Kessler Investment Group LLC Makes New $4.20 Million Investment in SoFi Technologies, Inc. $SOFI

Key Points

• Kessler Investment Group acquired 158,958 shares of SoFi (~$4.2 million) in Q3, making SOFI 1.8% of its portfolio and the fund's 20th-largest holding.
• SoFi posted an earnings beat (Q: $0.11 EPS vs. $0.09 est.; revenue $949.6M vs. $880.3M) and set FY‑2025 EPS guidance of about $0.37, while analyst consensus remains a Hold with an average price target of $25.69.
• Momentum drivers include the launch of the SoFiUSD stablecoin and a planned 250‑job expansion (local incentives approved), which have contributed to positive market sentiment and a 12‑month high near $32.73.

Kessler Investment Group LLC acquired a new stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund acquired 158,958 shares of the company's stock, valued at approximately $4,200,000. SoFi Technologies makes up 1.8% of Kessler Investment Group LLC's investment portfolio, making the stock its 20th largest position.

A number of other hedge funds and other institutional investors have also made changes to their positions in SOFI. SVB Wealth LLC acquired a new stake in SoFi Technologies in the 1st quarter valued at approximately $28,000. Edmond DE Rothschild Holding S.A. bought a new stake in SoFi Technologies in the first quarter valued at approximately $39,000. TD Private Client Wealth LLC lifted its position in shares of SoFi Technologies by 153.9% in the second quarter. TD Private Client Wealth LLC now owns 2,562 shares of the company's stock valued at $47,000 after buying an additional 1,553 shares during the last quarter. Hilltop National Bank boosted its stake in shares of SoFi Technologies by 888.0% during the 3rd quarter. Hilltop National Bank now owns 1,976 shares of the company's stock worth $52,000 after acquiring an additional 1,776 shares during the period. Finally, Grove Bank & Trust increased its holdings in shares of SoFi Technologies by 151.4% during the 3rd quarter. Grove Bank & Trust now owns 2,004 shares of the company's stock worth $53,000 after acquiring an additional 1,207 shares during the last quarter. 38.43% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts have commented on SOFI shares. JPMorgan Chase & Co. upped their price objective on shares of SoFi Technologies from $24.00 to $26.00 and gave the company a "neutral" rating in a report on Friday, October 24th. Citigroup increased their price target on shares of SoFi Technologies from $28.00 to $37.00 and gave the company a "buy" rating in a report on Wednesday, October 29th. Keefe, Bruyette & Woods boosted their price objective on SoFi Technologies from $18.00 to $20.00 and gave the stock an "underperform" rating in a report on Wednesday, October 29th. Mizuho set a $38.00 target price on SoFi Technologies in a research note on Thursday, October 30th. Finally, Barclays lifted their price target on SoFi Technologies from $21.00 to $23.00 and gave the stock an "outperform" rating in a report on Wednesday, October 29th. One investment analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Hold" and an average price target of $25.69.

Insider Buying and Selling at SoFi Technologies

In related news, insider Arun Pinto sold 46,132 shares of SoFi Technologies stock in a transaction that occurred on Friday, November 21st. The shares were sold at an average price of $24.76, for a total transaction of $1,142,228.32. Following the sale, the insider directly owned 138,396 shares of the company's stock, valued at approximately $3,426,684.96. The trade was a 25.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, EVP Kelli Keough sold 10,340 shares of the company'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 owned 265,034 shares of the company's stock, valued at approximately $7,004,848.62. This represents a 3.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 66,508 shares of company stock valued at $1,699,834. 2.60% of the stock is owned by corporate insiders.

SoFi Technologies Price Performance

Shares of NASDAQ:SOFI opened at $27.24 on Friday. The firm has a 50 day moving average of $28.18 and a 200-day moving average of $24.22. SoFi Technologies, Inc. has a 12 month low of $8.60 and a 12 month high of $32.73. The company has a current ratio of 0.80, a quick ratio of 0.16 and a debt-to-equity ratio of 0.31. The stock has a market capitalization of $32.85 billion, a PE ratio of 50.45 and a beta of 1.93.

SoFi Technologies (NASDAQ:SOFI - Get Free Report) last announced its quarterly earnings data on Tuesday, October 28th. The company reported $0.11 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.09 by $0.02. SoFi Technologies had a net margin of 19.29% and a return on equity of 5.12%. The business had revenue of $949.63 million for the quarter, compared to analysts' expectations of $880.33 million. During the same period last year, the firm posted $0.05 earnings per share. The firm's quarterly revenue was up 37.7% compared to the same quarter last year. SoFi Technologies has set its FY 2025 guidance at 0.370-0.370 EPS. On average, equities research analysts predict that SoFi Technologies, Inc. will post 0.26 EPS for the current fiscal year.

SoFi Technologies News Summary

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)?

SoFi Technologies 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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