SG Americas Securities LLC Buys 557,390 Shares of SoFi Technologies, Inc. $SOFI

SG Americas Securities LLC grew its stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 161.6% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 902,392 shares of the company’s stock after buying an additional 557,390 shares during the quarter. SG Americas Securities LLC owned 0.07% of SoFi Technologies worth $23,625,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. Vanguard Group Inc. raised its position in SoFi Technologies by 6.8% during the third quarter. Vanguard Group Inc. now owns 107,102,212 shares of the company’s stock valued at $2,829,640,000 after purchasing an additional 6,814,727 shares in the last quarter. State Street Corp boosted its holdings in shares of SoFi Technologies by 30.7% in the 3rd quarter. State Street Corp now owns 24,300,498 shares of the company’s stock worth $642,019,000 after purchasing an additional 5,708,053 shares in the last quarter. Dimensional Fund Advisors LP boosted its holdings in shares of SoFi Technologies by 0.7% in the 3rd quarter. Dimensional Fund Advisors LP now owns 9,792,807 shares of the company’s stock worth $258,821,000 after purchasing an additional 67,504 shares in the last quarter. Norges Bank bought a new position in shares of SoFi Technologies during the 2nd quarter valued at about $164,068,000. Finally, Marshall Wace LLP raised its holdings in shares of SoFi Technologies by 88.2% during 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. 38.43% of the stock is currently owned by hedge funds and other institutional investors.

SoFi Technologies Trading Down 4.2%

Shares of SOFI stock opened at $15.87 on Friday. The business has a 50-day moving average of $20.25 and a 200 day moving average of $25.12. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.78 and a quick ratio of 0.18. SoFi Technologies, Inc. has a 1-year low of $8.60 and a 1-year high of $32.73. The stock has a market capitalization of $20.24 billion, a PE ratio of 41.76 and a beta of 2.20.

SoFi Technologies (NASDAQ:SOFI) last announced its quarterly 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. 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 for the quarter, compared to analysts’ expectations of $984.75 million. During the same period in the previous year, the firm earned $0.05 EPS. The business’s quarterly revenue was up 39.6% on a year-over-year basis. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. As a group, sell-side analysts anticipate that SoFi Technologies, Inc. will post 0.26 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the company. Needham & Company LLC dropped their target price on SoFi Technologies from $36.00 to $33.00 and set a “buy” rating for the company in a research report on Monday, February 2nd. Bank of America initiated coverage on shares of SoFi Technologies in a research report on Tuesday, January 6th. They set an “underperform” rating and a $20.50 price target on the stock. UBS Group set a $24.50 price target on shares of SoFi Technologies in a research note on Monday, February 2nd. 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 report on Tuesday, January 6th. Finally, Wells Fargo & Company initiated coverage on shares of SoFi Technologies in a report on Thursday, March 19th. They set an “equal weight” rating and a $19.00 target price on the stock. Seven research analysts have rated the stock with a Buy rating, nine have given a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $25.91.

Insider Buying and Selling

In other SoFi Technologies news, EVP Kelli Keough sold 9,755 shares of the firm’s stock in a transaction on Friday, February 20th. The shares were sold at an average price of $18.87, for a total value of $184,076.85. Following the sale, the executive vice president owned 293,725 shares of the company’s stock, valued at $5,542,590.75. This trade represents a 3.21% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Steven J. Freiberg sold 94,225 shares of the firm’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $20.31, for a total transaction of $1,913,709.75. Following the completion of the sale, the director directly owned 588,849 shares in the company, valued at approximately $11,959,523.19. This trade represents a 13.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders bought 38,900 shares of company stock valued at $705,398 and sold 218,148 shares valued at $4,161,735. Corporate insiders own 2.60% of the company’s stock.

SoFi Technologies News Summary

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

• Positive Sentiment: SoFi announced expansion of its Loan Platform Business, committing over $3.6 billion in personal loan delivery across multiple new partnerships — a concrete revenue-growth and fee-income catalyst if delivery meets expectations. SoFi Expands Loan Platform Business
• Positive Sentiment: CEO Anthony Noto disclosed an insider purchase of 28,900 shares — a standard bullish signal from management that can reassure investors amid the current scrutiny. CEO Anthony Noto Just Bought 28,900 Shares
• Neutral Sentiment: Previous quarterly results showed revenue and EPS beats, and management has given FY/Q1 EPS targets; that underlying performance is a stabilizing backdrop but may be overshadowed by the current controversy. Q4 Earnings Highs And Lows: SoFi
• Neutral Sentiment: Some coverage notes the market has, at times, “shrugged off” previous short-seller attacks — meaning headlines alone don’t guarantee a sustained decline, but volatility tends to increase. Notorious Short-Seller Unloaded on SoFi
• Negative Sentiment: Muddy Waters Research publicly accused SoFi of improper accounting and misrepresenting its loan portfolio, raising immediate concerns about accounting quality and triggering investor re-rating risk. SoFi Short-Seller Clash Puts Accounting Quality And Valuation In Focus
• Negative Sentiment: Prominent investor Steve Eisman warned that SoFi’s securitization/funding practices and private-credit exposure could pose material downside in a credit cycle — comments that amplify regulatory, funding and credit-risk fears. ‘Big Short’ Legend Steve Eisman Says SoFi’s Private Credit Problems Could Be ‘Potentially A Disaster’

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.