PFA Pension Forsikringsaktieselskab Makes New Investment in SoFi Technologies, Inc. $SOFI

Key Points

• PFA Pension Forsikringsaktieselskab acquired a new position of 713,383 shares of SoFi in Q4, valued at about $18.95 million and representing roughly 0.06% of the company.
• SoFi reported a strong Q1 (≈41% YoY revenue growth, $340M EBITDA, 14.7M members) but management kept FY‑2026 guidance flat, triggering a sell‑off, analyst target cuts and elevated headline risk from a securities‑fraud investigation and earlier short‑seller allegations.
• Insider and institutional positioning is mixed: CEO Anthony Noto bought 28,900 shares while an EVP sold 9,742, insiders were net sellers over the last three months, institutional investors own ~38.4% of SOFI, and the consensus analyst rating is Hold with an average target of $23.61.

PFA Pension Forsikringsaktieselskab acquired a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 713,383 shares of the company's stock, valued at approximately $18,947,000. PFA Pension Forsikringsaktieselskab owned about 0.06% of SoFi Technologies at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. Lake Street Private Wealth LLC raised its holdings in SoFi Technologies by 4.9% during the fourth quarter. Lake Street Private Wealth LLC now owns 8,368 shares of the company's stock worth $219,000 after buying an additional 390 shares during the last quarter. Xcel Wealth Management LLC raised its holdings in SoFi Technologies by 0.6% during the third quarter. Xcel Wealth Management LLC now owns 70,932 shares of the company's stock worth $1,874,000 after buying an additional 392 shares during the last quarter. Capital Advisors Wealth Management LLC raised its holdings in SoFi Technologies by 0.4% during the fourth quarter. Capital Advisors Wealth Management LLC now owns 109,483 shares of the company's stock worth $2,866,000 after buying an additional 401 shares during the last quarter. First Horizon Corp raised its holdings in SoFi Technologies by 14.9% during the fourth quarter. First Horizon Corp now owns 3,116 shares of the company's stock worth $82,000 after buying an additional 405 shares during the last quarter. Finally, Cigna Investments Inc. New raised its holdings in SoFi Technologies by 3.8% during the fourth quarter. Cigna Investments Inc. New now owns 11,440 shares of the company's stock worth $299,000 after buying an additional 416 shares during the last quarter. Institutional investors and hedge funds own 38.43% of the company's stock.

Insider Buying and Selling at SoFi Technologies

In related news, EVP Kelli Keough sold 9,742 shares of the firm's stock in a transaction dated Tuesday, April 21st. The shares were sold at an average price of $19.25, for a total transaction of $187,533.50. Following the completion of the sale, the executive vice president owned 333,284 shares in the company, valued at approximately $6,415,717. This trade represents a 2.84% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Anthony Noto acquired 28,900 shares of the firm's stock in a transaction that occurred on Tuesday, March 17th. The shares were bought at an average price of $17.32 per share, with a total value of $500,548.00. Following the acquisition, the chief executive officer directly owned 11,704,352 shares of the company's stock, valued at $202,719,376.64. The trade was a 0.25% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders have bought 38,900 shares of company stock valued at $705,398 and have sold 218,422 shares valued at $4,105,468. 2.60% of the stock is currently owned by corporate insiders.

SoFi Technologies News Roundup

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

• Positive Sentiment: Record Q1 operating beat — SoFi reported ~41% YoY revenue growth, $340M EBITDA and 14.7M members with improving NIMs and deposit growth; bulls say the pullback hides durable growth and cross‑sell momentum. Article Title
• Positive Sentiment: High-profile support: Jim Cramer and other commentators called the market’s sell-off an overreaction to conservative guidance, which could encourage value buyers. Article Title
• Positive Sentiment: Research/upside from brokers — Needham reiterated a Buy and set a $25 PT (lower from $33) supporting a bullish case for patient investors. Article Title
• Neutral Sentiment: New product push — SoFi launched "Big Business Banking" to integrate fiat and crypto for enterprise clients; strategically positive longer-term but unlikely to move near‑term estimates. Article Title
• Neutral Sentiment: Management commentary — CEO told Jim Cramer they held guidance because they don't expect rate cuts this year; explains conservative outlook but signals steadiness. Article Title
• Neutral Sentiment: Options and investor flows — Unusually large call buying was reported after earnings, showing speculative/hedged bullish interest even amid the sell‑off.
• Negative Sentiment: Chime exit hit Technology Platform revenue — The transition of a large client in-house drove a ~27% YoY decline in Technology Platform revenue, raising near‑term top‑line pressure for that segment. Article Title
• Negative Sentiment: Unchanged FY guidance sparked the sell-off — Despite record Q1, management kept 2026 guidance flat citing rates/visibility, which disappointed investors who expected upside. Article Title
• Negative Sentiment: Legal/short‑report overhang — A securities‑fraud investigation notice and earlier short‑seller allegations keep headline risk elevated and may weigh on sentiment until resolved. Article Title
• Negative Sentiment: Analyst downgrades/target trims — TD Cowen cut its PT to $18 and moved to Hold, reflecting the debate over “sell-on-beat” dynamics and limited near-term upside. Article Title

SoFi Technologies Stock Performance

Shares of SOFI stock opened at $16.43 on Monday. The firm has a 50-day moving average of $17.59 and a 200-day moving average of $23.32. The company has a market cap of $20.95 billion, a P/E ratio of 37.34 and a beta of 2.12. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.78 and a quick ratio of 0.18. SoFi Technologies, Inc. has a one year low of $12.43 and a one year high of $32.73.

SoFi Technologies (NASDAQ:SOFI - Get Free Report) last announced its earnings results on Wednesday, April 29th. The company reported $0.12 EPS for the quarter, meeting the consensus estimate of $0.12. The company had revenue of $1.09 billion during the quarter, compared to the consensus estimate of $1.05 billion. SoFi Technologies had a net margin of 14.65% and a return on equity of 6.63%. The firm's revenue for the quarter was up 42.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.06 earnings per share. SoFi Technologies has set its FY 2026 guidance at 0.600- EPS. Equities research analysts forecast that SoFi Technologies, Inc. will post 0.59 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on the stock. Morgan Stanley set a $16.00 price objective on shares of SoFi Technologies in a report on Thursday. Barclays lowered their target price on shares of SoFi Technologies from $28.00 to $18.00 and set an "equal weight" rating for the company in a report on Monday, April 6th. Wells Fargo & Company lowered their target price on shares of SoFi Technologies from $19.00 to $18.00 and set an "equal weight" rating for the company in a report on Thursday, April 9th. Weiss Ratings reiterated a "hold (c)" rating on shares of SoFi Technologies in a report on Thursday, January 22nd. Finally, 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 report on Tuesday, February 3rd. Seven research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, the company presently has a consensus rating of "Hold" and an average price target of $23.61.

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.

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