Mizuho Markets Cayman LP Cuts Position in SoFi Technologies, Inc. $SOFI

Mizuho Markets Cayman LP decreased its stake in SoFi Technologies, Inc. (NASDAQ:SOFI) by 99.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 1,522 shares of the company’s stock after selling 2,498,478 shares during the period. Mizuho Markets Cayman LP’s holdings in SoFi Technologies were worth $40,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Norges Bank acquired a new position in SoFi Technologies during the second quarter worth about $164,068,000. Vanguard Group Inc. lifted its position in shares of SoFi Technologies by 6.8% during the 3rd quarter. Vanguard Group Inc. now owns 107,102,212 shares of the company’s stock valued at $2,829,640,000 after acquiring an additional 6,814,727 shares during the period. Quadrature Capital Ltd purchased a new stake in shares of SoFi Technologies during the 2nd quarter worth approximately $115,188,000. State Street Corp boosted its stake in shares of SoFi Technologies by 30.7% during the 3rd quarter. State Street Corp now owns 24,300,498 shares of the company’s stock worth $642,019,000 after acquiring an additional 5,708,053 shares in the last quarter. Finally, Marshall Wace LLP grew its holdings in shares of SoFi Technologies by 88.2% in the 2nd quarter. Marshall Wace LLP now owns 7,997,146 shares of the company’s stock worth $145,628,000 after acquiring an additional 3,748,817 shares during the period. Hedge funds and other 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: CEO Anthony Noto bought 28,900 shares (~$500k) at about $17.32, increasing his stake and signaling insider confidence. SEC Form 4
• Positive Sentiment: Analyst/market commentary highlights SoFi’s strong FY25 metrics, growth guidance (management expects ~30% revenue growth to $4.7B for 2026) and a move toward a more capital‑light model — fundamentals that support longer‑term upside. SoFi: 1 Million Reasons To Buy
• Neutral Sentiment: Shares traded heavily with a large intraday volume spike; recent metrics show a market cap ~ $22B, P/E ~46, and the stock sits well below its 200‑day moving average — increased volatility but mixed technical signals. Zacks: Key Facts
• Negative Sentiment: A short‑seller report (Muddy Waters) accused SoFi of aggressive financial engineering and raised questions about the balance sheet — the allegations triggered selling and media scrutiny. Fool: Short-Seller Allegations
• Negative Sentiment: SoFi publicly rejected the Muddy Waters report and said it will consider legal action, but the dispute adds uncertainty until forensic details or regulatory scrutiny are resolved. Reuters: SoFi rejects Muddy Waters
• Negative Sentiment: Independent market pressure: reports that JPMorgan lending restrictions rattled the private‑credit market amplified selling in fintech/credit names, adding another layer of downside risk for SoFi. 247WallSt: Private Credit Headwinds

SoFi Technologies Trading Down 1.5%

Shares of SoFi Technologies stock opened at $17.37 on Wednesday. SoFi Technologies, Inc. has a 1 year low of $8.60 and a 1 year high of $32.73. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.78 and a quick ratio of 0.18. The business has a 50 day moving average price of $21.68 and a 200 day moving average price of $25.54. The company has a market capitalization of $22.15 billion, a P/E ratio of 45.71 and a beta of 2.20.

SoFi Technologies (NASDAQ:SOFI) last announced its earnings results on Friday, January 30th. The company reported $0.13 EPS for the quarter, beating analysts’ consensus estimates of $0.12 by $0.01. The firm had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $984.75 million. SoFi Technologies had a return on equity of 5.88% and a net margin of 13.34%.SoFi Technologies’s quarterly revenue was up 39.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.05 EPS. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. Sell-side analysts anticipate that SoFi Technologies, Inc. will post 0.26 EPS for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on SOFI shares. The Goldman Sachs Group dropped their price objective on SoFi Technologies from $27.00 to $24.00 and set a “neutral” rating for the company in a research note on Tuesday, January 6th. Needham & Company LLC lowered their target price on SoFi Technologies from $36.00 to $33.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Weiss Ratings restated a “hold (c)” rating on shares of SoFi Technologies in a research report on Thursday, January 22nd. JPMorgan Chase & Co. raised SoFi Technologies from a “neutral” rating to an “overweight” rating and set a $31.00 price target for the company in a research note on Tuesday, February 3rd. Finally, Bank of America assumed coverage on shares of SoFi Technologies in a research report on Tuesday, January 6th. They issued an “underperform” rating and a $20.50 price objective on the stock. Seven equities research analysts have rated the stock with a Buy rating, eight have issued a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, SoFi Technologies has an average rating of “Hold” and a consensus target price of $26.34.

Insiders Place Their Bets

In related news, EVP Eric Schuppenhauer acquired 5,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The shares were acquired at an average price of $19.93 per share, with a total value of $99,650.00. Following the completion of the purchase, the executive vice president directly owned 228,768 shares in the company, valued at approximately $4,559,346.24. The trade was a 2.23% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Kelli Keough sold 9,755 shares of SoFi Technologies stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $18.87, for a total value of $184,076.85. Following the sale, the executive vice president owned 293,725 shares of the company’s stock, valued at approximately $5,542,590.75. This represents a 3.21% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders bought 38,900 shares of company stock valued at $705,398 and sold 122,916 shares valued at $2,598,549. Insiders own 2.60% of the company’s stock.

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.