Korea Investment CORP Makes New Investment in SoFi Technologies, Inc. $SOFI

Korea Investment CORP acquired a new stake in SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 823,937 shares of the company's stock, valued at approximately $14,773,000. Korea Investment CORP owned 0.06% of SoFi Technologies as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also made changes to their positions in the company. Cary Street Partners Investment Advisory LLC raised its stake in SoFi Technologies by 21.2% during the 4th quarter. Cary Street Partners Investment Advisory LLC now owns 2,880 shares of the company's stock valued at $75,000 after acquiring an additional 503 shares during the last quarter. Bensler LLC raised its stake in shares of SoFi Technologies by 3.6% during the fourth quarter. Bensler LLC now owns 17,450 shares of the company's stock worth $457,000 after purchasing an additional 600 shares during the last quarter. Mayflower Financial Advisors LLC lifted its holdings in shares of SoFi Technologies by 2.3% during the first quarter. Mayflower Financial Advisors LLC now owns 29,202 shares of the company's stock worth $464,000 after purchasing an additional 653 shares during the period. CX Institutional grew its position in SoFi Technologies by 36.2% in the 2nd quarter. CX Institutional now owns 2,477 shares of the company's stock valued at $44,000 after buying an additional 658 shares during the last quarter. Finally, PKS Advisory Services LLC increased its stake in SoFi Technologies by 6.1% in the 4th quarter. PKS Advisory Services LLC now owns 11,800 shares of the company's stock valued at $309,000 after buying an additional 675 shares during the period. 38.43% of the stock is owned by hedge funds and other institutional investors.

SoFi Technologies Price Performance

Shares of NASDAQ SOFI opened at $18.91 on Monday. The company has a quick ratio of 0.10, a current ratio of 0.74 and a debt-to-equity ratio of 0.30. SoFi Technologies, Inc. has a 52 week low of $14.88 and a 52 week high of $32.73. The firm has a 50-day moving average price of $17.73 and a 200 day moving average price of $17.61. The stock has a market capitalization of $24.42 billion, a price-to-earnings ratio of 39.40 and a beta of 2.17.

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

Insider Activity at SoFi Technologies

In related news, CTO Jeremy Rishel sold 102,123 shares of SoFi Technologies stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $17.78, for a total transaction of $1,815,746.94. Following the completion of the transaction, the chief technology officer directly owned 895,089 shares of the company's stock, valued at approximately $15,914,682.42. The trade was a 10.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. 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. Also, EVP Kelli Keough sold 10,954 shares of the business's stock in a transaction on Monday, July 20th. The stock was sold at an average price of $17.19, for a total value of $188,299.26. Following the sale, the executive vice president owned 367,728 shares in the company, valued at approximately $6,321,244.32. The trade was a 2.89% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 125,219 shares of company stock valued at $2,214,948 over the last ninety days. 2.50% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

SOFI has been the subject of several recent analyst reports. TD Cowen reduced their target price on shares of SoFi Technologies from $24.00 to $18.00 and set a "hold" rating for the company in a research note on Thursday, April 30th. The Goldman Sachs Group boosted their price target on shares of SoFi Technologies from $17.00 to $21.00 and gave the stock a "neutral" rating in a research note on Thursday, July 9th. Weiss Ratings raised shares of SoFi Technologies from a "hold (c-)" rating to a "hold (c)" rating in a report on Tuesday, August 11th. Deutsche Bank Aktiengesellschaft restated a "hold" rating and issued a $18.00 price objective on shares of SoFi Technologies in a research report on Thursday, April 30th. Finally, Citigroup dropped their target price on SoFi Technologies from $37.00 to $30.00 and set a "buy" rating on the stock in a research report on Monday, May 4th. 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 company. Based on data from MarketBeat, SoFi Technologies presently has an average rating of "Hold" and an average price target of $22.42.

SoFi Technologies News Summary

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

• Positive Sentiment: Bitcoin’s breakout lifted crypto-linked fintech stocks, including SoFi, as capital moved into retail brokerages and digital-asset-related companies. The rally was also supported by renewed optimism around the proposed Clarity Act, which could establish clearer U.S. cryptocurrency regulations. SoFi, Robinhood and Affirm crypto rally article
• Positive Sentiment: Piper Sandler awarded SoFi an Overweight rating, while another Wall Street analyst suggested the shares could rise about 20%. The bullish view reflects SoFi’s recent earnings beats, improving profitability, and an attractive valuation after the stock’s difficult first half of 2026. Piper Sandler Overweight rating article Analyst 20 percent upside article
• Positive Sentiment: Unusually heavy call-option activity indicated bullish short-term trading interest, with 523,615 calls purchased—approximately 36% above typical daily volume.
• Positive Sentiment: SoFi’s reported record $14.8 billion in loan originations points to strong demand and continued growth potential. Its diversified revenue base, deposit funding, and stronger profitability were also cited as advantages over some fintech-lending peers. SoFi loan originations article
• Neutral Sentiment: The lending expansion remains dependent on credit performance and funding costs. Higher interest rates could pressure loan demand, margins, and the valuation investors are willing to assign to SOFI.
• Negative Sentiment: Some valuation analysis indicates that SoFi trades at a premium to estimated fair value despite its strong three-year returns, limiting the margin of safety and potentially capping further upside. SoFi valuation analysis

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.

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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