Philadelphia Investment Partners LLC Invests $1.07 Million in SoFi Technologies, Inc. $SOFI

Philadelphia Investment Partners LLC purchased a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 59,550 shares of the company’s stock, valued at approximately $1,068,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. Ausdal Financial Partners Inc. acquired a new stake in SoFi Technologies during the 2nd quarter worth $235,000. Axim Planning & Wealth acquired a new position in shares of SoFi Technologies in the 2nd quarter valued at $231,000. Bank of America Corp DE acquired a new position in shares of SoFi Technologies in the 2nd quarter valued at $163,808,000. Caisse de depot et placement du Quebec bought a new position in shares of SoFi Technologies in the 2nd quarter worth $434,000. Finally, Jupiter Topco LLC bought a new position in shares of SoFi Technologies in the 2nd quarter worth $1,599,000. 38.43% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, CTO Jeremy Rishel sold 102,123 shares of the business’s stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $17.78, for a total value of $1,815,746.94. Following the sale, the chief technology officer directly owned 895,089 shares in the company, valued at $15,914,682.42. The trade was a 10.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Kelli Keough sold 11,286 shares of the company’s stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $18.00, for a total value of $203,148.00. Following the transaction, the executive vice president directly owned 356,442 shares of the company’s stock, valued at $6,415,956. This represents a 3.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 136,505 shares of company stock valued at $2,418,096. Company insiders own 2.50% of the company’s stock.

SoFi Technologies Stock Down 0.8%

SoFi Technologies stock opened at $18.84 on Thursday. The stock has a market capitalization of $24.33 billion, a PE ratio of 39.25 and a beta of 2.17. SoFi Technologies, Inc. has a twelve month low of $14.88 and a twelve month high of $32.73. The company has a quick ratio of 0.10, a current ratio of 0.74 and a debt-to-equity ratio of 0.30. The company has a 50 day moving average of $17.81 and a 200-day moving average of $17.57.

SoFi Technologies (NASDAQ:SOFI) last issued its quarterly earnings data on Wednesday, July 29th. The company reported $0.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.11 by $0.01. SoFi Technologies had a net margin of 14.78% and a return on equity of 6.22%. The company had revenue of $1.21 billion during the quarter, compared to the consensus estimate of $1.11 billion. During the same quarter in the prior year, the firm earned $0.08 earnings per share. The firm’s revenue was up 42.5% compared to the same quarter last year. SoFi Technologies has set its FY 2026 guidance at 0.600-0.600 EPS. On average, equities research analysts anticipate that SoFi Technologies, Inc. will post 0.61 EPS for the current fiscal year.

Key Headlines Impacting SoFi Technologies

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

• Positive Sentiment: SoFi’s broader fintech strategy is attracting investors, with the company increasingly positioned as an integrated “everything app” spanning lending, deposits, investing and financial technology services. SoFi Technologies Jumps As Fintech Story Expands
• Positive Sentiment: Analysts and investors remain encouraged by steady revenue and earnings growth. SoFi has exceeded or met expectations for 11 consecutive quarters, while its latest results showed revenue growth of 42.5% year over year and EPS above consensus. SoFi: The Everything App Thesis Is Playing Out
• Positive Sentiment: The SoFiUSD stablecoin initiative is moving toward real-world payments, including 24/7 transfers and an initial $300 million liquidity pool. The announcement has linked SOFI to renewed investor interest in stablecoins and digital-asset infrastructure. SoFi Technologies Stablecoin Push
• Positive Sentiment: SOFI recently outperformed the broader financial sector, with technical momentum improving as shares moved back above their 50-day and 200-day trend lines. Sofi Stock Is Trending: A Key Level Just Came Into Play
• Neutral Sentiment: Reported short interest was zero shares, indicating no meaningful short-position data to provide an additional bullish or bearish signal.
• Neutral Sentiment: Analyst sentiment is mixed: the consensus rating is “Hold,” but the average price target of $22.42 remains above recent trading levels. Piper Sandler initiated coverage with an “Overweight” rating and a $22 target.
• Negative Sentiment: Executive Vice President Kelli Keough sold 11,286 shares worth approximately $203,000. The transaction was made under a pre-arranged Rule 10b5-1 plan and represents only a modest reduction in her holdings, limiting its significance but still creating a minor overhang. Kelli Keough Sells SoFi Shares
• Negative Sentiment: Valuation risk remains: SOFI trades at roughly 23 times forward earnings and has a high beta, leaving the stock sensitive to profit-taking, interest-rate expectations and execution risk surrounding new products.

Analyst Ratings Changes

SOFI has been the subject of a number of recent analyst reports. UBS Group dropped their price objective on SoFi Technologies from $24.50 to $21.00 and set a “neutral” rating for the company in a report on Thursday, April 30th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $18.00 target price on shares of SoFi Technologies in a report on Thursday, April 30th. The Goldman Sachs Group boosted their target price on SoFi Technologies from $17.00 to $21.00 and gave the stock a “neutral” rating in a research report on Thursday, July 9th. Stephens lowered their price target on SoFi Technologies from $26.00 to $25.00 and set an “overweight” rating for the company in a research note on Thursday, April 30th. Finally, Citigroup decreased their target price on SoFi Technologies from $37.00 to $30.00 and set a “buy” rating for the company in a research note on Monday, May 4th. Eight investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, SoFi Technologies currently has a consensus rating of “Hold” and an average price target of $22.42.

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.