Private Advisory Group LLC Invests $1.52 Million in SoFi Technologies, Inc. $SOFI

Private Advisory Group LLC acquired a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) during the 3rd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm acquired 57,356 shares of the company’s stock, valued at approximately $1,515,000.

Other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its holdings in shares of SoFi Technologies by 2.0% in the 4th quarter. Brighton Jones LLC now owns 719,288 shares of the company’s stock valued at $11,077,000 after buying an additional 14,281 shares during the period. Caxton Associates LLP bought a new position in SoFi Technologies in the first quarter worth about $129,000. Empowered Funds LLC boosted its stake in SoFi Technologies by 5.2% in the first quarter. Empowered Funds LLC now owns 33,126 shares of the company’s stock valued at $385,000 after acquiring an additional 1,631 shares during the period. D.A. Davidson & CO. grew its holdings in shares of SoFi Technologies by 0.7% during the second quarter. D.A. Davidson & CO. now owns 122,128 shares of the company’s stock valued at $2,224,000 after purchasing an additional 798 shares during the last quarter. Finally, Bleakley Financial Group LLC acquired a new stake in shares of SoFi Technologies during the 2nd quarter worth approximately $304,000. Institutional investors own 38.43% of the company’s stock.

More SoFi Technologies News

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

• Positive Sentiment: Q4 results and customer growth support the long-term growth case: coverage highlights SoFi’s strong Q4 revenue and adjusted net‑income growth and a record ~1 million new customers in Q4, reinforcing the company’s growth thesis. Why This 1 Unstoppable Stock Could Be the Next Bank of America
• Positive Sentiment: Bullish retail analyst narrative: a separate Motley Fool piece reiterates a high-return view on SoFi, citing strong multi‑year average gains that support a long‑horizon accumulation thesis for investors. 1 Financial Services Stock That Could Turn $1,000 Per Month Into $1 Million
• Neutral Sentiment: Product expansion into remittances: SoFi is testing Bitcoin Lightning for remittances, a potential low‑cost payments use case that could broaden services but carries execution and regulatory uncertainty. The coverage also notes mixed signals around valuation. SoFi Taps Bitcoin Lightning For Remittances As Valuation Signals Mixed
• Neutral Sentiment: Lower price per share may attract value-seekers: commentary listing stocks under $20 highlights that SoFi’s sub‑$20 price could draw retail and institutional attention, which can support episodic buying interest. 3 Cheap Stocks to Buy Now: All Under $20 Per Share
• Neutral Sentiment: Technical/price action: market commentary notes the stock is consolidating after a prolonged downtrend, suggesting short‑term technical uncertainty even as longer‑term fundamentals are debated. Stock Of The Day: Where Will SoFi Turn?
• Negative Sentiment: Analyst downward revision: Truist trimmed its price target on SOFI to $21, which can pressure sentiment among institutional investors and reduce near‑term upside expectations. Truist Financial Lowers SoFi Technologies (NASDAQ:SOFI) Price Target to $21.00
• Negative Sentiment: Insider selling: EVP Kelli Keough sold 9,755 shares (~3.21% reduction in her position) at an average price of $18.87; disclosed in an SEC filing — insider sales can weigh on sentiment even if not large in dollar terms. Kelli Keough Insider Sale

Analysts Set New Price Targets

A number of research analysts recently commented on SOFI shares. Citizens Jmp upgraded SoFi Technologies from a “market perform” rating to an “outperform” rating and set a $30.00 price objective for the company in a research note on Monday, February 9th. Bank of America started coverage on shares of SoFi Technologies in a report on Tuesday, January 6th. They issued an “underperform” rating and a $20.50 price objective on the stock. Jefferies Financial Group reissued a “buy” rating and set a $35.00 target price on shares of SoFi Technologies in a research note on Tuesday, October 28th. Barclays upped their target price on shares of SoFi Technologies from $23.00 to $28.00 and gave the stock an “equal weight” rating in a research report on Tuesday, January 6th. Finally, BTIG Research reaffirmed a “neutral” rating on shares of SoFi Technologies in a report on Wednesday, October 29th. Seven equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat, SoFi Technologies has an average rating of “Hold” and an average target price of $26.34.

Insider Activity at SoFi Technologies

In other SoFi Technologies news, General Counsel Robert S. Lavet acquired 5,000 shares of the stock in a transaction dated Friday, February 6th. The shares were bought at an average price of $21.04 per share, with a total value of $105,200.00. Following the purchase, the general counsel directly owned 17,172 shares of the company’s stock, valued at approximately $361,298.88. This trade represents a 41.08% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Steven J. Freiberg sold 94,225 shares of the stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $20.31, for a total transaction of $1,913,709.75. Following the sale, the director directly owned 588,849 shares of the company’s stock, valued at approximately $11,959,523.19. This represents a 13.79% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 214,753 shares of company stock worth $5,045,087. Company insiders own 2.60% of the company’s stock.

SoFi Technologies Stock Performance

Shares of NASDAQ SOFI opened at $19.02 on Monday. SoFi Technologies, Inc. has a 1 year low of $8.60 and a 1 year high of $32.73. The firm has a market cap of $22.94 billion, a P/E ratio of 50.05 and a beta of 2.13. The stock has a fifty day moving average price of $24.56 and a two-hundred day moving average price of $26.20. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.18 and a current ratio of 0.78.

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. The business had revenue of $1.01 billion during the quarter, compared to analyst estimates of $984.75 million. SoFi Technologies had a return on equity of 5.88% and a net margin of 13.34%.The company’s revenue was up 39.6% on a year-over-year basis. During the same quarter in the prior year, the firm 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. Research analysts forecast that SoFi Technologies, Inc. will post 0.26 EPS for the current fiscal year.

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.