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Last Close
May 08 11:48AM ET
41.68
Dollar change
-0.30
Percentage change
-0.72
%
Index- P/E- EPS (ttm)-1.79 Insider Own44.48% Shs Outstand361.33M Perf Week1.72%
Market Cap14.97B Forward P/E9.28 EPS next Y4.49 Insider Trans-0.18% Shs Float199.44M Perf Month-12.90%
Income-643.50M PEG- EPS next Q0.90 Inst Own60.42% Short Float7.77% Perf Quarter-5.79%
Sales3.13B P/S4.79 EPS this Y21.18% Inst Trans2.14% Short Ratio6.61 Perf Half Y44.11%
Book/sh14.11 P/B2.95 EPS next Y14.41% ROA-3.06% Short Interest15.50M Perf Year59.56%
Cash/sh4.74 P/C8.79 EPS next 5Y12.81% ROE-11.44% 52W Range25.47 - 48.52 Perf YTD2.42%
Dividend Est.1.41 (3.38%) P/FCF17.11 EPS past 5Y- ROI-4.59% 52W High-14.10% Beta1.78
Dividend TTM1.40 (3.36%) Quick Ratio- Sales past 5Y26.65% Gross Margin52.87% 52W Low63.63% ATR (14)1.28
Dividend Ex-DateMay 13, 2024 Current Ratio- EPS Y/Y TTM-185.71% Oper. Margin-15.87% RSI (14)36.24 Volatility3.32% 2.83%
Employees2200 Debt/Eq1.83 Sales Y/Y TTM-18.68% Profit Margin-20.58% Recom2.33 Target Price49.27
Option/ShortYes / Yes LT Debt/Eq1.77 EPS Q/Q-35.56% Payout- Rel Volume0.41 Prev Close41.98
Sales Surprise1.42% EPS Surprise4.49% Sales Q/Q-17.52% EarningsMay 02 BMO Avg Volume2.34M Price41.68
SMA20-6.32% SMA50-8.63% SMA20011.26% Trades Volume374,399 Change-0.72%
Date Action Analyst Rating Change Price Target Change
Jan-19-24Downgrade Citigroup Buy → Neutral $40 → $41
Jan-04-24Initiated TD Cowen Market Perform $42
Nov-29-23Downgrade Evercore ISI Outperform → In-line $32
Oct-05-23Initiated Wolfe Research Peer Perform
May-19-23Initiated Citigroup Buy $40
Mar-02-23Initiated Barclays Overweight $41
Jan-03-23Downgrade Keefe Bruyette Outperform → Mkt Perform $36
Oct-19-22Initiated Credit Suisse Outperform $38.50
Sep-06-22Downgrade BofA Securities Buy → Underperform $58 → $33
Aug-09-22Downgrade Jefferies Buy → Hold $55 → $38
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The Carlyle Group, Inc. is a global investment firm. It operates through the following segments: Global Private Equity (GPE), Global Credit (GC), and Global Investment Solutions (GIS). The GPE segment focuses on buyout and growth capital funds, which pursue a variety of corporate investments of different sizes and growth potentials. The GC segment includes funds and vehicles that pursue investment strategies including loans and structured credit, direct lending, opportunistic credit, distressed credit, aircraft financing and servicing, infrastructure debt, insurance solutions, and global capital markets. The GIS segment provides comprehensive investment opportunities and resources for investors and clients to build private equity portfolios through fund of funds, secondary purchases or financings of existing portfolios, and managed co-investment programs. The company was founded by William Elias Conway Jr., Daniel Anthony D'Aniello, and David Mark Rubenstein in 1987 and is headquartered in Washington, DC.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Carlyle Group Inc.Former 10% OwnerFeb 08 '24Buy12.95190,0002,460,5001,066,189Feb 12 06:23 PM
SCHWARTZ HARVEY MChief Executive OfficerDec 15 '23Sale41.74295,35812,328,0366,768,046Dec 19 05:01 PM
CG Subsidiary Holdings L.L.C.10% OwnerSep 12 '23Buy8.521,269,53710,816,4554,785,628Sep 14 04:05 PM
CG Subsidiary Holdings L.L.C.10% OwnerAug 28 '23Buy8.303,012,04925,000,0073,012,049Aug 30 05:33 PM
CG Subsidiary Holdings L.L.C.10% OwnerAug 28 '23Buy8.30504,0424,183,549504,042Aug 30 05:33 PM
Finn ChristopherChief Operating OfficerAug 02 '23Sale32.3627,067875,888955,587Aug 03 06:14 PM
Buser Curtis L.Chief Financial OfficerAug 02 '23Sale32.3625,828835,7941,221,416Aug 03 06:13 PM
Larson Bruce M.Chief Human Resources OfficerAug 02 '23Sale32.3613,413434,045403,069Aug 03 06:12 PM
