Rakuten Securities Inc. Has $19.69 Million Holdings in SoFi Technologies, Inc. $SOFI

Key Points

• Rakuten Securities trimmed its SOFI position by 13.2% to 751,921 shares (about $19.69M), making SoFi 6.4% of its portfolio and the firm's second-largest holding.
• SoFi beat Q4 estimates with EPS of $0.13 (vs. $0.12) and revenue of $1.01B (+39.6% y/y), and set guidance of Q1 2026 EPS 0.12 and FY 2026 EPS 0.60.
• Insiders have been net sellers recently (including a 94,225-share sale by a director), and Wall Street's consensus rating is "Hold" with a $24.85 average price target.

Rakuten Securities Inc. lessened its stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) by 13.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 751,921 shares of the company's stock after selling 114,575 shares during the quarter. SoFi Technologies comprises 6.4% of Rakuten Securities Inc.'s investment portfolio, making the stock its 2nd biggest holding. Rakuten Securities Inc. owned about 0.06% of SoFi Technologies worth $19,685,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also added to or reduced their stakes in the company. Blue Trust Inc. boosted its holdings in SoFi Technologies by 655.2% in the fourth 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 acquired a new position in shares of SoFi Technologies during the fourth quarter worth approximately $28,000. Thurston Springer Miller Herd & Titak Inc. bought a new position in shares of SoFi Technologies in the 4th quarter worth $29,000. SJS Investment Consulting Inc. grew its position in SoFi Technologies by 840.3% in the 3rd quarter. SJS Investment Consulting Inc. now owns 1,119 shares of the company's stock valued at $30,000 after purchasing an additional 1,000 shares during the period. Finally, Salomon & Ludwin LLC acquired a new stake in SoFi Technologies in the 3rd quarter valued at $29,000. 38.43% of the stock is owned by institutional investors and hedge funds.

SoFi Technologies Stock Down 3.9%

SoFi Technologies stock opened at $18.32 on Friday. The firm has a 50 day moving average price of $17.80 and a 200-day moving average price of $23.73. The company has a quick ratio of 0.18, a current ratio of 0.78 and a debt-to-equity ratio of 0.17. SoFi Technologies, Inc. has a twelve month low of $11.76 and a twelve month high of $32.73. The company has a market capitalization of $23.36 billion, a P/E ratio of 48.21 and a beta of 2.24.

SoFi Technologies (NASDAQ:SOFI - Get Free Report) last announced its quarterly earnings data on Friday, January 30th. The company reported $0.13 earnings per share for the quarter, beating the consensus estimate of $0.12 by $0.01. SoFi Technologies had a return on equity of 5.88% and a net margin of 13.34%.The business had revenue of $1.01 billion during the quarter, compared to analyst estimates of $984.75 million. During the same period in the prior year, the company earned $0.05 earnings per share. SoFi Technologies's revenue was up 39.6% compared to the same quarter last year. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. As a group, equities analysts predict that SoFi Technologies, Inc. will post 0.6 EPS for the current year.

Insider Transactions at SoFi Technologies

In related news, Director Steven J. Freiberg sold 94,225 shares of the company's stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $20.31, for a total transaction of $1,913,709.75. Following the sale, the director owned 588,849 shares of the company's stock, valued at approximately $11,959,523.19. This represents a 13.79% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, EVP Kelli Keough sold 9,742 shares of the stock in a transaction that occurred on Tuesday, April 21st. The stock was 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 $6,415,717. This represents a 2.84% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders bought 38,900 shares of company stock valued at $705,398 and sold 218,422 shares valued at $4,105,468. Corporate insiders own 2.60% of the company's stock.

Wall Street Analyst Weigh In

SOFI has been the topic of a number of analyst reports. Needham & Company LLC lowered their target price on shares of SoFi Technologies from $36.00 to $33.00 and set a "buy" rating on the stock in a report on Monday, February 2nd. Barclays dropped their price target on shares of SoFi Technologies from $28.00 to $18.00 and set an "equal weight" rating on the stock in a research report on Monday, April 6th. UBS Group set a $24.50 price objective on SoFi Technologies in a report on Monday, February 2nd. Bank of America began coverage on SoFi Technologies in a research note on Tuesday, January 6th. They issued an "underperform" rating and a $20.50 price objective for the company. Finally, JPMorgan Chase & Co. upgraded 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. Seven research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have given a Sell rating to the stock. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target 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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