Swiss Life Asset Management Ltd Raises Stock Holdings in SoFi Technologies, Inc. $SOFI

Swiss Life Asset Management Ltd boosted its stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 1,120.3% during the third quarter, Holdings Channel.com reports. The firm owned 329,637 shares of the company’s stock after purchasing an additional 302,625 shares during the quarter. Swiss Life Asset Management Ltd’s holdings in SoFi Technologies were worth $8,709,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in SoFi Technologies by 6.8% in the third quarter. Vanguard Group Inc. now owns 107,102,212 shares of the company’s stock worth $2,829,640,000 after purchasing an additional 6,814,727 shares in the last quarter. State Street Corp lifted its position in shares of SoFi Technologies by 30.7% during the third quarter. State Street Corp now owns 24,300,498 shares of the company’s stock valued at $642,019,000 after buying an additional 5,708,053 shares during the last quarter. Dimensional Fund Advisors LP lifted its position in shares of SoFi Technologies by 0.7% during the third quarter. Dimensional Fund Advisors LP now owns 9,792,807 shares of the company’s stock valued at $258,821,000 after buying an additional 67,504 shares during the last quarter. Norges Bank bought a new stake in shares of SoFi Technologies in the 2nd quarter valued at about $164,068,000. Finally, Marshall Wace LLP boosted 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 valued at $145,628,000 after buying an additional 3,748,817 shares in the last quarter. Hedge funds and other institutional investors own 38.43% of the company’s stock.

SoFi Technologies News Roundup

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

SoFi Technologies Stock Performance

SOFI opened at $16.90 on Friday. The company has a market cap of $21.55 billion, a P/E ratio of 44.47 and a beta of 2.20. The company has a quick ratio of 0.18, a current ratio of 0.78 and a debt-to-equity ratio of 0.17. The firm’s 50-day moving average price is $21.06 and its 200-day moving average price is $25.36. SoFi Technologies, Inc. has a 52-week low of $8.60 and a 52-week high of $32.73.

SoFi Technologies (NASDAQ:SOFI) last released its earnings results on Friday, January 30th. The company reported $0.13 EPS for the quarter, topping analysts’ consensus estimates of $0.12 by $0.01. The company had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $984.75 million. SoFi Technologies had a net margin of 13.34% and a return on equity of 5.88%. SoFi Technologies’s revenue for the quarter was up 39.6% on a year-over-year basis. During the same period last year, the business 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. As a group, equities analysts anticipate that SoFi Technologies, Inc. will post 0.26 EPS for the current fiscal year.

Analyst Ratings Changes

Several research analysts recently commented on the stock. Barclays boosted their price objective on shares of SoFi Technologies from $23.00 to $28.00 and gave the stock an “equal weight” rating in a research note on Tuesday, January 6th. Weiss Ratings restated a “hold (c)” rating on shares of SoFi Technologies in a research note on Thursday, January 22nd. UBS Group set a $24.50 price target on shares of SoFi Technologies in a report on Monday, February 2nd. Needham & Company LLC reduced their price target on SoFi Technologies from $36.00 to $33.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. Finally, 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 report on Monday, February 9th. Seven analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat, SoFi Technologies presently has an average rating of “Hold” and an average target price of $25.91.

Insiders Place Their Bets

In related news, CEO Anthony Noto acquired 28,900 shares of the stock in a transaction dated Tuesday, March 17th. The stock was acquired at an average cost of $17.32 per share, for a total transaction of $500,548.00. Following the completion of the purchase, the chief executive officer owned 11,704,352 shares of the company’s stock, valued at approximately $202,719,376.64. This represents a 0.25% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, General Counsel Robert S. Lavet acquired 5,000 shares of the company’s stock in a transaction dated Friday, February 6th. The shares were bought at an average cost of $21.04 per share, for a total transaction of $105,200.00. Following the completion of the acquisition, the general counsel directly owned 17,172 shares of the company’s stock, valued at approximately $361,298.88. The trade was a 41.08% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders have bought 38,900 shares of company stock valued at $705,398 and have sold 227,616 shares valued at $4,418,697. Corporate insiders own 2.60% of the company’s stock.

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.