Allianz Asset Management GmbH Acquires Shares of 232,827 SoFi Technologies, Inc. $SOFI

Key Points

• Allianz Asset Management opened a new position in SoFi, buying 232,827 shares worth about $6.15 million in Q3 per its Form 13F filing, as institutional investors now own roughly 38.43% of the company.
• SoFi beat expectations for the quarter with $0.13 EPS (vs. $0.12 est.) and $1.01 billion in revenue (up 39.6% year‑over‑year), and issued guidance of about Q1 2026: $0.120 EPS and FY 2026: $0.600 EPS.
• Market signals are mixed: insiders have been both sellers (including a director sale of ~94,225 shares and 261,470 shares sold over 90 days) and buyers (an EVP bought 5,000 shares), while analysts range from a Citizens JMP upgrade to Outperform ($30 target) to Bank of America’s Underperform ($20.50), leaving a consensus rating of Hold and an average target of $26.21.

Allianz Asset Management GmbH bought a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 232,827 shares of the company's stock, valued at approximately $6,151,000.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Salomon & Ludwin LLC acquired a new position in SoFi Technologies in the third quarter valued at $29,000. SJS Investment Consulting Inc. grew its holdings in SoFi Technologies by 840.3% in the 3rd quarter. SJS Investment Consulting Inc. now owns 1,119 shares of the company's stock valued at $30,000 after buying an additional 1,000 shares during the period. ORG Partners LLC increased its stake in shares of SoFi Technologies by 230.6% during the 3rd quarter. ORG Partners LLC now owns 1,438 shares of the company's stock valued at $38,000 after acquiring an additional 1,003 shares during the last quarter. Bartlett & CO. Wealth Management LLC lifted its holdings in shares of SoFi Technologies by 46.9% during the 3rd quarter. Bartlett & CO. Wealth Management LLC now owns 1,469 shares of the company's stock worth $39,000 after acquiring an additional 469 shares during the period. Finally, Bfsg LLC boosted its position in shares of SoFi Technologies by 200.0% in the third quarter. Bfsg LLC now owns 1,500 shares of the company's stock worth $40,000 after acquiring an additional 1,000 shares during the last quarter. Institutional investors and hedge funds own 38.43% of the company's stock.

SoFi Technologies Trading Up 2.3%

NASDAQ:SOFI opened at $21.35 on Tuesday. The business's 50-day moving average is $26.05 and its two-hundred day moving average is $26.33. The firm has a market capitalization of $25.75 billion, a PE ratio of 56.19 and a beta of 2.13. SoFi Technologies, Inc. has a 12 month low of $8.60 and a 12 month high of $32.73. The company has a debt-to-equity ratio of 0.31, a current ratio of 0.80 and a quick ratio of 0.16.

SoFi Technologies (NASDAQ:SOFI - Get Free Report) last posted its earnings results on Friday, January 30th. The company reported $0.13 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.12 by $0.01. The business had revenue of $1.01 billion during the quarter, compared to analyst estimates of $984.75 million. SoFi Technologies had a return on equity of 6.48% and a net margin of 13.34%.The company's revenue for the quarter was up 39.6% compared to the same quarter last year. During the same quarter last 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. Research analysts predict that SoFi Technologies, Inc. will post 0.26 earnings per share for the current fiscal year.

Insider Activity at SoFi Technologies

In other news, EVP Kelli Keough sold 9,468 shares of SoFi Technologies stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $25.75, for a total transaction of $243,801.00. Following the sale, the executive vice president directly owned 303,480 shares of the company's stock, valued at approximately $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 Securities & Exchange Commission, which can be accessed through this hyperlink. Also, EVP Eric Schuppenhauer purchased 5,000 shares of the business's stock in a transaction that occurred on Thursday, February 5th. The stock was acquired at an average price of $19.93 per share, for a total transaction of $99,650.00. Following the purchase, the executive vice president owned 228,768 shares of the company's stock, valued at approximately $4,559,346.24. This represents a 2.23% increase in their position. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders sold 261,470 shares of company stock valued at $6,276,524. 2.60% of the stock is currently owned by insiders.

Key Stories Impacting SoFi Technologies

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

• Positive Sentiment: Citizens JMP upgraded SOFI to Outperform with a $30 price target (~40% upside vs. recent levels), creating a clear buy-side catalyst and headline momentum. Read More.
• Positive Sentiment: Analysts and bullish writeups argue the recent pullback makes SOFI attractive — highlights include strong member growth, rising fee revenue and high net interest margins that could drive outsized EPS growth in 2026–27. These narratives are supporting renewed buyer interest. Read More. Read More.
• Positive Sentiment: Reports that executives bought shares after the earnings release have been read as management confidence and helped spark intraday gains. Read More.
• Neutral Sentiment: Coverage comparing SoFi to peers (eg. PayPal) and thematic pieces on fintech positioning are drawing attention but are more background than immediate catalysts. Read More.
• Neutral Sentiment: Operational reporting notes a customer surge that tests SoFi’s blockchain initiatives and global expansion plans — signals of growth potential but also execution and integration risk. Read More.
• Negative Sentiment: Director Steven Freiberg sold 94,225 shares (≈$1.91M) on Feb 6, reducing his stake by ~13.8% — an immediate negative signal for some investors despite his remaining ownership. SEC filing: Read More.
• Negative Sentiment: SOFI had intra‑quarter/share pressure after earnings: GAAP profit fell (though adjusted metrics and membership grew), triggering price‑target cuts and some cautious analyst views that limit near‑term consensus upside. Read More.
• Negative Sentiment: UBS and a few other firms trimmed targets or stayed neutral after mixed results, signaling some analyst caution on execution and valuation. Read More.

Analyst Ratings Changes

Several brokerages recently commented on SOFI. Mizuho set a $38.00 price target on shares of SoFi Technologies in a research report on Thursday, October 30th. BTIG Research restated a "neutral" rating on shares of SoFi Technologies in a report on Wednesday, October 29th. Citizens Jmp raised SoFi Technologies from a "market perform" rating to an "outperform" rating and set a $30.00 target price on the stock in a research report on Monday. Bank of America assumed coverage on SoFi Technologies in a research report on Tuesday, January 6th. They set an "underperform" rating and a $20.50 price target for the company. Finally, Jefferies Financial Group restated a "buy" rating and issued a $35.00 price objective on shares of SoFi Technologies in a report on Tuesday, October 28th. One investment analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, nine have assigned a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of "Hold" and an average target price of $26.21.

About SoFi Technologies

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.

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