SoFi Technologies, Inc. $SOFI Stake Raised by Vise Technologies Inc.

Vise Technologies Inc. raised its holdings in SoFi Technologies, Inc. (NASDAQ:SOFI) by 237.7% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 179,233 shares of the company’s stock after acquiring an additional 126,164 shares during the period. Vise Technologies Inc.’s holdings in SoFi Technologies were worth $2,818,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in SOFI. Cornerstone Planning Group LLC grew its holdings in shares of SoFi Technologies by 232.1% during the 1st quarter. Cornerstone Planning Group LLC now owns 2,099 shares of the company’s stock worth $34,000 after purchasing an additional 1,467 shares during the period. Compass Financial Management LLC acquired a new position in SoFi Technologies during the second quarter valued at approximately $34,000. MassMutual Private Wealth & Trust FSB lifted its position in SoFi Technologies by 44.2% during the third quarter. MassMutual Private Wealth & Trust FSB now owns 2,248 shares of the company’s stock valued at $35,000 after buying an additional 689 shares in the last quarter. Markowski Investments acquired a new position in SoFi Technologies during the second quarter valued at approximately $38,000. Finally, Ascentis Independent Advisors purchased a new stake in SoFi Technologies during the first quarter worth approximately $40,000. 38.43% of the stock is currently owned by institutional investors and hedge funds.

SoFi Technologies News Summary

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

• Positive Sentiment: Fintech shares advanced after Block reported better-than-expected third-quarter results and raised its outlook, lifting sentiment across the sector. SoFi moved higher with fintech peers, although this is a sector read-through rather than company-specific news. Block earnings and fintech rally
• Positive Sentiment: Recent analysis highlights rapid customer additions, cross-selling of financial products, strong third-quarter performance, and management’s higher 2026 outlook and 2027 guidance. These factors support expectations for continued growth. Is SoFi Stock a Buy in November 2026?
• Neutral Sentiment: A valuation estimate edged up, but published price targets vary, reflecting differing views of SoFi’s recent results and longer-term growth prospects. Truist raised its target from $16 to $17 while maintaining a Hold rating, signaling a cautious view on upside at current levels. SoFi fair value estimate Truist price target update
• Neutral Sentiment: SoFi is drawing increased attention from Zacks users, but the coverage notes popularity rather than a new company catalyst. SoFi trending-stock coverage

SoFi Technologies Stock Up 3.6%

Shares of SoFi Technologies stock opened at $17.38 on Thursday. The stock has a market capitalization of $22.45 billion, a price-to-earnings ratio of 31.60, a PEG ratio of 1.04 and a beta of 2.25. SoFi Technologies, Inc. has a twelve month low of $13.86 and a twelve month high of $32.73. 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 business’s 50 day simple moving average is $16.47 and its 200-day simple moving average is $17.74.

SoFi Technologies (NASDAQ:SOFI) last released its quarterly earnings data on Tuesday, October 27th. The company reported $0.18 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.17 by $0.01. SoFi Technologies had a return on equity of 6.89% and a net margin of 15.60%. The business had revenue of $1.37 billion during the quarter, compared to analyst estimates of $1.25 billion. During the same quarter in the previous year, the firm posted $0.11 EPS. The business’s revenue for the quarter was up 44.4% compared to the same quarter last year. Equities research analysts forecast that SoFi Technologies, Inc. will post 0.61 earnings per share for the current year.

Analysts Set New Price Targets

Several research firms have commented on SOFI. Mizuho cut their price objective on SoFi Technologies from $29.00 to $22.00 and set an “outperform” rating on the stock in a research report on Friday, July 31st. Scotiabank reissued a “sector outperform” rating and set a $26.00 price target (up from $25.00) on shares of SoFi Technologies in a research report on Wednesday, October 28th. TD Cowen upped their price target on SoFi Technologies from $17.50 to $18.00 and gave the stock a “hold” rating in a report on Wednesday, October 28th. Needham & Company LLC reaffirmed a “buy” rating and issued a $24.00 price objective on shares of SoFi Technologies in a research report on Wednesday, October 28th. Finally, UBS Group lifted their price objective on shares of SoFi Technologies from $21.00 to $22.00 and gave the company a “neutral” rating in a research note on Thursday, October 29th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Hold” and an average target price of $21.27.

Insider Activity

In other news, CTO Jeremy Rishel sold 18,624 shares of the stock in a transaction on Monday, September 21st. The stock was sold at an average price of $17.50, for a total value of $325,920.00. Following the completion of the transaction, the chief technology officer owned 912,650 shares of the company’s stock, valued at approximately $15,971,375. This represents a 2.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 transaction, the executive vice president owned 356,442 shares in the company, valued at $6,415,956. This represents a 3.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 50,316 shares of company stock valued at $852,605 in the last 90 days. Insiders own 2.50% of the company’s stock.

SoFi Technologies Profile

SoFi Technologies, Inc is a digital financial services company that provides lending, banking, investing and other personal finance products through its online platform and mobile app. The company serves consumers primarily in the United States and aims to provide a centralized alternative to traditional financial institutions.

SoFi’s offerings include personal loans, student loan refinancing, home loans, checking and savings accounts, credit cards, investment products and financial education resources.