Deutsche Bank AG purchased a new stake in shares of SoFi Technologies, Inc. (NASDAQ:SOFI – Free Report) in the second quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor purchased 2,489,675 shares of the company’s stock, valued at approximately $44,640,000. Deutsche Bank AG owned about 0.19% of SoFi Technologies as of its most recent SEC filing.
Other institutional investors have also added to or reduced their stakes in the company. Valley Wealth Managers Inc. bought a new position in SoFi Technologies during the 4th quarter valued at approximately $25,000. Vermillion Wealth Management Inc. raised its holdings in shares of SoFi Technologies by 283.1% during the fourth quarter. Vermillion Wealth Management Inc. now owns 1,000 shares of the company’s stock valued at $26,000 after acquiring an additional 739 shares in the last quarter. Reflection Asset Management bought a new position in shares of SoFi Technologies during the fourth quarter valued at approximately $28,000. American Capital Advisory LLC lifted its stake in SoFi Technologies by 456.7% in the fourth quarter. American Capital Advisory LLC now owns 1,297 shares of the company’s stock worth $34,000 after acquiring an additional 1,064 shares during the period. Finally, Cornerstone Planning Group LLC boosted its holdings in SoFi Technologies by 232.1% in the first quarter. Cornerstone Planning Group LLC now owns 2,099 shares of the company’s stock valued at $34,000 after acquiring an additional 1,467 shares in the last quarter. Hedge funds and other institutional investors own 38.43% of the company’s stock.
Insiders Place Their Bets
In related news, CTO Jeremy Rishel sold 102,123 shares of the company’s stock in a transaction 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 owned 895,089 shares in the company, valued at approximately $15,914,682.42. This represents a 10.24% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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. Also, EVP Kelli Keough sold 10,954 shares of the firm’s stock in a transaction dated Monday, July 20th. The stock was sold at an average price of $17.19, for a total value of $188,299.26. Following the completion of the transaction, the executive vice president directly owned 367,728 shares in the company, valued at $6,321,244.32. The trade was a 2.89% 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 quarter, insiders have sold 125,219 shares of company stock valued at $2,214,948. 2.50% of the stock is owned by company insiders.
SoFi Technologies News Roundup
- Positive Sentiment: Bitcoin’s breakout lifted crypto-linked fintech stocks, including SoFi, as capital moved into retail brokerages and digital-asset-related companies. The rally was also supported by renewed optimism around the proposed Clarity Act, which could establish clearer U.S. cryptocurrency regulations. SoFi, Robinhood and Affirm crypto rally article
- Positive Sentiment: Piper Sandler awarded SoFi an Overweight rating, while another Wall Street analyst suggested the shares could rise about 20%. The bullish view reflects SoFi’s recent earnings beats, improving profitability, and an attractive valuation after the stock’s difficult first half of 2026. Piper Sandler Overweight rating article Analyst 20 percent upside article
- Positive Sentiment: Unusually heavy call-option activity indicated bullish short-term trading interest, with 523,615 calls purchased—approximately 36% above typical daily volume.
- Positive Sentiment: SoFi’s reported record $14.8 billion in loan originations points to strong demand and continued growth potential. Its diversified revenue base, deposit funding, and stronger profitability were also cited as advantages over some fintech-lending peers. SoFi loan originations article
- Neutral Sentiment: The lending expansion remains dependent on credit performance and funding costs. Higher interest rates could pressure loan demand, margins, and the valuation investors are willing to assign to SOFI.
- Negative Sentiment: Some valuation analysis indicates that SoFi trades at a premium to estimated fair value despite its strong three-year returns, limiting the margin of safety and potentially capping further upside. SoFi valuation analysis
SoFi Technologies Stock Up 5.5%
SOFI opened at $18.91 on Friday. The stock has a market capitalization of $24.42 billion, a price-to-earnings ratio of 39.40 and a beta of 2.17. The firm has a 50 day moving average price of $17.73 and a 200-day moving average price of $17.64. SoFi Technologies, Inc. has a twelve month low of $14.88 and a twelve month high of $32.73. The company has a quick ratio of 0.10, a current ratio of 0.74 and a debt-to-equity ratio of 0.30.
SoFi Technologies (NASDAQ:SOFI – Get Free Report) last posted its earnings results on Wednesday, July 29th. The company reported $0.12 EPS for the quarter, topping analysts’ consensus estimates of $0.11 by $0.01. The business had revenue of $1.21 billion during 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 6.22%. The firm’s revenue was up 42.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.08 EPS. SoFi Technologies has set its FY 2026 guidance at 0.600-0.600 EPS. Equities research analysts forecast that SoFi Technologies, Inc. will post 0.61 earnings per share for the current year.
Wall Street Analyst Weigh In
Several brokerages have commented on SOFI. Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $18.00 price objective on shares of SoFi Technologies in a report on Thursday, April 30th. Weiss Ratings upgraded SoFi Technologies from a “hold (c-)” rating to a “hold (c)” rating in a report on Tuesday, August 11th. Piper Sandler began coverage on SoFi Technologies in a research note on Monday. They issued an “overweight” rating and a $22.00 target price for the company. The Goldman Sachs Group upped their target price on shares of SoFi Technologies from $17.00 to $21.00 and gave the stock a “neutral” rating in a research report on Thursday, July 9th. Finally, Truist Financial increased their price target on shares of SoFi Technologies from $18.00 to $19.00 and gave the stock a “hold” rating in a research note on Wednesday, August 12th. Eight equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $22.42.
Get Our Latest Stock Analysis on SOFI
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.
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