Universal Beteiligungs und Servicegesellschaft mbH Acquires 41,510 Shares of SoFi Technologies, Inc. $SOFI

Universal Beteiligungs und Servicegesellschaft mbH raised its holdings in shares of SoFi Technologies, Inc. (NASDAQ:SOFI) by 11.8% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 392,778 shares of the company’s stock after purchasing an additional 41,510 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in SoFi Technologies were worth $10,377,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in SOFI. SJS Investment Consulting Inc. lifted its holdings in SoFi Technologies by 840.3% during the 3rd quarter. SJS Investment Consulting Inc. now owns 1,119 shares of the company’s stock valued at $30,000 after buying an additional 1,000 shares in the last quarter. Salomon & Ludwin LLC purchased a new position in shares of SoFi Technologies during the third quarter worth approximately $29,000. ORG Partners LLC raised its stake in shares of SoFi Technologies by 230.6% during the third quarter. ORG Partners LLC now owns 1,438 shares of the company’s stock valued at $38,000 after acquiring an additional 1,003 shares in the last quarter. Bartlett & CO. Wealth Management LLC boosted its holdings in shares of SoFi Technologies by 46.9% in the third quarter. Bartlett & CO. Wealth Management LLC now owns 1,469 shares of the company’s stock valued at $39,000 after purchasing an additional 469 shares during the period. Finally, Bfsg LLC boosted its holdings in shares of SoFi Technologies by 200.0% in 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. 38.43% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on SOFI. Needham & Company LLC lifted their target price on SoFi Technologies from $29.00 to $36.00 and gave the company a “buy” rating in a research report on Wednesday, October 29th. Jefferies Financial Group restated a “buy” rating and issued a $35.00 price objective on shares of SoFi Technologies in a report on Tuesday, October 28th. UBS Group upped their price objective on shares of SoFi Technologies from $20.50 to $27.50 and gave the stock a “neutral” rating in a research note on Thursday, October 30th. BTIG Research reissued a “neutral” rating on shares of SoFi Technologies in a research report on Wednesday, October 29th. Finally, Keefe, Bruyette & Woods boosted their price target on shares of SoFi Technologies from $18.00 to $20.00 and gave the company an “underperform” rating in a report on Wednesday, October 29th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating, twelve have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average price target of $25.50.

Insider Activity

In other news, EVP Kelli Keough sold 9,468 shares of the firm’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 sale, the executive vice president owned 303,480 shares of the company’s stock, valued at $7,814,610. This trade represents a 3.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Arun Pinto sold 46,132 shares of the company’s stock in a transaction dated Friday, November 21st. The shares were sold at an average price of $24.76, for a total value of $1,142,228.32. Following the transaction, the insider directly owned 138,396 shares in the company, valued at $3,426,684.96. This represents a 25.00% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 167,245 shares of company stock worth $4,362,815. Insiders own 2.60% of the company’s stock.

SoFi Technologies Stock Down 0.9%

NASDAQ:SOFI opened at $25.85 on Friday. The company’s 50-day simple moving average is $27.09 and its 200-day simple moving average is $26.18. The company has a debt-to-equity ratio of 0.31, a quick ratio of 0.16 and a current ratio of 0.80. SoFi Technologies, Inc. has a fifty-two week low of $8.60 and a fifty-two week high of $32.73. The stock 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 (NASDAQ:SOFI) last posted its quarterly earnings data on Tuesday, October 28th. The company reported $0.11 EPS for the quarter, topping the consensus estimate of $0.09 by $0.02. The firm had revenue of $949.63 million during the quarter, compared to analyst estimates of $880.33 million. SoFi Technologies had a net margin of 19.29% and a return on equity of 5.12%. SoFi Technologies’s revenue was up 37.7% on a year-over-year basis. During the same quarter in the previous year, the business posted $0.05 EPS. SoFi Technologies has set its FY 2025 guidance at 0.370-0.370 EPS. On average, equities analysts anticipate that SoFi Technologies, Inc. will post 0.26 earnings per share for the current fiscal year.

Key Stories Impacting 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

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.