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CG

Carlyle Group Inc

Feb 12 • 04:00PM ET

54.45

+0.91 1.70 %

Financial • Asset Management • USA • NASD

Peers: BX KKR APO ARES TPG PAGP GS MC HLNE BAM

| Held by: VTI IJH VB VBR VXF MDY SPMD VYM IWR IJJ

Index	-	P/E	24.88	EPS (ttm)	2.19	Insider Own	28.11%	Shs Outstand	357.40M	Perf Week	-1.73%
Market Cap	19.62B	Forward P/E	10.04	EPS next Y	5.42	Insider Trans	-0.90%	Shs Float	259.09M	Perf Month	-16.86%
Enterprise Value	31.54B	PEG	0.82	EPS next Q	1.10	Inst Own	65.00%	Short Float	5.69%	Perf Quarter	1.02%
Income	808.70M	P/S	4.14	EPS this Y	14.59%	Inst Trans	-0.25%	Short Ratio	5.33	Perf Half Y	-16.78%
Sales	4.74B	P/B	2.76	EPS next Y	17.71%	ROA	3.10%	Short Interest	14.75M	Perf YTD	-7.88%
Book/sh	19.75	P/C	6.12	EPS next 5Y	12.21%	ROE	12.77%	52W High	69.85 -22.05%	Perf Year	9.01%
Cash/sh	8.89	P/FCF	12.45	EPS past 3/5Y	-13.34% 17.54%	ROIC	3.86%	52W Low	33.02 64.90%	Perf 3Y	57.19%
Dividend Est.	1.47 (2.70%)	EV/EBITDA	22.61	Sales past 3/5Y	0.84% 11.43%	Gross Margin	56.94%	Volatility	5.77% 4.14%	Perf 5Y	46.53%
Dividend TTM	1.40 (2.57%)	EV/Sales	6.65	EPS Y/Y TTM	-21.10%	Oper. Margin	26.08%	ATR (14)	2.68	Perf 10Y	331.17%
Dividend Ex-Date	Feb 13, 2026	Quick Ratio	1.72	Sales Y/Y TTM	-10.36%	Profit Margin	17.04%	RSI (14)	36.62	Recom	1.94
Dividend Gr. 3/5Y	4.41% 6.96%	Current Ratio	0.62	EPS Q/Q	68.84%	SMA20	-8.94%	Beta	2.05	Target Price	69.07
Payout	64.22%	Debt/Eq	1.97	Sales Q/Q	81.35%	SMA50	-9.51%	Rel Volume	2.13	Prev Close	53.54
Employees	2300	LT Debt/Eq	1.97	Earnings	Feb 06 BMO	SMA200	-4.17%	Avg Volume	2.77M	Price	54.45
IPO	May 03, 2012	Option/Short	Yes / Yes	EPS/Sales Surpr.	1.41% 3.96%	Trades		Volume	5,897,166	Change	1.70%

Date	Action	Analyst	Rating Change	Price Target Change
Dec-11-25	Resumed	UBS	Buy	$74
Oct-03-25	Initiated	BMO Capital Markets	Outperform	$74
Jul-10-25	Upgrade	Citigroup	Neutral → Buy	$65
May-14-25	Upgrade	TD Cowen	Hold → Buy	$56
Mar-19-25	Downgrade	Oppenheimer	Outperform → Perform
Jan-03-25	Upgrade	Wolfe Research	Peer Perform → Outperform	$60
Sep-12-24	Initiated	Wells Fargo	Equal Weight	$42
Aug-27-24	Initiated	Redburn Atlantic	Buy	$55
Aug-06-24	Downgrade	JP Morgan	Overweight → Neutral	$46 → $44
Jan-19-24	Downgrade	Citigroup	Buy → Neutral	$40 → $41
Jan-04-24	Initiated	TD Cowen	Market Perform	$42
Nov-29-23	Downgrade	Evercore ISI	Outperform → In-line	$32
Oct-05-23	Initiated	Wolfe Research	Peer Perform
May-19-23	Initiated	Citigroup	Buy	$40
Mar-02-23	Initiated	Barclays	Overweight	$41
Jan-03-23	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$36
Oct-19-22	Initiated	Credit Suisse	Outperform	$38.50
Sep-06-22	Downgrade	BofA Securities	Buy → Underperform	$58 → $33
Aug-09-22	Downgrade	Jefferies	Buy → Hold	$55 → $38
Jul-29-22	Upgrade	Evercore ISI	In-line → Outperform	$38 → $45

