Vise Technologies Inc. Invests $952,000 in SoFi Technologies, Inc. $SOFI

Key Points

• Vise Technologies established a new SoFi position in the second quarter, purchasing 53,069 shares valued at approximately $952,000. Institutional investors collectively own 38.43% of SoFi’s stock.
• SoFi reported quarterly EPS of $0.12 versus a $0.11 consensus estimate and revenue of $1.21 billion, up 42.5% year over year. The company’s FY 2026 EPS guidance is $0.60.
• Analyst sentiment remains mixed, with a consensus “Hold” rating and an average price target of $22.42, while insiders sold 125,219 shares worth about $2.2 million over the past three months.

Vise Technologies Inc. purchased a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 53,069 shares of the company's stock, valued at approximately $952,000.

A number of other large investors also recently bought and sold shares of the business. Cary Street Partners Investment Advisory LLC lifted its position in shares of SoFi Technologies by 21.2% during the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 2,880 shares of the company's stock worth $75,000 after purchasing an additional 503 shares during the last quarter. Bensler LLC boosted its stake in shares of SoFi Technologies by 3.6% during the fourth quarter. Bensler LLC now owns 17,450 shares of the company's stock valued at $457,000 after purchasing an additional 600 shares during the period. Mayflower Financial Advisors LLC grew its holdings in shares of SoFi Technologies by 2.3% in the first quarter. Mayflower Financial Advisors LLC now owns 29,202 shares of the company's stock worth $464,000 after purchasing an additional 653 shares during the last quarter. CX Institutional grew its holdings in shares of SoFi Technologies by 36.2% in the second quarter. CX Institutional now owns 2,477 shares of the company's stock worth $44,000 after purchasing an additional 658 shares during the last quarter. Finally, PKS Advisory Services LLC increased its stake in SoFi Technologies by 6.1% in the 4th quarter. PKS Advisory Services LLC now owns 11,800 shares of the company's stock worth $309,000 after buying an additional 675 shares during the period. Hedge funds and other institutional investors own 38.43% of the company's stock.

SoFi Technologies Stock Performance

SOFI stock opened at $18.91 on Friday. SoFi Technologies, Inc. has a 1-year low of $14.88 and a 1-year high of $32.73. The business has a 50-day moving average price of $17.73 and a 200 day moving average price of $17.64. The company has a market capitalization of $24.42 billion, a P/E ratio of 39.40 and a beta of 2.17. The company has a debt-to-equity ratio of 0.30, a current ratio of 0.74 and a quick ratio of 0.10.

SoFi Technologies (NASDAQ:SOFI - Get Free Report) last issued its earnings results on Wednesday, July 29th. The company reported $0.12 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.11 by $0.01. The company had revenue of $1.21 billion for the quarter, compared to analysts' expectations of $1.11 billion. SoFi Technologies had a net margin of 14.78% and a return on equity of 6.22%. The firm's quarterly revenue was up 42.5% on a year-over-year basis. During the same period in the prior year, the business earned $0.08 EPS. SoFi Technologies has set its FY 2026 guidance at 0.600-0.600 EPS. As a group, equities research analysts forecast that SoFi Technologies, Inc. will post 0.61 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of equities research analysts recently weighed in on SOFI shares. Needham & Company LLC decreased their price objective on shares of SoFi Technologies from $25.00 to $24.00 and set a "buy" rating for the company in a report on Thursday, July 30th. Wells Fargo & Company dropped their target price on shares of SoFi Technologies from $18.00 to $17.00 and set an "equal weight" rating on the stock in a research note on Thursday, July 30th. Deutsche Bank Aktiengesellschaft reaffirmed a "hold" rating and set a $18.00 target price on shares of SoFi Technologies in a research report on Thursday, April 30th. Mizuho decreased their price target on shares of SoFi Technologies from $29.00 to $22.00 and set an "outperform" rating for the company in a research note on Friday, July 31st. Finally, Stephens lowered their price target on SoFi Technologies from $26.00 to $25.00 and set an "overweight" rating for the company in a report on Thursday, April 30th. Eight equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus target price of $22.42.

Insider Activity at SoFi Technologies

In other SoFi Technologies news, CTO Jeremy Rishel sold 102,123 shares of the company's stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $17.78, for a total transaction of $1,815,746.94. Following the completion of the sale, the chief technology officer owned 895,089 shares in the company, valued at $15,914,682.42. This represents a 10.24% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, EVP Kelli Keough sold 10,954 shares of the stock in a transaction on Monday, July 20th. The shares were sold at an average price of $17.19, for a total value of $188,299.26. Following the sale, the executive vice president directly owned 367,728 shares in the company, valued at $6,321,244.32. This trade represents a 2.89% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 125,219 shares of company stock worth $2,214,948. 2.50% of the stock is currently owned by corporate insiders.

Key SoFi Technologies News

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

• Positive Sentiment: Bitcoin’s breakout lifted crypto-linked fintech stocks, including SoFi, as capital moved into retail brokerages and digital-asset-related companies. The rally was also supported by renewed optimism around the proposed Clarity Act, which could establish clearer U.S. cryptocurrency regulations. SoFi, Robinhood and Affirm crypto rally article
• Positive Sentiment: Piper Sandler awarded SoFi an Overweight rating, while another Wall Street analyst suggested the shares could rise about 20%. The bullish view reflects SoFi’s recent earnings beats, improving profitability, and an attractive valuation after the stock’s difficult first half of 2026. Piper Sandler Overweight rating article Analyst 20 percent upside article
• Positive Sentiment: Unusually heavy call-option activity indicated bullish short-term trading interest, with 523,615 calls purchased—approximately 36% above typical daily volume.
• Positive Sentiment: SoFi’s reported record $14.8 billion in loan originations points to strong demand and continued growth potential. Its diversified revenue base, deposit funding, and stronger profitability were also cited as advantages over some fintech-lending peers. SoFi loan originations article
• Neutral Sentiment: The lending expansion remains dependent on credit performance and funding costs. Higher interest rates could pressure loan demand, margins, and the valuation investors are willing to assign to SOFI.
• Negative Sentiment: Some valuation analysis indicates that SoFi trades at a premium to estimated fair value despite its strong three-year returns, limiting the margin of safety and potentially capping further upside. SoFi valuation analysis

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.

Continue following MarketBeat

Add MarketBeat as your preferred source on Google to see our latest stories in your feed.

Add As Preferred Source