Diker Management LLC Purchases New Shares in SoFi Technologies, Inc. $SOFI

Diker Management LLC acquired a new position in SoFi Technologies, Inc. (NASDAQ:SOFI) in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor acquired 125,000 shares of the company’s stock, valued at approximately $3,302,000. SoFi Technologies makes up approximately 2.7% of Diker Management LLC’s investment portfolio, making the stock its 6th biggest holding.

Several other institutional investors and hedge funds have also added to or reduced their stakes in SOFI. Xcel Wealth Management LLC grew its position in shares of SoFi Technologies by 0.6% in the 3rd quarter. Xcel Wealth Management LLC now owns 70,932 shares of the company’s stock worth $1,874,000 after buying an additional 392 shares during the period. Key Client Fiduciary Advisors LLC increased its stake in shares of SoFi Technologies by 3.1% in the 3rd quarter. Key Client Fiduciary Advisors LLC now owns 14,101 shares of the company’s stock worth $373,000 after acquiring an additional 419 shares in the last quarter. Assetmark Inc. lifted its position in SoFi Technologies by 50.5% during the 3rd quarter. Assetmark Inc. now owns 1,273 shares of the company’s stock valued at $34,000 after acquiring an additional 427 shares during the period. Cigna Investments Inc. New boosted its stake in SoFi Technologies by 4.2% during the third quarter. Cigna Investments Inc. New now owns 11,024 shares of the company’s stock worth $291,000 after acquiring an additional 446 shares in the last quarter. Finally, Blume Capital Management Inc. grew its holdings in SoFi Technologies by 52.9% in the third quarter. Blume Capital Management Inc. now owns 1,300 shares of the company’s stock worth $34,000 after purchasing an additional 450 shares during the period. Hedge funds and other institutional investors own 38.43% of the company’s stock.

SoFi Technologies News Summary

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

• Positive Sentiment: KBW flagged SoFi’s stablecoin partnership with Mastercard as a “significant development,” highlighting strategic fintech partnerships that could expand product reach and fees despite KBW’s current Underperform rating. KBW Highlights SoFi Technologies (SOFI) and Mastercard Stablecoin Deal
• Positive Sentiment: Zacks highlights SoFi’s 2026 outlook that calls for improving margins as the company scales — a direct earnings driver that supports higher profitability per dollar of revenue. SOFI’s 2026 Outlook Indicates Stronger Margins to Support Growth
• Positive Sentiment: SoFi announced monthly distributions for its SoFi Enhanced Yield ETF (THTA), underscoring traction in its asset/ETF business and recurring-fee revenue potential. SoFi Announces Monthly Distributions on $THTA (10.00%)
• Positive Sentiment: Several outlets (Yahoo/Zacks/Fool) reiterate the bullish case — digital banking demand, Galileo volume, refinancing tailwinds and positive EPS revisions — arguing the recent share weakness creates a longer-term opportunity. 2 Reasons We Love SoFi (SOFI)
• Neutral Sentiment: Industry context: Upstart’s pursuit of a bank charter highlights why owning a deposit franchise (as SoFi has) can be a structural advantage — useful background but not new company-specific upside. Why Upstart’s Bank Charter Bet Could Change Everything (SOFI)
• Neutral Sentiment: Price-action notes: routine market-coverage pieces report modest intraday gains versus broader weakness — short-term noise rather than a catalyst. SoFi Technologies, Inc. (SOFI) Advances While Market Declines
• Negative Sentiment: Barchart and other coverage flag valuation concerns and the risk of dilutive capital raises — key downside risks that have pressured the stock after a multi-month decline. SoFi Stock Outlook: Can SoFi Technologies Recover After a 30% Drop?

Insider Buying and Selling

In related news, CTO Jeremy Rishel sold 91,837 shares of SoFi Technologies stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $26.64, for a total value of $2,446,537.68. Following the completion of the sale, the chief technology officer owned 794,598 shares of the company’s stock, valued at $21,168,090.72. The trade was a 10.36% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Kelli Keough sold 9,755 shares of the 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 in the company, valued at approximately $5,542,590.75. This represents a 3.21% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 214,753 shares of company stock valued at $5,045,087 in the last ninety days. Corporate insiders own 2.60% of the company’s stock.

SoFi Technologies Trading Up 0.3%

Shares of NASDAQ:SOFI opened at $17.76 on Friday. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.78 and a quick ratio of 0.18. SoFi Technologies, Inc. has a 1 year low of $8.60 and a 1 year high of $32.73. The company has a market cap of $22.65 billion, a P/E ratio of 46.74 and a beta of 2.20. The stock’s fifty day moving average price is $22.11 and its 200-day moving average price is $25.65.

SoFi Technologies (NASDAQ:SOFI) last issued its earnings results 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. The business had revenue of $1.01 billion during the quarter, compared to analyst estimates of $984.75 million. SoFi Technologies had a return on equity of 5.88% and a net margin of 13.34%.SoFi Technologies’s revenue was up 39.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.05 EPS. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. Sell-side analysts expect that SoFi Technologies, Inc. will post 0.26 earnings per share for the current year.

Analyst Ratings Changes

SOFI has been the subject of a number of analyst reports. Truist Financial decreased their target price on shares of SoFi Technologies from $28.00 to $21.00 and set a “hold” rating for the company in a research note on Wednesday, February 18th. JPMorgan Chase & Co. raised SoFi Technologies from a “neutral” rating to an “overweight” rating and set a $31.00 target price on the stock in a report on Tuesday, February 3rd. Barclays raised their price target on SoFi Technologies from $23.00 to $28.00 and gave the company an “equal weight” rating in a report on Tuesday, January 6th. Weiss Ratings reiterated a “hold (c)” rating on shares of SoFi Technologies in a research note on Thursday, January 22nd. Finally, The Goldman Sachs Group reduced their price objective on shares of SoFi Technologies from $27.00 to $24.00 and set a “neutral” rating for the company in a research note on Tuesday, January 6th. Seven research analysts have rated the stock with a Buy rating, eight have given a Hold rating and three have assigned a Sell rating to the company. According to MarketBeat.com, SoFi Technologies presently has an average rating of “Hold” and an average price target of $26.34.

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.