Show Previous Ratings

Feb-11-26 11:38PM	3 Financials Stocks on Our Watchlist (StockStory) -7.18%
Feb-10-26 07:06PM	Carlyle Commodities Announces Increase and Final Closing of Current Funding Efforts for Aggregate Private Placement Proceeds of $4,250,000 in Connection with Proposed Transaction with Silver Pony Resources (TMX Newsfile)
12:00AM	Carlyles flagship buyout funds gain after flurry of portfolio IPOs (Financial Times)
Feb-09-26 01:21PM	Carlyle Shares Gain 5.9% as Q4 Earnings Meet Estimates, AUM Rises Y/Y (Zacks)
Feb-07-26 12:31AM	CG Q4 Deep Dive: Global Diversification and Credit Expansion Drive Performance (StockStory)
04:02PM	Loading…
Feb-06-26 04:02PM	The Carlyle Group Inc (CG) Q4 2025 Earnings Call Highlights: Record Growth and Strategic Momentum (GuruFocus.com) +5.96%
11:45AM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
11:10AM	Carlyle Posts 12% Fee Earnings Growth, Beats Q4 Estimates (GuruFocus.com)
10:10AM	Carlyle Group Q4 Earnings Call Highlights (MarketBeat)
07:03AM	Carlyle (NASDAQ:CG) Exceeds Q4 CY2025 Expectations (StockStory)
Feb-05-26 07:00PM	Under Armour earnings, Fed, Liftoff Mobile IPO: What to Watch (Yahoo Finance Video) -5.10%
11:40AM	IVZ or CG: Which Is the Better Value Stock Right Now? (Zacks)
Feb-04-26 10:01PM	Carlyle (CG) To Report Earnings Tomorrow: Here Is What To Expect (StockStory)
04:01PM	The Software Selloff Is Pummeling Alternative Managers. Three Stocks to Weather the Storm. (Barrons.com)
Feb-03-26 03:25PM	Carlyle Commodities Announces Second Increase of Private Placement to $4,150,000 in Connection with Proposed Transaction with Silver Pony Resources (TMX Newsfile)
02:00PM	Loading…
Feb-02-26 02:00PM	Private Equitys Quiet Pivot Into Sanctioned Energy Space (Oilprice.com)
08:01AM	Carlyle to Host 2026 Shareholder Update (GlobeNewswire)
Feb-01-26 07:47AM	January jobs data, Alphabet and Amazon earnings, more Warsh fallout: What to watch this week (Yahoo Finance)
Jan-30-26 08:22PM	Carlyle Commodities Announces Upsize and Closing of Second Tranche for Aggregate Private Placement Proceeds of $3,750,000 in Connection with Proposed Transaction with Silver Pony Resources (TMX Newsfile)
02:15PM	Reddy Ice Announces Agreement to Acquire Arctic Glacier (PR Newswire)
08:36AM	Implied Volatility Surging for Carlyle Group Stock Options (Zacks)
06:48AM	Lukoil signs agreement to sell subsidiary to Carlyle (Offshore Technology)
Jan-29-26 09:17AM	Top 5 Private Equity Holding Companies: Publicly Traded PE Titans (24/7 Wall St.)
06:10AM	Carlyle Edges Ahead in Race for Lukoils International Assets (The Wall Street Journal)
04:49AM	Russias Lukoil Strikes Conditional Deal to Sell International Assets to Carlyle (The Wall Street Journal)
02:10AM	Russias Lukoil to Sell International Assets to Carlyle (The Wall Street Journal)
02:10AM	Russia's Lukoil to Sell Carlyle Its International Assets (The Wall Street Journal)
Jan-28-26 10:26AM	Fed Chair Powell Has Done a Good Job, Rubenstein Says (Bloomberg)
Jan-27-26 02:00PM	Resonetics to Acquire Resolution Medical, Expanding Capabilities in Neuromodulation and Structural Heart Markets (PR Newswire)
Jan-24-26 11:37PM	Analysts Highlighted Carlyle Group's (CG) Margin Expansion Potential Through 2027 (Insider Monkey)
08:30PM	Loading…
Jan-23-26 08:30PM	Carlyle Commodities Closes $2,855,000 in Tranche 1 of Its Previously Announced Financing in Connection with Proposed Transaction with Silver Pony Resources (TMX Newsfile)
Jan-20-26 11:44AM	Heitman Closes Record Fund as Property Market Dislocation Creates Openings (GuruFocus.com) -5.81%
Jan-15-26 10:45AM	Carlyle's Clifford Talks F1 Deal, Growth of Wealth Business (Bloomberg)
Jan-14-26 05:00AM	Carlyle Commodities Announces Increased $3 Million Financing in Connection with Proposed Transaction with Silver Pony Resources (TMX Newsfile)
Jan-12-26 11:06PM	3 Reasons Investors Love Carlyle (CG) (StockStory)
08:00AM	CommScope Completes Divestiture of Connectivity and Cable Solutions Segment and Rebrands Parent Company (Business Wire)
Jan-09-26 07:25AM	Carlyle to launch £2bn auction for The Very Group following takeover (Just Style)
Jan-08-26 08:00AM	Media startup Semafor raises $30M in new financing, WSJ reports (TipRanks)
Dec-31-25 05:00AM	Carlyle Commodities Announces Letter of Intent with Silver Pony Resources (TMX Newsfile)
Dec-29-25 02:33PM	Louis Gerstner Jr., Former CEO Who Transformed IBM, Dies at 83 (The Wall Street Journal)
Dec-18-25 06:12AM	Vantage Group Holdings to be acquired by Howard Hughes Holdings (PR Newswire)
05:46AM	Medline Stock Soars 41% After Biggest IPO Since 2021 (Barrons.com)
Dec-17-25 02:19PM	Capital Markets Outlook 2026: ICR Managing Partner Steve Parish, Live at NYSE (Exec Edge)
01:10PM	Medline Stock Opens 21% Above IPO Price (Barrons.com)
10:48AM	Medline Prices IPO at $29 a Share. The Stock Is Set to Open Higher. (Barrons.com)
Dec-16-25 03:12PM	Medline may raise up to $7B in IPO, FT reports (Investing.com)
12:30PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
