Callan Family Office LLC Makes New Investment in SoFi Technologies, Inc. $SOFI

Callan Family Office LLC bought a new position in SoFi Technologies, Inc. (NASDAQ:SOFI) in the 2nd quarter, HoldingsChannel.com reports. The institutional investor bought 30,675 shares of the company’s stock, valued at approximately $550,000.

Other large investors have also recently modified their holdings of the company. Valley Wealth Managers Inc. purchased a new stake in SoFi Technologies in the fourth quarter worth about $25,000. Vermillion Wealth Management Inc. grew its holdings in shares of SoFi Technologies by 283.1% during the 4th quarter. Vermillion Wealth Management Inc. now owns 1,000 shares of the company’s stock worth $26,000 after acquiring an additional 739 shares during the period. Reflection Asset Management purchased a new position in shares of SoFi Technologies during the 4th quarter worth approximately $28,000. Raiffeisen Bank International AG bought a new position in shares of SoFi Technologies in the 4th quarter worth approximately $34,000. Finally, American Capital Advisory LLC raised its position in shares of SoFi Technologies by 456.7% in the 4th quarter. American Capital Advisory LLC now owns 1,297 shares of the company’s stock worth $34,000 after acquiring an additional 1,064 shares in the last quarter. Institutional investors own 38.43% of the company’s stock.

Analyst Ratings Changes

SOFI has been the topic of several research reports. TD Cowen dropped their price target on SoFi Technologies from $24.00 to $18.00 and set a “hold” rating on the stock in a research report on Thursday, April 30th. Needham & Company LLC decreased their price objective on SoFi Technologies from $25.00 to $24.00 and set a “buy” rating for the company in a report on Thursday, July 30th. Wells Fargo & Company lowered their price objective on SoFi Technologies from $18.00 to $17.00 and set an “equal weight” rating for the company in a research report on Thursday, July 30th. Citigroup dropped their target price on shares of SoFi Technologies from $37.00 to $30.00 and set a “buy” rating on the stock in a report on Monday, May 4th. Finally, Morgan Stanley reduced their target price on shares of SoFi Technologies from $16.00 to $15.00 and set an “underweight” rating on the stock in a research report on Thursday, July 30th. Eight analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $22.42.

SoFi Technologies Stock Up 4.2%

Shares of NASDAQ:SOFI opened at $19.00 on Wednesday. The company has a current ratio of 0.74, a quick ratio of 0.10 and a debt-to-equity ratio of 0.30. The stock has a fifty day simple moving average of $17.78 and a two-hundred day simple moving average of $17.58. SoFi Technologies, Inc. has a 12-month low of $14.88 and a 12-month high of $32.73. The stock has a market capitalization of $24.54 billion, a price-to-earnings ratio of 39.58 and a beta of 2.17.

SoFi Technologies (NASDAQ:SOFI) last released its earnings results on Wednesday, July 29th. The company reported $0.12 EPS for the quarter, topping analysts’ consensus estimates of $0.11 by $0.01. The firm had revenue of $1.21 billion for the quarter, compared to analysts’ expectations of $1.11 billion. SoFi Technologies had a return on equity of 6.22% and a net margin of 14.78%.The company’s quarterly revenue was up 42.5% on a year-over-year basis. During the same period in the prior year, the firm posted $0.08 earnings per share. SoFi Technologies has set its FY 2026 guidance at 0.600-0.600 EPS. On average, research analysts anticipate that SoFi Technologies, Inc. will post 0.61 earnings per share for the current fiscal year.

Insider Transactions at SoFi Technologies

In related news, EVP Kelli Keough sold 11,286 shares of the firm’s stock in a transaction that occurred on Thursday, August 20th. The shares were sold at an average price of $18.00, for a total transaction of $203,148.00. Following the completion of the sale, the executive vice president owned 356,442 shares of the company’s stock, valued at $6,415,956. This trade represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Jeremy Rishel sold 102,123 shares of the business’s stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $17.78, for a total transaction of $1,815,746.94. Following the completion of the transaction, the chief technology officer owned 895,089 shares of the company’s stock, valued at approximately $15,914,682.42. The trade was a 10.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 136,505 shares of company stock valued at $2,418,096. 2.50% of the stock is owned by company insiders.

SoFi Technologies News Roundup

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

• Positive Sentiment: SoFiUSD is driving renewed investor interest. SoFi is pursuing real-world payment applications for its stablecoin, including 24/7 transfers and an initial $300 million liquidity pool. The initiative is bringing SoFi into the broader stablecoin and cryptocurrency investment theme. SoFi Technologies Stablecoin Push: Can SoFiUSD Scale Payments?
• Positive Sentiment: Technical momentum improved. The stock moved back above key short- and intermediate-term trend lines and outperformed the largely flat financial sector, encouraging momentum-focused investors. Sofi Stock Is Trending: A Key Level Just Came Into Play
• Positive Sentiment: Fundamental execution remains supportive. A bullish analysis cited steady revenue and earnings growth, improving fundamentals, 11 consecutive quarters of meeting or exceeding analyst expectations, and an “everything app” strategy. The latest quarter included $1.21 billion in revenue, 42.5% year-over-year growth, and earnings above consensus. SoFi: The Everything App Thesis Is Playing Out
• Neutral Sentiment: Reported short interest was zero, providing no meaningful evidence of short-covering demand or bearish positioning.
• Negative Sentiment: An executive sold 11,286 shares worth approximately $203,000. Because the transaction was made under a pre-arranged Rule 10b5-1 plan and the executive retained more than 356,000 shares, the signal is limited but remains a modest overhang. Kelli Keough Sells 11,286 Shares of SoFi Technologies Stock
• Negative Sentiment: Valuation remains a risk. Shares trade at roughly 23 times forward earnings, while the analyst consensus is “Hold,” with some firms maintaining cautious ratings and targets below the current trading range.

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.