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SoFi Technologies Inc.
SOFI
26.56 (0.23%) 0.06
Financials
Consumer Finance
SoFi Technologies Inc. provides various financial services in the United States Latin America Canada and Hong Kong. It operates through three segments: Lending Technology Platform and Financial Services. The company offers lending and financial services and products that allows its members to borrow save spend invest and protect money; and personal loans student loans home loans and related services. The company also operates Galileo a technology platform that offers services to financial and non-financial institution; and Technisys a cloud-native digital and core banking platform that provides software licenses and associated services including implementation and maintenance. In addition it provides SoFi Money offers checking and savings accounts and cash management products; and SoFi Invest a mobile-first investment platform that offers access to trading and advisory solutions such as investing and robo-advisory. Further the company offers SoFi Credit Card that provides cash back rewards on every purchase; Sofi Relay a personal finance management product that allows to track all of their financial accounts comprising credit score and spending behaviors; SoFi Protect which offers insurance product; SoFi Travel an application that manages travel search and booking experience; SoFi At Work provides financial benefits to employees including student loan payments made on their employees’ behalf; Lantern Credit a financial services marketplace platform for seeking alternative products and provide product comparisons; and other lending as a service that offers pre-qualified borrower referrals and offers loans to third-party partner. The company was founded in 2011 and is based in San Francisco California.

Quality Checklist 4/8

Debt/Equity < 1
Net Margin > 10%
Past Net Income CAGR > 0%
Est. EPS Growth > 5%
5Y Shares Out Change < 0%
ROIC > 10%
Quick Ratio > 1
0.0%of Portfolio

My holdings

Day change:
Total change:
Shares:
Cost basis:
Market cap: $33.48(B)
EV: N/A
Total Equity: $8.78(B)
Earnings date: Jan-26-2026
P/E: 46.60
Forward P/E: 71.78
P/FCF: N/A
P/S: 9.00
P/B: 3.64
EPS: $0.6
EPS (fwd): $0.4
FCF/share: $-2.6
Revenue/share: $3.0
Book value/share: $7.3
ROIC: 6.1%
ROA: 1.6%
ROE: 8.6%
Debt/Equity: 0.32
Current Ratio: 1.10
Gross margin: 82.5%
Operating margin: NaN%
Net margin: 19.5%
Dividend/share: $0.0
Div. yield: 0.00%
All Valuation Overview Growth Financials & KPIsCompetitors & Peer Comparison Ownership Tools

Ownership

Major holders

*Excludes indirect insider ownership

Insiders: 3.15%
Institutions: 54.63%
Other: 42.22%

Institutional ownership

8.88% Vanguard Group Inc7.76% JPMORGAN CHASE & CO5.17% Blackrock Inc.2.91% Shaw D.E. & Co., Inc.2.02% State Street Corporati...1.80% Geode Capital Manageme...1.52% Jane Street Group, LLC1.28% UBS Group AG1.06% Bank of America Corpor...0.89% Susquehanna Internatio...21.34% Others

Trading Summary

In the past year, insiders have bought $500001 worth of the company's stock, and sold $12.39(M).

Congress members have bought between $3003 - $45000 worth of the company's stock, and sold between $0.00 - $0.00.

Insider transactions

$0.002026-01$0.00
$0.002025-12$0.00
$1.42(M)2025-11$0.00
$2842772025-10$0.00
$2.99(M)2025-09$0.00
$2340412025-08$0.00
$2237732025-07$0.00
$3.67(M)2025-06$0.00
$1541262025-05$0.00
$1197072025-04$0.00
$1.01(M)2025-03$0.00
$1417022025-02$0.00
$1567302025-01$0.00
DateSharesTotal ($)Price ($)NameTitle
Sell2025-11-2146,1321,142,21924.8PINTO ARUNOfficer
Sell2025-11-2010,340273,29626.4KEOUGH KELLI ALLENOfficer
Grant2025-10-29121,34900.0HUTTON GEORGE THOMPSONDirector
Sell2025-10-2010,036284,27728.3KEOUGH KELLI ALLENOfficer
Sell2025-09-1898,7332,715,15827.5RISHEL JEREMY DYLANChief Technology Officer
Sell2025-09-1810,036279,61927.9KEOUGH KELLI ALLENOfficer
Grant2025-08-26154,00000.0HUTTON GEORGE THOMPSONDirector
Sell2025-08-2010,578234,04122.1KEOUGH KELLI ALLENOfficer
Sell2025-07-1810,267223,77321.8KEOUGH KELLI ALLENOfficer
Sell2025-06-2066,8471,039,47115.6RISHEL JEREMY DYLANChief Technology Officer
Sell2025-06-2010,267156,28815.2KEOUGH KELLI ALLENOfficer
Grant2025-06-16122,18700.0KEOUGH KELLI ALLENOfficer
Grant2025-06-1682,6431,231,38114.9KEOUGH KELLI ALLENOfficer
Sell2025-06-10174,2802,469,80014.2YESIL MAGDALENADirector
Grant2025-06-091,03312,50312.1RISHEL JEREMY DYLANChief Technology Officer
Sell2025-05-2011,520154,12613.4KEOUGH KELLI ALLENOfficer
Sell2025-04-2111,181119,70710.7KEOUGH KELLI ALLENOfficer
Sell2025-03-2068,625867,42012.6RISHEL JEREMY DYLANChief Technology Officer
Sell2025-03-2011,181142,23812.7KEOUGH KELLI ALLENOfficer
Sell2025-02-209,185141,70215.4KEOUGH KELLI ALLENOfficer
Sell2025-01-218,914156,73017.6KEOUGH KELLI ALLENOfficer
Sell2024-12-238,914138,94915.6KEOUGH KELLI ALLENOfficer
Sell2024-12-1964,9911,021,65915.7RISHEL JEREMY DYLANChief Technology Officer
Buy2024-12-1630,599500,00116.3SCHUPPENHAUER ERICOfficer
Sell2024-12-1252,000833,18616.0RUZWANA BASHIRDirector

Congressional trading

$0.002026-01$0.00
$0.002025-12$0.00
$0.002025-11$0.00
$0.002025-10$0.00
$0.002025-09$0.00
$0.002025-08$0.00
$0.002025-07$0.00
$0.002025-06$0.00
$0.002025-05$0.00
$0.002025-04$0.00
$0.002025-03$0.00
$0.002025-02$0.00
$0.002025-01$24002
DatePoliticianPartyChamberAmount ($)
Buy2025-01-02James ComerRHouse$1,001 - $15,000
Buy2025-01-02James ComerRHouse$1,001 - $15,000
Buy2025-01-02James ComerRHouse$1,001 - $15,000
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