Dec-10-25 11:40AM	PAX vs. CG: Which Stock Should Value Investors Buy Now? (Zacks)
Dec-09-25 04:00PM	Why Carlyle (CG) Stock Is Up Today (StockStory)
Dec-04-25 04:30PM	Willow Wealth Expands Private Markets Platform With Launch of Evergreen Funds From Carlyle, Goldman Sachs Asset Management, and StepStone (Business Wire)
Dec-03-25 03:26PM	Why Carlyle (CG) Stock Is Trading Up Today (StockStory)
Dec-01-25 10:31PM	Reflecting On Asset Management Stocks' Q3 Earnings: Carlyle (NASDAQ:CG) (StockStory)
Nov-19-25 11:40AM	JHG vs. CG: Which Stock Is the Better Value Option? (Zacks)
Nov-12-25 01:00PM	ARMADA Acquires Poseidon Industrial LLC, Expanding Its Solutions Offering to the U.S. Navy and Defense Support Capabilities (Business Wire)
Nov-10-25 10:46AM	Carlyle Snatches $2.6B Retailer from Barclay Family in High-Stakes Debt Shakeup (GuruFocus.com)
Nov-07-25 07:30PM	Carlyle (CG) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
12:33AM	5 Must-Read Analyst Questions From Carlyle's Q3 Earnings Call (StockStory)
Nov-05-25 08:28PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
Nov-03-25 11:40AM	JHG or CG: Which Is the Better Value Stock Right Now? (Zacks)
10:50AM	Carlyle Shares Decline as Q3 Earnings Miss Estimates, AUM Rises Y/Y (Zacks)
08:31AM	CG Q3 Deep Dive: Diversification and Credit Momentum Amid Challenging Private Equity Flows (StockStory)
Nov-02-25 11:37PM	2 Financials Stocks to Target This Week and 1 We Find Risky (StockStory)
Oct-31-25 04:26PM	Why Carlyle (CG) Shares Are Falling Today (StockStory) -5.75%
03:03PM	The Carlyle Group Inc (CG) Q3 2025 Earnings Call Highlights: Record AUM and Strong Inflows ... (GuruFocus.com)
01:46PM	Carlyle Misses Earnings Estimates as Private-Equity Sales Slump (The Wall Street Journal)
12:21PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
06:22AM	Carlyle (NASDAQ:CG) Misses Q3 Sales Expectations (StockStory)
Oct-29-25 11:01PM	Carlyle (CG) Reports Earnings Tomorrow: What To Expect (StockStory)
Oct-24-25 10:35AM	Private-Asset Star Blue Owl Has Been Flying High. Is It Too Close to the Sun? (Barrons.com)
Oct-21-25 07:00AM	Thoma Bravo Announces Key Appointments to Grow Private Credit Platform (PR Newswire)
Oct-19-25 02:46PM	Carlyle's CEO Says Credit Should Be a Worry, But Markets Are Resilient (Barrons.com)
Oct-17-25 09:00AM	26North Leads $700 Million Equity Investment in NEP Group to Accelerate Growth and Innovation (Business Wire)
Oct-16-25 07:58AM	Carlyle's Thomas on AI's Impact on the Fed Policy, US Economy (Bloomberg)
Oct-14-25 12:04AM	2 Reasons to Like CG (and 1 Not So Much) (StockStory)
Oct-13-25 12:21PM	Carlyle (CG) Stock Is Up, What You Need To Know (StockStory)
11:40AM	VCTR vs. CG: Which Stock Is the Better Value Option? (Zacks)
Oct-12-25 11:31PM	Q2 Earnings Roundup: Carlyle (NASDAQ:CG) And The Rest Of The Asset Management Segment (StockStory)
Oct-10-25 10:34AM	BASF to Sell Majority Stake in Coatings Unit to Carlyle for $6.7 Billion (The Wall Street Journal) -5.03%
07:39AM	BASF sells coatings unit to Carlyle for 7.7 billion (Investing.com)
Oct-09-25 11:21AM	What Carlyle's Proprietary Data Signal About the Economy (Bloomberg)
Oct-08-25 05:30AM	The Unofficial Jobs Numbers Are In and It's Rough Out There (The Wall Street Journal)
Oct-07-25 03:23PM	Private-Equity Stocks Have Gotten Crushed. J.P. Morgan Says This One Is a Buy. (Barrons.com)
Oct-03-25 06:03AM	Jim Cramer on Carlyle Group: "I Like That Risk-Reward" (Insider Monkey)
Oct-01-25 10:15AM	Carlyle: Investing in Power Is 'Significant Opportunity' (Bloomberg)
Sep-26-25 11:40AM	AMG or CG: Which Is the Better Value Stock Right Now? (Zacks)
Sep-19-25 12:11PM	Carlyle Turnaround Halts $1T Merger Talks With Macquarie Group (Zacks)
Sep-18-25 02:04PM	Carlyle makes two senior hires to boost direct-lending business (Reuters)
Sep-17-25 11:29AM	Should You Invest in Blackstone Despite Its Premium Valuation? (Zacks)
Sep-16-25 04:56PM	Carlyle Prices $800 Million Senior Notes Offering (GlobeNewswire)
Sep-15-25 10:15AM	What Ray Dalio Learned After A Huge Investment Went So Sour That He Had To Borrow $4,000 From His Father To Stay Afloat (Benzinga)
Sep-11-25 06:47PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
08:52AM	David Rubenstein: The economy is in reasonable shape (CNBC TV)
Sep-10-25 11:40AM	AMG or CG: Which Is the Better Value Stock Right Now? (Zacks)
Sep-09-25 02:15PM	PNC to Acquire FirstBank in $4.1B Deal, Expand in Colorado & Arizona (Zacks)
Sep-05-25 06:30AM	Carlyle, Goldman Spot Dollar Signs in Private Equitys Liquidity Logjam (The Daily Upside)
Sep-02-25 12:19PM	Analyst Report: The Carlyle Group Inc. (Morningstar Research)
Aug-27-25 04:32PM	Bloomberg 500 (B500) Index Adds Sixteen Securities Following Semi-Annual Reconstitution (PR Newswire)
12:55PM	Carlyle Agrees to Buy intelliflo From Invesco for $200 Million (Zacks)
Aug-26-25 04:30AM	Carlyle to Acquire intelliflo from Invesco (PR Newswire)
Aug-25-25 11:40AM	AMG vs. CG: Which Stock Is the Better Value Option? (Zacks)

