Knights of Columbus Asset Advisors LLC Buys Shares of 68,518 SoFi Technologies, Inc. $SOFI

Knights of Columbus Asset Advisors LLC purchased a new stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) in the 3rd quarter, HoldingsChannel reports. The institutional investor purchased 68,518 shares of the company’s stock, valued at approximately $1,810,000.

Other large investors have also modified their holdings of the company. Salomon & Ludwin LLC bought a new stake in SoFi Technologies in the 3rd quarter valued at about $29,000. SJS Investment Consulting Inc. increased its stake in shares of SoFi Technologies by 840.3% in the third 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. ORG Partners LLC raised its holdings in shares of SoFi Technologies by 230.6% during the third quarter. ORG Partners LLC now owns 1,438 shares of the company’s stock valued at $38,000 after buying an additional 1,003 shares during the last quarter. Bartlett & CO. Wealth Management LLC boosted its position in shares of SoFi Technologies by 46.9% during the third quarter. Bartlett & CO. Wealth Management LLC now owns 1,469 shares of the company’s stock worth $39,000 after buying an additional 469 shares during the period. Finally, Bfsg LLC boosted its position in shares of SoFi Technologies by 200.0% during the third quarter. Bfsg LLC now owns 1,500 shares of the company’s stock worth $40,000 after buying an additional 1,000 shares during the period. Institutional investors and hedge funds own 38.43% of the company’s stock.

SoFi Technologies Trading Down 6.4%

Shares of SOFI stock opened at $22.81 on Friday. The stock has a 50-day simple moving average of $26.95 and a 200 day simple moving average of $26.27. SoFi Technologies, Inc. has a fifty-two week low of $8.60 and a fifty-two week high of $32.73. The stock has a market capitalization of $27.51 billion, a P/E ratio of 42.24, a P/E/G ratio of 1.53 and a beta of 1.92. The company has a quick ratio of 0.16, a current ratio of 0.80 and a debt-to-equity ratio of 0.31.

SoFi Technologies (NASDAQ:SOFI) last issued its quarterly earnings results on Friday, January 30th. The company reported $0.13 EPS for the quarter, topping the consensus estimate of $0.12 by $0.01. SoFi Technologies had a net margin of 19.29% and a return on equity of 5.12%. The firm had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $984.75 million. During the same period in the previous year, the business earned $0.05 earnings per share. SoFi Technologies’s revenue for the quarter 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. On average, sell-side analysts expect that SoFi Technologies, Inc. will post 0.26 earnings per share for the current fiscal year.

Insider Activity at SoFi Technologies

In related news, EVP Kelli Keough sold 9,468 shares of the firm’s stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $25.75, for a total transaction of $243,801.00. Following the completion of the sale, the executive vice president directly owned 303,480 shares in the company, valued at approximately $7,814,610. This trade represents a 3.03% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Arun Pinto sold 46,132 shares of SoFi Technologies stock in a transaction that occurred on Friday, November 21st. The stock was sold at an average price of $24.76, for a total transaction of $1,142,228.32. Following the completion of the transaction, the insider owned 138,396 shares in the company, valued at approximately $3,426,684.96. This trade represents a 25.00% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 167,245 shares of company stock valued at $4,362,815 over the last ninety days. Insiders own 2.60% of the company’s stock.

Analysts Set New Price Targets

Several analysts recently commented on the company. JPMorgan Chase & Co. raised their target price on SoFi Technologies from $24.00 to $26.00 and gave the company a “neutral” rating in a research report on Friday, October 24th. Weiss Ratings reissued a “hold (c)” rating on shares of SoFi Technologies in a report on Thursday, January 22nd. Truist Financial cut their price objective on shares of SoFi Technologies from $31.00 to $28.00 and set a “hold” rating on the stock in a research note on Tuesday, November 25th. Jefferies Financial Group reaffirmed a “buy” rating and issued a $35.00 price objective on shares of SoFi Technologies in a report on Tuesday, October 28th. Finally, BTIG Research reissued a “neutral” rating on shares of SoFi Technologies in a research note on Wednesday, October 29th. One research analyst has rated the stock with a Strong Buy rating, five have given a Buy rating, twelve have given a Hold rating and three have issued a Sell rating to the company. Based on data from MarketBeat, SoFi Technologies presently has an average rating of “Hold” and a consensus price target of $25.50.

Key Stories Impacting SoFi Technologies

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

• Positive Sentiment: Q4 beat and milestone top line: SoFi delivered record net revenue (~$1.0–1.03B) and EPS above consensus, evidence of accelerating profitability that validates the growth story. SoFi Proves the Bears Wrong Again With a Record Quarter
• Positive Sentiment: Membership and product traction: Company added ~1 million members in Q4 and cross-buy rose, supporting the platform/flywheel thesis and fee‑based revenue growth. SoFi Scales Cross-Selling
• Positive Sentiment: Raised 2026 guidance: Management bumped FY26 EPS and revenue targets (FY26 EPS ~$0.60 vs. street ~$0.56; revenue guidance roughly $4.7B vs. ~$4.5B consensus), signaling confidence in growth and margins. Company Guidance Update
• Neutral Sentiment: Product/partnership progress: SoFi highlighted product innovation (SoFiUSD stablecoin, SoFi Smart Card) and workplace partnerships that expand distribution but are longer‑term monetization opportunities. Products & Innovation
• Neutral Sentiment: Full-color disclosure available: Earnings call transcript and slide deck give details on credit metrics, deposit growth (~$38B) and loan originations (~$10.5B) for deeper modelling. Earnings Call Transcript
• Negative Sentiment: Stock weakness on “beat-and-fall”: Despite strong results the shares reversed and fell after an initial pop — investors appear worried the beat raises future expectations and reduces the scope for easy upside. Reverses Course and Falls After Beat-and-Raise
• Negative Sentiment: Valuation & capital questions persist: Recent equity raises (~$3B) and an elevated valuation mean investors are sensitive to execution risk — the stronger guidance raises the bar and could amplify downside if growth slips. $3B Capital Raise Concerns

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.