SoFi Technologies, Inc. $SOFI Shares Acquired by Jones Financial Companies Lllp

Key Points

• Jones Financial increased its stake in SoFi by 15.2% to 458,703 shares (worth $12.835M), and institutional investors now own 38.43% of the company.
• SoFi beat Q4 estimates with EPS of $0.13 versus $0.12 and revenue of $1.01B (up 39.6% YoY), and issued guidance of roughly Q1 2026 EPS 0.120 and FY2026 EPS 0.600.
• Insiders have sold 167,245 shares worth $4.36M in the past 90 days (notable sales by Arun Pinto and CTO Jeremy Rishel), while analysts remain mixed with a consensus "Hold" rating and a $25.44 price target as the stock traded down about 4.6% to ~$20.75.

Jones Financial Companies Lllp increased its stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) by 15.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 458,703 shares of the company's stock after buying an additional 60,676 shares during the quarter. Jones Financial Companies Lllp's holdings in SoFi Technologies were worth $12,835,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Midwest Professional Planners LTD. grew its stake in SoFi Technologies by 20.3% during the 3rd quarter. Midwest Professional Planners LTD. now owns 76,107 shares of the company's stock valued at $2,011,000 after purchasing an additional 12,836 shares during the last quarter. Meridian Wealth Management LLC purchased a new stake in SoFi Technologies in the third quarter valued at approximately $2,596,000. Mutual Advisors LLC increased its holdings in SoFi Technologies by 704.3% in the 3rd quarter. Mutual Advisors LLC now owns 110,308 shares of the company's stock worth $3,097,000 after buying an additional 96,594 shares during the period. Transcend Capital Advisors LLC raised its position in SoFi Technologies by 44.3% during the 3rd quarter. Transcend Capital Advisors LLC now owns 14,906 shares of the company's stock worth $394,000 after buying an additional 4,574 shares during the last quarter. Finally, Independent Advisor Alliance lifted its stake in SoFi Technologies by 10.9% during the 3rd quarter. Independent Advisor Alliance now owns 32,133 shares of the company's stock valued at $849,000 after acquiring an additional 3,152 shares during the period. Institutional investors and hedge funds own 38.43% of the company's stock.

SoFi Technologies Stock Down 4.6%

Shares of SOFI opened at $20.75 on Thursday. The firm has a market cap of $25.02 billion, a P/E ratio of 54.61, a PEG ratio of 1.33 and a beta of 2.13. SoFi Technologies, Inc. has a 12 month low of $8.60 and a 12 month high of $32.73. The stock's 50 day moving average is $26.56 and its two-hundred day moving average is $26.31. The company has a current ratio of 0.80, a quick ratio of 0.16 and a debt-to-equity ratio of 0.31.

SoFi Technologies (NASDAQ:SOFI - Get Free Report) last announced its earnings results on Friday, January 30th. The company reported $0.13 earnings per share for the quarter, topping the consensus estimate of $0.12 by $0.01. SoFi Technologies had a return on equity of 6.48% and a net margin of 13.34%.The business had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $984.75 million. During the same period in the prior year, the company posted $0.05 EPS. The business's quarterly revenue was up 39.6% on a year-over-year basis. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. Analysts predict that SoFi Technologies, Inc. will post 0.26 earnings per share for the current fiscal year.

Insider Buying and Selling at SoFi Technologies

In other news, insider Arun Pinto sold 46,132 shares of SoFi Technologies stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $24.76, for a total value of $1,142,228.32. Following the sale, the insider owned 138,396 shares in the company, valued at $3,426,684.96. This trade represents a 25.00% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CTO Jeremy Rishel sold 91,837 shares of the company's stock in a transaction dated Wednesday, December 17th. The stock was sold at an average price of $26.64, for a total transaction of $2,446,537.68. Following the transaction, the chief technology officer owned 794,598 shares of the company's stock, valued at approximately $21,168,090.72. This trade represents a 10.36% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 167,245 shares of company stock valued at $4,362,815 over the last ninety days. Corporate insiders own 2.60% of the company's stock.

Analyst Upgrades and Downgrades

A number of research analysts recently issued reports on SOFI shares. Needham & Company LLC decreased their target price on shares of SoFi Technologies from $36.00 to $33.00 and set a "buy" rating for the company in a research report on Monday. JPMorgan Chase & Co. upgraded SoFi Technologies from a "neutral" rating to an "overweight" rating and set a $31.00 price objective for the company in a research note on Tuesday. Bank of America initiated coverage on SoFi Technologies in a research note on Tuesday, January 6th. They issued an "underperform" rating and a $20.50 target price on the stock. Mizuho set a $38.00 price target on SoFi Technologies in a research report on Thursday, October 30th. Finally, Weiss Ratings reissued a "hold (c)" rating on shares of SoFi Technologies in a report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, six have assigned a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, SoFi Technologies currently has an average rating of "Hold" and a consensus price target of $25.44.

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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