder of the company’s underlying growth story. Read More.
• Positive Sentiment: SoFi publicly rejected the Muddy Waters report as “factually inaccurate and misleading” and said it will consider legal action — management’s aggressive rebuttal aims to blunt reputational damage and could deter some short‑term sellers. Read More.
• Neutral Sentiment: Technical/valuation snapshot: market cap ~ $22B, P/E ~45.7, and the stock sits below its 50‑ and 200‑day moving averages — volatile technicals that may amplify moves in either direction. Read More.
• Negative Sentiment: Muddy Waters published a short‑seller report alleging aggressive financial engineering and balance‑sheet issues — those claims triggered selling and elevated media/regulatory scrutiny until independently resolved. Read More.
• Negative Sentiment: Broader market pressure: reports of JPMorgan lending restrictions that rattled the private‑credit market amplified downside for fintech and credit‑exposed names, adding an external liquidity/credit sentiment headwind for SoFi. Read More.

SoFi Technologies Stock Down 1.5%

Shares of SoFi Technologies stock opened at $17.37 on Wednesday. The company has a quick ratio of 0.18, a current ratio of 0.78 and a debt-to-equity ratio of 0.17. SoFi Technologies, Inc. has a 12 month low of $8.60 and a 12 month high of $32.73. The business has a fifty day simple moving average of $21.68 and a 200 day simple moving average of $25.54. The stock has a market cap of $22.15 billion, a PE ratio of 45.71 and a beta of 2.20.

SoFi Technologies (NASDAQ:SOFI) last released its earnings results 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. SoFi Technologies had a return on equity of 5.88% and a net margin of 13.34%.The firm had revenue of $1.01 billion for the quarter, compared to analyst estimates of $984.75 million. During the same quarter in the prior year, the firm posted $0.05 earnings per share. The company’s quarterly 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. Research analysts predict that SoFi Technologies, Inc. will post 0.26 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research analysts recently issued reports on SOFI shares. Weiss Ratings reiterated a “hold (c)” rating on shares of SoFi Technologies in a research report on Thursday, January 22nd. UBS Group set a $24.50 price objective on shares of SoFi Technologies in a research report on Monday, February 2nd. Barclays upped their target price on shares of SoFi Technologies from $23.00 to $28.00 and gave the stock an “equal weight” rating in a research report on Tuesday, January 6th. JPMorgan Chase & Co. raised shares of 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. Finally, Truist Financial dropped their price objective on shares of SoFi Technologies from $28.00 to $21.00 and set a “hold” rating for the company in a research report on Wednesday, February 18th. Seven equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $26.34.

Insider Buying and Selling

In related news, EVP Kelli Keough sold 9,755 shares of the business’s stock in a transaction that occurred on Friday, February 20th. The shares were sold at an average price of $18.87, for a total transaction of $184,076.85. Following the completion of the transaction, the executive vice president owned 293,725 shares in the company, valued at approximately $5,542,590.75. The trade was a 3.21% 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 link. Also, EVP Eric Schuppenhauer bought 5,000 shares of the stock in a transaction on Thursday, February 5th. The stock was purchased at an average cost of $19.93 per share, with a total value of $99,650.00. Following the purchase, the executive vice president directly owned 228,768 shares of the company’s stock, valued at approximately $4,559,346.24. This represents a 2.23% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders purchased 38,900 shares of company stock worth $705,398 and sold 122,916 shares worth $2,598,549. 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.