Teamwork Financial Advisors LLC Purchases 386,348 Shares of SoFi Technologies, Inc. $SOFI

Teamwork Financial Advisors LLC grew its position in SoFi Technologies, Inc. (NASDAQ:SOFI) by 523.7% in the 4th quarter, HoldingsChannel.com reports. The firm owned 460,120 shares of the company’s stock after purchasing an additional 386,348 shares during the period. Teamwork Financial Advisors LLC’s holdings in SoFi Technologies were worth $12,046,000 as of its most recent SEC filing.

Other large investors also recently made changes to their positions in the company. Vanguard Group Inc. increased its stake in SoFi Technologies by 6.8% in the 3rd quarter. Vanguard Group Inc. now owns 107,102,212 shares of the company’s stock valued at $2,829,640,000 after buying an additional 6,814,727 shares during the last quarter. State Street Corp lifted its position 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 buying an additional 5,708,053 shares in the last quarter. Dimensional Fund Advisors LP lifted its position in shares of SoFi Technologies by 0.7% during the 3rd quarter. Dimensional Fund Advisors LP now owns 9,792,807 shares of the company’s stock worth $258,821,000 after buying an additional 67,504 shares in the last quarter. Norges Bank purchased a new position in shares of SoFi Technologies in the 2nd quarter worth approximately $164,068,000. Finally, Marshall Wace LLP boosted its stake 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 buying an additional 3,748,817 shares during the last quarter. 38.43% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

SOFI has been the topic of a number of recent analyst reports. JPMorgan Chase & Co. upgraded SoFi Technologies from a “neutral” rating to an “overweight” rating and set a $31.00 price target on the stock in a report on Tuesday, February 3rd. Truist Financial cut their price objective on SoFi Technologies from $28.00 to $21.00 and set a “hold” rating on the stock in a research report on Wednesday, February 18th. Needham & Company LLC reduced their price objective on SoFi Technologies from $36.00 to $33.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Barclays raised their target price on 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, Wells Fargo & Company assumed coverage on shares of SoFi Technologies in a report on Thursday. They issued an “equal weight” rating and a $19.00 price target on the stock. Seven research analysts have rated the stock with a Buy rating, nine have issued a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus price target of $25.91.

SoFi Technologies Trading Down 1.1%

NASDAQ:SOFI opened at $16.90 on Monday. SoFi Technologies, Inc. has a 12 month low of $8.60 and a 12 month high of $32.73. The company has a current ratio of 0.78, a quick ratio of 0.18 and a debt-to-equity ratio of 0.17. The firm’s 50 day moving average is $21.06 and its 200 day moving average is $25.37. The stock has a market capitalization of $21.55 billion, a PE ratio of 44.47 and a beta of 2.21.

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

Key SoFi Technologies News

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

• Positive Sentiment: CEO Anthony Noto bought shares after the short‑seller report, signaling management confidence and helping to stem the decline; that insider purchase and the company’s public rebuttal have been cited by traders as a stabilizing factor. SoFi Calls Short Seller Report ‘Factually Inaccurate and Misleading,’ Stock Rises as CEO Noto Buys Shares
• Positive Sentiment: SoFi’s loan‑platform business is growing rapidly and is described as a capital‑light growth engine (originations and related revenue have surged), which supports recurring, lower‑capital risk growth for the company. SoFi’s Loan Platform Business Emerges as a Capital-Light Growth Engine
• Neutral Sentiment: Wells Fargo initiated coverage with an equal‑weight rating and a $19 price target, offering modest upside from current levels but not a clear buy signal; this is likely to temper short‑term volatility rather than spark a big move. Wells Fargo Initiates Coverage of SoFi
• Neutral Sentiment: Analyst and media pieces debate upside (some bulls argue multi‑product cross‑sell and member growth could lift shares toward $30) versus valuation/execution risks; these narratives keep trading active but are not immediate catalysts. Can SoFi Stock Reach $30 by the End of 2026?
• Negative Sentiment: Muddy Waters released a scathing short report alleging aggressive accounting and “financial engineering,” which triggered sharp selling and raised near‑term regulatory and reputational risk until claims are resolved. Short Seller Muddy Waters Report
• Negative Sentiment: Analysts flagged new questions after the short report, prolonging downside pressure until independent audits, regulatory feedback, or clearer disclosures arrive. Analyst Flags ‘New Questions’ After Short Report
• Negative Sentiment: CTO Jeremy Rishel sold ~94,958 shares (~$1.65M), which adds negative insider‑flow optics even though other insider activity includes the CEO buy. CTO Insider Sale SEC Filing
• Negative Sentiment: Wider credit‑market and fintech sector headwinds (reports of lending restrictions at big banks) have amplified selling across credit‑sensitive fintech names, increasing short‑term vulnerability for SOFI. Private Credit Headwinds

Insider Activity at SoFi Technologies

In other news, General Counsel Robert S. Lavet purchased 5,000 shares of the business’s stock in a transaction dated Friday, February 6th. The stock was bought at an average price of $21.04 per share, for a total transaction of $105,200.00. Following the purchase, the general counsel owned 17,172 shares of the company’s stock, valued at $361,298.88. The trade was a 41.08% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Steven J. Freiberg sold 94,225 shares of SoFi Technologies stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $20.31, for a total value of $1,913,709.75. Following the completion of the sale, the director directly owned 588,849 shares of the company’s stock, valued at approximately $11,959,523.19. This trade represents a 13.79% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have purchased 38,900 shares of company stock worth $705,398 and have sold 227,616 shares worth $4,418,697. 2.60% of the stock is owned by insiders.

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.