Corient Private Wealth LLC Buys 36,874 Shares of SoFi Technologies, Inc. $SOFI

Corient Private Wealth LLC grew its stake in SoFi Technologies, Inc. (NASDAQ:SOFI) by 25.3% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 182,608 shares of the company’s stock after buying an additional 36,874 shares during the period. Corient Private Wealth LLC’s holdings in SoFi Technologies were worth $4,781,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Valley Wealth Managers Inc. purchased a new position in SoFi Technologies in the fourth quarter worth $25,000. Blue Trust Inc. raised its position in SoFi Technologies by 655.2% during the fourth quarter. Blue Trust Inc. now owns 1,012 shares of the company’s stock valued at $26,000 after purchasing an additional 878 shares in the last quarter. Vermillion Wealth Management Inc. raised its position in SoFi Technologies by 283.1% during the fourth quarter. Vermillion Wealth Management Inc. now owns 1,000 shares of the company’s stock valued at $26,000 after purchasing an additional 739 shares in the last quarter. Central Pacific Bank Trust Division bought a new stake in SoFi Technologies during the fourth quarter worth about $28,000. Finally, Reflection Asset Management bought a new stake in SoFi Technologies during the fourth quarter worth about $28,000. Institutional investors own 38.43% of the company’s stock.

SoFi Technologies Stock Up 3.4%

NASDAQ:SOFI opened at $17.88 on Friday. The firm’s 50-day moving average price is $16.97 and its 200-day moving average price is $20.08. The company has a market capitalization of $22.94 billion, a PE ratio of 40.64 and a beta of 2.14. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.75 and a quick ratio of 0.13. SoFi Technologies, Inc. has a 1-year low of $14.92 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 EPS for the quarter, hitting the consensus estimate of $0.12. SoFi Technologies had a net margin of 14.65% and a return on equity of 6.25%. The business had revenue of $1.09 billion for the quarter, compared to analyst estimates of $1.05 billion. During the same quarter in the previous year, the firm posted $0.06 earnings per share. SoFi Technologies’s quarterly revenue was up 42.6% on a year-over-year basis. SoFi Technologies has set its FY 2026 guidance at 0.600- EPS. On average, equities analysts predict that SoFi Technologies, Inc. will post 0.59 EPS for the current fiscal year.

Analyst Ratings Changes

Several brokerages have recently commented on SOFI. The Goldman Sachs Group reiterated a “neutral” rating and set a $17.00 price objective on shares of SoFi Technologies in a research report on Thursday, April 30th. Barclays dropped their target price on SoFi Technologies from $28.00 to $18.00 and set an “equal weight” rating for the company in a research report on Monday, April 6th. Citigroup reduced their price target on shares of SoFi Technologies from $37.00 to $30.00 and set a “buy” rating on the stock in a research report on Monday, May 4th. UBS Group decreased their price target on shares of SoFi Technologies from $24.50 to $21.00 and set a “neutral” rating on the stock in a research note on Thursday, April 30th. Finally, Morgan Stanley set a $16.00 price objective on shares of SoFi Technologies in a report on Thursday, April 30th. Seven investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Hold” and an average target price of $22.56.

More SoFi Technologies News

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

• Positive Sentiment: CEO Anthony Noto has continued buying SoFi shares in the open market this year, reinforcing confidence in the company’s outlook while first-quarter net revenue rose 43% year over year. SoFi Stock Is Down More Than 30% This Year. Its CEO Is Buying Anyway.
• Positive Sentiment: Several reports argued that SoFi’s recent selling may have gone too far, with one model calling for double-digit upside and citing continued growth, product innovation, and insider buying as supports for the stock. SoFi’s Price Prediction: The Case for Double-Digit Upside
• Positive Sentiment: Traders pushed the shares higher intraday as the market leaned into the insider-buying narrative and fresh product-related headlines, helping sentiment around the fintech name. SoFi Stock Is Moving Higher: What’s Going On?
• Neutral Sentiment: SoFi remains one of the most watched stocks on retail-finance sites and by Zacks users, which signals elevated investor attention but does not by itself change fundamentals. SoFi Technologies, Inc. (SOFI) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: One valuation-focused note said SoFi may be overvalued after the rally, suggesting some investors are questioning how much upside is left at current levels. Is SoFi Technologies Inc (SOFI) Overvalued After 3.2% Rally? GF Value Says Overvalued
• Negative Sentiment: SoFi has also been described as one of 2026’s more heavily punished fintech names, highlighting that the stock still faces skepticism despite the recent bounce. SoFi’s Price Prediction: The Case for Double-Digit Upside

Insider Transactions at SoFi Technologies

In other news, EVP Kelli Keough sold 10,954 shares of the firm’s stock in a transaction on Monday, June 22nd. The stock was sold at an average price of $17.35, for a total transaction of $190,051.90. Following the completion of the transaction, the executive vice president directly owned 378,682 shares in the company, valued at $6,570,132.70. This trade represents a 2.81% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Anthony Noto purchased 15,545 shares of the stock in a transaction dated Monday, May 11th. The stock was bought at an average cost of $16.00 per share, with a total value of $248,720.00. Following the transaction, the chief executive officer owned 11,946,619 shares in the company, valued at $191,145,904. The trade was a 0.13% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders have sold 134,044 shares of company stock valued at $2,370,056. Insiders own 2.50% of the company’s stock.

About SoFi Technologies

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.