The Carlyle Group, Inc. is a global investment firm. It operates through the following segments: Global Private Equity (GPE), Global Credit (GC), and Global Investment Solutions (GIS). The GPE segment focuses on buyout and growth capital funds, which pursue a variety of corporate investments of different sizes and growth potentials. The GC segment includes funds and vehicles that pursue investment strategies including loans and structured credit, direct lending, opportunistic credit, distressed credit, aircraft financing and servicing, infrastructure debt, insurance solutions, and global capital markets. The GIS segment provides comprehensive investment opportunities and resources for investors and clients to build private equity portfolios through fund of funds, secondary purchases or financings of existing portfolios, and managed co-investment programs. The company was founded by William Elias Conway Jr., Daniel Anthony D'Aniello, and David Mark Rubenstein in 1987 and is headquartered in Washington, DC.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Carlyle Group Inc.	10% Owner	Jan 29 '26	Sale	31.00	48,246,588	1,495,644,228	104,427,303	Jan 30 04:30 PM
Carlyle Group Inc.	10% Owner	Dec 18 '25	Sale	29.00	19,136,333	554,953,657	145,924,924	Dec 22 04:30 PM
Rubenstein David M.	Director	Dec 10 '25	Sale	56.55	625,000	35,343,750	27,999,644	Dec 12 05:35 PM
David M. Rubenstein	Director	Dec 10 '25	Proposed Sale	56.55	625,000	35,343,750		Dec 10 05:50 PM
Ferguson Jeffrey W.	General Counsel	Aug 12 '25	Sale	64.23	202,606	13,013,879	753,255	Aug 13 05:12 PM
Ferguson Jeffrey W.	General Counsel	Aug 11 '25	Sale	62.37	97,394	6,074,464	955,861	Aug 13 05:12 PM
JEFFREY WILLIAM FERGUSON REV T	Officer	Aug 12 '25	Proposed Sale	64.23	202,606	13,013,566		Aug 12 04:39 PM
JEFFREY WILLIAM FERGUSON REV T	Officer	Aug 11 '25	Proposed Sale	62.37	97,394	6,074,883		Aug 11 04:36 PM
Carlyle Group Inc.	10% Owner	May 29 '25	Sale	27.30	3,671,271	100,225,698	152,673,891	Jun 02 04:30 PM
Carlyle Group Inc.	10% Owner	May 23 '25	Sale	27.30	24,475,138	668,171,267	156,345,162	May 28 04:30 PM
Carlyle Group Inc.	10% Owner	Mar 27 '25	Sale	27.16	29,370,166	797,693,709	180,820,300	Mar 31 04:30 PM
Ferguson Jeffrey W.	General Counsel	Feb 19 '25	Sale	52.96	147,658	7,819,968	1,095,123	Feb 20 06:01 PM
Ferguson Jeffrey W.	General Counsel	Feb 18 '25	Sale	53.20	102,342	5,444,594	1,242,781	Feb 20 06:01 PM
JEFFREY WILLIAM FERGUSON REV T	Officer	Feb 19 '25	Proposed Sale	52.96	147,658	7,819,923		Feb 19 04:13 PM
JEFFREY WILLIAM FERGUSON REV T	Officer	Feb 18 '25	Proposed Sale	53.20	102,342	5,444,226		Feb 18 05:10 PM

