Vise Technologies Inc. Buys 126,164 Shares of SoFi Technologies, Inc. $SOFI

Vise Technologies Inc. lifted its holdings in SoFi Technologies, Inc. (NASDAQ:SOFI) by 237.7% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 179,233 shares of the company’s stock after purchasing an additional 126,164 shares during the period. Vise Technologies Inc.’s holdings in SoFi Technologies were worth $2,818,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. BlackRock Inc. purchased a new position in shares of SoFi Technologies in the 2nd quarter valued at about $1,298,925,000. Bank of America Corp DE acquired a new stake in shares of SoFi Technologies during the 2nd quarter worth about $163,808,000. D.A. Davidson & CO. lifted its stake in SoFi Technologies by 22.2% during the first quarter. D.A. Davidson & CO. now owns 267,848 shares of the company’s stock worth $4,253,000 after purchasing an additional 48,682 shares during the last quarter. Illinois Municipal Retirement Fund lifted its stake in SoFi Technologies by 24.7% during the first quarter. Illinois Municipal Retirement Fund now owns 189,849 shares of the company’s stock worth $3,015,000 after purchasing an additional 37,554 shares during the last quarter. Finally, Wealthfront Advisers LLC acquired a new position in SoFi Technologies in the second quarter valued at approximately $4,239,000. Institutional investors and hedge funds own 38.43% of the company’s stock.

Key Stories Impacting SoFi Technologies

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

• Positive Sentiment: Fintech shares advanced after Block reported better-than-expected third-quarter results and raised its outlook, lifting sentiment across the sector. SoFi moved higher with fintech peers, although this is a sector read-through rather than company-specific news. Block earnings and fintech rally
• Positive Sentiment: Recent analysis highlights rapid customer additions, cross-selling of financial products, strong third-quarter performance, and management’s higher 2026 outlook and 2027 guidance. These factors support expectations for continued growth. Is SoFi Stock a Buy in November 2026?
• Neutral Sentiment: A valuation estimate edged up, but published price targets vary, reflecting differing views of SoFi’s recent results and longer-term growth prospects. Truist raised its target from $16 to $17 while maintaining a Hold rating, signaling a cautious view on upside at current levels. SoFi fair value estimate Truist price target update
• Neutral Sentiment: SoFi is drawing increased attention from Zacks users, but the coverage notes popularity rather than a new company catalyst. SoFi trending-stock coverage

Insider Transactions at SoFi Technologies

In other SoFi Technologies news, EVP Kelli Keough sold 11,286 shares of the company’s stock in a transaction dated Thursday, August 20th. The shares were sold at an average price of $18.00, for a total value of $203,148.00. Following the sale, the executive vice president owned 356,442 shares of the company’s stock, valued at $6,415,956. This represents a 3.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Jeremy Rishel sold 18,624 shares of SoFi Technologies stock in a transaction that occurred on Monday, September 21st. The stock was sold at an average price of $17.50, for a total value of $325,920.00. Following the transaction, the chief technology officer owned 912,650 shares of the company’s stock, valued at $15,971,375. This represents a 2.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders have sold 50,316 shares of company stock valued at $852,605. 2.50% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several analysts have recently weighed in on the stock. Wells Fargo & Company restated a “negative” rating on shares of SoFi Technologies in a research report on Wednesday, October 28th. Benchmark reissued a “sector outperform” rating on shares of SoFi Technologies in a research report on Wednesday, October 28th. UBS Group upped their price objective on shares of SoFi Technologies from $21.00 to $22.00 and gave the company a “neutral” rating in a research note on Thursday, October 29th. The Goldman Sachs Group set a $15.00 target price on SoFi Technologies in a research report on Tuesday, October 13th. Finally, Stonex Financial raised SoFi Technologies to a “strong-buy” rating in a report on Monday, October 12th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, SoFi Technologies presently has a consensus rating of “Hold” and a consensus target price of $21.27.

SoFi Technologies Stock Performance

NASDAQ SOFI opened at $17.38 on Thursday. The stock has a market capitalization of $22.45 billion, a price-to-earnings ratio of 31.60, a PEG ratio of 1.04 and a beta of 2.25. The business’s 50 day moving average is $16.47 and its two-hundred day moving average is $17.74. SoFi Technologies, Inc. has a 12-month low of $13.86 and a 12-month high of $32.73. The company has a current ratio of 0.74, a quick ratio of 0.10 and a debt-to-equity ratio of 0.30.

SoFi Technologies (NASDAQ:SOFI) last released its quarterly earnings data on Tuesday, October 27th. The company reported $0.18 EPS for the quarter, topping analysts’ consensus estimates of $0.17 by $0.01. The firm had revenue of $1.37 billion for the quarter, compared to the consensus estimate of $1.25 billion. SoFi Technologies had a net margin of 15.60% and a return on equity of 6.89%. The firm’s revenue was up 44.4% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.11 earnings per share. Research analysts expect that SoFi Technologies, Inc. will post 0.61 EPS for the current year.

SoFi Technologies Profile

SoFi Technologies, Inc is a digital financial services company that provides lending, banking, investing and other personal finance products through its online platform and mobile app. The company serves consumers primarily in the United States and aims to provide a centralized alternative to traditional financial institutions.

SoFi’s offerings include personal loans, student loan refinancing, home loans, checking and savings accounts, credit cards, investment products and financial education resources.