Viewpoint Capital Management LLC Makes New $1.59 Million Investment in SoFi Technologies, Inc. $SOFI

Viewpoint Capital Management LLC purchased a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 60,817 shares of the company’s stock, valued at approximately $1,592,000.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Lake Street Private Wealth LLC increased its stake in SoFi Technologies by 4.9% during the fourth quarter. Lake Street Private Wealth LLC now owns 8,368 shares of the company’s stock worth $219,000 after purchasing an additional 390 shares during the period. Capital Advisors Wealth Management LLC increased its stake in SoFi Technologies by 0.4% during the fourth quarter. Capital Advisors Wealth Management LLC now owns 109,483 shares of the company’s stock worth $2,866,000 after purchasing an additional 401 shares during the period. First Horizon Corp increased its stake in SoFi Technologies by 14.9% during the fourth quarter. First Horizon Corp now owns 3,116 shares of the company’s stock worth $82,000 after purchasing an additional 405 shares during the period. Cigna Investments Inc. New increased its stake in shares of SoFi Technologies by 3.8% during the fourth quarter. Cigna Investments Inc. New now owns 11,440 shares of the company’s stock worth $299,000 after buying an additional 416 shares during the period. Finally, Assetmark Inc. increased its stake in shares of SoFi Technologies by 50.5% during the third quarter. Assetmark Inc. now owns 1,273 shares of the company’s stock worth $34,000 after buying an additional 427 shares during the period. 38.43% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts recently weighed in on SOFI shares. Barclays cut their target price on shares of SoFi Technologies from $28.00 to $18.00 and set an “equal weight” rating on the stock in a research note on Monday, April 6th. The Goldman Sachs Group restated a “neutral” rating and set a $17.00 target price on shares of SoFi Technologies in a research note on Thursday, April 30th. UBS Group cut their target price on shares of SoFi Technologies from $24.50 to $21.00 and set a “neutral” rating on the stock in a research note on Thursday, April 30th. Keefe, Bruyette & Woods cut their target price on shares of SoFi Technologies from $20.00 to $17.00 and set an “underperform” rating on the stock in a research note on Thursday, April 9th. Finally, Mizuho set a $29.00 target price on shares of SoFi Technologies in a research note on Wednesday, May 6th. Seven investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $22.56.

Insider Activity at SoFi Technologies

In other SoFi Technologies news, CEO Anthony Noto purchased 28,900 shares of the stock in a transaction that occurred on Tuesday, March 17th. The stock was purchased at an average cost of $17.32 per share, with a total value of $500,548.00. Following the completion of the acquisition, the chief executive officer directly owned 11,704,352 shares of the company’s stock, valued at $202,719,376.64. This trade represents a 0.25% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Kelli Keough sold 10,037 shares of the company’s stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $15.53, for a total value 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 $5,020,025.91. This trade represents 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 124,479 shares of company stock valued at $2,163,556 over the last three months. 2.60% of the stock is owned by corporate insiders.

SoFi Technologies News Roundup

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

• Positive Sentiment: SoFi’s Rule of 40 score has reached 72%, a sign of strong revenue growth plus improving profitability that supports the case for SoFi as a scalable fintech platform. SoFi’s Rule of 40 Strength is Becoming Impossible for Investors to Ignore
• Positive Sentiment: Financial services revenue jumped 41% to $429 million, members grew 35% to 14.7 million, and cross-selling remains strong, which supports the long-term growth story for SoFi. The Market Is Missing SoFi Technologies’ Next Chapter
• Positive Sentiment: SoFi’s Loan Platform Business originated $3 billion and secured $3.6 billion in new institutional funding commitments, strengthening its lending capacity and fee-based growth potential. The Market Is Missing SoFi Technologies’ Next Chapter
• Neutral Sentiment: Broader fintech headlines, including changes around the PDT rule, SpaceX IPO excitement, and stablecoin settlement developments, may be influencing trading in SOFI, but they are indirect rather than company-specific catalysts. HOOD, SOFI, BULL Stocks Decline Despite PDT Rule Change: Can SpaceX IPO Reverse The Trend?
• Negative Sentiment: Block & Leviton launched a class-action investigation after SoFi’s post-earnings selloff, while Muddy Waters accused the company of aggressive or improper reporting practices, adding regulatory and reputational risk. SoFi Scrutiny Grows As Legal Probe And Short Seller Claims Hit Valuation
• Negative Sentiment: Recent coverage also points to valuation pressure and mixed stock performance, suggesting investors remain cautious despite the company’s improving fundamentals. Assessing Whether SoFi Technologies (SOFI) Looks Overvalued After Mixed Recent Share Price Performance

SoFi Technologies Stock Performance

Shares of SOFI opened at $16.03 on Friday. The stock has a 50 day moving average price of $16.72 and a 200 day moving average price of $21.20. The company has a quick ratio of 0.13, a current ratio of 0.75 and a debt-to-equity ratio of 0.17. The company has a market capitalization of $20.56 billion, a price-to-earnings ratio of 36.43 and a beta of 2.14. SoFi Technologies, Inc. has a 52-week low of $13.93 and a 52-week high of $32.73.

SoFi Technologies (NASDAQ:SOFI) last announced its quarterly earnings results on Wednesday, April 29th. The company reported $0.12 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $0.12. The firm had revenue of $1.09 billion during the quarter, compared to the consensus estimate of $1.05 billion. SoFi Technologies had a return on equity of 6.25% and a net margin of 14.65%.The firm’s quarterly revenue was up 42.6% compared to the same quarter last year. During the same period in the prior year, the company posted $0.06 earnings per share. SoFi Technologies has set its FY 2026 guidance at 0.600- EPS. Research analysts predict that SoFi Technologies, Inc. will post 0.59 EPS for the current fiscal year.

About SoFi Technologies

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.