Federated Hermes Inc. Has $4.61 Million Stock Holdings in SoFi Technologies, Inc. $SOFI

Federated Hermes Inc. grew its position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 1,383.7% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 174,351 shares of the company’s stock after acquiring an additional 162,600 shares during the quarter. Federated Hermes Inc.’s holdings in SoFi Technologies were worth $4,606,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Xcel Wealth Management LLC increased its holdings in shares of SoFi Technologies by 0.6% in the third quarter. Xcel Wealth Management LLC now owns 70,932 shares of the company’s stock valued at $1,874,000 after purchasing an additional 392 shares during the last quarter. Key Client Fiduciary Advisors LLC boosted its holdings in shares of SoFi Technologies by 3.1% during the 3rd quarter. Key Client Fiduciary Advisors LLC now owns 14,101 shares of the company’s stock worth $373,000 after buying an additional 419 shares during the period. Cigna Investments Inc. New grew its stake in SoFi Technologies by 4.2% in the 3rd quarter. Cigna Investments Inc. New now owns 11,024 shares of the company’s stock valued at $291,000 after buying an additional 446 shares during the last quarter. Bartlett & CO. Wealth Management LLC grew its stake in SoFi Technologies by 46.9% in the 3rd quarter. Bartlett & CO. Wealth Management LLC now owns 1,469 shares of the company’s stock valued at $39,000 after buying an additional 469 shares during the last quarter. Finally, Soltis Investment Advisors LLC raised its holdings in SoFi Technologies by 1.8% in the 2nd quarter. Soltis Investment Advisors LLC now owns 28,436 shares of the company’s stock valued at $518,000 after acquiring an additional 501 shares during the period. 38.43% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on SOFI shares. Mizuho set a $38.00 target price on SoFi Technologies in a research report on Thursday, October 30th. Jefferies Financial Group restated a “buy” rating and issued a $35.00 price target on shares of SoFi Technologies in a research note on Tuesday, October 28th. UBS Group set a $24.50 price objective on SoFi Technologies in a research report on Monday. BTIG Research reissued a “neutral” rating on shares of SoFi Technologies in a report on Wednesday, October 29th. Finally, Keefe, Bruyette & Woods boosted their target price on shares of SoFi Technologies from $18.00 to $20.00 and gave the company an “underperform” rating in a research report on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $25.44.

Insider Activity at SoFi Technologies

In other SoFi Technologies news, EVP Kelli Keough sold 10,340 shares of the business’s stock in a transaction that occurred on Thursday, November 20th. The shares were sold at an average price of $26.43, for a total transaction of $273,286.20. Following the completion of the transaction, the executive vice president directly owned 265,034 shares in the company, valued at $7,004,848.62. The trade was a 3.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Arun Pinto sold 46,132 shares of the firm’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $24.76, for a total value of $1,142,228.32. Following the completion of the sale, the insider directly owned 138,396 shares in the company, valued at $3,426,684.96. This trade represents a 25.00% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 167,245 shares of company stock valued at $4,362,815 over the last three months. 2.60% of the stock is owned by insiders.

Key Stories Impacting SoFi Technologies

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

• Positive Sentiment: Q4 blowout — management reported >$1 billion revenue, double‑digit adjusted net income margin and strong guidance for 2026; management flags continued cross‑sell and margin expansion, supporting faster EPS and revenue growth. SoFi Technologies: Blowout Q4 Earnings Meet Fearful Market
• Positive Sentiment: Operational strength — fee‑based revenue jumped ~53% YoY, deposits and originations remain large, and Q4 adjusted EBITDA/margins show improving operating leverage — factors that reduce balance‑sheet risk and boost profitability outlook. SoFi’s Pullback Before The Breakout
• Positive Sentiment: Street bull case: several analysts/commentaries argue the recent selloff is overdone given execution across lending, enterprise and fintech services — potential catalyst if sentiment reverts. SoFi: Selloff Looks Well Overdone As Execution Keeps Improving
• Neutral Sentiment: ETF closure — SoFi announced plans to liquidate the SoFi Next 500 ETF (SFYX) with final trading expected Feb 18; limited direct impact on core banking/business results but reduces product footprint. SoFi Announces Plan to Liquidate and Close the SoFi Next 500 ETF (SFYX)
• Negative Sentiment: Analyst price‑target cut — Needham lowered its target from $36 to $33 (remains a buy), which can temper near‑term upside and contributes to selling pressure. SoFi PT Lowered to $33 at Needham
• Negative Sentiment: Market reaction and valuation concerns — shares slid in premarket trading despite the beat; commentators note SOFI’s P/E and P/S remain well above sector medians, limiting immediate re‑rating without sustained outperformance. SoFi Slides In Monday Premarket Despite Q4 Earnings Beat, Strong Growth Outlook

SoFi Technologies Stock Down 3.2%

Shares of NASDAQ SOFI opened at $22.08 on Tuesday. The stock has a market capitalization of $26.63 billion, a P/E ratio of 58.11, a PEG ratio of 1.41 and a beta of 2.13. The stock’s fifty day moving average is $26.85 and its 200 day moving average is $26.35. SoFi Technologies, Inc. has a 52 week low of $8.60 and a 52 week high of $32.73. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.16 and a current ratio of 0.80.

SoFi Technologies (NASDAQ:SOFI) last posted its quarterly earnings data on Friday, January 30th. The company reported $0.13 earnings per share for the quarter, topping the consensus estimate of $0.12 by $0.01. The business had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $984.75 million. SoFi Technologies had a net margin of 13.34% and a return on equity of 6.48%. SoFi Technologies’s revenue was up 39.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.05 earnings per share. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. Sell-side analysts forecast that SoFi Technologies, Inc. will post 0.26 earnings per share 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.