35,744 Shares in SoFi Technologies, Inc. $SOFI Acquired by OVERSEA CHINESE BANKING Corp Ltd

OVERSEA CHINESE BANKING Corp Ltd bought a new position in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 35,744 shares of the company’s stock, valued at approximately $639,000.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Valley Wealth Managers Inc. purchased a new stake in shares of SoFi Technologies during the fourth quarter valued at $25,000. Vermillion Wealth Management Inc. raised its stake in SoFi Technologies by 283.1% in the 4th quarter. Vermillion Wealth Management Inc. now owns 1,000 shares of the company’s stock worth $26,000 after acquiring an additional 739 shares during the last quarter. Reflection Asset Management acquired a new stake in SoFi Technologies during the 4th quarter worth about $28,000. American Capital Advisory LLC lifted its position in SoFi Technologies by 456.7% during the 4th quarter. American Capital Advisory LLC now owns 1,297 shares of the company’s stock worth $34,000 after acquiring an additional 1,064 shares during the period. Finally, Cornerstone Planning Group LLC lifted its position in SoFi Technologies by 232.1% during the 1st quarter. Cornerstone Planning Group LLC now owns 2,099 shares of the company’s stock worth $34,000 after acquiring an additional 1,467 shares during the period. Hedge funds and other institutional investors own 38.43% of the company’s stock.

Insider Buying and Selling

In other SoFi Technologies news, CTO Jeremy Rishel sold 102,123 shares of the company’s stock in a transaction that occurred 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 sale, the chief technology officer owned 895,089 shares in the company, valued at approximately $15,914,682.42. This represents a 10.24% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this link. 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. Also, EVP Kelli Keough sold 10,954 shares of the company’s stock in a transaction that occurred on Monday, July 20th. The stock was sold at an average price of $17.19, for a total value of $188,299.26. Following the completion of the sale, the executive vice president owned 367,728 shares in the company, valued at approximately $6,321,244.32. This represents a 2.89% 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. Insiders sold 125,219 shares of company stock valued at $2,214,948 over the last three months. 2.50% of the stock is currently owned by corporate insiders.

SoFi Technologies Stock Performance

NASDAQ SOFI opened at $18.91 on Friday. The stock has a 50-day simple moving average of $17.73 and a two-hundred day simple moving average of $17.64. The firm has a market capitalization of $24.42 billion, a P/E ratio of 39.40 and a beta of 2.17. SoFi Technologies, Inc. has a fifty-two week low of $14.88 and a fifty-two week high of $32.73. The company has a debt-to-equity ratio of 0.30, a quick ratio of 0.10 and a current ratio of 0.74.

SoFi Technologies (NASDAQ:SOFI) last issued its earnings results on Wednesday, July 29th. The company reported $0.12 EPS for the quarter, topping 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 return on equity of 6.22% and a net margin of 14.78%.The company’s revenue was up 42.5% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.08 earnings per share. SoFi Technologies has set its FY 2026 guidance at 0.600-0.600 EPS. On average, equities analysts forecast that SoFi Technologies, Inc. will post 0.61 earnings per share for the current year.

SoFi Technologies News Roundup

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

• Positive Sentiment: Bitcoin’s breakout lifted crypto-linked fintech stocks, including SoFi, as capital moved into retail brokerages and digital-asset-related companies. The rally was also supported by renewed optimism around the proposed Clarity Act, which could establish clearer U.S. cryptocurrency regulations. SoFi, Robinhood and Affirm crypto rally article
• Positive Sentiment: Piper Sandler awarded SoFi an Overweight rating, while another Wall Street analyst suggested the shares could rise about 20%. The bullish view reflects SoFi’s recent earnings beats, improving profitability, and an attractive valuation after the stock’s difficult first half of 2026. Piper Sandler Overweight rating article Analyst 20 percent upside article
• Positive Sentiment: Unusually heavy call-option activity indicated bullish short-term trading interest, with 523,615 calls purchased—approximately 36% above typical daily volume.
• Positive Sentiment: SoFi’s reported record $14.8 billion in loan originations points to strong demand and continued growth potential. Its diversified revenue base, deposit funding, and stronger profitability were also cited as advantages over some fintech-lending peers. SoFi loan originations article
• Neutral Sentiment: The lending expansion remains dependent on credit performance and funding costs. Higher interest rates could pressure loan demand, margins, and the valuation investors are willing to assign to SOFI.
• Negative Sentiment: Some valuation analysis indicates that SoFi trades at a premium to estimated fair value despite its strong three-year returns, limiting the margin of safety and potentially capping further upside. SoFi valuation analysis

Wall Street Analysts Forecast Growth

A number of brokerages have recently weighed in on SOFI. Citigroup cut their price objective on SoFi Technologies from $37.00 to $30.00 and set a “buy” rating on the stock in a report on Monday, May 4th. Mizuho decreased their target price on SoFi Technologies from $29.00 to $22.00 and set an “outperform” rating for the company in a report on Friday, July 31st. The Goldman Sachs Group upped their target price on SoFi Technologies from $17.00 to $21.00 and gave the company a “neutral” rating in a research report on Thursday, July 9th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $18.00 price target on shares of SoFi Technologies in a report on Thursday, April 30th. Finally, Wells Fargo & Company reduced their price target on shares of SoFi Technologies from $18.00 to $17.00 and set an “equal weight” rating for the company in a research report on Thursday, July 30th. Eight investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $22.42.

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.