Clean Yield Group Makes New $906,000 Investment in SoFi Technologies, Inc. $SOFI

Clean Yield Group bought a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) during the 4th quarter, HoldingsChannel reports. The firm bought 34,616 shares of the company’s stock, valued at approximately $906,000.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. lifted its position in shares of SoFi Technologies by 6.8% during the third quarter. Vanguard Group Inc. now owns 107,102,212 shares of the company’s stock worth $2,829,640,000 after acquiring an additional 6,814,727 shares in the last quarter. Firsthand Capital Management Inc. lifted its position in shares of SoFi Technologies by 60.0% during the third quarter. Firsthand Capital Management Inc. now owns 80,000 shares of the company’s stock worth $2,114,000 after acquiring an additional 30,000 shares in the last quarter. SG Americas Securities LLC lifted its position in shares of SoFi Technologies by 161.6% during the fourth quarter. SG Americas Securities LLC now owns 902,392 shares of the company’s stock worth $23,625,000 after acquiring an additional 557,390 shares in the last quarter. Thoroughbred Financial Services LLC raised its position in shares of SoFi Technologies by 212.2% in the third quarter. Thoroughbred Financial Services LLC now owns 40,140 shares of the company’s stock worth $1,060,000 after buying an additional 27,283 shares in the last quarter. Finally, Jones Financial Companies Lllp raised its position in shares of SoFi Technologies by 15.2% in the third quarter. Jones Financial Companies Lllp now owns 458,703 shares of the company’s stock worth $12,835,000 after buying an additional 60,676 shares in the last quarter. Hedge funds and other institutional investors own 38.43% of the company’s stock.

Analyst Ratings Changes

SOFI has been the topic of a number of recent analyst reports. UBS Group set a $24.50 price objective on SoFi Technologies in a research report on Monday, February 2nd. Needham & Company LLC lowered their price objective on SoFi Technologies from $36.00 to $33.00 and set a “buy” rating on the stock in a research report on Monday, February 2nd. Barclays lowered their price objective on SoFi Technologies from $28.00 to $18.00 and set an “equal weight” rating on the stock in a research report on Monday, April 6th. The Goldman Sachs Group lowered their price objective on SoFi Technologies from $25.00 to $20.00 and set a “neutral” rating on the stock in a research report on Tuesday. Finally, Argus initiated coverage on SoFi Technologies in a research report on Wednesday. They issued a “hold” rating on the stock. Seven investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus target price of $24.85.

SoFi Technologies Stock Up 4.9%

SOFI opened at $18.79 on Thursday. The stock has a market cap of $23.96 billion, a PE ratio of 49.45 and a beta of 2.24. The company has a quick ratio of 0.18, a current ratio of 0.78 and a debt-to-equity ratio of 0.17. SoFi Technologies, Inc. has a 52 week low of $10.41 and a 52 week high of $32.73. The business’s fifty day simple moving average is $17.97 and its 200 day simple moving average is $24.01.

SoFi Technologies (NASDAQ:SOFI) last released its earnings results on Friday, January 30th. The company reported $0.13 EPS for the quarter, beating analysts’ consensus estimates of $0.12 by $0.01. The business had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $984.75 million. SoFi Technologies had a return on equity of 5.88% and a net margin of 13.34%.The firm’s revenue was up 39.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $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, research analysts expect that SoFi Technologies, Inc. will post 0.26 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related news, CTO Jeremy Rishel sold 94,958 shares of the stock in a transaction on Wednesday, March 18th. The stock was sold at an average price of $17.43, for a total value of $1,655,117.94. Following the transaction, the chief technology officer owned 839,640 shares of the company’s stock, valued at $14,634,925.20. This represents a 10.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Steven J. Freiberg sold 94,225 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $20.31, for a total value of $1,913,709.75. Following the completion of the transaction, the director directly owned 588,849 shares in the company, valued at approximately $11,959,523.19. This represents a 13.79% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have purchased 38,900 shares of company stock valued at $705,398 and have sold 218,148 shares valued at $4,161,735. Insiders own 2.60% of the company’s stock.

Key SoFi Technologies News

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

• Positive Sentiment: Unusual bullish options activity — investors bought ~612,015 call options (?+53% vs. average daily call volume), a large single-day accumulation that signals short-term bullish positioning and likely contributed to upward price pressure.
• Positive Sentiment: Long-form bullish thesis — a Seeking Alpha piece argues SOFI is a buy-the-dip opportunity citing strong member and revenue growth, expanding margins, and product expansion (stablecoin, Mastercard partnership), reinforcing a positive sentiment narrative for investors. SoFi: This Fintech Leader Is Ready To Rebound
• Positive Sentiment: Brand & customer-engagement initiative — SoFi launched the “Amplify Your Ambitions” contest with Kelsea Ballerini and the CMA, a marketing push that can help member acquisition and brand awareness over time. Business Wire
• Neutral Sentiment: Investor attention pieces — Zacks/Yahoo note elevated user interest in SOFI, which can increase flow and volatility but is information-neutral until it translates into fundamentals or sustained flows. Zacks: SOFI is Attracting Investor Attention
• Neutral Sentiment: ETF product activity — SoFi announced monthly distributions for its SoFi Enhanced Yield ETF (THTA), indicating active asset-management operations but limited direct impact on the SOFI stock valuation. THTA distribution notice
• Neutral Sentiment: New coverage — Argus initiated coverage with a “hold” rating; neutral research can stabilize sentiment but doesn’t provide a strong catalyst. Benzinga: Argus coverage
• Neutral Sentiment: Comparative pieces and tracking — industry comparisons and “head-to-head” surveys are being published, increasing analyst/investor focus but not immediately changing fundamentals. AmericanBankingNews SOFI vs SWKH
• Negative Sentiment: Analyst downgrade/target cut — Goldman Sachs lowered its price target from $25 to $20 and kept a neutral rating, reducing upside expectations and putting near-term valuation pressure on the shares. Benzinga: Goldman price target cut
• Negative Sentiment: Valuation scrutiny around FedNow rollout — coverage highlights that FedNow and related tech growth expectations could test SOFI’s valuation, a cautionary point for investors who worry the market has priced in aggressive growth. Yahoo: FedNow rollout tests valuation

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.