252,512 Shares in SoFi Technologies, Inc. $SOFI Purchased by Korea Investment CORP

Korea Investment CORP acquired a new stake in SoFi Technologies, Inc. (NASDAQ:SOFI) in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 252,512 shares of the company’s stock, valued at approximately $6,671,000.

Several other institutional investors and hedge funds have also made changes to their positions in SOFI. Vanguard Group Inc. lifted its position in SoFi Technologies by 6.8% during the third quarter. Vanguard Group Inc. now owns 107,102,212 shares of the company’s stock worth $2,829,640,000 after buying an additional 6,814,727 shares in the last quarter. Dimensional Fund Advisors LP grew its holdings in SoFi Technologies by 0.7% in the 3rd quarter. Dimensional Fund Advisors LP now owns 9,792,807 shares of the company’s stock valued at $258,821,000 after buying an additional 67,504 shares in the last quarter. Norges Bank acquired a new stake in shares of SoFi Technologies in the 2nd quarter worth $164,068,000. Marshall Wace LLP raised its holdings in shares of SoFi Technologies by 88.2% during the 2nd quarter. Marshall Wace LLP now owns 7,997,146 shares of the company’s stock worth $145,628,000 after acquiring an additional 3,748,817 shares during the period. Finally, Charles Schwab Investment Management Inc. boosted its position in shares of SoFi Technologies by 2.4% during the 2nd quarter. Charles Schwab Investment Management Inc. now owns 6,628,309 shares of the company’s stock valued at $120,702,000 after acquiring an additional 155,583 shares during the last quarter. 38.43% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, Director Steven J. Freiberg sold 94,225 shares of the firm’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $20.31, for a total transaction of $1,913,709.75. Following the completion of the transaction, the director directly owned 588,849 shares in the company, valued at $11,959,523.19. This trade represents a 13.79% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, EVP Kelli Keough sold 9,755 shares of SoFi Technologies stock in a transaction dated Friday, February 20th. The shares were sold at an average price of $18.87, for a total value of $184,076.85. Following the completion of the transaction, the executive vice president directly owned 293,725 shares of the company’s stock, valued at approximately $5,542,590.75. This represents a 3.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 214,753 shares of company stock valued at $5,045,087. Insiders own 2.60% of the company’s stock.

Key SoFi Technologies News

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

• Positive Sentiment: Analysts note continued growth momentum for SoFi, with positive EPS revisions for the current and next fiscal years that support longer‑term upside potential. These Beaten Down Finance Stocks Should Stay on Your Radar
• Positive Sentiment: SOFI’s 2026 outlook emphasizes not just revenue growth but improving margins as the business scales — a direct earnings-quality improvement that could support higher forward P/E multiples if execution continues. SOFI’s 2026 Outlook Indicates Stronger Margins to Support Growth
• Positive Sentiment: Coverage urging investors to retain SOFI highlights solid revenue and EPS trends driven by digital banking demand, Galileo platform adoption and refinancing tailwinds — factors that underpin the growth narrative. Here’s Why You Should Retain SOFI Stock in Your Portfolio Now
• Positive Sentiment: Insider buying by CEO Anthony Noto (~$1M open‑market purchase) and a strategic hire focused on financial education signal management confidence and product/marketing investments that could help user engagement and retention. SoFi Insider Buying And Education Push Reframe Growth And Risk Story
• Neutral Sentiment: Industry context: Upstart’s bank‑charter move highlights why SoFi’s own bank foundation has been valuable (access to deposits, lower funding costs) — a reminder that regulatory/deposit strategies matter across fintech but not new company-specific news. Why Upstart’s Bank Charter Bet Could Change Everything
• Neutral Sentiment: Comparisons with peers (e.g., Nu Holdings) position SoFi as a growth fintech alternative; useful for portfolio allocation decisions but not an immediate catalyst. Better Growth Stock: SoFi Technologies vs. Nu Holdings
• Negative Sentiment: Valuation and dilution worries persist: commentary points to a sizable recent share price decline and investor concern that future capital raises could be dilutive—pressuring the stock despite operational progress. SoFi Stock Outlook: Can SoFi Technologies Recover After a 30% Drop?
• Negative Sentiment: Coverage noting the stock is down materially over recent months reinforces momentum risk for holders and may keep short-term sentiment weak until valuation concerns ease or buybacks/clarifying capital actions appear. SoFi Stock Down 28% in Six Months: Is it Time to Start Collecting?

Analysts Set New Price Targets

A number of equities research analysts recently issued reports on SOFI shares. Needham & Company LLC dropped their price objective on shares of SoFi Technologies from $36.00 to $33.00 and set a “buy” rating for the company in a report on Monday, February 2nd. UBS Group set a $24.50 target price on shares of SoFi Technologies in a report on Monday, February 2nd. The Goldman Sachs Group cut their price target on shares of SoFi Technologies from $27.00 to $24.00 and set a “neutral” rating for the company in a report on Tuesday, January 6th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of SoFi Technologies in a research report on Thursday, January 22nd. Finally, Truist Financial lowered their price objective on SoFi Technologies from $28.00 to $21.00 and set a “hold” rating for the company in a research report on Wednesday, February 18th. Seven investment analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $26.34.

SoFi Technologies Price Performance

SoFi Technologies stock opened at $17.70 on Friday. The company’s 50 day simple moving average is $22.30 and its 200-day simple moving average is $25.71. The company has a debt-to-equity ratio of 0.17, a quick ratio of 0.18 and a current ratio of 0.78. SoFi Technologies, Inc. has a 1 year low of $8.60 and a 1 year high of $32.73. The company has a market capitalization of $22.57 billion, a price-to-earnings ratio of 46.58 and a beta of 2.20.

SoFi Technologies (NASDAQ:SOFI) last posted its quarterly earnings data on Friday, January 30th. The company reported $0.13 earnings per share for the quarter, topping analysts’ consensus estimates of $0.12 by $0.01. SoFi Technologies had a net margin of 13.34% and a return on equity of 5.88%. The firm had revenue of $1.01 billion during the quarter, compared to analysts’ expectations of $984.75 million. During the same quarter last year, the company posted $0.05 EPS. The firm’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. As a group, equities research analysts expect that SoFi Technologies, Inc. will post 0.26 earnings per share for the current year.

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.