Fiduciary Alliance LLC Has $4.41 Million Stock Holdings in SoFi Technologies, Inc. $SOFI

Fiduciary Alliance LLC increased its holdings in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 32.3% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 277,817 shares of the company’s stock after buying an additional 67,844 shares during the quarter. Fiduciary Alliance LLC’s holdings in SoFi Technologies were worth $4,412,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently bought and sold shares of the business. Brighton Jones LLC boosted its position in SoFi Technologies by 2.0% during the 4th quarter. Brighton Jones LLC now owns 719,288 shares of the company’s stock worth $11,077,000 after acquiring an additional 14,281 shares during the period. Caxton Associates LLP purchased a new stake in shares of SoFi Technologies in the first quarter worth approximately $129,000. Empowered Funds LLC lifted its position in shares of SoFi Technologies by 5.2% in the first quarter. Empowered Funds LLC now owns 33,126 shares of the company’s stock worth $385,000 after purchasing an additional 1,631 shares in the last quarter. Franklin Resources Inc. grew its position in SoFi Technologies by 23.2% during the second quarter. Franklin Resources Inc. now owns 13,796 shares of the company’s stock valued at $251,000 after purchasing an additional 2,596 shares in the last quarter. Finally, Arrowstreet Capital Limited Partnership acquired a new position in SoFi Technologies in the 2nd quarter valued at approximately $4,633,000. 38.43% of the stock is owned by institutional investors and hedge funds.

SoFi Technologies Stock Up 0.2%

SOFI stock opened at $17.32 on Thursday. SoFi Technologies, Inc. has a 52-week low of $14.92 and a 52-week high of $32.73. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.75 and a quick ratio of 0.13. The stock has a market capitalization of $22.21 billion, a price-to-earnings ratio of 39.36 and a beta of 2.14. The company has a 50-day moving average of $17.00 and a two-hundred day moving average of $20.17.

SoFi Technologies (NASDAQ:SOFI) last announced its quarterly earnings data on Wednesday, April 29th. The company reported $0.12 earnings per share (EPS) for the quarter, hitting the consensus estimate of $0.12. SoFi Technologies had a net margin of 14.65% and a return on equity of 6.25%. The business had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.05 billion. During the same quarter last year, the company posted $0.06 earnings per share. SoFi Technologies’s quarterly revenue was up 42.6% on a year-over-year basis. SoFi Technologies has set its FY 2026 guidance at 0.600- EPS. As a group, equities research analysts anticipate that SoFi Technologies, Inc. will post 0.59 EPS for the current year.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on SOFI shares. Weiss Ratings downgraded shares of SoFi Technologies from a “hold (c)” rating to a “hold (c-)” rating in a research report on Tuesday, May 26th. Keefe, Bruyette & Woods cut their price objective on shares of SoFi Technologies from $20.00 to $17.00 and set an “underperform” rating on the stock in a research report on Thursday, April 9th. Mizuho set a $29.00 target price on shares of SoFi Technologies in a research report on Wednesday, May 6th. Truist Financial dropped their price target on shares of SoFi Technologies from $20.00 to $17.00 and set a “hold” rating on the stock in a research note on Tuesday, May 12th. Finally, Wells Fargo & Company lowered their price objective on SoFi Technologies from $19.00 to $18.00 and set an “equal weight” rating on the stock in a report on Thursday, April 9th. Seven investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus target price of $22.56.

Insider Buying and Selling at SoFi Technologies

In other SoFi Technologies news, CEO Anthony Noto bought 15,545 shares of the firm’s stock in a transaction dated Monday, May 11th. The shares were acquired at an average cost of $16.00 per share, for a total transaction of $248,720.00. Following the transaction, the chief executive officer owned 11,946,619 shares in the company, valued at approximately $191,145,904. The trade was a 0.13% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, EVP Kelli Keough sold 10,954 shares of the company’s stock in a transaction dated Monday, June 22nd. The shares were sold at an average price of $17.35, for a total transaction of $190,051.90. Following the completion of the sale, the executive vice president directly owned 378,682 shares in the company, valued at approximately $6,570,132.70. The trade was a 2.81% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 134,044 shares of company stock valued at $2,370,056 in the last quarter. Corporate insiders own 2.50% of the company’s stock.

SoFi Technologies News Summary

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

• Positive Sentiment: SoFi acquired Composer and launched an AI-powered investing platform, a potentially important product expansion that may deepen customer engagement and support future growth. Yahoo Finance: Why SoFi (SOFI) Stock Is Trading Up Today
• Positive Sentiment: Wall Street commentary and retail sentiment turned more constructive after coverage highlighted SoFi’s AI investing ambitions and broader “everything app” strategy. Yahoo Finance: How Investors May Respond To SoFi Technologies (SOFI) Launching Its AI-Powered Composer Investing Platform
• Positive Sentiment: Jim Cramer reiterated that he continues to think SoFi is a buy, which may have helped sentiment around the stock. Yahoo Finance: Jim Cramer on SoFi
• Neutral Sentiment: Some analysis warns SoFi still trades at a premium valuation, which raises the bar for execution and earnings momentum. Yahoo Finance: SoFi’s Valuation Premium Suggests Growth Confidence But Also Risk
• Negative Sentiment: Recent insider selling by an executive could create some caution, even though the sale was reported as part of a pre-arranged trading plan or tax withholding. Insider Trades: Insider Selling: SoFi Technologies (NASDAQ:SOFI) EVP Sells 10,954 Shares of 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.