Friedenthal Financial Takes $926,000 Position in SoFi Technologies, Inc. $SOFI

Friedenthal Financial acquired a new stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 35,354 shares of the company’s stock, valued at approximately $926,000.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Blue Trust Inc. increased its stake in SoFi Technologies by 655.2% in the fourth quarter. Blue Trust Inc. now owns 1,012 shares of the company’s stock valued at $26,000 after acquiring an additional 878 shares during the period. Central Pacific Bank Trust Division bought a new stake in shares of SoFi Technologies during the fourth quarter worth $28,000. Thurston Springer Miller Herd & Titak Inc. bought a new stake in shares of SoFi Technologies during the fourth quarter worth $29,000. SJS Investment Consulting Inc. grew its holdings in shares of SoFi Technologies by 840.3% during the third quarter. SJS Investment Consulting Inc. now owns 1,119 shares of the company’s stock worth $30,000 after purchasing an additional 1,000 shares during the last quarter. Finally, Salomon & Ludwin LLC bought a new stake in shares of SoFi Technologies during the third quarter worth $29,000. 38.43% of the stock is currently owned by institutional investors.

Insider Activity at SoFi Technologies

In other news, General Counsel Robert S. Lavet purchased 5,000 shares of SoFi Technologies stock in a transaction dated Friday, February 6th. The shares were bought at an average cost of $21.04 per share, with a total value of $105,200.00. Following the completion of the transaction, the general counsel directly owned 17,172 shares in the company, valued at $361,298.88. This trade represents a 41.08% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO Anthony Noto acquired 28,900 shares of the business’s stock in a transaction dated Tuesday, March 17th. The shares were acquired at an average price of $17.32 per share, for a total transaction of $500,548.00. Following the acquisition, the chief executive officer directly owned 11,704,352 shares in the company, valued at $202,719,376.64. This represents a 0.25% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last quarter, insiders purchased 38,900 shares of company stock valued at $705,398 and sold 218,148 shares valued at $4,161,735. 2.60% of the stock is owned by company insiders.

SoFi Technologies Price Performance

Shares of SOFI opened at $19.43 on Friday. The company has a current ratio of 0.78, a quick ratio of 0.18 and a debt-to-equity ratio of 0.17. SoFi Technologies, Inc. has a 1 year low of $10.49 and a 1 year high of $32.73. The stock has a market cap of $24.78 billion, a P/E ratio of 51.13 and a beta of 2.24. The stock’s 50-day moving average price is $17.93 and its two-hundred day moving average price is $23.90.

SoFi Technologies (NASDAQ:SOFI) last announced its quarterly 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 company had revenue of $1.01 billion for the quarter, compared to analysts’ expectations of $984.75 million. SoFi Technologies had a net margin of 13.34% and a return on equity of 5.88%. The business’s quarterly revenue was up 39.6% compared to the same quarter last year. During the same period last year, the firm posted $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. On average, equities analysts predict that SoFi Technologies, Inc. will post 0.26 earnings per share for the current year.

Analyst Ratings Changes

SOFI has been the topic of several research analyst reports. JPMorgan Chase & Co. raised shares of SoFi Technologies from a “neutral” rating to an “overweight” rating and set a $31.00 price target on the stock in a research note on Tuesday, February 3rd. Argus started coverage on shares of SoFi Technologies in a research note on Wednesday. They set a “hold” rating on the stock. Weiss Ratings reiterated a “hold (c)” rating on shares of SoFi Technologies in a report on Thursday, January 22nd. Truist Financial decreased their price target on SoFi Technologies from $28.00 to $21.00 and set a “hold” rating on the stock in a report on Wednesday, February 18th. Finally, Bank of America started coverage on SoFi Technologies in a report on Tuesday, January 6th. They issued an “underperform” rating and a $20.50 price target on the stock. Seven analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and three have assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Hold” and a consensus price target of $24.85.

Key Stories Impacting SoFi Technologies

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

• Positive Sentiment: Retail chatter about a potential short squeeze and growing anticipation for SoFi’s April 29 Q1 earnings helped send the stock up in premarket trading, drawing momentum from active retail forums and traders. SoFi Technologies Pops 5% as Short Squeeze Chatter and Earnings Anticipation Heat Up
• Positive Sentiment: SoFi Bank expanded FedNow instant payments capability (via Galileo), which earlier produced a sizable share-price boost by improving member experience and strengthening SoFi’s real-time payments positioning for fintech partners. Why SoFi Technologies (SOFI) Is Up 13.9% After Expanding FedNow Instant Payments Capabilities
• Positive Sentiment: Analyst and bullish commentaries highlight SoFi’s long-term revenue runway and view current levels as a buying opportunity (e.g., Seeking Alpha piece arguing value at ~$17 entry), which can attract value-seeking investors. SoFi Technologies: The Market Is Handing You A $17 Entry On A $4.7 Billion Revenue Machine
• Positive Sentiment: Marketing promotions (e.g., a cash-bonus-style deposit offer) may help member acquisition and deposits, supporting growth in deposits and cross‑sell potential. This New SoFi Offer Turns a $50 Deposit Into a Shot at $1,000
• Neutral Sentiment: Coverage notes and market-wrap pieces report recent outperformance vs. the broader market (small daily gains) — factual context but not a directional catalyst by itself. SoFi Technologies, Inc. (SOFI) Outperforms Broader Market: What You Need to Know
• Neutral Sentiment: ARGUS initiated coverage with a HOLD rating — this is a watchful sign that may limit upside from some institutional investors but is not strongly bearish. SoFi Technologies, Inc.: Launching coverage with a HOLD rating
• Neutral Sentiment: Valuation and volatility analyses highlight mixed recent performance (month-to-month gains vs. multi-month declines) — useful for investors sizing positions but not an immediate catalyst. Assessing SoFi Technologies (SOFI) Valuation After Recent Share Price Volatility
• Negative Sentiment: Analyses note liquidity constraints and concentrated exposure to personal loans; while digitalization and operating leverage can boost margins, these credit/liquidity risks cloud near‑term outlook and could pressure the stock if funding or delinquencies worsen. Digitalization & Operating Leverage Benefit SOFI Amid Low Liquidity

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.