Quantinno Capital Management LP Acquires 98,093 Shares of SoFi Technologies, Inc. $SOFI

Quantinno Capital Management LP increased its holdings in SoFi Technologies, Inc. (NASDAQ:SOFI) by 27.1% during the first quarter, HoldingsChannel reports. The fund owned 459,791 shares of the company’s stock after acquiring an additional 98,093 shares during the quarter. Quantinno Capital Management LP’s holdings in SoFi Technologies were worth $7,301,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. First Horizon Corp raised its stake in shares of SoFi Technologies by 14.9% in the fourth quarter. First Horizon Corp now owns 3,116 shares of the company’s stock worth $82,000 after purchasing an additional 405 shares during the last quarter. Wealthspan Partners LLC boosted its position in shares of SoFi Technologies by 2.4% during the fourth quarter. Wealthspan Partners LLC now owns 18,901 shares of the company’s stock valued at $495,000 after buying an additional 450 shares during the last quarter. Trivium Point Advisory LLC boosted its position in shares of SoFi Technologies by 3.6% during the fourth quarter. Trivium Point Advisory LLC now owns 14,245 shares of the company’s stock valued at $373,000 after buying an additional 500 shares during the last quarter. Cary Street Partners Investment Advisory LLC grew its holdings in SoFi Technologies by 21.2% during the fourth quarter. Cary Street Partners Investment Advisory LLC now owns 2,880 shares of the company’s stock worth $75,000 after buying an additional 503 shares in the last quarter. Finally, Bensler LLC grew its holdings in SoFi Technologies by 3.6% during the fourth quarter. Bensler LLC now owns 17,450 shares of the company’s stock worth $457,000 after buying an additional 600 shares in the last quarter. Institutional investors and hedge funds own 38.43% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on SOFI shares. Keefe, Bruyette & Woods dropped their price objective on SoFi Technologies from $20.00 to $17.00 and set an “underperform” rating on the stock in a research note on Thursday, April 9th. Truist Financial increased their target price on shares of SoFi Technologies from $17.00 to $18.00 and gave the company a “hold” rating in a report on Friday, July 24th. Wells Fargo & Company dropped their price target on shares of SoFi Technologies from $18.00 to $17.00 and set an “equal weight” rating on the stock in a research report on Thursday, July 30th. Morgan Stanley cut their price target on shares of SoFi Technologies from $16.00 to $15.00 and set an “underweight” rating on the stock in a report on Thursday, July 30th. Finally, TD Cowen reduced their price objective on shares of SoFi Technologies from $24.00 to $18.00 and set a “hold” rating for the company in a research report on Thursday, April 30th. Seven equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $22.38.

Key Headlines Impacting SoFi Technologies

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

• Positive Sentiment: SoFi’s second-quarter performance supports the growth thesis: adjusted net revenue increased roughly 40% year over year, loan originations reached a record, and member and product adoption continued to rise. The company also reported quarterly revenue above expectations and raised its 2026 revenue outlook to approximately $4.75 billion-$4.85 billion. SoFi Q2: The One-Stop Shop Held Through A Funding Freeze
• Positive Sentiment: Analysts and bullish commentators argue that the selloff has created an attractive entry point. They point to SoFi’s approximately 6.1% risk-adjusted loan margin, excess capital that can be redeployed, and long-term return-on-tangible-common-equity potential of 20%-30%, compared with roughly 7% currently. SoFi’s Price Has Already Made A Call Its Earnings Haven’t
• Positive Sentiment: SoFi expanded its private-market investment offerings with three funds from CAZ Investments and AngelList Asset Management. The products provide exposure to areas including artificial intelligence, fintech, healthcare and defense, potentially increasing engagement and diversifying the company’s financial-services ecosystem. SoFi Expands Access to Private Markets
• Neutral Sentiment: SoFi’s “one-stop shop” model reportedly held up during a funding freeze, reinforcing the argument that its diversified platform can support growth across market conditions. However, the stock’s high beta and elevated valuation leave it sensitive to changes in risk appetite. Why It’s Time to Buy the Dip in SoFi Stock
• Negative Sentiment: Technology Platform revenue rose sequentially but remained down year over year, with Galileo margins deteriorating. Management maintained its EBITDA and earnings guidance despite raising revenue guidance, suggesting that reinvestment may limit near-term profitability. Wall Street also remains cautious after the stock’s substantial decline from its 52-week high. SoFi’s Next Rally Depends On One Missing Ingredient

SoFi Technologies Stock Down 2.4%

Shares of NASDAQ:SOFI opened at $18.25 on Thursday. The company has a market capitalization of $23.41 billion, a PE ratio of 38.02 and a beta of 2.17. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.75 and a quick ratio of 0.13. The business has a fifty day moving average price of $17.43 and a two-hundred day moving average price of $18.19. SoFi Technologies, Inc. has a 1 year low of $14.88 and a 1 year high of $32.73.

SoFi Technologies (NASDAQ:SOFI) last issued its quarterly earnings results on Wednesday, July 29th. The company reported $0.12 earnings per share for the quarter, topping analysts’ consensus estimates of $0.11 by $0.01. The company had revenue of $1.21 billion for the quarter, compared to the consensus estimate of $1.11 billion. SoFi Technologies had a net margin of 14.78% and a return on equity of 6.39%. The firm’s quarterly revenue was up 42.5% on a year-over-year basis. During the same period in the previous year, the firm earned $0.08 EPS. SoFi Technologies has set its FY 2026 guidance at 0.600-0.600 EPS. Analysts forecast that SoFi Technologies, Inc. will post 0.61 earnings per share for the current year.

Insiders Place Their Bets

In other news, EVP Kelli Keough sold 10,954 shares of the firm’s stock in a transaction that occurred on Monday, July 20th. The shares were sold at an average price of $17.19, for a total transaction of $188,299.26. Following the completion of the sale, the executive vice president owned 367,728 shares in the company, valued at $6,321,244.32. This trade represents a 2.89% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CTO Jeremy Rishel sold 102,123 shares of SoFi Technologies stock in a transaction that occurred on Wednesday, June 17th. The stock was sold at an average price of $17.78, for a total transaction of $1,815,746.94. Following the completion of the sale, the chief technology officer directly owned 895,089 shares in the company, valued at $15,914,682.42. This trade represents a 10.24% decrease in their position. The SEC filing for this sale provides additional information. 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. Over the last 90 days, insiders have sold 135,256 shares of company stock valued at $2,370,822. Company insiders own 2.50% of the company’s stock.

SoFi Technologies 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.