Eurizon Capital SGR S.p.A. bought a new position in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) in the 4th quarter, Holdings Channel.com reports. The firm bought 61,916 shares of the company’s stock, valued at approximately $1,625,000.
Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. FUKOKU MUTUAL LIFE INSURANCE Co purchased a new stake in SoFi Technologies during the fourth quarter valued at about $210,000. National Pension Service purchased a new stake in SoFi Technologies during the fourth quarter valued at about $44,260,000. Northwestern Mutual Wealth Management Co. boosted its position in SoFi Technologies by 3.7% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 141,131 shares of the company’s stock valued at $3,695,000 after buying an additional 5,029 shares during the period. Jupiter Asset Management Ltd. purchased a new stake in SoFi Technologies during the fourth quarter valued at about $596,000. Finally, Moors & Cabot Inc. boosted its position in SoFi Technologies by 0.4% during the fourth quarter. Moors & Cabot Inc. now owns 656,698 shares of the company’s stock valued at $17,192,000 after buying an additional 2,301 shares during the period. 38.43% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling
In related news, CTO Jeremy Rishel sold 94,958 shares of the stock in a transaction dated Wednesday, March 18th. The shares were sold at an average price of $17.43, for a total value of $1,655,117.94. Following the completion of the transaction, the chief technology officer directly owned 839,640 shares of the company’s stock, valued at $14,634,925.20. This represents a 10.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Kelli Keough sold 10,037 shares of the stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $15.53, for a total transaction of $155,874.61. Following the completion of the transaction, the executive vice president directly owned 323,247 shares of the company’s stock, valued at approximately $5,020,025.91. The trade was a 3.01% 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. Insiders sold a total of 124,479 shares of company stock valued at $2,163,556 over the last three months. Corporate insiders own 2.60% of the company’s stock.
Wall Street Analyst Weigh In
Check Out Our Latest Research Report on SOFI
Key Stories Impacting SoFi Technologies
Here are the key news stories impacting SoFi Technologies this week:
- Positive Sentiment: SoFi launched SoFi Coach, an AI-powered financial assistant that helps members budget, save, invest, and get personalized money guidance inside the app. The new product highlights SoFi’s push to deepen engagement and expand its digital financial platform, which investors may view as a long-term growth driver. Article Title
- Positive Sentiment: SoFi is now eligible for S&P 500 inclusion after posting its 10th straight quarter of GAAP profitability and reaching the market-cap threshold. If added, index funds and other passive investors would likely buy shares, which could boost demand and support the stock. Article Title
- Positive Sentiment: Commentary around SoFi’s recent rally suggests momentum remains strong, with some analysts and market watchers pointing to a re-rating driven by trading volume, investor interest, and improving confidence in the business mix. Article Title
- Neutral Sentiment: SoFi also appointed former Visa executive Kathleen Pierce-Gilmore as president of technology solutions, a move that may strengthen leadership but is not yet a direct financial catalyst. Article Title
- Neutral Sentiment: Several articles note heavy investor search interest and speculation about whether SoFi could be the next S&P 500 addition, but these reports are largely sentiment-driven rather than new fundamental developments. Article Title
- Negative Sentiment: Some coverage remains cautious, with one piece saying doubling from current levels looks like a stretch over the next 12 months. That kind of skepticism can temper enthusiasm even amid the recent rally. Article Title
SoFi Technologies Stock Performance
Shares of NASDAQ:SOFI opened at $17.74 on Wednesday. SoFi Technologies, Inc. has a 12 month low of $13.23 and a 12 month high of $32.73. The company has a market cap of $22.76 billion, a price-to-earnings ratio of 40.32 and a beta of 2.14. The company has a 50-day moving average price of $16.72 and a 200-day moving average price of $21.50. The company has a current ratio of 0.75, a quick ratio of 0.13 and a debt-to-equity ratio of 0.17.
SoFi Technologies (NASDAQ:SOFI – Get Free Report) last released its quarterly earnings results on Wednesday, April 29th. The company reported $0.12 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.12. SoFi Technologies had a net margin of 14.65% and a return on equity of 6.25%. The company had revenue of $1.09 billion during the quarter, compared to the consensus estimate of $1.05 billion. During the same period in the prior year, the firm earned $0.06 earnings per share. SoFi Technologies’s revenue was up 42.6% on a year-over-year basis. SoFi Technologies has set its FY 2026 guidance at 0.600- EPS. As a group, equities analysts anticipate that SoFi Technologies, Inc. will post 0.59 EPS for the current year.
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.
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