Mangrove Partners IM LLC Makes New $925,000 Investment in SoFi Technologies, Inc. $SOFI

Key Points

• Mangrove Partners IM LLC bought a new stake of 35,013 SoFi shares (~$925,000) in the third quarter, and institutional investors now own about 38.43% of the company.
• SoFi posted an earnings beat (Q reported EPS $0.13 vs $0.12 expected) with revenue up 39.6% YoY and set Q1/FY2026 guidance, while strategic initiatives—like a Mastercard stablecoin partnership and monthly distributions on its Enhanced Yield ETF—signal diversified fee and fintech growth drivers.
• Market sentiment is mixed: analysts have trimmed price targets with a consensus "Hold" and $26.34 average target, and insiders have been active (214,753 shares sold over the last quarter, though the general counsel bought 5,000 shares).

Mangrove Partners IM LLC acquired a new stake in SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 35,013 shares of the company's stock, valued at approximately $925,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Salomon & Ludwin LLC bought a new stake in SoFi Technologies in the third quarter worth $29,000. SJS Investment Consulting Inc. boosted its position in SoFi Technologies by 840.3% during the third quarter. SJS Investment Consulting Inc. now owns 1,119 shares of the company's stock valued at $30,000 after buying an additional 1,000 shares during the period. Blume Capital Management Inc. grew its stake in shares of SoFi Technologies by 52.9% during the third quarter. Blume Capital Management Inc. now owns 1,300 shares of the company's stock valued at $34,000 after buying an additional 450 shares during the last quarter. Assetmark Inc. increased its holdings in shares of SoFi Technologies by 50.5% in the third quarter. Assetmark Inc. now owns 1,273 shares of the company's stock worth $34,000 after buying an additional 427 shares during the period. Finally, Bessemer Group Inc. purchased a new position in shares of SoFi Technologies in the third quarter worth about $36,000. 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: KBW flagged SoFi’s stablecoin partnership with Mastercard as a “significant development,” highlighting strategic fintech partnerships that could expand product reach and fees despite KBW’s current Underperform rating. KBW Highlights SoFi Technologies (SOFI) and Mastercard Stablecoin Deal
• Positive Sentiment: Zacks highlights SoFi’s 2026 outlook that calls for improving margins as the company scales — a direct earnings driver that supports higher profitability per dollar of revenue. SOFI's 2026 Outlook Indicates Stronger Margins to Support Growth
• Positive Sentiment: SoFi announced monthly distributions for its SoFi Enhanced Yield ETF (THTA), underscoring traction in its asset/ETF business and recurring-fee revenue potential. SoFi Announces Monthly Distributions on $THTA (10.00%)
• Positive Sentiment: Several outlets (Yahoo/Zacks/Fool) reiterate the bullish case — digital banking demand, Galileo volume, refinancing tailwinds and positive EPS revisions — arguing the recent share weakness creates a longer-term opportunity. 2 Reasons We Love SoFi (SOFI)
• Neutral Sentiment: Industry context: Upstart’s pursuit of a bank charter highlights why owning a deposit franchise (as SoFi has) can be a structural advantage — useful background but not new company-specific upside. Why Upstart’s Bank Charter Bet Could Change Everything (SOFI)
• Neutral Sentiment: Price-action notes: routine market-coverage pieces report modest intraday gains versus broader weakness — short-term noise rather than a catalyst. SoFi Technologies, Inc. (SOFI) Advances While Market Declines
• Negative Sentiment: Barchart and other coverage flag valuation concerns and the risk of dilutive capital raises — key downside risks that have pressured the stock after a multi-month decline. SoFi Stock Outlook: Can SoFi Technologies Recover After a 30% Drop?

SoFi Technologies Trading Up 0.3%

NASDAQ SOFI opened at $17.76 on Friday. SoFi Technologies, Inc. has a fifty-two week low of $8.60 and a fifty-two week high of $32.73. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.18 and a current ratio of 0.78. The stock has a 50 day simple moving average of $22.11 and a two-hundred day simple moving average of $25.65. The stock has a market cap of $22.65 billion, a P/E ratio of 46.74 and a beta of 2.20.

SoFi Technologies (NASDAQ:SOFI - Get Free Report) last posted its earnings results on Friday, January 30th. The company reported $0.13 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.12 by $0.01. The firm had revenue of $1.01 billion for the quarter, compared to analysts' expectations of $984.75 million. SoFi Technologies had a return on equity of 5.88% and a net margin of 13.34%.The business's revenue was up 39.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.05 earnings per share. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. On average, analysts forecast that SoFi Technologies, Inc. will post 0.26 earnings per share for the current year.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on SOFI shares. Truist Financial dropped their target price on SoFi Technologies from $28.00 to $21.00 and set a "hold" rating for the company in a report on Wednesday, February 18th. UBS Group set a $24.50 price objective on SoFi Technologies in a research report on Monday, February 2nd. The Goldman Sachs Group dropped their price objective on SoFi Technologies from $27.00 to $24.00 and set a "neutral" rating for the company in a research note on Tuesday, January 6th. JPMorgan Chase & Co. upgraded shares of SoFi Technologies from a "neutral" rating to an "overweight" rating and set a $31.00 target price on the stock in a report on Tuesday, February 3rd. Finally, Needham & Company LLC decreased their target price on shares of SoFi Technologies from $36.00 to $33.00 and set a "buy" rating on the stock in a research note on Monday, February 2nd. Seven analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, SoFi Technologies has an average rating of "Hold" and a consensus price target of $26.34.

Insiders Place Their Bets

In other news, EVP Kelli Keough sold 9,755 shares of the firm's stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $18.87, for a total value of $184,076.85. Following the completion of the sale, the executive vice president directly owned 293,725 shares of the company's stock, valued at approximately $5,542,590.75. This trade represents a 3.21% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, General Counsel Robert S. Lavet bought 5,000 shares of the business's stock in a transaction dated Friday, February 6th. The shares were bought at an average cost of $21.04 per share, for a total transaction of $105,200.00. Following the purchase, 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 SEC filing for this purchase provides additional information. Insiders have sold a total of 214,753 shares of company stock valued at $5,045,087 over the last quarter. 2.60% of the stock is owned by company insiders.

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.

Want to see what other hedge funds are holding SOFI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report).

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.