Liontrust Investment Partners LLP Makes New $10.61 Million Investment in SoFi Technologies, Inc. $SOFI

Liontrust Investment Partners LLP acquired a new stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) during the 3rd quarter, Holdings Channel.com reports. The firm acquired 401,504 shares of the company’s stock, valued at approximately $10,608,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Brighton Jones LLC raised its holdings in SoFi Technologies by 2.0% during the 4th quarter. Brighton Jones LLC now owns 719,288 shares of the company’s stock worth $11,077,000 after buying an additional 14,281 shares during the period. Caxton Associates LLP acquired a new position in shares of SoFi Technologies in the first quarter valued at approximately $129,000. Empowered Funds LLC increased its position in shares of SoFi Technologies by 5.2% during the first quarter. Empowered Funds LLC now owns 33,126 shares of the company’s stock worth $385,000 after acquiring an additional 1,631 shares in the last quarter. Envestnet Asset Management Inc. increased its position in shares of SoFi Technologies by 6.5% during the second quarter. Envestnet Asset Management Inc. now owns 74,223 shares of the company’s stock worth $1,352,000 after acquiring an additional 4,505 shares in the last quarter. Finally, PNC Financial Services Group Inc. raised its holdings in shares of SoFi Technologies by 203.2% during the second quarter. PNC Financial Services Group Inc. now owns 84,880 shares of the company’s stock worth $1,546,000 after acquiring an additional 56,887 shares during the period. 38.43% of the stock is currently owned by institutional investors and hedge funds.

SoFi Technologies Stock Down 1.5%

SOFI stock opened at $17.37 on Wednesday. The company has a market cap of $22.15 billion, a price-to-earnings ratio of 45.71 and a beta of 2.20. SoFi Technologies, Inc. has a twelve month low of $8.60 and a twelve month high of $32.73. The business has a 50 day moving average price of $21.68 and a two-hundred day moving average price of $25.54. The company has a quick ratio of 0.18, a current ratio of 0.78 and a debt-to-equity ratio of 0.17.

SoFi Technologies (NASDAQ:SOFI) last released its quarterly earnings data on Friday, January 30th. The company reported $0.13 EPS for the quarter, beating the consensus estimate of $0.12 by $0.01. SoFi Technologies had a return on equity of 5.88% and a net margin of 13.34%.The company had revenue of $1.01 billion during the quarter, compared to the consensus estimate of $984.75 million. During the same quarter in the prior year, the firm posted $0.05 EPS. The firm’s revenue for the quarter 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. Analysts anticipate that SoFi Technologies, Inc. will post 0.26 EPS for the current fiscal year.

Insider Transactions at SoFi Technologies

In other news, EVP Kelli Keough sold 9,755 shares of SoFi Technologies 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 owned 293,725 shares of the company’s stock, valued at $5,542,590.75. This trade represents a 3.21% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Eric Schuppenhauer bought 5,000 shares of the company’s stock in a transaction dated Thursday, February 5th. The stock was purchased at an average cost of $19.93 per share, for a total transaction of $99,650.00. Following the completion of the acquisition, the executive vice president owned 228,768 shares in the company, valued at $4,559,346.24. This trade 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 acquired 38,900 shares of company stock valued at $705,398 and have sold 122,916 shares valued at $2,598,549. 2.60% of the stock is owned by insiders.

SoFi Technologies News Roundup

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

• Positive Sentiment: CEO Anthony Noto bought 28,900 shares (~$500k) at ~$17.32, raising his stake — a common bullish signal from management that can support buyer confidence. Read More.
• Positive Sentiment: Recent fundamentals/guidance remain supportive: SoFi reported a record quarter, strong revenue growth and management has guided for sizable top‑line and margin expansion for 2026 — a reminder of the company’s underlying growth story. Read More.
• Positive Sentiment: SoFi publicly rejected the Muddy Waters report as “factually inaccurate and misleading” and said it will consider legal action — management’s aggressive rebuttal aims to blunt reputational damage and could deter some short‑term sellers. Read More.
• Neutral Sentiment: Technical/valuation snapshot: market cap ~ $22B, P/E ~45.7, and the stock sits below its 50‑ and 200‑day moving averages — volatile technicals that may amplify moves in either direction. Read More.
• Negative Sentiment: Muddy Waters published a short‑seller report alleging aggressive financial engineering and balance‑sheet issues — those claims triggered selling and elevated media/regulatory scrutiny until independently resolved. Read More.
• Negative Sentiment: Broader market pressure: reports of JPMorgan lending restrictions that rattled the private‑credit market amplified downside for fintech and credit‑exposed names, adding an external liquidity/credit sentiment headwind for SoFi. Read More.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the stock. JPMorgan Chase & Co. raised shares of SoFi Technologies from a “neutral” rating to an “overweight” rating and set a $31.00 target price for the company in a research note on Tuesday, February 3rd. Truist Financial reduced their price objective on SoFi Technologies from $28.00 to $21.00 and set a “hold” rating for the company in a research report on Wednesday, February 18th. The Goldman Sachs Group dropped their target price on SoFi Technologies from $27.00 to $24.00 and set a “neutral” rating on the stock in a research report on Tuesday, January 6th. Citizens Jmp raised SoFi Technologies from a “market perform” rating to an “outperform” rating and set a $30.00 price target for the company in a research report on Monday, February 9th. Finally, Needham & Company LLC lowered their price objective on shares of SoFi Technologies from $36.00 to $33.00 and set a “buy” rating on the stock in a report on Monday, February 2nd. Seven investment 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’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus 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.