Open in Screener

SOFI

SoFi Technologies Inc

Feb 12 • 04:00PM ET

19.30

-1.25 -6.08 %

Financial • Credit Services • USA • NASD

SOFI SoFi Technologies Inc daily Stock Chart

Peers: ALLY UPST COF RKT LC PYPL TREE AFRM FIS NRDS

| Held by: VTI VB VBK VXF IWR GRNY VFH SCHG IWD ARKK

Index	-	P/E	50.66	EPS (ttm)	0.38	Insider Own	1.83%	Shs Outstand	1.27B	Perf Week	-0.82%
Market Cap	24.33B	Forward P/E	23.76	EPS next Y	0.81	Insider Trans	-1.62%	Shs Float	1.24B	Perf Month	-28.89%
Enterprise Value	20.89B	PEG	0.66	EPS next Q	0.12	Inst Own	53.34%	Short Float	9.35%	Perf Quarter	-37.64%
Income	481.32M	P/S	5.10	EPS this Y	52.55%	Inst Trans	2.01%	Short Ratio	2.00	Perf Half Y	-18.94%
Sales	4.77B	P/B	2.34	EPS next Y	36.55%	ROA	1.11%	Short Interest	115.68M	Perf YTD	-26.28%
Book/sh	8.26	P/C	4.54	EPS next 5Y	36.25%	ROE	5.66%	52W High	32.73 -41.03%	Perf Year	30.67%
Cash/sh	4.25	P/FCF	15.81	EPS past 3/5Y	- -	ROIC	3.88%	52W Low	8.60 124.42%	Perf 3Y	183.41%
Dividend Est.	-	EV/EBITDA	17.52	Sales past 3/5Y	39.35% 44.73%	Gross Margin	63.53%	Volatility	5.57% 5.33%	Perf 5Y	-19.25%
Dividend TTM	-	EV/Sales	4.38	EPS Y/Y TTM	-7.93%	Oper. Margin	20.10%	ATR (14)	1.33	Perf 10Y	-
Dividend Ex-Date	-	Quick Ratio	5.04	Sales Y/Y TTM	26.64%	Profit Margin	10.09%	RSI (14)	27.45	Recom	2.68
Dividend Gr. 3/5Y	- -	Current Ratio	7.20	EPS Q/Q	-56.74%	SMA20	-17.16%	Beta	2.21	Target Price	26.94
Payout	0.00%	Debt/Eq	0.18	Sales Q/Q	32.47%	SMA50	-24.84%	Rel Volume	1.08	Prev Close	20.55
Employees	5000	LT Debt/Eq	0.18	Earnings	Jan 30 BMO	SMA200	-16.45%	Avg Volume	57.95M	Price	19.30
IPO	Nov 30, 2020	Option/Short	Yes / Yes	EPS/Sales Surpr.	12.75% 3.62%	Trades		Volume	63,515,124	Change	-6.08%

