Liontrust Investment Partners LLP Sells 241,665 Shares of SoFi Technologies, Inc. $SOFI

Liontrust Investment Partners LLP lessened its holdings in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 56.4% in the 1st quarter, according to its most recent filing with the SEC. The fund owned 186,655 shares of the company’s stock after selling 241,665 shares during the period. Liontrust Investment Partners LLP’s holdings in SoFi Technologies were worth $2,964,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in SOFI. Valley Wealth Managers Inc. bought a new position in SoFi Technologies in the 4th quarter worth approximately $25,000. Vermillion Wealth Management Inc. lifted its holdings in shares of SoFi Technologies by 283.1% during the fourth quarter. Vermillion Wealth Management Inc. now owns 1,000 shares of the company’s stock worth $26,000 after buying an additional 739 shares during the last quarter. Blue Trust Inc. boosted its position in shares of SoFi Technologies by 655.2% in the fourth quarter. Blue Trust Inc. now owns 1,012 shares of the company’s stock valued at $26,000 after acquiring an additional 878 shares during the period. Reflection Asset Management bought a new stake in shares of SoFi Technologies in the fourth quarter valued at approximately $28,000. Finally, Thurston Springer Miller Herd & Titak Inc. acquired a new stake in shares of SoFi Technologies in the fourth quarter worth $29,000. Institutional investors own 38.43% of the company’s stock.

SoFi Technologies Trading Down 1.0%

Shares of SoFi Technologies stock opened at $16.31 on Friday. SoFi Technologies, Inc. has a 12-month low of $14.88 and a 12-month high of $32.73. The stock has a market capitalization of $20.92 billion, a P/E ratio of 33.98 and a beta of 2.14. The company has a 50-day simple moving average of $17.29 and a 200 day simple moving average of $18.43. The company has a quick ratio of 0.13, a current ratio of 0.75 and a debt-to-equity ratio of 0.17.

SoFi Technologies (NASDAQ:SOFI) last released its quarterly earnings results on Wednesday, July 29th. The company reported $0.12 EPS for the quarter, beating analysts’ consensus estimates of $0.11 by $0.01. The firm had revenue of $1.21 billion for the quarter, compared to analyst estimates of $1.11 billion. SoFi Technologies had a net margin of 14.78% and a return on equity of 6.39%. The company’s revenue for the quarter was up 42.5% compared to the same quarter last year. During the same period in the previous year, the business earned $0.08 earnings per share. SoFi Technologies has set its FY 2026 guidance at 0.600-0.600 EPS. Research analysts expect that SoFi Technologies, Inc. will post 0.61 earnings per share for the current fiscal year.

Insider Activity

In other news, CTO Jeremy Rishel sold 102,123 shares of the business’s stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $17.78, for a total value of $1,815,746.94. Following the transaction, the chief technology officer directly owned 895,089 shares of the company’s stock, valued at $15,914,682.42. The trade was a 10.24% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Kelli Keough sold 10,954 shares of the stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $17.19, for a total value of $188,299.26. Following the sale, the executive vice president owned 367,728 shares in the company, valued at approximately $6,321,244.32. This trade represents a 2.89% 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. Over the last 90 days, insiders sold 135,256 shares of company stock worth $2,370,822. Insiders own 2.50% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on SOFI. Weiss Ratings lowered shares of SoFi Technologies from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, May 26th. Morgan Stanley reduced their price target on shares of SoFi Technologies from $16.00 to $15.00 and set an “underweight” rating for the company in a report on Thursday. Stephens decreased their price target on shares of SoFi Technologies from $26.00 to $25.00 and set an “overweight” rating on the stock in a research report on Thursday, April 30th. The Goldman Sachs Group boosted their price objective on shares of SoFi Technologies from $17.00 to $21.00 and gave the stock a “neutral” rating in a report on Thursday, July 9th. Finally, Wells Fargo & Company cut their price objective on shares of SoFi Technologies from $18.00 to $17.00 and set an “equal weight” rating for the company in a research report on Thursday. Seven equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Hold” and a consensus target price of $22.38.

Key SoFi Technologies News

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

• Positive Sentiment: SoFi reported record Q2 results, with revenue of approximately $1.21 billion, up 42.5% year over year, and adjusted EPS of $0.12 versus the $0.11 consensus estimate. The company also posted its 11th consecutive profitable quarter. Should You Buy, Hold or Fold SoFi Technologies Stock Post Q2 Earnings?
• Positive Sentiment: Member additions, loan originations and product growth reached records, with 1.12 million new members in Q2. Fee-based revenue rose to 39% of total revenue, supporting management’s strategy to diversify beyond lending and build an “everything app.” SoFi Technologies Q2: The Everything App Inflection Just Showed Up In The Numbers
• Positive Sentiment: SoFi raised its full-year 2026 revenue outlook, while analysts and bullish commentators see continued monetization potential from financial-services fees, AI-powered coaching and cross-selling.
• Neutral Sentiment: In a comparison with Nu Holdings, commentary favored SoFi’s broader revenue mix, stronger fee income and capital position, although the comparison does not directly change SoFi’s fundamentals. Nu vs. SoFi: Which Digital Banking Stock Is the Better Investment Now?
• Negative Sentiment: The company left its 2026 profit guidance unchanged despite raising revenue guidance, signaling that incremental revenue will be reinvested in growth. Net charge-offs increased to about $204.5 million from $160.3 million a year earlier, intensifying concerns about credit quality and capital intensity.
• Negative Sentiment: Analysts reduced targets following the report: Mizuho cut its target to $22 while maintaining “outperform,” Wells Fargo lowered its target to $17 with an “equal weight” rating, and Morgan Stanley cut its target to $15 with an “underweight” rating.
• Negative Sentiment: Recent insider selling, including an executive’s sale of SoFi shares, added further short-term selling pressure and reinforced investor caution. SoFi Technologies Trading Down Following Insider Selling

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.