Reynders McVeigh Capital Management LLC Increases Stock Position in SoFi Technologies, Inc. $SOFI

Key Points

• Reynders McVeigh Capital Management LLC increased its stake in SoFi by 12.8% in Q4, buying 61,422 shares to own 541,880 shares valued at about $14.19 million.
• SoFi reported a strong Q1 with $1.09 billion revenue (+42.6% YoY) and $0.12 EPS (in line), and set FY2026 guidance at 0.600 EPS versus analysts' ~0.59 expectation.
• Despite the operating beat, management left guidance unchanged which sparked a sell-off amid risks including a ~27% YoY Technology Platform revenue decline from a Chime exit, legal/short‑seller overhang, and recent analyst target cuts.

Reynders McVeigh Capital Management LLC grew its stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) by 12.8% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 541,880 shares of the company's stock after buying an additional 61,422 shares during the period. Reynders McVeigh Capital Management LLC's holdings in SoFi Technologies were worth $14,186,000 as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in the stock. Benjamin Edwards Inc. grew its stake in shares of SoFi Technologies by 72.4% during the 4th quarter. Benjamin Edwards Inc. now owns 20,975 shares of the company's stock valued at $549,000 after buying an additional 8,812 shares during the period. Strs Ohio grew its stake in shares of SoFi Technologies by 10.1% during the 4th quarter. Strs Ohio now owns 418,446 shares of the company's stock valued at $10,955,000 after buying an additional 38,364 shares during the period. Caisse Des Depots ET Consignations grew its stake in shares of SoFi Technologies by 51.5% during the 4th quarter. Caisse Des Depots ET Consignations now owns 133,675 shares of the company's stock valued at $3,500,000 after buying an additional 45,459 shares during the period. Composition Wealth LLC grew its stake in shares of SoFi Technologies by 1.2% during the 4th quarter. Composition Wealth LLC now owns 90,830 shares of the company's stock valued at $2,378,000 after buying an additional 1,041 shares during the period. Finally, PFA Pension Forsikringsaktieselskab purchased a new stake in shares of SoFi Technologies during the 4th quarter valued at $18,947,000. 38.43% of the stock is owned by hedge funds and other institutional investors.

SoFi Technologies Price Performance

Shares of SoFi Technologies stock opened at $16.43 on Monday. The company has a fifty day moving average price of $17.59 and a 200 day moving average price of $23.32. The company has a current ratio of 0.78, a quick ratio of 0.18 and a debt-to-equity ratio of 0.17. SoFi Technologies, Inc. has a twelve month low of $12.43 and a twelve month high of $32.73. The stock has a market cap of $20.95 billion, a price-to-earnings ratio of 37.34 and a beta of 2.12.

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

Trending Headlines about SoFi Technologies

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

Wall Street Analysts Forecast Growth

SOFI has been the subject of several research reports. Bank of America initiated coverage on shares of SoFi Technologies in a research note on Tuesday, January 6th. They set an "underperform" rating and a $20.50 price objective for the company. Wells Fargo & Company lowered their price objective on shares of SoFi Technologies from $19.00 to $18.00 and set an "equal weight" rating for the company in a research note on Thursday, April 9th. Barclays lowered their price objective on shares of SoFi Technologies from $28.00 to $18.00 and set an "equal weight" rating for the company in a research note on Monday, April 6th. Argus initiated coverage on shares of SoFi Technologies in a research note on Wednesday, April 15th. They set a "hold" rating for the company. Finally, JPMorgan Chase & Co. raised shares of SoFi Technologies from a "neutral" rating to an "overweight" rating and set a $31.00 price target for the company in a research report on Tuesday, February 3rd. Seven research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $23.61.

Insider Buying and Selling

In other SoFi Technologies news, Director Steven J. Freiberg sold 94,225 shares of the company's stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $20.31, for a total value of $1,913,709.75. Following the completion of the transaction, the director directly owned 588,849 shares of the company's stock, valued at $11,959,523.19. This represents a 13.79% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, General Counsel Robert S. Lavet acquired 5,000 shares of the firm's stock in a transaction on Friday, February 6th. The stock was purchased at an average cost of $21.04 per share, with a total value of $105,200.00. Following the completion of the transaction, the general counsel owned 17,172 shares in the company, valued at $361,298.88. The trade was a 41.08% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders bought 38,900 shares of company stock worth $705,398 and sold 218,422 shares worth $4,105,468. Corporate insiders own 2.60% of the company's stock.

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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