Date	Action	Analyst	Rating Change	Price Target Change
Feb-09-26	Upgrade	Citizens	Mkt Perform → Mkt Outperform	$30
Feb-03-26	Upgrade	JP Morgan	Neutral → Overweight	$31
Feb-02-26	Reiterated	Needham	Buy	$36 → $33
Jan-06-26	Resumed	BofA Securities	Underperform	$20.50
Sep-10-25	Reiterated	Needham	Buy	$25 → $29
Aug-01-25	Initiated	Rothschild & Co Redburn	Neutral	$20.50
Jul-14-25	Resumed	Goldman	Neutral	$19
Jul-14-25	Downgrade	Citizens JMP	Mkt Outperform → Mkt Perform
Jul-11-25	Initiated	TD Cowen	Hold	$21
Jun-12-25	Initiated	Stephens	Overweight	$20
Jun-02-25	Initiated	Truist	Hold	$14
Apr-25-25	Initiated	Citizens JMP	Mkt Outperform	$17
Jan-15-25	Initiated	William Blair	Outperform
Jan-02-25	Downgrade	Keefe Bruyette	Mkt Perform → Underperform	$7 → $8
Dec-09-24	Downgrade	BofA Securities	Neutral → Underperform	$12
Jun-07-24	Resumed	BTIG Research	Neutral
Apr-08-24	Resumed	Citigroup	Buy	$11
Apr-05-24	Upgrade	Keefe Bruyette	Underperform → Mkt Perform	$6.50 → $7.50
Apr-03-24	Initiated	Needham	Buy	$10
Jan-31-24	Downgrade	Morgan Stanley	Equal-Weight → Underweight	$7 → $6.50

