SoFi Stock Has Fallen 14% Since Earnings. Insiders Are Buying Shares. -- Barrons.com

Dow Jones02-10 04:30

By Mackenzie Tatananni

Shares of SoFi Technologies tumbled after the financial technology company posted its latest quarterly earnings, which were followed by a spate of insider transactions.

Rob Lavet, general counsel, bought 5,000 shares on Friday for around $21.04 each. A securities filing shows the shares are held in a trust under his name. Following the purchase, Lavert's held 17,172 shares indirectly, valued at $358,207 based on Friday's closing price of $20.86.

One day earlier, Eric Schuppenhauer, SoFi's head of borrowing, snapped up 5,000 shares for $19.93 a share, according to a separate filing. The purchase brought Schuppenhauer's direct holdings to 228,767.81 shares worth roughly $4.8 million on Friday. The amount includes fractional shares.

Also on Feb. 6, Vice Chairman of the Board Steven Freiburg filed a Form 144 with the Securities and Exchange Commission indicating his intent to sell 94,225 company shares acquired through an option grant. The shares were valued at around $1.9 million at the time of filing.

Barron's reached out to SoFi for comment on the latest transactions.

SoFi has slumped 18% so far in 2026 against a 0.1% increase for the Nasdaq Composite. Fintech stocks recently have been swept up in a broader selloff impacting the technology sector, but persistent macroeconomic uncertainty and competition have also taken their toll.

Although SoFi's fourth-quarter earnings handily topped expectations last month, expectations were high heading into the print, and the numbers failed to lift shares.

In fact, the opposite happened. Shares fell 6.4% on Jan. 30, the days earnings were reported. Through Friday, the stock has fallen 14%.

Still, SoFi has been receiving renewed enthusiasm from Wall Street analysts. J.P. Morgan upgraded shares to Overweight from Neutral last week, with analysts writing that the recent underperformance had created "the type of entry point we had been waiting for."

On Monday, Citizens JMP analysts raised their rating on the stock to Outperform from Market Perform, arguing that the risk/reward balance had "improved materially" since SoFi's latest earnings report.

Inside Scoop is a regular Barron's feature covering stock transactions by corporate executives and board members -- so-called insiders -- as well as large shareholders, politicians, and other prominent figures. Due to their insider status, these investors are required to disclose stock trades with the Securities and Exchange Commission or other regulatory groups.

Write to Mackenzie Tatananni at mackenzie.tatananni@barrons.com

This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal.

 

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February 09, 2026 15:30 ET (20:30 GMT)

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