Knights of Columbus Asset Advisors LLC Buys New Position in SoFi Technologies, Inc. $SOFI

Knights of Columbus Asset Advisors LLC purchased a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 68,518 shares of the company’s stock, valued at approximately $1,810,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Vanguard Group Inc. raised its stake in shares of SoFi Technologies by 0.8% during the second quarter. Vanguard Group Inc. now owns 100,287,485 shares of the company’s stock valued at $1,826,235,000 after purchasing an additional 820,190 shares during the period. Norges Bank acquired a new stake in SoFi Technologies during the 2nd quarter valued at $164,068,000. Marshall Wace LLP increased its stake in SoFi Technologies by 88.2% during the 2nd quarter. Marshall Wace LLP now owns 7,997,146 shares of the company’s stock worth $145,628,000 after buying an additional 3,748,817 shares during the period. Charles Schwab Investment Management Inc. increased its stake in SoFi Technologies by 2.4% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 6,628,309 shares of the company’s stock worth $120,702,000 after buying an additional 155,583 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. lifted its holdings in SoFi Technologies by 87.1% in the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 6,361,809 shares of the company’s stock worth $168,079,000 after buying an additional 2,961,849 shares in the last quarter. Hedge funds and other institutional investors own 38.43% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have recently weighed in on SOFI. Weiss Ratings restated a “hold (c)” rating on shares of SoFi Technologies in a research note on Thursday, January 22nd. JPMorgan Chase & Co. increased their price target on SoFi Technologies from $24.00 to $26.00 and gave the company a “neutral” rating in a report on Friday, October 24th. Needham & Company LLC lifted their price objective on SoFi Technologies from $29.00 to $36.00 and gave the stock a “buy” rating in a report on Wednesday, October 29th. Barclays upped their target price on SoFi Technologies from $23.00 to $28.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 6th. Finally, BTIG Research reissued a “neutral” rating on shares of SoFi Technologies in a research report on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus target price of $25.50.

Key SoFi Technologies News

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

• Positive Sentiment: Q4 beat and milestone top line: SoFi delivered record net revenue (~$1.0–1.03B) and EPS above consensus, evidence of accelerating profitability that validates the growth story. SoFi Proves the Bears Wrong Again With a Record Quarter
• Positive Sentiment: Membership and product traction: Company added ~1 million members in Q4 and cross-buy rose, supporting the platform/flywheel thesis and fee?based revenue growth. SoFi Scales Cross-Selling
• Positive Sentiment: Raised 2026 guidance: Management bumped FY26 EPS and revenue targets (FY26 EPS ~$0.60 vs. street ~$0.56; revenue guidance roughly $4.7B vs. ~$4.5B consensus), signaling confidence in growth and margins. Company Guidance Update
• Neutral Sentiment: Product/partnership progress: SoFi highlighted product innovation (SoFiUSD stablecoin, SoFi Smart Card) and workplace partnerships that expand distribution but are longer?term monetization opportunities. Products & Innovation
• Neutral Sentiment: Full-color disclosure available: Earnings call transcript and slide deck give details on credit metrics, deposit growth (~$38B) and loan originations (~$10.5B) for deeper modelling. Earnings Call Transcript
• Negative Sentiment: Stock weakness on “beat-and-fall”: Despite strong results the shares reversed and fell after an initial pop — investors appear worried the beat raises future expectations and reduces the scope for easy upside. Reverses Course and Falls After Beat-and-Raise
• Negative Sentiment: Valuation & capital questions persist: Recent equity raises (~$3B) and an elevated valuation mean investors are sensitive to execution risk — the stronger guidance raises the bar and could amplify downside if growth slips. $3B Capital Raise Concerns

SoFi Technologies Stock Performance

SOFI stock opened at $22.81 on Friday. The stock’s 50 day simple moving average is $26.95 and its 200 day simple moving average is $26.27. SoFi Technologies, Inc. has a 12-month low of $8.60 and a 12-month high of $32.73. The firm has a market cap of $27.51 billion, a P/E ratio of 42.24, a P/E/G ratio of 1.53 and a beta of 1.92. The company has a current ratio of 0.80, a quick ratio of 0.16 and a debt-to-equity ratio of 0.31.

SoFi Technologies (NASDAQ:SOFI) last released its quarterly earnings data on Friday, January 30th. The company reported $0.13 EPS for the quarter, topping analysts’ consensus estimates of $0.12 by $0.01. The firm had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $984.75 million. SoFi Technologies had a net margin of 19.29% and a return on equity of 5.12%. The firm’s revenue was up 39.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.05 earnings per share. 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 research analysts predict that SoFi Technologies, Inc. will post 0.26 EPS for the current year.

Insider Activity at SoFi Technologies

In other SoFi Technologies news, EVP Kelli Keough sold 9,468 shares of SoFi Technologies stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $25.75, for a total value of $243,801.00. Following the completion of the transaction, the executive vice president directly owned 303,480 shares in the company, valued at $7,814,610. The trade was a 3.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CTO Jeremy Rishel sold 91,837 shares of the company’s stock in a transaction that occurred on Wednesday, December 17th. The shares were sold at an average price of $26.64, for a total value of $2,446,537.68. Following the transaction, the chief technology officer directly owned 794,598 shares of the company’s stock, valued at $21,168,090.72. This trade represents a 10.36% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 167,245 shares of company stock valued at $4,362,815 in the last quarter. Insiders own 2.60% of the company’s stock.

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.