Owen LaRue LLC Invests $953,000 in SoFi Technologies, Inc. $SOFI

Owen LaRue LLC purchased a new stake in SoFi Technologies, Inc. (NASDAQ:SOFI) in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 36,090 shares of the company’s stock, valued at approximately $953,000.

Several other institutional investors have also recently bought and sold shares of SOFI. Salomon & Ludwin LLC bought a new position in SoFi Technologies in the 3rd quarter valued at $29,000. SJS Investment Consulting Inc. lifted its stake in shares of SoFi Technologies by 840.3% during the third quarter. SJS Investment Consulting Inc. now owns 1,119 shares of the company’s stock valued at $30,000 after acquiring an additional 1,000 shares during the period. ORG Partners LLC lifted its stake in shares of SoFi Technologies by 230.6% during the third quarter. ORG Partners LLC now owns 1,438 shares of the company’s stock valued at $38,000 after acquiring an additional 1,003 shares during the period. Bartlett & CO. Wealth Management LLC boosted its holdings in SoFi Technologies by 46.9% in the third quarter. Bartlett & CO. Wealth Management LLC now owns 1,469 shares of the company’s stock valued at $39,000 after acquiring an additional 469 shares during the last quarter. Finally, Bfsg LLC increased its position in SoFi Technologies by 200.0% in the third quarter. Bfsg LLC now owns 1,500 shares of the company’s stock worth $40,000 after purchasing an additional 1,000 shares during the period. Institutional investors own 38.43% of the company’s stock.

Key SoFi Technologies News

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

• Positive Sentiment: Zacks says SoFi has the setup for an earnings beat next week — analysts expect earnings growth, and a beat could spark an upside re-rating. SoFi Technologies, Inc. (SOFI) Reports Next Week
• Positive Sentiment: Yahoo/Finance highlights a new GoTu partnership that could expand SoFi’s workplace-distribution and deposit/benefits ecosystem — strategic partnerships help member acquisition and deposit float. Does SoFi’s GoTu Partnership Quietly Redefine Its Workplace Ecosystem Strategy
• Positive Sentiment: Motley Fool bullish pieces argue management is executing well: disciplined operations, fast customer adds, and multi-product cross-sell supporting durable revenue growth over the next 5 years. Where Will SoFi Technologies Be in 5 Years?
• Neutral Sentiment: Analysis pieces note SoFi’s strong multi-year share gains (roughly 335% over three years) and provide valuation/context — useful for longer-term investors but not an immediate catalyst. Assessing SoFi After A 335% Three Year Share Price Surge
• Neutral Sentiment: Price forecasts and long-term models (e.g., 247WallSt) reiterate management targets — 30% member growth and ~20% revenue growth — which underpin bullish long-term scenarios but depend on execution. SoFi Price Prediction and Forecast 2026-2030
• Negative Sentiment: Headline pieces flag a pullback below $30 and question whether the stock is a buy ahead of Q4 — short-term sentiment is fragile and a weak print or guidance could deepen the decline. As SoFi Stock Drops Below $30, Is it a Buy Ahead of Q4 Earnings?
• Negative Sentiment: An EVP, Kelli Keough, sold 9,468 shares (~$243k) recently — insider selling can weigh on sentiment even if ownership remains large. Kelli Keough Sells 9,468 Shares of SoFi Technologies Stock

SoFi Technologies Trading Down 0.9%

SOFI opened at $25.85 on Friday. The firm’s fifty day moving average is $27.09 and its two-hundred day moving average is $26.18. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.16 and a current ratio of 0.80. The firm has a market cap of $31.17 billion, a PE ratio of 47.87, a price-to-earnings-growth ratio of 1.62 and a beta of 1.92. SoFi Technologies, Inc. has a twelve month low of $8.60 and a twelve month high of $32.73.

SoFi Technologies (NASDAQ:SOFI) last announced its quarterly earnings results on Tuesday, October 28th. The company reported $0.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.09 by $0.02. SoFi Technologies had a net margin of 19.29% and a return on equity of 5.12%. The company had revenue of $949.63 million during the quarter, compared to analyst estimates of $880.33 million. During the same quarter in the previous year, the business earned $0.05 EPS. The firm’s revenue was up 37.7% on a year-over-year basis. SoFi Technologies has set its FY 2025 guidance at 0.370-0.370 EPS. Equities research analysts anticipate that SoFi Technologies, Inc. will post 0.26 EPS for the current year.

Insider Buying and Selling at SoFi Technologies

In related news, insider Arun Pinto sold 46,132 shares of the business’s stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $24.76, for a total value of $1,142,228.32. Following the completion of the transaction, the insider directly owned 138,396 shares in the company, valued at approximately $3,426,684.96. The trade was a 25.00% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CTO Jeremy Rishel sold 91,837 shares of the stock in a transaction that occurred on Wednesday, December 17th. The stock was sold at an average price of $26.64, for a total value of $2,446,537.68. Following the sale, the chief technology officer directly owned 794,598 shares of the company’s stock, valued at approximately $21,168,090.72. The trade was a 10.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 167,245 shares of company stock valued at $4,362,815. Company insiders own 2.60% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on SOFI shares. Truist Financial cut their target price on shares of SoFi Technologies from $31.00 to $28.00 and set a “hold” rating on the stock in a research report on Tuesday, November 25th. Citigroup increased their price objective on shares of SoFi Technologies from $28.00 to $37.00 and gave the company a “buy” rating in a report on Wednesday, October 29th. Morgan Stanley raised their price objective on shares of SoFi Technologies from $13.00 to $18.00 and gave the company an “underweight” rating in a research note on Monday, September 29th. Barclays upped 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 report on Tuesday, January 6th. Finally, Keefe, Bruyette & Woods increased their price target on SoFi Technologies from $18.00 to $20.00 and gave the company an “underperform” rating in a research note on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus target price of $25.50.

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.