Dimensional Fund Advisors LP Raises Holdings in SoFi Technologies, Inc. $SOFI

Dimensional Fund Advisors LP boosted its position in SoFi Technologies, Inc. (NASDAQ:SOFI) by 4.1% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 9,106,532 shares of the company’s stock after acquiring an additional 359,785 shares during the quarter. Dimensional Fund Advisors LP’s holdings in SoFi Technologies were worth $144,539,000 as of its most recent filing with the Securities and Exchange Commission.

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

Analyst Ratings Changes

A number of analysts recently issued reports on the stock. Barclays dropped their target price on shares of SoFi Technologies from $28.00 to $18.00 and set an “equal weight” rating for the company in a research report on Monday, April 6th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $18.00 price target on shares of SoFi Technologies in a research report on Thursday, April 30th. Truist Financial increased their price objective on shares of SoFi Technologies from $17.00 to $18.00 and gave the stock a “hold” rating in a research report on Friday. Citigroup dropped their price objective on shares of SoFi Technologies from $37.00 to $30.00 and set a “buy” rating for the company in a research report on Monday, May 4th. Finally, Weiss Ratings downgraded shares of SoFi Technologies from a “hold (c)” rating to a “hold (c-)” rating in a research note on Tuesday, May 26th. Seven analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, SoFi Technologies has a consensus rating of “Hold” and an average target price of $22.83.

SoFi Technologies Price Performance

Shares of NASDAQ SOFI opened at $16.46 on Monday. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.13 and a current ratio of 0.75. SoFi Technologies, Inc. has a 1 year low of $14.92 and a 1 year high of $32.73. The stock’s 50-day simple moving average is $17.21 and its 200-day simple moving average is $18.75. The firm has a market cap of $21.11 billion, a price-to-earnings ratio of 37.41 and a beta of 2.14.

SoFi Technologies (NASDAQ:SOFI) last issued its quarterly earnings results on Wednesday, April 29th. The company reported $0.12 EPS for the quarter, meeting analysts’ consensus estimates of $0.12. SoFi Technologies had a return on equity of 6.25% and a net margin of 14.65%.The firm had revenue of $1.09 billion during the quarter, compared to the consensus estimate of $1.05 billion. During the same quarter in the prior year, the business posted $0.06 earnings per share. SoFi Technologies’s revenue for the quarter 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 earnings per share for the current fiscal year.

Insider Buying and Selling at SoFi Technologies

In other SoFi Technologies news, EVP Kelli Keough sold 10,954 shares of the company’s stock in a transaction that occurred on Monday, June 22nd. The stock was sold at an average price of $17.35, for a total value of $190,051.90. Following the transaction, the executive vice president directly owned 378,682 shares of the company’s stock, valued at $6,570,132.70. This represents a 2.81% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Jeremy Rishel sold 102,123 shares of the stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $17.78, for a total value of $1,815,746.94. Following the transaction, the chief technology officer owned 895,089 shares of the company’s stock, valued at approximately $15,914,682.42. This trade represents a 10.24% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 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. Insiders have sold a total of 124,302 shares of company stock valued at $2,182,523 in the last three months. Corporate insiders own 2.50% of the company’s stock.

Key SoFi Technologies News

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

• Positive Sentiment: Truist Financial raised its price target on SoFi to $18 from $17, signaling slightly improved confidence in the stock’s near-term value, even though the firm kept a Hold rating. Truist raises SoFi price target
• Positive Sentiment: SoFi is drawing attention for giving retail investors access to the highly anticipated SpaceX IPO, which could help reinforce the appeal of its investing platform and support user engagement. SoFi brings SpaceX IPO access
• Neutral Sentiment: New outlook pieces from Yahoo Finance and Zacks focus on Wall Street’s Q2 2026 estimates for SoFi’s revenue, earnings, and other key operating metrics, suggesting investors are waiting for the company to prove continued growth when results are reported. SoFi Q2 outlook article
• Neutral Sentiment: Another article compares SoFi with Coinbase as a high-growth investment, keeping the stock in the spotlight but offering no direct new fundamental catalyst. Coinbase vs. SoFi article
• Negative Sentiment: SoFi’s stock has also recently fallen more than the broader market, reflecting continued pressure on the shares as investors digest the company’s growth outlook and recent trading weakness. SoFi dips more than broader market

SoFi Technologies Company 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.