Sava Infond d.o.o. Has $2.25 Million Holdings in SoFi Technologies, Inc. $SOFI

Sava Infond d.o.o. increased its stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 507.5% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 85,050 shares of the company’s stock after acquiring an additional 71,050 shares during the period. Sava Infond d.o.o.’s holdings in SoFi Technologies were worth $2,247,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the stock. Kovack Advisors Inc. raised its stake in shares of SoFi Technologies by 4.1% in the 3rd quarter. Kovack Advisors Inc. now owns 89,677 shares of the company’s stock valued at $2,369,000 after purchasing an additional 3,556 shares during the period. Compass Wealth Management LLC bought a new position in shares of SoFi Technologies during the third quarter worth about $176,000. Avestar Capital LLC grew its holdings in shares of SoFi Technologies by 14.5% during the third quarter. Avestar Capital LLC now owns 16,697 shares of the company’s stock worth $441,000 after buying an additional 2,115 shares in the last quarter. NewEdge Wealth LLC acquired a new stake in SoFi Technologies in the 3rd quarter valued at approximately $293,000. Finally, Fortis Group Advisors LLC boosted its position in SoFi Technologies by 94.1% during the 3rd quarter. Fortis Group Advisors LLC now owns 130,817 shares of the company’s stock worth $3,456,000 after acquiring an additional 63,420 shares during the last quarter. 38.43% of the stock is owned by institutional investors.

SoFi Technologies Stock Down 1.5%

SOFI opened at $19.02 on Friday. SoFi Technologies, Inc. has a 1-year low of $8.60 and a 1-year high of $32.73. The stock has a market cap of $22.94 billion, a PE ratio of 50.05 and a beta of 2.13. The stock’s fifty day simple moving average is $24.56 and its 200 day simple moving average is $26.14. The company has a current ratio of 0.78, a quick ratio of 0.16 and a debt-to-equity ratio of 0.17.

SoFi Technologies (NASDAQ:SOFI) last issued its quarterly earnings data on Friday, January 30th. The company reported $0.13 earnings per share for the quarter, beating the consensus estimate of $0.12 by $0.01. The company had revenue of $1.01 billion for the quarter, compared to analyst estimates of $984.75 million. SoFi Technologies had a net margin of 13.34% and a return on equity of 5.88%. The company’s revenue was up 39.6% on a year-over-year basis. During the same period in the prior year, the firm earned $0.05 earnings per share. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. As a group, research analysts expect that SoFi Technologies, Inc. will post 0.26 earnings per share for the current year.

Insider Activity at SoFi Technologies

In other news, EVP Kelli Keough sold 9,755 shares of the company’s stock in a transaction that occurred on Friday, February 20th. The stock was sold at an average price of $18.87, for a total value of $184,076.85. Following the transaction, the executive vice president owned 293,725 shares of the company’s stock, valued at approximately $5,542,590.75. This represents a 3.21% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, EVP Eric Schuppenhauer purchased 5,000 shares of the firm’s stock in a transaction that occurred on Thursday, February 5th. The stock was acquired at an average price of $19.93 per share, for a total transaction of $99,650.00. Following the completion of the purchase, the executive vice president directly owned 228,768 shares of the company’s stock, valued at $4,559,346.24. This represents a 2.23% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders have sold 214,753 shares of company stock valued at $5,045,087. Insiders own 2.60% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on SOFI. Citizens Jmp upgraded shares of SoFi Technologies from a “market perform” rating to an “outperform” rating and set a $30.00 price objective on the stock in a report on Monday, February 9th. Barclays lifted their price target on shares of SoFi Technologies from $23.00 to $28.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 6th. Needham & Company LLC reduced their price objective on shares of SoFi Technologies from $36.00 to $33.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. Bank of America began coverage on SoFi Technologies in a research report on Tuesday, January 6th. They issued an “underperform” rating and a $20.50 target price on the stock. Finally, Citigroup increased their price target on SoFi Technologies from $28.00 to $37.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. Seven equities 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 stock. Based on data from MarketBeat, SoFi Technologies has an average rating of “Hold” and an average price target of $26.34.

Trending Headlines about SoFi Technologies

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

• Positive Sentiment: Q4 results and customer growth support the long-term growth case: coverage highlights SoFi’s strong Q4 revenue and adjusted net‑income growth and a record ~1 million new customers in Q4, reinforcing the company’s growth thesis. Why This 1 Unstoppable Stock Could Be the Next Bank of America
• Positive Sentiment: Bullish retail analyst narrative: a separate Motley Fool piece reiterates a high-return view on SoFi, citing strong multi‑year average gains that support a long‑horizon accumulation thesis for investors. 1 Financial Services Stock That Could Turn $1,000 Per Month Into $1 Million
• Neutral Sentiment: Product expansion into remittances: SoFi is testing Bitcoin Lightning for remittances, a potential low‑cost payments use case that could broaden services but carries execution and regulatory uncertainty. The coverage also notes mixed signals around valuation. SoFi Taps Bitcoin Lightning For Remittances As Valuation Signals Mixed
• Neutral Sentiment: Lower price per share may attract value-seekers: commentary listing stocks under $20 highlights that SoFi’s sub‑$20 price could draw retail and institutional attention, which can support episodic buying interest. 3 Cheap Stocks to Buy Now: All Under $20 Per Share
• Neutral Sentiment: Technical/price action: market commentary notes the stock is consolidating after a prolonged downtrend, suggesting short‑term technical uncertainty even as longer‑term fundamentals are debated. Stock Of The Day: Where Will SoFi Turn?
• Negative Sentiment: Analyst downward revision: Truist trimmed its price target on SOFI to $21, which can pressure sentiment among institutional investors and reduce near‑term upside expectations. Truist Financial Lowers SoFi Technologies (NASDAQ:SOFI) Price Target to $21.00
• Negative Sentiment: Insider selling: EVP Kelli Keough sold 9,755 shares (~3.21% reduction in her position) at an average price of $18.87; disclosed in an SEC filing — insider sales can weigh on sentiment even if not large in dollar terms. Kelli Keough Insider Sale

SoFi Technologies 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.