Friedenthal Financial Purchases New Holdings in SoFi Technologies, Inc. $SOFI

Key Points

• Friedenthal Financial opened a new position in SoFi by purchasing 35,354 shares in Q4, valued at about $926,000.
• Notable insider activity: General Counsel Robert S. Lavet bought 5,000 shares at an average of $21.04, while Director Steven J. Freiberg sold 94,225 shares for about $1.91 million; insiders owned 2.60% of the stock and institutions hold 38.43%.
• SoFi recently beat quarterly estimates with $0.13 EPS and $1.01 billion revenue (up 39.6% YoY); analyst coverage is mixed with a consensus rating of Hold and a $24.85 average target price.

Friedenthal Financial purchased a new stake in SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 35,354 shares of the company's stock, valued at approximately $926,000.

Other hedge funds have also made changes to their positions in the company. Blue Trust Inc. lifted its stake in SoFi Technologies by 655.2% in the 4th quarter. Blue Trust Inc. now owns 1,012 shares of the company's stock worth $26,000 after acquiring an additional 878 shares in the last quarter. Central Pacific Bank Trust Division purchased a new stake in SoFi Technologies in the 4th quarter worth about $28,000. Thurston Springer Miller Herd & Titak Inc. purchased a new stake in SoFi Technologies in the 4th quarter worth about $29,000. SJS Investment Consulting Inc. lifted its stake in SoFi Technologies by 840.3% in the 3rd quarter. SJS Investment Consulting Inc. now owns 1,119 shares of the company's stock worth $30,000 after acquiring an additional 1,000 shares in the last quarter. Finally, Salomon & Ludwin LLC purchased a new stake in SoFi Technologies in the 3rd quarter worth about $29,000. Hedge funds and other institutional investors own 38.43% of the company's stock.

SoFi Technologies News Roundup

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

• Positive Sentiment: Retail chatter about a potential short squeeze and growing anticipation for SoFi's April 29 Q1 earnings helped send the stock up in premarket trading, drawing momentum from active retail forums and traders. SoFi Technologies Pops 5% as Short Squeeze Chatter and Earnings Anticipation Heat Up
• Positive Sentiment: SoFi Bank expanded FedNow instant payments capability (via Galileo), which earlier produced a sizable share-price boost by improving member experience and strengthening SoFi's real-time payments positioning for fintech partners. Why SoFi Technologies (SOFI) Is Up 13.9% After Expanding FedNow Instant Payments Capabilities
• Positive Sentiment: Analyst and bullish commentaries highlight SoFi's long-term revenue runway and view current levels as a buying opportunity (e.g., Seeking Alpha piece arguing value at ~$17 entry), which can attract value-seeking investors. SoFi Technologies: The Market Is Handing You A $17 Entry On A $4.7 Billion Revenue Machine
• Positive Sentiment: Marketing promotions (e.g., a cash-bonus-style deposit offer) may help member acquisition and deposits, supporting growth in deposits and cross‑sell potential. This New SoFi Offer Turns a $50 Deposit Into a Shot at $1,000
• Neutral Sentiment: Coverage notes and market-wrap pieces report recent outperformance vs. the broader market (small daily gains) — factual context but not a directional catalyst by itself. SoFi Technologies, Inc. (SOFI) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: ARGUS initiated coverage with a HOLD rating — this is a watchful sign that may limit upside from some institutional investors but is not strongly bearish. SoFi Technologies, Inc.: Launching coverage with a HOLD rating
• Neutral Sentiment: Valuation and volatility analyses highlight mixed recent performance (month-to-month gains vs. multi-month declines) — useful for investors sizing positions but not an immediate catalyst. Assessing SoFi Technologies (SOFI) Valuation After Recent Share Price Volatility
• Negative Sentiment: Analyses note liquidity constraints and concentrated exposure to personal loans; while digitalization and operating leverage can boost margins, these credit/liquidity risks cloud near‑term outlook and could pressure the stock if funding or delinquencies worsen. Digitalization & Operating Leverage Benefit SOFI Amid Low Liquidity

Insider Buying and Selling

In other SoFi Technologies news, General Counsel Robert S. Lavet purchased 5,000 shares of the company's stock in a transaction on Friday, February 6th. The shares were bought at an average cost of $21.04 per share, with a total value of $105,200.00. Following the transaction, the general counsel directly owned 17,172 shares in the company, valued at approximately $361,298.88. This represents a 41.08% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, Director Steven J. Freiberg sold 94,225 shares of the business's stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $20.31, for a total transaction of $1,913,709.75. Following the transaction, the director owned 588,849 shares in the company, valued at approximately $11,959,523.19. The trade was a 13.79% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders purchased 38,900 shares of company stock worth $705,398 and sold 218,148 shares worth $4,161,735. Corporate insiders own 2.60% of the company's stock.

SoFi Technologies Stock Up 2.1%

SOFI opened at $19.43 on Friday. SoFi Technologies, Inc. has a fifty-two week low of $10.49 and a fifty-two week high of $32.73. The business has a 50-day moving average of $17.93 and a 200-day moving average of $23.90. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.78 and a quick ratio of 0.18. The company has a market capitalization of $24.78 billion, a PE ratio of 51.13 and a beta of 2.24.

SoFi Technologies (NASDAQ:SOFI - Get Free Report) last released its quarterly earnings results on Friday, January 30th. The company reported $0.13 earnings per share 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 the consensus estimate of $984.75 million. SoFi Technologies had a net margin of 13.34% and a return on equity of 5.88%. SoFi Technologies's revenue for the quarter was up 39.6% on a year-over-year basis. During the same quarter last year, the firm earned $0.05 EPS. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. Equities research analysts forecast that SoFi Technologies, Inc. will post 0.26 EPS for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts recently issued reports on the company. Citizens Jmp raised SoFi Technologies from a "market perform" rating to an "outperform" rating and set a $30.00 price objective for the company in a research note on Monday, February 9th. The Goldman Sachs Group cut their target price on shares of SoFi Technologies from $25.00 to $20.00 and set a "neutral" rating for the company in a research report on Tuesday, April 14th. JPMorgan Chase & Co. upgraded shares of SoFi Technologies from a "neutral" rating to an "overweight" rating and set a $31.00 target price for the company in a research report on Tuesday, February 3rd. Argus initiated coverage on shares of SoFi Technologies in a research report on Wednesday. They issued a "hold" rating for the company. Finally, UBS Group set a $24.50 target price on shares of SoFi Technologies in a research report on Monday, February 2nd. Seven investment analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $24.85.

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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