<div id="readability-page-1"><p>Ritholtz Wealth Management purchased a new position in shares of  SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report) during the third quarter, according to the company in its most recent Form 13F filing with the Securities &amp; Exchange Commission. The firm purchased 28,801 shares of the company's stock, valued at approximately $761,000.</p><div><p><span></span><span>Get <strong>SoFi Technologies</strong> alerts:</span></p></div><ul><li>Plastic Surgery: Winners and Losers of the Proposed 10% Interest Cap</li></ul><p>Several other institutional investors have also recently added to or reduced their stakes in SOFI. Key Client Fiduciary Advisors LLC grew its stake in shares of  SoFi Technologies by 3.1% in the 3rd quarter. Key Client Fiduciary Advisors LLC now owns 14,101 shares of the company's stock valued at $373,000 after purchasing an additional 419 shares during the last quarter.  Cigna Investments Inc. New grew its position in  SoFi Technologies by 4.2% in the 3rd quarter. Cigna Investments Inc. New now owns 11,024 shares of the company's stock valued at $291,000 after buying an additional 446 shares during the last quarter.  Bartlett &amp; CO. Wealth Management LLC increased its stake in  SoFi Technologies by 46.9% in the 3rd quarter. Bartlett &amp; CO. Wealth Management LLC now owns 1,469 shares of the company's stock valued at $39,000 after buying an additional 469 shares during the period.  Soltis Investment Advisors LLC increased its stake in  SoFi Technologies by 1.8% in the 2nd quarter. Soltis Investment Advisors LLC now owns 28,436 shares of the company's stock valued at $518,000 after buying an additional 501 shares during the period.  Finally, AE Wealth Management LLC lifted its stake in shares of  SoFi Technologies by 2.8% in the 2nd quarter. AE Wealth Management LLC now owns 18,620 shares of the company's stock worth $339,000 after acquiring an additional 514 shares during the period. Institutional investors and hedge funds own  38.43% of the company's stock. </p><h2>SoFi Technologies Trading Down 1.2%</h2><p>NASDAQ:SOFI opened at $26.13 on Tuesday. The company has a market capitalization of $31.51 billion, a PE ratio of 48.39, a price-to-earnings-growth ratio of 1.63 and a beta of 1.92. The company has a quick ratio of 0.16, a current ratio of 0.80 and a debt-to-equity ratio of 0.31. SoFi Technologies, Inc. has a 52-week low of $8.60 and a 52-week high of $32.73. The stock has a fifty day simple moving average of $27.42 and a 200-day simple moving average of $26.05. </p><ul><li>SoFi Technologies: From Fintech Speculation to Profit Engine</li></ul><p>SoFi Technologies (NASDAQ:SOFI - Get Free Report) last issued its quarterly earnings data on Tuesday, October 28th. The company reported $0.11 EPS for the quarter, beating analysts' consensus estimates of $0.09 by $0.02. The firm had revenue of $949.63 million for the quarter, compared to analysts' expectations of $880.33 million. SoFi Technologies had a net margin of 19.29% and a return on equity of 5.12%. The firm's revenue was up 37.7% on a year-over-year basis. During the same period in the prior year, the company earned $0.05 EPS. SoFi Technologies has set its FY 2025 guidance at 0.370-0.370 EPS.  On average, equities research analysts expect that  SoFi Technologies, Inc. will post 0.26 earnings per share for the current fiscal year. </p><h2>Analyst Ratings Changes</h2><p>SOFI has been the subject of several analyst reports. Keefe, Bruyette &amp; Woods increased their price target on shares of SoFi Technologies from $18.00 to $20.00 and gave the stock an &#34;underperform&#34; rating in a report on Wednesday, October 29th. Citigroup lifted their price target on SoFi Technologies from $28.00 to $37.00 and gave the company a &#34;buy&#34; rating in a research note on Wednesday, October 29th. Needham &amp; Company LLC increased their price objective on SoFi Technologies from $29.00 to $36.00 and gave the stock a &#34;buy&#34; rating in a research report on Wednesday, October 29th. Morgan Stanley boosted their target price on shares of SoFi Technologies from $13.00 to $18.00 and gave the stock an &#34;underweight&#34; rating in a research report on Monday, September 29th. Finally, Bank of America assumed coverage on shares of SoFi Technologies in a report on Tuesday, January 6th. They issued an &#34;underperform&#34; rating and a $20.50 price target for the company. One research analyst  has rated the stock with a Strong Buy rating, six have issued  a Buy rating, thirteen have given a Hold rating and three have issued  a Sell rating to the company. According to data from MarketBeat, SoFi Technologies currently has an average rating of &#34;Hold&#34; and a consensus target price of $25.50.</p><ul><li>NU Stock: U.S. Bank License May Be the Next Growth Catalyst</li></ul><p><b>Get Our Latest Research Report on SOFI</b></p><h2>Insider Buying and Selling</h2><p>In other news, CTO Jeremy Rishel sold 91,837 shares of the business's stock in a transaction on Wednesday, December 17th. The stock was sold at an average price of $26.64, for a total value of $2,446,537.68. Following the completion of the transaction, the chief technology officer directly owned 794,598 shares of the company's stock, valued at $21,168,090.72. The trade was a 10.36% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider Arun Pinto sold 46,132 shares of SoFi Technologies stock in a transaction dated 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 sale, the insider owned 138,396 shares of the company's stock, valued at approximately $3,426,684.96. This represents a 25.00% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 157,777 shares of company stock worth $4,119,014 in the last ninety days. Insiders own  2.60% of the company's stock. </p><h2>About SoFi Technologies</h2> (Free Report)<p>SoFi Technologies, Inc <span>NASDAQ: SOFI<span></span></span> 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.  </p><p>SoFi has grown beyond direct-to-consumer lending by building technology and infrastructure capabilities.</p><h2>Further Reading</h2><ul><li>Five stocks we like better than SoFi Technologies</li><li>Trump’s AI Secret: 100X Faster Than Nvidia</li><li>Trump Did WHAT??</li><li>Do not delete, read immediately</li><li>How a Family Trust May Be Able To Help Preserve Your Wealth</li><li>This is the Exact Moment the AI Boom Will End</li></ul><p><strong>Want to see what other hedge funds are holding SOFI?</strong> Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SoFi Technologies, Inc. (NASDAQ:SOFI - Free Report).</p><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9U09GSQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" width="650" height="350" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9U09GSQ"/></p><p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p><h2>Should You Invest $1,000 in SoFi Technologies Right Now?</h2><p>Before you consider SoFi Technologies, you'll want to hear this.</p><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and SoFi Technologies wasn't on the list.</p><p>While SoFi Technologies currently has a Hold rating among analysts, top-rated analysts believe these five stocks are better buys.</p><p>View The Five Stocks Here</p>                  </div>

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<p>Ritholtz Wealth Management has acquired a new position in SoFi Technologies, purchasing 28,801 shares valued at approximately $761,000 during Q3. Other institutional investors have also adjusted their stakes in SoFi. The company reported a Q3 EPS of $0.11, exceeding estimates, with revenue of $949.63 million. Analysts have varied ratings on SoFi, with price targets ranging from $18 to $37. The stock is currently trading at $26.13, with a market cap of $31.51 billion and a consensus target price of $25.50.</p>

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Ritholtz Wealth Management Takes Position in SoFi Technologies, Inc. $SOFI