IQ EQ FUND MANAGEMENT IRELAND Ltd Purchases 44,027 Shares of SoFi Technologies, Inc. $SOFI

IQ EQ FUND MANAGEMENT IRELAND Ltd lifted its holdings in SoFi Technologies, Inc. (NASDAQ:SOFI) by 95.4% during the third quarter, HoldingsChannel reports. The firm owned 90,158 shares of the company’s stock after purchasing an additional 44,027 shares during the period. IQ EQ FUND MANAGEMENT IRELAND Ltd’s holdings in SoFi Technologies were worth $2,382,000 as of its most recent filing with the SEC.

Other hedge funds also recently modified their holdings of the company. Xcel Wealth Management LLC grew its position in SoFi Technologies by 0.6% during the third quarter. Xcel Wealth Management LLC now owns 70,932 shares of the company’s stock worth $1,874,000 after buying an additional 392 shares in the last quarter. Key Client Fiduciary Advisors LLC grew 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 purchasing an additional 419 shares in the last quarter. Cigna Investments Inc. New increased its position in shares of SoFi Technologies by 4.2% during the third quarter. Cigna Investments Inc. New now owns 11,024 shares of the company’s stock valued at $291,000 after purchasing an additional 446 shares during the period. Bartlett & CO. Wealth Management LLC raised its stake in shares of 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 purchasing an additional 469 shares in the last quarter. Finally, Soltis Investment Advisors LLC lifted its position in SoFi Technologies by 1.8% in the second quarter. Soltis Investment Advisors LLC now owns 28,436 shares of the company’s stock worth $518,000 after purchasing an additional 501 shares during the period. 38.43% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on SOFI. Mizuho set a $38.00 price objective on shares of SoFi Technologies in a research note on Thursday, October 30th. JPMorgan Chase & Co. raised shares of SoFi Technologies from a “neutral” rating to an “overweight” rating and set a $31.00 price target for the company in a research report on Tuesday. Keefe, Bruyette & Woods raised their price target on shares of SoFi Technologies from $18.00 to $20.00 and gave the stock an “underperform” rating in a research note on Wednesday, October 29th. Needham & Company LLC dropped their target price on SoFi Technologies from $36.00 to $33.00 and set a “buy” rating for the company in a report on Monday, February 2nd. Finally, Truist Financial decreased their price target on SoFi Technologies from $31.00 to $28.00 and set a “hold” rating on the stock in a research note on Tuesday, November 25th. One research analyst has rated the stock with a Strong Buy rating, six have given a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Hold” and an average price target of $25.44.

Insiders Place Their Bets

In related news, EVP Eric Schuppenhauer purchased 5,000 shares of SoFi Technologies stock in a transaction that occurred on Thursday, February 5th. The shares were acquired at an average price of $19.93 per share, for a total transaction of $99,650.00. Following the transaction, the executive vice president directly owned 228,768 shares in the company, valued at approximately $4,559,346.24. This represents a 2.23% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Kelli Keough sold 10,340 shares of the firm’s stock in a transaction dated 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 sale, the executive vice president owned 265,034 shares of the company’s stock, valued at $7,004,848.62. The trade was a 3.75% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 167,245 shares of company stock valued at $4,362,815 over the last three months. Company insiders own 2.60% of the company’s stock.

SoFi Technologies Stock Up 7.2%

Shares of SOFI opened at $20.86 on Friday. The company has a market capitalization of $25.16 billion, a P/E ratio of 54.90, a PEG ratio of 1.19 and a beta of 2.13. SoFi Technologies, Inc. has a one year low of $8.60 and a one year high of $32.73. The business’s 50 day simple moving average is $26.20 and its 200-day simple moving average is $26.26. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.80 and a quick ratio of 0.16.

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

Key SoFi Technologies News

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

• Positive Sentiment: Q4 beat and bullish 2026 outlook — SoFi reported its first $1B revenue quarter, record profitability, and guided to roughly 30% revenue growth and 52% adj. EBITDA growth for 2026, supporting a shift toward higher‑margin, fee‑based revenues. SoFi Technologies: Pound The Table Moment As Upgrades From Large Banks Roll In
• Positive Sentiment: Broker upgrade — JPMorgan upgraded SoFi to Overweight, adding institutional credibility that can attract flows. JPMorgan Chase & Co. Upgrades SoFi Technologies (NASDAQ:SOFI) to Overweight
• Positive Sentiment: Insider buying — EVP Eric Schuppenhauer purchased 5,000 shares at ~$19.93, increasing his stake; insider buys often signal management confidence. Eric Schuppenhauer Acquires 5,000 Shares of SoFi Technologies (NASDAQ:SOFI) Stock
• Positive Sentiment: Analyst commentary and buy‑case pieces highlight opportunity after the pullback — multiple notes and SA writeups argue the correction creates a buying opportunity given durable cross‑sell, tranche demand in lending, and margin expansion. SoFi: Recent Pullback Creates Opportunity As 2026 Catalysts Line Up
• Neutral Sentiment: Investor interest/coverage pieces — Zacks and other outlets are flagging SOFI as a highly searched stock and debating buy/hold/sell after Q4; useful context but not a direct catalyst. Is Most-Watched Stock SoFi Technologies, Inc. (SOFI) Worth Betting on Now?
• Neutral Sentiment: Market recap and institutional flows — MarketBeat notes Q4 beats, mixed analyst targets and some hedge‑fund rebalancing; institutional buying can support the run but consensus rating remains around “Hold.” SoFi Technologies Trading Coverage
• Negative Sentiment: Analyst downgrades and prior sharp pullback — Some firms have issued downgrades and lower targets, and the stock had a >20% pullback after earnings, leaving it below key moving averages and keeping risk elevated (high beta). SoFi Technologies (NASDAQ:SOFI) Shares Down 1.4% Following Analyst Downgrade
• Negative Sentiment: Bear-case reminders — Skeptical pieces emphasize valuation (PE >50), execution risk as growth normalizes, and sensitivity to macro/credit conditions. SoFi Technologies: Back To Earth After Meltdown – Correction Buying Opportunity

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.