Show Previous Ratings

Today 05:33AM	Tom Lee Calls MrBeast's Finance Bet The Next 'Robin Hood, SoFi, Chime Combined' For GenZ-'He's The Guy' (Benzinga)
Feb-12-26 09:18AM	Zacks Investment Ideas feature highlights: SoFi, Apple and Eaton (Zacks) -6.08%
Feb-11-26 12:00PM	Has the SoFi Stock Selloff Created a Long-Awaited Buying Opportunity? (Barchart)
11:15AM	These 3 Companies Shattered Quarterly Records (Zacks)
10:13AM	SoFi's 2026 Outlook: Margin Expansion Strengthens Further (Zacks)
09:17AM	Loading…
09:17AM	Why This Analyst Is Betting SoFi Stock Can Gain 40% in 2026 (Barchart)
08:47AM	Alibaba, Marvell, ASML And SoFi Get 2X ETF Boost With Direxion's Latest Launch (Benzinga)
Feb-10-26 11:31PM	1 High-Flying Stock with Exciting Potential and 2 We Turn Down (StockStory)
02:17PM	SoFi Stock Slips Ahead Of Robinhood Earnings: What To Know (Benzinga)
Feb-09-26 05:58PM	3 reasons why SoFi's stock now looks like a buy (MarketWatch)
04:34PM	Stocks Settle Higher on Strength in Tech (Barchart)
03:30PM	SoFi Stock Has Fallen 14% Since Earnings. Insiders Are Buying Shares. (Barrons.com)
03:25PM	SoFi Stock Gets Upgraded. Why Shares Could Gain 40%. (Barrons.com)
03:01PM	ChatGPT Thinks Meta Platforms Stock Will Close At This Price In The Next 60 Days (Benzinga)
11:55AM	NU Stock Surges 46% in 6 Months: Does the Buying Level Exist? (Zacks)
11:15AM	Loading…
11:15AM	What's Going On With SoFi Technologies Stock Today? (Benzinga)
11:01AM	ChatGPT Thinks GLD Will Trade At This Price By March 20, And You Can Trade With Leverage After One Evaluation (Benzinga)
10:01AM	Stocks Slip Ahead of this Week's US News on Jobs and Inflation (Barchart)
09:36AM	Oracle gets upgrade and downgrade: Wall Street's top analyst calls (The Fly)
09:18AM	SoFi Technologies Stock Could Rise 40%, Say Analysts. The Fintech Is a Buy. (Barrons.com)
08:12AM	Here Are Mondays Top Wall Street Analyst Research Calls: Autozone, Doximity, Li Auto, Oracle, Robinhood Markets, Roblox, SoFi Technolgy, Terawulf and More (24/7 Wall St.)
06:23AM	Stocks Set for Muted Open as Bond Yields Climb, Key U.S. Economic Data Awaited (Barchart)
06:00AM	SoFi or PayPal: J.P. Morgan Selects the Superior Fintech Stock to Buy (TipRanks)
Feb-08-26 05:20AM	UBS Lowers SoFi Technologies (SOFI) PT to $24.50 Following Mixed Performance (Insider Monkey)
Feb-07-26 11:35AM	SoFi Technologies, Inc. (SOFI): A Bull Case Theory (Insider Monkey)
Feb-06-26 10:51AM	Robinhood Stock Surges As Bitcoin Rebounds Above $68,000 (Benzinga) +7.19%
09:00AM	Is Most-Watched Stock SoFi Technologies, Inc. (SOFI) Worth Betting on Now? (Zacks)
Feb-05-26 04:21PM	Top analyst Tom Lee on golds black swan risk: Elon Musk becoming the new central bank (Fortune) -6.22%
12:05PM	Is SoFi Stock a Buy, Hold, or Sell After Impressive Q4 Earnings? (Zacks)
Feb-04-26 01:44PM	From AI Darlings To Bargains: 5 Tech Stocks Near Covid-Era Valuations (Benzinga)
06:05AM	Loading…
06:05AM	Better Growth Stock: Nu Holdings vs. SoFi Technologies (Motley Fool)
02:20AM	The Financial Stock Big Money Managers Are Quietly Buying (Motley Fool)
Feb-03-26 07:44PM	Analyst Report: SoFi Technologies, Inc. (Morningstar Research)
04:08PM	Morgan Stanley Thinks This Stock Is the 'Best Fintech Asset' (Barrons.com)
04:06PM	4 Reasons To Buy the Dip in SoFi Stock Right Now (Barchart)
03:01PM	ChatGPT Thinks Nvidia Stock Will Close At This Price In The Next 60 Days (Benzinga)
02:22PM	SoFi's Plunging Stock Is an Amazing Buying Opportunity (Motley Fool)
01:15PM	SoFi Stock Slides Despite Analyst Upgrade: 'Momentum In The Business Is Undeniable' (Benzinga)
01:01PM	ChatGPT Thinks Microsoft Stock Will Close At This Price In The Next 60 Days (Benzinga)
11:01AM	ChatGPT Thinks Apple Stock Will Close At This Price In The Next 60 Days (Benzinga)
09:36AM	Why SoFi Stock Dropped 13% in January (Motley Fool)
09:01AM	ChatGPT Thinks Tesla Stock Will Close At This Price In The Next 60 Days (Benzinga)
08:00AM	Here Are Tuesdays Top Wall Street Analyst Research Calls: Adobe, Disney, Exxon Mobil, Lockheed Martin, Mastercard, Palantir Technologies, SoFi Technologies, and More (24/7 Wall St.)
07:50AM	Fintech Stocks Offer a Resilient Path Toward Sustainable Returns (Zacks)
07:35AM	Should You Buy SoFi Technologies While It's Below $25? (Motley Fool)
07:28AM	Could SoFi Acquire Another Fintech Company in 2026? Here's What its CEO Just Said. (Motley Fool)
Feb-02-26 04:01PM	ChatGPT Thinks Cloudflare Stock Will Close At This Price In The Next 60 Days (Benzinga)
02:50PM	SoFi Technologies (SOFI) Stock Down Below $25 -- Time to Buy? (Motley Fool)
11:53AM	Bed Bath & Beyond stock jumps on deal to tokenize real estate with Tokens.com buy (CoinDesk)
10:38AM	SoFis Earnings Growth Looks Strong. Is This Dip a Buying Opportunity? (Barchart)
10:26AM	How Much Bigger Could SoFi's Lending Business Get? You Might Be Surprised (Motley Fool)
Jan-30-26 06:02PM	Why Did SoFi Stock Drop After a Triple Beat? (Motley Fool) -6.36%
05:24PM	SoFi Proves the Bears Wrong Again With a Record Quarter (MarketBeat)
05:13PM	Stocks to Watch Friday Recap: Apple, Sandisk, Verizon, Roblox (The Wall Street Journal)
05:02PM	Financial Services Roundup: Market Talk (The Wall Street Journal)
04:45PM	SoFi CEO: Fed Chair Powell's legacy is a 'wash' (Yahoo Finance)
04:42PM	These Stocks Are Todays Movers: Apple, Verizon, SoFi, Sandisk, Western Digital, Unity Software, Exxon, and More (Barrons.com)
03:57PM	SoFi Earnings Top Views. Fintech Stock Reverses Down. Analyst Defends. (Investor's Business Daily)
03:52PM	SoFi CEO talks earnings beat, crypto legislation (Yahoo Finance Video)
03:01PM	Are You A New Investor? Get Up To $1,000 In Free Stock With SoFi (Benzinga)
02:35PM	SoFi Stock Jumps After Q4 Earnings Beat, 2026 Outlook Tops Estimates (GuruFocus.com)
02:00PM	SoFi Technologies Inc (SOFI) Q4 2025 Earnings Call Highlights: Record Revenue and Member Growth ... (GuruFocus.com)
01:37PM	Stocks to Watch Friday: Apple, Sandisk, Verizon, Sofi (The Wall Street Journal)
01:12PM	SoFi Jumps on Strong Q4 Results, Confident 2026 Outlook (GuruFocus.com)
12:53PM	Analyst Report: SoFi Technologies, Inc. (Morningstar Research)
12:10PM	Scorecard: How We Graded SoFi Technologies (SOFI) Q4 2025 Earnings (24/7 Wall St.)
12:02PM	SoFi Stock Slides After Initial Surge On Strong Earnings (Benzinga)
11:42AM	SoFi Earnings Top Views On Record Member Adds. Fintech Stock Reverses Down. (Investor's Business Daily)
11:26AM	SoFi Technologies Reverses Course and Falls After Beat-and-Raise Q4 (24/7 Wall St.)
10:31AM	Erika Kirk Vows Turning Point Will Match 'Dollar-For-Dollar' On $1,000 Trump Accounts For Employees' Newborn Children (Benzinga)
10:13AM	SoFi Technologies Q4 Earnings Call Highlights (MarketBeat)
09:30AM	SoFi Technologies (SOFI) Reports Q4 Earnings: What Key Metrics Have to Say (Zacks)
09:06AM	2 Stocks to Hold for the Next 5 Years (Motley Fool)
08:10AM	SoFi Technologies, Inc. (SOFI) Surpasses Q4 Earnings and Revenue Estimates (Zacks)
07:37AM	SoFi (NASDAQ:SOFI) Surprises With Strong Q4 CY2025, Stock Soars (StockStory)
07:16AM	Fintech lender SoFi profit jumps on strong growth in feebased businesses (Reuters)
07:14AM	SoFi's stock rises as the company hits a revenue milestone (MarketWatch)
07:00AM	SoFi Reports Fourth Quarter 2025 With Record Net Revenue of $1.0 Billion, Record Member and Product Growth, Net Income of $174 Million (Business Wire)
07:00AM	SoFi Posts Better-Than-Expected-Earnings. The Fourth Quarter Was 'Exceptional,' Says CEO. (Barrons.com)
06:30AM	Stock Index Futures Slip as Trump Picks Warsh for Fed Chair (Barchart)
05:40AM	These Stocks Are Today's Movers: Apple, Sandisk, Western Digital, KLA Corp., Microsoft, and More (Barrons.com)
05:28AM	Fintech Stock SoFi Technologies Just Proved That the Ultimate Cryptocurrency Has a Clear Use Case (Motley Fool)
12:46AM	SoFi Is 'Slightly Overvalued' At $24, Says Analyst: Sees Fair Value Closer To $20 Ahead Of Company's Q4 Results (Benzinga)
Jan-29-26 11:41PM	Southwest Airlines Q4 Earnings Call Highlights (MarketBeat)
07:00PM	Energy earnings, Fed commentary, inflation data: What to Watch (Yahoo Finance Video)
04:46PM	Gold ETFs Become Ground Zero As Spot Prices Whipsaw 10% In Hours (Benzinga)
07:29AM	GoTu and SoFi at Work Collaborate to Provide Resources for Financial Well-being (Insider Monkey)
06:59AM	TheStreet Pro: 3 Left Behind Stocks that Could Shoot to the Moon (TipRanks)
06:20AM	4 Stocks to Load Up on Before Earnings (Motley Fool)
05:25AM	Robinhood Soared by 204% in 2025, but Here's Another Financial Stock to Buy in 2026 (Motley Fool)
04:57AM	Bill Ackman Praises Trump Accounts As Initiative Draws Mixed Reactions From Critics (Benzinga)
02:40AM	Bessent Calls Trump Accounts 'Rainy Day Funds' And Slams 'Out of Touch' Critics As JPMorgan, BofA Back Plan (Benzinga)
Jan-28-26 01:01PM	ChatGPT Thinks Amazon Stock Will Close At This Price In The Next 60 Days (Benzinga)
11:52AM	SOFI Technologies to Report Q4 Earnings: Here's What to Expect (Zacks)
11:47AM	SoFi vs. OppFi: Which Fintech Stock Looks More Compelling Right Now? (Zacks)
11:40AM	JPMorgan, Bank of America announce $1,000 Trump account match as corporate America support for retirement scheme deepens (Yahoo Finance)
11:01AM	ChatGPT Thinks ServiceNow Stock Will Close At This Price In The Next 60 Days (Benzinga)
11:00AM	Dear SoFi Stock Fans, Mark Your Calendars for January 30 (Barchart)
09:01AM	ChatGPT Thinks Snowflake Stock Will Close At This Price In The Next 60 Days (Benzinga)
07:42AM	Should You Buy SoFi Technologies Stock Before Jan. 30? (Motley Fool)

