Brighton Jones LLC Trims Stock Position in SoFi Technologies, Inc. $SOFI

Key Points

• Brighton Jones trimmed its stake in SoFi by 2.8% in Q3, selling 19,967 shares and holding 696,732 shares worth about $18.41 million after the sale.
• SoFi beat Q3 expectations, reporting $0.11 EPS vs. $0.09 est. and $949.6M revenue (up 37.7% YoY), and set FY2025 guidance at $0.37 EPS while the consensus rating remains a "Hold" with a $25.69 target.
• Insiders sold ~66,508 shares (~$1.7M) in the past 90 days even as positive catalysts — including the launch of the SoFiUSD stablecoin and a planned 250‑job expansion — have supported bullish sentiment and a recent ~3.6% stock uptick.

Brighton Jones LLC trimmed its stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) by 2.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 696,732 shares of the company's stock after selling 19,967 shares during the quarter. Brighton Jones LLC owned about 0.06% of SoFi Technologies worth $18,408,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also modified their holdings of the stock. Vanguard Group Inc. lifted its holdings 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 worth $1,826,235,000 after purchasing an additional 820,190 shares during the period. Norges Bank purchased a new position in SoFi Technologies during the 2nd quarter worth $164,068,000. Marshall Wace LLP lifted its stake in shares of SoFi Technologies by 88.2% in the 2nd quarter. Marshall Wace LLP now owns 7,997,146 shares of the company's stock worth $145,628,000 after acquiring an additional 3,748,817 shares during the period. Charles Schwab Investment Management Inc. boosted its holdings in shares of SoFi Technologies by 2.4% in the second quarter. Charles Schwab Investment Management Inc. now owns 6,628,309 shares of the company's stock valued at $120,702,000 after acquiring an additional 155,583 shares in the last quarter. Finally, Quadrature Capital Ltd acquired a new position in shares of SoFi Technologies during the second quarter worth about $115,188,000. Institutional investors and hedge funds own 38.43% of the company's stock.

SoFi Technologies Stock Up 3.6%

SOFI opened at $27.24 on Monday. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.16 and a current ratio of 0.80. The company has a market cap of $32.85 billion, a price-to-earnings ratio of 50.45 and a beta of 1.93. SoFi Technologies, Inc. has a one year low of $8.60 and a one year high of $32.73. The business's fifty day moving average is $28.18 and its two-hundred day moving average is $24.37.

SoFi Technologies (NASDAQ:SOFI - Get Free Report) last released its quarterly earnings results on Tuesday, October 28th. The company reported $0.11 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.09 by $0.02. The business had revenue of $949.63 million during the quarter, compared to the consensus estimate of $880.33 million. SoFi Technologies had a return on equity of 5.12% and a net margin of 19.29%.The business's revenue was up 37.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.05 EPS. SoFi Technologies has set its FY 2025 guidance at 0.370-0.370 EPS. Analysts anticipate that SoFi Technologies, Inc. will post 0.26 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on SOFI shares. The Goldman Sachs Group raised their price objective on shares of SoFi Technologies from $24.00 to $27.00 and gave the company a "neutral" rating in a research report on Wednesday, October 29th. Jefferies Financial Group reissued a "buy" rating and issued a $35.00 price target on shares of SoFi Technologies in a report on Tuesday, October 28th. UBS Group upped their price objective on SoFi Technologies from $20.50 to $27.50 and gave the stock a "neutral" rating in a report on Thursday, October 30th. Barclays increased their price objective on SoFi Technologies from $21.00 to $23.00 and gave the stock an "outperform" rating in a research report on Wednesday, October 29th. Finally, Keefe, Bruyette & Woods boosted their target price on shares of SoFi Technologies from $18.00 to $20.00 and gave the stock an "underperform" rating in a research report on Wednesday, October 29th. One equities research analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company's stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Hold" and a consensus target price of $25.69.

Insider Activity

In other SoFi Technologies news, insider Arun Pinto sold 46,132 shares of the company's stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $24.76, for a total value of $1,142,228.32. Following the sale, the insider owned 138,396 shares of the company's stock, valued at $3,426,684.96. This represents a 25.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Kelli Keough sold 10,340 shares of the firm's stock in a transaction that occurred on Thursday, November 20th. The stock was sold at an average price of $26.43, for a total transaction of $273,286.20. Following the transaction, the executive vice president directly owned 265,034 shares of the company's stock, valued at approximately $7,004,848.62. This trade represents a 3.75% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 66,508 shares of company stock worth $1,699,834 in the last ninety days. Insiders own 2.60% of the company's stock.

Trending Headlines about SoFi Technologies

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

• Positive Sentiment: SoFi announced a new stablecoin (SoFiUSD); markets reacted immediately and the stock rose as investors priced in new product revenue, broader crypto/payments exposure and the credibility of a federally chartered bank issuing a publicly tradable stablecoin. SoFi's Stablecoin Launch And What It Means For Financial Institutions
• Positive Sentiment: Report on SoFi launching stablecoin infrastructure — provides context on how the product will be delivered (infrastructure + issuance), supporting the view that this is more than a marketing play and could drive payment fees, custody/FX or new deposit flows. SoFi launches stablecoin infrastructure
• Positive Sentiment: MarketWatch coverage on SoFiUSD clarifies the product name and public launch details — helps investor adoption narrative and discoverability for institutional partners. SoFi Technologies to Offer SoFiUSD Stablecoin
• Positive Sentiment: Local economic incentives approved for SoFi’s planned 250‑job expansion in Ballantyne (Mecklenburg County) — signals continued capital investment and hiring that supports revenue/member growth targets. Mecklenburg County approves incentives for SoFi's 250-job expansion in Ballantyne
• Positive Sentiment: Analyst/press notes and Motley Fool pieces highlight that SoFi was a top performer in 2025 and that Q4 earnings (Jan. 26) are expected to beat estimates again, which supports the bullish sentiment tied to product momentum and member growth. Interested in SoFi Technologies? Mark Your Calendar for Jan. 26.
• Neutral Sentiment: Longer‑term price/earnings forecasts and multi‑year models (2026–2030) emphasize aggressive growth assumptions (CEO targets: ~30% member growth, ~20% revenue growth). These support upside but depend on execution and monetization of new products like SoFiUSD. SoFi Technologies NASDAQ: SOFI Price Prediction and Forecast 2026-2030 (Dec 19)
• Neutral Sentiment: Earlier analysis questioned whether product additions (e.g., a SoFi smart card) deepen the ecosystem or dilute focus — a reminder investors should watch execution and margin implications as SoFi scales new offerings. Is SoFi’s New Smart Card Deepening Its Ecosystem Advantage or Diluting Focus for Investors (SOFI)?

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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