Ferguson Jeffrey W.General CounselAug 02 '23Sale32.3611,939386,3461,182,891Aug 03 06:08 PM
Andrews Charles Elliott Jr.Chief Accounting OfficerAug 02 '23Sale32.366,669215,80984,745Aug 03 06:09 PM
Last Close
May 08 11:48AM ET
7.06
Dollar change
-0.00
Percentage change
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%
SOFI SoFi Technologies Inc daily Stock Chart
Index- P/E- EPS (ttm)-0.29 Insider Own7.22% Shs Outstand1.06B Perf Week2.02%
Market Cap7.46B Forward P/E29.88 EPS next Y0.24 Insider Trans-0.18% Shs Float980.20M Perf Month-10.52%
Income-208.73M PEG- EPS next Q0.01 Inst Own36.32% Short Float18.37% Perf Quarter-7.83%
Sales3.21B P/S2.32 EPS this Y123.49% Inst Trans4.43% Short Ratio3.54 Perf Half Y-5.74%
Book/sh5.51 P/B1.28 EPS next Y179.36% ROA-0.66% Short Interest180.07M Perf Year29.07%
Cash/sh4.37 P/C1.62 EPS next 5Y- ROE-3.05% 52W Range4.45 - 11.70 Perf YTD-29.05%
Dividend Est.- P/FCF17.32 EPS past 5Y32.14% ROI-2.28% 52W High-39.66% Beta1.75
Dividend TTM- Quick Ratio- Sales past 5Y39.29% Gross Margin64.95% 52W Low58.65% ATR (14)0.33
Dividend Ex-Date- Current Ratio- EPS Y/Y TTM27.95% Oper. Margin30.92% RSI (14)45.25 Volatility4.51% 4.13%
Employees4400 Debt/Eq0.49 Sales Y/Y TTM59.30% Profit Margin-6.50% Recom2.83 Target Price8.53
Option/ShortYes / Yes LT Debt/Eq0.49 EPS Q/Q145.19% Payout- Rel Volume0.73 Prev Close7.06
Sales Surprise4.53% EPS Surprise185.71% Sales Q/Q49.44% EarningsApr 29 BMO Avg Volume50.79M Price7.06
SMA20-2.66% SMA50-5.57% SMA200-12.32% Trades Volume14,236,659 Change-0.00%
Date Action Analyst Rating Change Price Target Change
Apr-08-24Resumed Citigroup Buy $11
Apr-05-24Upgrade Keefe Bruyette Underperform → Mkt Perform $6.50 → $7.50
Apr-03-24Initiated Needham Buy $10
Jan-31-24Downgrade Morgan Stanley Equal-Weight → Underweight $7 → $6.50
Jan-10-24Initiated Deutsche Bank Hold
Jan-03-24Downgrade Keefe Bruyette Mkt Perform → Underperform $7.50 → $6.50
Nov-15-23Initiated Barclays Equal Weight $8
Oct-31-23Upgrade Morgan Stanley Underweight → Equal-Weight $7
Oct-20-23Initiated UBS Neutral $7
Oct-19-23Upgrade Keefe Bruyette Underperform → Mkt Perform $7.50
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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It offers home loans, personal loans, and credit cards. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment includes personal loan, student loan, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Noto AnthonyChief Executive OfficerMay 03 '24Buy6.9028,775198,5488,033,369May 06 06:02 AM
Rishel JeremyChief Technology OfficerMar 19 '24Sale6.9356,273389,972390,616Mar 21 06:37 PM
Lavet Robert SGeneral CounselFeb 06 '24Option Exercise0.4124,74210,1441,529,741Feb 08 06:32 PM
Rishel JeremyChief Technology OfficerDec 19 '23Sale9.7856,273550,350343,250Dec 21 06:24 PM
Noto AnthonyChief Executive OfficerNov 21 '23Buy6.5022,500146,2887,261,789Nov 21 01:47 PM
Noto AnthonyChief Executive OfficerNov 09 '23Buy6.7844,000298,2457,239,289Nov 09 03:24 PM
Lapointe ChristopherCFO and PAONov 09 '23Buy6.6914,950100,016827,068Nov 09 02:37 PM
Stafford Webb LaurenChief Marketing OfficerNov 06 '23Sale7.58135,8321,029,797257,608Nov 08 08:13 PM
Webster AaronChief Risk OfficerNov 03 '23Sale8.08215,2991,740,542476,221Nov 06 07:21 PM
Borton Chad MPresident - SoFi BankNov 02 '23Sale7.99152,0411,215,188157,857Nov 06 07:23 PM
Rishel JeremyChief Technology OfficerSep 01 '23Sale8.8853,532475,364160,597Sep 05 04:04 PM
Borton Chad MPresident - SoFi BankJun 16 '23Sale8.6890,458784,985229,449Jun 16 06:13 PM
Stafford Webb LaurenChief Marketing OfficerJun 15 '23Sale9.29100,000928,800335,945Jun 16 06:10 PM
Webster AaronChief Risk OfficerJun 14 '23Sale9.69200,0001,938,120678,261Jun 16 06:13 PM
Noto AnthonyChief Executive OfficerMay 15 '23Buy4.67108,000504,7066,488,539May 15 02:19 PM
Rishel JeremyChief Technology OfficerMay 09 '23Sale5.47200,0001,093,120101,582May 11 09:26 PM