Owen LaRue LLC Buys New Shares in SoFi Technologies, Inc. $SOFI

Posted by Wayne Rhoads on Jan 25th, 2026

Owen LaRue LLC purchased a new stake in SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor purchased 36,090 shares of the company’s stock, valued at approximately $953,000.

Several other institutional investors and hedge funds also recently made changes to their positions in the stock. Salomon & Ludwin LLC bought a new stake in shares of SoFi Technologies in the third quarter valued at about $29,000. SJS Investment Consulting Inc. lifted its position in shares of SoFi Technologies by 840.3% in the 3rd quarter. SJS Investment Consulting Inc. now owns 1,119 shares of the company’s stock worth $30,000 after acquiring an additional 1,000 shares during the period. ORG Partners LLC grew its holdings in shares of SoFi Technologies by 230.6% during the 3rd quarter. ORG Partners LLC now owns 1,438 shares of the company’s stock worth $38,000 after purchasing an additional 1,003 shares in the last quarter. Bartlett & CO. Wealth Management LLC grew its holdings in shares of SoFi Technologies by 46.9% during the 3rd quarter. Bartlett & CO. Wealth Management LLC now owns 1,469 shares of the company’s stock worth $39,000 after purchasing an additional 469 shares in the last quarter. Finally, Bfsg LLC increased its position in shares of SoFi Technologies by 200.0% during the third quarter. Bfsg LLC now owns 1,500 shares of the company’s stock valued at $40,000 after purchasing an additional 1,000 shares during the period. Institutional investors own 38.43% of the company’s stock.

SoFi Technologies Trading Down 0.9%

Shares of SOFI stock opened at $25.85 on Friday. The company has a market capitalization of $31.17 billion, a P/E ratio of 47.87, a P/E/G ratio of 1.62 and a beta of 1.92. SoFi Technologies, Inc. has a 12-month low of $8.60 and a 12-month high of $32.73. The company has a quick ratio of 0.16, a current ratio of 0.80 and a debt-to-equity ratio of 0.31. The firm has a 50-day moving average price of $27.09 and a 200 day moving average price of $26.18.

SoFi Technologies (NASDAQ:SOFI – Get Free Report) last issued its quarterly earnings data on Tuesday, October 28th. The company reported $0.11 earnings per share for the quarter, topping the consensus estimate of $0.09 by $0.02. SoFi Technologies had a net margin of 19.29% and a return on equity of 5.12%. The firm had revenue of $949.63 million for the quarter, compared to analysts’ expectations of $880.33 million. During the same period in the prior year, the firm earned $0.05 earnings per share. The company’s quarterly revenue was up 37.7% compared to the same quarter last year. SoFi Technologies has set its FY 2025 guidance at 0.370-0.370 EPS. Research analysts forecast that SoFi Technologies, Inc. will post 0.26 earnings per share for the current fiscal year.

Analysts Set New Price Targets

SOFI has been the subject of several research reports. UBS Group raised their target price on SoFi Technologies from $20.50 to $27.50 and gave the stock a “neutral” rating in a research report on Thursday, October 30th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of SoFi Technologies in a report on Thursday. Barclays lifted their target price on shares of SoFi Technologies from $23.00 to $28.00 and gave the company an “equal weight” rating in a research report on Tuesday, January 6th. Needham & Company LLC increased their price target on shares of SoFi Technologies from $29.00 to $36.00 and gave the stock a “buy” rating in a research report on Wednesday, October 29th. Finally, The Goldman Sachs Group decreased their price objective on SoFi Technologies from $27.00 to $24.00 and set a “neutral” rating on the stock in a report on Tuesday, January 6th. One equities research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, twelve have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and a consensus price target of $25.50.

Check Out Our Latest Stock Report on SoFi Technologies

Insider Activity at SoFi Technologies

In other SoFi Technologies news, insider Arun Pinto sold 46,132 shares of SoFi Technologies 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 in the company, valued at approximately $3,426,684.96. The trade was a 25.00% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, EVP Kelli Keough sold 9,468 shares of the business’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $25.75, for a total value of $243,801.00. Following the completion of the transaction, the executive vice president directly owned 303,480 shares in the company, valued at approximately $7,814,610. This represents a 3.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 167,245 shares of company stock valued at $4,362,815 in the last three months. Corporate insiders own 2.60% of the company’s stock.

Trending Headlines about SoFi Technologies

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

Positive Sentiment: Zacks says SoFi has the setup for an earnings beat next week — analysts expect earnings growth, and a beat could spark an upside re-rating. SoFi Technologies, Inc. (SOFI) Reports Next Week
Positive Sentiment: Yahoo/Finance highlights a new GoTu partnership that could expand SoFi’s workplace-distribution and deposit/benefits ecosystem — strategic partnerships help member acquisition and deposit float. Does SoFi’s GoTu Partnership Quietly Redefine Its Workplace Ecosystem Strategy
Positive Sentiment: Motley Fool bullish pieces argue management is executing well: disciplined operations, fast customer adds, and multi-product cross-sell supporting durable revenue growth over the next 5 years. Where Will SoFi Technologies Be in 5 Years?
Neutral Sentiment: Analysis pieces note SoFi’s strong multi-year share gains (roughly 335% over three years) and provide valuation/context — useful for longer-term investors but not an immediate catalyst. Assessing SoFi After A 335% Three Year Share Price Surge
Neutral Sentiment: Price forecasts and long-term models (e.g., 247WallSt) reiterate management targets — 30% member growth and ~20% revenue growth — which underpin bullish long-term scenarios but depend on execution. SoFi Price Prediction and Forecast 2026-2030
Negative Sentiment: Headline pieces flag a pullback below $30 and question whether the stock is a buy ahead of Q4 — short-term sentiment is fragile and a weak print or guidance could deepen the decline. As SoFi Stock Drops Below $30, Is it a Buy Ahead of Q4 Earnings?
Negative Sentiment: An EVP, Kelli Keough, sold 9,468 shares (~$243k) recently — insider selling can weigh on sentiment even if ownership remains large. Kelli Keough Sells 9,468 Shares of SoFi Technologies Stock

SoFi Technologies Profile

(Free Report)

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.