Baker Chad R Purchases New Position in SoFi Technologies, Inc. $SOFI

Baker Chad R acquired a new position in SoFi Technologies, Inc. (NASDAQ:SOFI) in the fourth quarter, HoldingsChannel.com reports. The firm acquired 58,545 shares of the company’s stock, valued at approximately $1,555,000.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in SOFI. Central Pacific Bank Trust Division purchased a new stake in shares of SoFi Technologies during the fourth quarter valued at $28,000. SJS Investment Consulting Inc. increased its holdings in SoFi Technologies by 840.3% in the 3rd quarter. SJS Investment Consulting Inc. now owns 1,119 shares of the company’s stock worth $30,000 after buying an additional 1,000 shares in the last quarter. Salomon & Ludwin LLC purchased a new position in SoFi Technologies in the 3rd quarter worth about $29,000. Strategic Investment Solutions Inc. IL lifted its stake in SoFi Technologies by 693.5% during the 3rd quarter. Strategic Investment Solutions Inc. IL now owns 1,230 shares of the company’s stock valued at $32,000 after acquiring an additional 1,075 shares during the period. Finally, Assetmark Inc. lifted its stake in SoFi Technologies by 50.5% during the 3rd quarter. Assetmark Inc. now owns 1,273 shares of the company’s stock valued at $34,000 after acquiring an additional 427 shares during the period. 38.43% of the stock is owned by institutional investors.

SoFi Technologies Trading Down 4.2%

Shares of SOFI stock opened at $15.87 on Friday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.18 and a current ratio of 0.78. The stock has a fifty day simple moving average of $20.25 and a two-hundred day simple moving average of $25.12. The firm has a market capitalization of $20.24 billion, a PE ratio of 41.76 and a beta of 2.20. SoFi Technologies, Inc. has a 52-week low of $8.60 and a 52-week high of $32.73.

SoFi Technologies (NASDAQ:SOFI) last released its quarterly earnings data on Friday, January 30th. The company reported $0.13 earnings per share for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $984.75 million. During the same quarter in the prior year, the company posted $0.05 earnings per share. The business’s quarterly revenue was up 39.6% compared to the same quarter last year. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. On average, analysts predict that SoFi Technologies, Inc. will post 0.26 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have recently commented on SOFI. Weiss Ratings reiterated a “hold (c)” rating on shares of SoFi Technologies in a research note on Thursday, January 22nd. Wells Fargo & Company began coverage on shares of SoFi Technologies in a research report on Thursday, March 19th. They set an “equal weight” rating and a $19.00 price objective on the stock. Bank of America initiated coverage on shares of SoFi Technologies in a report on Tuesday, January 6th. They issued an “underperform” rating and a $20.50 target price on the stock. The Goldman Sachs Group cut their target price on shares of SoFi Technologies from $27.00 to $24.00 and set a “neutral” rating for the company in a research report on Tuesday, January 6th. Finally, Barclays boosted their target price on shares of SoFi Technologies from $23.00 to $28.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 6th. Seven investment analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $25.91.

Insider Buying and Selling

In related news, CEO Anthony Noto bought 28,900 shares of the stock in a transaction dated Tuesday, March 17th. The shares were purchased at an average price of $17.32 per share, with a total value of $500,548.00. Following the completion of the acquisition, the chief executive officer owned 11,704,352 shares of the company’s stock, valued at $202,719,376.64. This represents a 0.25% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, General Counsel Robert S. Lavet bought 5,000 shares of the company’s stock in a transaction that occurred on Friday, February 6th. The shares were bought at an average price of $21.04 per share, with a total value of $105,200.00. Following the transaction, the general counsel owned 17,172 shares of the company’s stock, valued at $361,298.88. The trade was a 41.08% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders bought 38,900 shares of company stock worth $705,398 and sold 218,148 shares worth $4,161,735. 2.60% of the stock is currently owned by company insiders.

SoFi Technologies News Roundup

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

• Positive Sentiment: SoFi announced expansion of its Loan Platform Business, committing over $3.6 billion in personal loan delivery across multiple new partnerships — a concrete revenue-growth and fee-income catalyst if delivery meets expectations. SoFi Expands Loan Platform Business
• Positive Sentiment: CEO Anthony Noto disclosed an insider purchase of 28,900 shares — a standard bullish signal from management that can reassure investors amid the current scrutiny. CEO Anthony Noto Just Bought 28,900 Shares
• Neutral Sentiment: Previous quarterly results showed revenue and EPS beats, and management has given FY/Q1 EPS targets; that underlying performance is a stabilizing backdrop but may be overshadowed by the current controversy. Q4 Earnings Highs And Lows: SoFi
• Neutral Sentiment: Some coverage notes the market has, at times, “shrugged off” previous short-seller attacks — meaning headlines alone don’t guarantee a sustained decline, but volatility tends to increase. Notorious Short-Seller Unloaded on SoFi
• Negative Sentiment: Muddy Waters Research publicly accused SoFi of improper accounting and misrepresenting its loan portfolio, raising immediate concerns about accounting quality and triggering investor re-rating risk. SoFi Short-Seller Clash Puts Accounting Quality And Valuation In Focus
• Negative Sentiment: Prominent investor Steve Eisman warned that SoFi’s securitization/funding practices and private-credit exposure could pose material downside in a credit cycle — comments that amplify regulatory, funding and credit-risk fears. ‘Big Short’ Legend Steve Eisman Says SoFi’s Private Credit Problems Could Be ‘Potentially A Disaster’

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.