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Freiberg Steven J	Director	Feb 06 '26	Option Exercise	7.33	250,000	1,832,500	683,074	Feb 09 09:00 PM
Freiberg Steven J	Director	Feb 06 '26	Sale	20.31	94,225	1,913,710	588,849	Feb 09 09:00 PM
Lavet Robert S	General Counsel	Feb 06 '26	Buy	21.04	5,000	105,220	17,172	Feb 06 06:18 PM
Freiberg Steven J	Director	Feb 06 '26	Proposed Sale	20.31	94,225	1,913,710		Feb 06 10:20 AM
Schuppenhauer Eric	EVP GBUL Borrow	Feb 05 '26	Buy	19.93	5,000	99,650	228,768	Feb 05 05:53 PM
Arun Pinto	Officer	Feb 02 '26	Proposed Sale	22.81	71,500	1,630,915		Feb 02 05:09 PM
Keough Kelli	EVP, GBUL, SIPS	Jan 20 '26	Sale	25.75	9,468	243,797	303,480	Jan 22 05:31 PM
Keough Kelli	EVP, GBUL, SIPS	Dec 23 '25	Sale	27.14	9,468	256,948	312,948	Dec 23 08:30 PM
Kelli Keough	Officer	Dec 23 '25	Proposed Sale	27.35	28,691	784,699		Dec 23 05:22 PM
Rishel Jeremy	Chief Technology Officer	Dec 17 '25	Sale	26.64	91,837	2,446,538	794,598	Dec 22 05:41 PM
Rishel Jeremy	Officer	Dec 17 '25	Proposed Sale	26.64	91,837	2,446,538		Dec 17 10:07 AM
Pinto Arun	Officer	Dec 16 '25	Proposed Sale	26.26	6,569	172,492		Dec 16 04:18 PM
Rishel Jeremy	Officer	Dec 16 '25	Proposed Sale	26.26	151,937	3,989,638		Dec 16 04:15 PM
Keough Kelli	Officer	Dec 16 '25	Proposed Sale	26.26	64,804	1,701,656		Dec 16 04:13 PM
Simcock Stephen	Officer	Dec 16 '25	Proposed Sale	26.26	44,749	1,175,042		Dec 16 04:13 PM
THE HUTTON LIVING TRUST	Director	Dec 01 '25	Proposed Sale	29.25	664,938	19,446,511		Dec 01 07:45 PM
STEVEN J FREIBERG	Director	Nov 26 '25	Proposed Sale	28.91	384,000	11,101,901		Nov 26 04:21 PM
Pinto Arun	Chief Risk Officer	Nov 21 '25	Sale	24.76	46,132	1,142,219	138,396	Nov 21 05:09 PM
Keough Kelli	EVP, GBUL, SIPS	Nov 20 '25	Sale	26.43	10,340	273,296	265,034	Nov 21 05:09 PM
Pinto Arun	Officer	Nov 21 '25	Proposed Sale	24.72	46,132	1,140,368		Nov 21 11:25 AM
Pinto Arun	Officer	Nov 17 '25	Proposed Sale	27.61	25,808	712,598		Nov 17 03:16 PM
Schuppenhauer Eric	Officer	Nov 17 '25	Proposed Sale	27.61	23,281	642,823		Nov 17 03:11 PM
Lapointe Christopher	Officer	Nov 12 '25	Proposed Sale	32.21	514,323	16,566,343		Nov 12 06:17 PM
Keough Kelli	EVP, GBUL, SIPS	Oct 20 '25	Sale	28.33	10,036	284,277	275,374	Oct 22 06:19 PM
Rishel Jeremy	Chief Technology Officer	Sep 18 '25	Sale	27.50	98,733	2,715,158	759,553	Sep 19 08:49 PM
Keough Kelli	EVP, GBUL, SIPS	Sep 18 '25	Sale	27.86	10,036	279,619	285,410	Sep 19 08:49 PM
Kelli Keough	Officer	Sep 18 '25	Proposed Sale	27.14	30,412	825,382		Sep 18 05:31 PM
Kelli Keough	Officer	Sep 18 '25	Proposed Sale	27.14	60,824	1,650,763		Sep 18 04:44 PM
Rishel Jeremy	Officer	Sep 18 '25	Proposed Sale	27.50	98,733	2,715,158		Sep 18 09:37 AM
White Derek J	Officer	Sep 16 '25	Proposed Sale	26.99	36,190	976,743		Sep 16 03:25 PM
Keough Kelli	Officer	Sep 16 '25	Proposed Sale	26.99	61,364	1,656,171		Sep 16 03:18 PM
Rishel Jeremy	Officer	Sep 16 '25	Proposed Sale	26.99	142,578	3,848,080		Sep 16 03:18 PM
Pinto Arun	Officer	Sep 16 '25	Proposed Sale	26.99	5,743	155,000		Sep 16 03:11 PM
Simcock Stephen	Officer	Sep 16 '25	Proposed Sale	26.99	39,116	1,055,713		Sep 16 03:10 PM
HUTTON FAMILY FOUNDATION	Director	Sep 10 '25	Proposed Sale	26.72	154,000	4,114,449		Sep 10 04:12 PM
Anthony Noto	Officer	Aug 28 '25	Proposed Sale	26.04	1,500,000	39,060,000		Aug 28 06:41 PM
Keough Kelli	EVP, GBUL, SIPS	Aug 20 '25	Sale	22.13	10,578	234,041	234,622	Aug 21 04:36 PM
Pinto Arun	Officer	Aug 15 '25	Proposed Sale	22.85	24,147	551,725		Aug 15 03:13 PM
Schuppenhauer Eric	Officer	Aug 15 '25	Proposed Sale	22.85	23,354	533,606		Aug 15 03:11 PM
Keough Kelli	EVP, GBUL, SIPS	Jul 18 '25	Sale	21.80	10,267	223,773	245,200	Jul 21 08:05 PM
Keough Kelli	EVP, GBUL, SIPS	Jun 20 '25	Sale	15.22	10,267	156,288	255,467	Jun 24 08:13 PM
Rishel Jeremy	Chief Technology Officer	Jun 20 '25	Sale	15.55	66,847	1,039,471	724,321	Jun 24 08:10 PM
Kelli Keough	Officer	Jun 20 '25	Proposed Sale	15.36	31,112	477,880		Jun 20 05:04 PM
Rishel Jeremy	Officer	Jun 20 '25	Proposed Sale	15.55	66,847	1,039,471		Jun 20 09:47 AM
Rishel Jeremy	Officer	Jun 17 '25	Proposed Sale	14.66	140,494	2,059,333		Jun 17 03:36 PM
Simcock Stephen	Officer	Jun 17 '25	Proposed Sale	14.66	38,222	560,250		Jun 17 03:33 PM
Keough Kelli	Officer	Jun 17 '25	Proposed Sale	14.66	59,962	878,911		Jun 17 03:28 PM
White Derek J	Officer	Jun 17 '25	Proposed Sale	14.66	64,467	944,944		Jun 17 03:19 PM
Pinto Arun	Officer	Jun 17 '25	Proposed Sale	14.66	5,611	82,245		Jun 17 03:12 PM
YESIL MAGDALENA	Director	Jun 10 '25	Sale	14.39	87,140	1,254,040	289,258	Jun 12 05:57 PM
YESIL MAGDALENA	Director	Jun 05 '25	Sale	13.95	87,140	1,215,760	376,398	Jun 12 05:57 PM
Keough Kelli	EVP, GBUL, SIPS	May 20 '25	Sale	13.38	11,520	154,126	203,509	May 22 06:06 PM
Pinto Arun	Officer	May 15 '25	Proposed Sale	13.63	24,290	331,124		May 15 03:17 PM
Schuppenhauer Eric	Officer	May 15 '25	Proposed Sale	13.63	22,989	313,388		May 15 03:17 PM
Keough Kelli	EVP, GBUL, SIPS	Apr 21 '25	Sale	10.71	11,181	119,707	215,029	Apr 23 06:06 PM
Keough Kelli	EVP, GBUL, SIPS	Mar 20 '25	Sale	12.72	11,181	142,238	226,210	Mar 21 07:38 PM
Rishel Jeremy	Chief Technology Officer	Mar 20 '25	Sale	12.64	68,625	867,420	655,118	Mar 21 07:38 PM
Kelli Allen Keough	Affiliate	Mar 20 '25	Proposed Sale	12.73	33,882	431,318		Mar 20 04:05 PM
Rishel Jeremy	Officer	Mar 20 '25	Proposed Sale	12.64	68,625	867,420		Mar 20 09:58 AM
White Derek J	Officer	Mar 17 '25	Proposed Sale	12.16	61,346	746,133		Mar 17 03:30 PM
Rishel Jeremy	Officer	Mar 17 '25	Proposed Sale	12.16	134,502	1,635,907		Mar 17 03:25 PM
Simcock Stephen	Officer	Mar 17 '25	Proposed Sale	12.16	24,420	297,013		Mar 17 03:16 PM
Keough Kelli	Officer	Mar 17 '25	Proposed Sale	12.16	41,353	502,964		Mar 17 03:09 PM
Keough Kelli	EVP, GBUL, SIPS	Feb 20 '25	Sale	15.43	9,185	141,702	169,626	Feb 21 07:06 PM
Schuppenhauer Eric	Officer	Feb 18 '25	Proposed Sale	16.93	31,366	530,967		Feb 18 03:11 PM
Pinto Arun	Officer	Feb 18 '25	Proposed Sale	16.93	15,050	254,768		Feb 18 03:10 PM

CG

Carlyle Group Inc

SOFI

SoFi Technologies Inc

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