B. Metzler seel. Sohn & Co. AG Lowers Stock Position in SoFi Technologies, Inc. $SOFI

Key Points

• B. Metzler seel. Sohn & Co. AG trimmed its SoFi stake by 9% to 332,026 shares (worth about $8.8M) during Q4, and institutional investors now own roughly 38.4% of the stock.
• Insider activity was mixed: EVP Kelli Keough sold 9,742 shares under a pre-arranged Rule 10b5‑1 plan while CEO Anthony Noto purchased 28,900 shares, with company insiders holding about 2.6% of shares.
• SoFi beat Q4 estimates with $0.13 EPS and $1.01B revenue (revenue +39.6% YoY) but analysts have a consensus Hold rating and $24.85 price target (some firms, including Barclays, cut targets to as low as $18); management set FY‑2026 EPS guidance around $0.60.

B. Metzler seel. Sohn & Co. AG cut its position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) by 9.0% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 332,026 shares of the company's stock after selling 32,773 shares during the period. B. Metzler seel. Sohn & Co. AG's holdings in SoFi Technologies were worth $8,799,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Legacy Capital Group California Inc. purchased a new stake in SoFi Technologies during the fourth quarter worth $1,347,000. A&I Financial Services LLC purchased a new stake in SoFi Technologies during the fourth quarter worth $262,000. West Michigan Advisors LLC boosted its holdings in SoFi Technologies by 18.0% during the fourth quarter. West Michigan Advisors LLC now owns 17,466 shares of the company's stock worth $457,000 after buying an additional 2,663 shares in the last quarter. HB Wealth Management LLC raised its position in SoFi Technologies by 12.7% during the fourth quarter. HB Wealth Management LLC now owns 9,999 shares of the company's stock worth $262,000 after acquiring an additional 1,125 shares during the period. Finally, Kingswood Wealth Advisors LLC raised its position in SoFi Technologies by 142.5% during the fourth quarter. Kingswood Wealth Advisors LLC now owns 20,163 shares of the company's stock worth $528,000 after acquiring an additional 11,848 shares during the period. 38.43% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, EVP Kelli Keough sold 9,742 shares of the firm's stock in a transaction dated Tuesday, April 21st. The shares were sold at an average price of $19.25, for a total transaction of $187,533.50. Following the completion of the sale, the executive vice president directly owned 333,284 shares in the company, valued at approximately $6,415,717. This trade represents a 2.84% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Anthony Noto acquired 28,900 shares of the business's stock in a transaction that occurred on Tuesday, March 17th. The shares were purchased at an average price of $17.32 per share, with a total value of $500,548.00. Following the completion of the transaction, the chief executive officer owned 11,704,352 shares of the company's stock, valued at $202,719,376.64. The trade was a 0.25% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders acquired 38,900 shares of company stock valued at $705,398 and sold 218,422 shares valued at $4,105,468. 2.60% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research firms have weighed in on SOFI. Weiss Ratings restated a "hold (c)" rating on shares of SoFi Technologies in a research report on Thursday, January 22nd. Barclays decreased their price target on shares of SoFi Technologies from $28.00 to $18.00 and set an "equal weight" rating on the stock in a research note on Monday, April 6th. 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 report on Monday, February 2nd. Citizens Jmp upgraded SoFi Technologies from a "market perform" rating to an "outperform" rating and set a $30.00 price objective on the stock in a report on Monday, February 9th. Finally, UBS Group set a $24.50 price objective on SoFi Technologies in a report on Monday, February 2nd. Seven investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of "Hold" and a consensus price target of $24.85.

Key Headlines Impacting SoFi Technologies

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

• Positive Sentiment: SoFi launched a fully digital HELOC experience, formed a Real Estate Advisory Council to expand home-lending capabilities, and announced XRP deposit support — moves that broaden product revenue streams and could increase customer engagement. SoFi Expands HELOC And XRP Offerings As Valuation Premium Persists
• Positive Sentiment: A bullish take argues SoFi is capturing market share and growing quickly despite the pullback, highlighting why long-term investors may view current weakness as opportunity. SoFi Stock Is Down 47% Right Now. Here's What the Bears Are Missing.
• Positive Sentiment: Recent trading showed SoFi outpacing market gains on the last reported session, reflecting intermittent investor interest tied to product/news flow. SoFi Technologies, Inc. (SOFI) Outpaces Stock Market Gains: What You Should Know
• Neutral Sentiment: Analysts and previews note expected earnings growth into the upcoming report but stop short of forecasting a clear beat; investors should watch next week's results and guidance for a decisive catalyst. SoFi Technologies, Inc. (SOFI) Earnings Expected to Grow: What to Know Ahead of Next Week's Release
• Neutral Sentiment: The Q2 2025 earnings call transcript is now available; details on loan growth, margins, and crypto-related deposit balances will matter to traders parsing near-term performance. SoFi (SOFI) Q2 2025 Earnings Call Transcript
• Negative Sentiment: An executive (EVP Kelli Keough) sold 9,742 shares via a pre-arranged Rule 10b5-1 plan; while such plans limit signal strength, insider selling can still pressure sentiment when combined with other headwinds. Kelli Keough Insider Sale
• Negative Sentiment: A comparison piece favors Palantir over SoFi on AI-driven growth and financials, which could push rotational flows away from SoFi toward higher-rated growth names. PLTR vs. SOFI: Which High-Growth Tech Stock is the Better Buy Now?
• Negative Sentiment: Coverage of SoFi adding XRP notes user complaints or limits (“there’s a catch”), raising questions about execution/UX and potential short-term user friction after the rollout. XRP News: SoFi Just Added XRP for 13.7 Million Customers — But Users Say There’s a Catch

SoFi Technologies Price Performance

Shares of NASDAQ SOFI opened at $18.32 on Friday. The firm has a 50-day simple moving average of $17.80 and a 200-day simple moving average of $23.73. The stock has a market capitalization of $23.36 billion, a price-to-earnings ratio of 48.21 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 $11.76 and a 52 week high of $32.73.

SoFi Technologies (NASDAQ:SOFI - Get Free Report) last issued 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 during the quarter, compared to analysts' expectations of $984.75 million. SoFi Technologies had a net margin of 13.34% and a return on equity of 5.88%. The company's quarterly revenue was up 39.6% compared to the same quarter last year. During the same period in the prior year, the business 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. On average, equities analysts predict that SoFi Technologies, Inc. will post 0.6 earnings per share for the current fiscal year.

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.

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