BI Asset Management Fondsmaeglerselskab A S Purchases 72,696 Shares of SoFi Technologies, Inc. $SOFI

BI Asset Management Fondsmaeglerselskab A S grew its position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 30.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 311,986 shares of the company’s stock after purchasing an additional 72,696 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in SoFi Technologies were worth $8,168,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in SOFI. Brighton Jones LLC raised its holdings in SoFi Technologies by 2.0% during the 4th quarter. Brighton Jones LLC now owns 719,288 shares of the company’s stock worth $11,077,000 after purchasing an additional 14,281 shares during the last quarter. Caxton Associates LLP bought a new position in SoFi Technologies during the 1st quarter worth approximately $129,000. Empowered Funds LLC grew its position in shares of SoFi Technologies by 5.2% during the 1st quarter. Empowered Funds LLC now owns 33,126 shares of the company’s stock worth $385,000 after buying an additional 1,631 shares during the period. Franklin Resources Inc. lifted its position in shares of SoFi Technologies by 23.2% during the 2nd quarter. Franklin Resources Inc. now owns 13,796 shares of the company’s stock valued at $251,000 after acquiring an additional 2,596 shares during the period. Finally, Arrowstreet Capital Limited Partnership bought a new position in SoFi Technologies during the second quarter worth $4,633,000. Institutional investors own 38.43% of the company’s stock.

Insider Transactions at SoFi Technologies

In other news, EVP Kelli Keough sold 10,037 shares of SoFi Technologies stock in a transaction on Wednesday, May 20th. The stock was sold at an average price of $15.53, for a total transaction of $155,874.61. Following the sale, the executive vice president directly owned 323,247 shares in the company, valued at $5,020,025.91. The trade was a 3.01% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Anthony Noto bought 15,545 shares of the stock in a transaction dated Monday, May 11th. The shares were acquired at an average price of $16.00 per share, for a total transaction of $248,720.00. Following the completion of the purchase, the chief executive officer directly owned 11,946,619 shares in the company, valued at approximately $191,145,904. This trade represents a 0.13% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold 124,479 shares of company stock worth $2,163,556 in the last ninety days. Company insiders own 2.60% of the company’s stock.

Key Stories Impacting SoFi Technologies

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

• Positive Sentiment: SoFi’s Rule of 40 score has reached 72%, a sign of strong revenue growth plus improving profitability that supports the case for SoFi as a scalable fintech platform. SoFi’s Rule of 40 Strength is Becoming Impossible for Investors to Ignore
• Positive Sentiment: Financial services revenue jumped 41% to $429 million, members grew 35% to 14.7 million, and cross-selling remains strong, which supports the long-term growth story for SoFi. The Market Is Missing SoFi Technologies’ Next Chapter
• Positive Sentiment: SoFi’s Loan Platform Business originated $3 billion and secured $3.6 billion in new institutional funding commitments, strengthening its lending capacity and fee-based growth potential. The Market Is Missing SoFi Technologies’ Next Chapter
• Neutral Sentiment: Broader fintech headlines, including changes around the PDT rule, SpaceX IPO excitement, and stablecoin settlement developments, may be influencing trading in SOFI, but they are indirect rather than company-specific catalysts. HOOD, SOFI, BULL Stocks Decline Despite PDT Rule Change: Can SpaceX IPO Reverse The Trend?
• Negative Sentiment: Block & Leviton launched a class-action investigation after SoFi’s post-earnings selloff, while Muddy Waters accused the company of aggressive or improper reporting practices, adding regulatory and reputational risk. SoFi Scrutiny Grows As Legal Probe And Short Seller Claims Hit Valuation
• Negative Sentiment: Recent coverage also points to valuation pressure and mixed stock performance, suggesting investors remain cautious despite the company’s improving fundamentals. Assessing Whether SoFi Technologies (SOFI) Looks Overvalued After Mixed Recent Share Price Performance

Wall Street Analysts Forecast Growth

SOFI has been the subject of several research analyst reports. Argus initiated coverage on shares of SoFi Technologies in a research note on Wednesday, April 15th. They issued a “hold” rating for the company. Mizuho set a $29.00 price target on shares of SoFi Technologies in a research note on Wednesday, May 6th. TD Cowen decreased their price target on shares of SoFi Technologies from $24.00 to $18.00 and set a “hold” rating for the company in a research note on Thursday, April 30th. Keefe, Bruyette & Woods decreased their price target on shares of SoFi Technologies from $20.00 to $17.00 and set an “underperform” rating for the company in a research note on Thursday, April 9th. Finally, Stephens decreased their price target on shares of SoFi Technologies from $26.00 to $25.00 and set an “overweight” rating for the company in a research note on Thursday, April 30th. Seven equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Hold” and a consensus price target of $22.56.

SoFi Technologies Price Performance

SOFI opened at $16.03 on Friday. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.75 and a quick ratio of 0.13. The company has a market capitalization of $20.56 billion, a price-to-earnings ratio of 36.43 and a beta of 2.14. The firm’s fifty day moving average price is $16.72 and its two-hundred day moving average price is $21.20. SoFi Technologies, Inc. has a 1 year low of $13.93 and a 1 year high of $32.73.

SoFi Technologies (NASDAQ:SOFI) last posted its quarterly earnings data on Wednesday, April 29th. The company reported $0.12 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.12. The firm had revenue of $1.09 billion for the quarter, compared to the consensus estimate of $1.05 billion. SoFi Technologies had a net margin of 14.65% and a return on equity of 6.25%. The business’s revenue for the quarter was up 42.6% compared to the same quarter last year. During the same period in the previous year, the firm earned $0.06 EPS. SoFi Technologies has set its FY 2026 guidance at 0.600- EPS. As a group, analysts anticipate that SoFi Technologies, Inc. will post 0.59 earnings per share for the current fiscal 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.