Callan Family Office LLC Makes New Investment in SoFi Technologies, Inc. $SOFI

Key Points

• Callan Family Office acquired 30,675 SoFi shares in the second quarter, worth approximately $550,000. Several other institutional investors also initiated positions, bringing institutional ownership to 38.43%.
• SoFi reported quarterly EPS of $0.12, exceeding the $0.11 consensus, while revenue rose 42.5% year over year to $1.21 billion. The company posted a 14.78% net margin and issued fiscal 2026 EPS guidance of $0.60.
• Despite the stock trading up 4.2% to $19, analyst sentiment remains cautious: the consensus rating is Hold, with an average price target of $22.42. Valuation and recent insider selling remain potential risks.

Callan Family Office LLC acquired a new position in SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 30,675 shares of the company's stock, valued at approximately $550,000.

Several other institutional investors have also recently modified their holdings of the company. Allworth Financial LP purchased a new position in shares of SoFi Technologies during the 2nd quarter valued at about $2,266,000. B. Metzler seel. Sohn & Co. AG purchased a new stake in SoFi Technologies in the second quarter worth approximately $551,000. Oxford Financial Group LTD. LLC bought a new position in SoFi Technologies during the second quarter valued at approximately $287,000. Vise Technologies Inc. bought a new position in SoFi Technologies during the second quarter valued at approximately $952,000. Finally, OVERSEA CHINESE BANKING Corp Ltd purchased a new position in shares of SoFi Technologies during the second quarter worth approximately $639,000. 38.43% of the stock is currently owned by institutional investors.

SoFi Technologies Trading Up 4.2%

NASDAQ:SOFI opened at $19.00 on Wednesday. The company has a fifty day moving average of $17.78 and a 200 day moving average of $17.58. SoFi Technologies, Inc. has a 52 week low of $14.88 and a 52 week high of $32.73. The company has a quick ratio of 0.10, a current ratio of 0.74 and a debt-to-equity ratio of 0.30. The firm has a market capitalization of $24.54 billion, a P/E ratio of 39.58 and a beta of 2.17.

SoFi Technologies (NASDAQ:SOFI - Get Free Report) last announced its quarterly earnings results on Wednesday, July 29th. The company reported $0.12 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.11 by $0.01. SoFi Technologies had a net margin of 14.78% and a return on equity of 6.22%. The business had revenue of $1.21 billion for the quarter, compared to analyst estimates of $1.11 billion. During the same quarter last year, the firm earned $0.08 EPS. The company's revenue was up 42.5% on a year-over-year basis. SoFi Technologies has set its FY 2026 guidance at 0.600-0.600 EPS. On average, research analysts predict that SoFi Technologies, Inc. will post 0.61 earnings per share for the current year.

Analyst Ratings Changes

A number of brokerages have recently weighed in on SOFI. Deutsche Bank Aktiengesellschaft restated a "hold" rating and issued a $18.00 price objective on shares of SoFi Technologies in a report on Thursday, April 30th. Weiss Ratings upgraded shares of SoFi Technologies from a "hold (c-)" rating to a "hold (c)" rating in a research report on Tuesday, August 11th. Stephens lowered their price target on shares of SoFi Technologies from $26.00 to $25.00 and set an "overweight" rating for the company in a research note on Thursday, April 30th. Morgan Stanley cut their price target on shares of SoFi Technologies from $16.00 to $15.00 and set an "underweight" rating for the company in a research report on Thursday, July 30th. Finally, TD Cowen reduced their price objective on SoFi Technologies from $24.00 to $18.00 and set a "hold" rating on the stock in a research note on Thursday, April 30th. Eight equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of "Hold" and an average price target of $22.42.

More SoFi Technologies News

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

• Positive Sentiment: SoFiUSD is driving renewed investor interest. SoFi is pursuing real-world payment applications for its stablecoin, including 24/7 transfers and an initial $300 million liquidity pool. The initiative is bringing SoFi into the broader stablecoin and cryptocurrency investment theme. SoFi Technologies Stablecoin Push: Can SoFiUSD Scale Payments?
• Positive Sentiment: Technical momentum improved. The stock moved back above key short- and intermediate-term trend lines and outperformed the largely flat financial sector, encouraging momentum-focused investors. Sofi Stock Is Trending: A Key Level Just Came Into Play
• Positive Sentiment: Fundamental execution remains supportive. A bullish analysis cited steady revenue and earnings growth, improving fundamentals, 11 consecutive quarters of meeting or exceeding analyst expectations, and an “everything app” strategy. The latest quarter included $1.21 billion in revenue, 42.5% year-over-year growth, and earnings above consensus. SoFi: The Everything App Thesis Is Playing Out
• Neutral Sentiment: Reported short interest was zero, providing no meaningful evidence of short-covering demand or bearish positioning.
• Negative Sentiment: An executive sold 11,286 shares worth approximately $203,000. Because the transaction was made under a pre-arranged Rule 10b5-1 plan and the executive retained more than 356,000 shares, the signal is limited but remains a modest overhang. Kelli Keough Sells 11,286 Shares of SoFi Technologies Stock
• Negative Sentiment: Valuation remains a risk. Shares trade at roughly 23 times forward earnings, while the analyst consensus is “Hold,” with some firms maintaining cautious ratings and targets below the current trading range.

Insider Transactions at SoFi Technologies

In related news, EVP Kelli Keough sold 11,286 shares of the business's stock in a transaction dated Thursday, August 20th. The stock was sold at an average price of $18.00, for a total transaction of $203,148.00. Following the transaction, the executive vice president owned 356,442 shares in the company, valued at $6,415,956. The trade was a 3.07% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Jeremy Rishel sold 102,123 shares of the company's stock in a transaction that occurred on Wednesday, June 17th. The shares were sold at an average price of $17.78, for a total value of $1,815,746.94. Following the transaction, the chief technology officer directly owned 895,089 shares of the company's stock, valued at $15,914,682.42. The trade was a 10.24% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 136,505 shares of company stock valued at $2,418,096. 2.50% of the stock is currently owned by company insiders.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.

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