Jupiter Topco LLC Makes New $1.60 Million Investment in SoFi Technologies, Inc. $SOFI

Jupiter Topco LLC bought a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) in the 2nd quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 89,200 shares of the company’s stock, valued at approximately $1,599,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of SOFI. Brighton Jones LLC grew its stake in shares of SoFi Technologies by 2.0% in the fourth 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 $129,000. Empowered Funds LLC lifted its holdings in 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 holdings in SoFi Technologies by 23.2% during the 2nd quarter. Franklin Resources Inc. now owns 13,796 shares of the company’s stock worth $251,000 after buying an additional 2,596 shares during the period. Finally, Arrowstreet Capital Limited Partnership acquired a new position in shares of SoFi Technologies in the second quarter worth approximately $4,633,000. Institutional investors own 38.43% of the company’s stock.

Insiders Place Their Bets

In related news, EVP Kelli Keough sold 11,286 shares of SoFi Technologies stock in a transaction on Thursday, August 20th. The shares were sold at an average price of $18.00, for a total transaction of $203,148.00. Following the transaction, the executive vice president owned 356,442 shares in the company, valued at approximately $6,415,956. The trade was a 3.07% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Jeremy Rishel sold 102,123 shares of the stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $17.78, for a total value of $1,815,746.94. Following the completion of the sale, the chief technology officer owned 895,089 shares of the company’s stock, valued at $15,914,682.42. The trade was a 10.24% decrease in their position. The disclosure for this sale is available in the SEC filing. 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. In the last 90 days, insiders have sold 136,505 shares of company stock worth $2,418,096. 2.50% of the stock is owned by corporate insiders.

SoFi Technologies Trading Down 1.6%

Shares of NASDAQ SOFI opened at $18.22 on Friday. The company has a market cap of $23.53 billion, a PE ratio of 37.96, a P/E/G ratio of 1.52 and a beta of 2.20. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.10 and a current ratio of 0.74. The firm’s 50 day moving average price is $17.89 and its 200-day moving average price is $17.48. SoFi Technologies, Inc. has a 52-week low of $14.88 and a 52-week high of $32.73.

SoFi Technologies (NASDAQ:SOFI) last announced its quarterly earnings results on Wednesday, July 29th. The company reported $0.12 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.11 by $0.01. The firm had revenue of $1.21 billion for the quarter, compared to the consensus estimate of $1.11 billion. SoFi Technologies had a net margin of 14.78% and a return on equity of 6.22%. The business’s quarterly revenue was up 42.5% compared to the same quarter last year. During the same quarter last year, the firm posted $0.08 EPS. SoFi Technologies has set its FY 2026 guidance at 0.600-0.600 EPS. On average, equities research analysts expect 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 have recently commented on the stock. Needham & Company LLC reduced their price objective on shares of SoFi Technologies from $25.00 to $24.00 and set a “buy” rating on the stock in a research note on Thursday, July 30th. Piper Sandler initiated coverage on shares of SoFi Technologies in a report on Monday, August 17th. They issued an “overweight” rating and a $22.00 target price on the stock. The Goldman Sachs Group upped their price target on shares of SoFi Technologies from $17.00 to $21.00 and gave the company a “neutral” rating in a research report on Thursday, July 9th. 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 report on Thursday, July 30th. Finally, Truist Financial boosted their target price on SoFi Technologies from $18.00 to $19.00 and gave the company a “hold” rating in a research report on Wednesday, August 12th. Nine analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $22.55.

Key Stories Impacting SoFi Technologies

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

• Positive Sentiment: Payward/Kraken partnership expands SoFi’s digital-asset infrastructure. Payward, the parent of Kraken, will connect to SoFi’s Big Business Banking capabilities and SoFi Exchange Network, use Kraken Prime for crypto liquidity, and gain access to 24/7 U.S.-dollar settlement. The agreement also makes SoFiUSD available on Kraken, potentially increasing stablecoin adoption, transaction activity, and fee opportunities. SoFi integrates Payward into real-time settlement network
• Positive Sentiment: Scotiabank initiated coverage with a Sector Outperform rating and a $25 price target. The target implies meaningful upside from recent trading levels and provides fresh institutional support for SoFi’s growth strategy. Scotiabank initiates coverage
• Positive Sentiment: Analysts and bullish commentary continue to point to record revenue, member growth, improving cross-selling, and a long-term opportunity for SoFiUSD and digital financial services. SoFi price prediction
• Neutral Sentiment: The Kraken deal is strategically significant but its financial impact is uncertain. SoFi must convert expanded stablecoin access, settlement volume, and crypto liquidity into recurring revenue while managing regulatory and digital-asset risks. SoFi-Kraken partnership
• Negative Sentiment: Valuation remains a concern. Despite strong long-term returns and recent operating growth, some analysis suggests SOFI is expensive relative to intrinsic value and may already price in substantial future success. This valuation debate likely contributed to pressure on the shares. SoFi stock valuation analysis

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.