Stratos Wealth Partners LTD. Increases Stock Holdings in SoFi Technologies, Inc. $SOFI

Stratos Wealth Partners LTD. raised its position in SoFi Technologies, Inc. (NASDAQ:SOFI) by 103.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 188,691 shares of the company’s stock after acquiring an additional 95,744 shares during the quarter. Stratos Wealth Partners LTD.’s holdings in SoFi Technologies were worth $4,985,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in SOFI. Midwest Trust Co purchased a new stake in SoFi Technologies during the 3rd quarter worth $218,000. First National Trust Co increased its position in shares of SoFi Technologies by 17.5% during the third quarter. First National Trust Co now owns 33,138 shares of the company’s stock worth $876,000 after acquiring an additional 4,938 shares during the last quarter. Wealthfront Advisers LLC lifted its stake in shares of SoFi Technologies by 5.4% in the third quarter. Wealthfront Advisers LLC now owns 147,962 shares of the company’s stock worth $3,909,000 after acquiring an additional 7,631 shares in the last quarter. Prospera Financial Services Inc grew its stake in SoFi Technologies by 3.5% during the 3rd quarter. Prospera Financial Services Inc now owns 93,347 shares of the company’s stock valued at $2,466,000 after purchasing an additional 3,175 shares in the last quarter. Finally, Blume Capital Management Inc. raised its position in shares of SoFi Technologies by 52.9% in the 3rd quarter. Blume Capital Management Inc. now owns 1,300 shares of the company’s stock valued at $34,000 after purchasing an additional 450 shares in the last quarter. 38.43% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about SoFi Technologies

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

• Positive Sentiment: Management/analysts are increasingly bullish on profitability — SoFi is targeting mid-30% EBITDA margins in 2026 with ~30% revenue growth, signaling a shift toward a scaled, profit-driven business that supports higher valuation over time. SoFi’s 2026 Outlook: Margin Expansion Strengthens Further
• Positive Sentiment: Analyst sentiment improved with a raise to Outperform at Citizens JMP, which can support buying interest from institutional investors. SoFi Technologies (NASDAQ:SOFI) Raised to Outperform at Citizens Jmp
• Positive Sentiment: SoFi’s product business remains active — the firm announced a monthly distribution on its SoFi Enhanced Yield ETF (THTA), highlighting ongoing ETF/income-product activity and fee/distribution revenue potential. SoFi Announces Monthly Distributions on $THTA (12.00%)
• Positive Sentiment: There were separate reports of insider buying activity, which can be read as management/insiders having conviction in the company’s outlook. SoFi Technologies (NASDAQ:SOFI) Shares Up 2.3% on Insider Buying Activity
• Neutral Sentiment: Several market commentators are debating valuation — some view recent weakness as a buying opportunity given growth and product innovation (including Web3/blockchain experiments), while others warn the stock may have run ahead of fundamentals. These divergent takes can increase volatility. SoFi Stock Tumbles. Why It’s a Buying Opportunity. Has The Market Run Too Far With SoFi Technologies (SOFI) After Its Recent Surge In Price?
• Negative Sentiment: A large insider sale — Steven Freiberg sold 94,225 shares — is a clear near-term negative catalyst that likely increased selling pressure and investor caution today. Steven Freiberg Sells 94,225 Shares of SoFi Technologies (NASDAQ:SOFI) Stock

SoFi Technologies Stock Performance

Shares of SOFI opened at $19.30 on Friday. The firm has a fifty day moving average of $25.51 and a 200-day moving average of $26.24. The company has a market cap of $23.27 billion, a price-to-earnings ratio of 50.79 and a beta of 2.13. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.16 and a current ratio of 0.80. SoFi Technologies, Inc. has a 1 year low of $8.60 and a 1 year high of $32.73.

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. SoFi Technologies had a net margin of 13.34% and a return on equity of 6.48%. The firm had revenue of $1.01 billion for the quarter, compared to the consensus estimate of $984.75 million. During the same period last year, the firm posted $0.05 EPS. SoFi Technologies’s quarterly revenue was up 39.6% compared to the same quarter last year. SoFi Technologies has set its Q1 2026 guidance at 0.120- EPS and its FY 2026 guidance at 0.600- EPS. As a group, equities analysts anticipate that SoFi Technologies, Inc. will post 0.26 earnings per share for the current year.

Wall Street Analysts Forecast Growth

SOFI has been the topic of a number of research analyst reports. JPMorgan Chase & Co. upgraded shares of SoFi Technologies from a “neutral” rating to an “overweight” rating and set a $31.00 price objective on the stock in a research note on Tuesday, February 3rd. Needham & Company LLC decreased their price target on SoFi Technologies from $36.00 to $33.00 and set a “buy” rating for the company in a research note on Monday, February 2nd. BTIG Research reiterated a “neutral” rating on shares of SoFi Technologies in a research report on Wednesday, October 29th. Keefe, Bruyette & Woods upped their price target on SoFi Technologies from $18.00 to $20.00 and gave the company an “underperform” rating in a research report on Wednesday, October 29th. Finally, Citizens Jmp upgraded shares of SoFi Technologies from a “market perform” rating to an “outperform” rating and set a $30.00 target price for the company in a research note on Monday. One research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating, nine have given a Hold rating and three have assigned a Sell rating to the stock. Based on data from MarketBeat.com, SoFi Technologies has a consensus rating of “Hold” and an average target price of $26.21.

Insider Buying and Selling at SoFi Technologies

In other news, insider Arun Pinto sold 46,132 shares of the stock in a transaction on Friday, November 21st. The stock was sold at an average price of $24.76, for a total value of $1,142,228.32. Following the completion of the transaction, the insider owned 138,396 shares of the company’s stock, valued at approximately $3,426,684.96. This represents a 25.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, CTO Jeremy Rishel sold 91,837 shares of the firm’s stock in a transaction on Wednesday, December 17th. The shares were sold at an average price of $26.64, for a total value of $2,446,537.68. Following the transaction, the chief technology officer directly owned 794,598 shares in the company, valued at $21,168,090.72. This trade represents a 10.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 261,470 shares of company stock valued at $6,276,524. 2.60% of the stock is currently owned by insiders.

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.