OMERS ADMINISTRATION Corp Acquires 8,054 Shares of Robinhood Markets, Inc. $HOOD

OMERS ADMINISTRATION Corp grew its holdings in shares of Robinhood Markets, Inc. (NASDAQ:HOOD) by 53.0% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 23,241 shares of the company’s stock after buying an additional 8,054 shares during the quarter. OMERS ADMINISTRATION Corp’s holdings in Robinhood Markets were worth $1,611,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of the business. Empowered Funds LLC grew its holdings in shares of Robinhood Markets by 46.7% in the 1st quarter. Empowered Funds LLC now owns 49,870 shares of the company’s stock valued at $2,076,000 after acquiring an additional 15,885 shares in the last quarter. Arrowstreet Capital Limited Partnership acquired a new position in Robinhood Markets during the second quarter valued at approximately $5,105,000. Federated Hermes Inc. boosted its position in Robinhood Markets by 106.2% during the second quarter. Federated Hermes Inc. now owns 63,957 shares of the company’s stock valued at $5,988,000 after purchasing an additional 32,933 shares during the last quarter. NewEdge Advisors LLC grew its stake in Robinhood Markets by 19.1% in the second quarter. NewEdge Advisors LLC now owns 89,676 shares of the company’s stock valued at $8,396,000 after purchasing an additional 14,356 shares in the last quarter. Finally, Nebula Research & Development LLC bought a new position in Robinhood Markets in the second quarter valued at approximately $1,316,000. 93.27% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the company. Wall Street Zen upgraded Robinhood Markets from a “strong sell” rating to a “sell” rating in a research note on Sunday, July 12th. BTIG Research reissued a “buy” rating and issued a $125.00 target price on shares of Robinhood Markets in a research note on Thursday, July 2nd. KeyCorp boosted their target price on shares of Robinhood Markets from $100.00 to $125.00 and gave the stock an “overweight” rating in a report on Wednesday, July 22nd. Morgan Stanley upped their price target on shares of Robinhood Markets from $95.00 to $124.00 and gave the stock an “equal weight” rating in a research report on Friday, July 10th. Finally, Needham & Company LLC lifted their price objective on shares of Robinhood Markets from $97.00 to $123.00 and gave the company a “buy” rating in a research report on Tuesday, July 21st. Twenty-one investment analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $122.00.

Robinhood Markets Trading Down 3.1%

Shares of NASDAQ HOOD opened at $89.84 on Thursday. Robinhood Markets, Inc. has a 12 month low of $63.51 and a 12 month high of $153.86. The stock has a 50 day moving average of $97.55 and a 200-day moving average of $87.84. The company has a market capitalization of $80.90 billion, a P/E ratio of 43.40, a P/E/G ratio of 1.87 and a beta of 2.33.

Robinhood Markets (NASDAQ:HOOD) last posted its earnings results on Wednesday, July 29th. The company reported $0.62 earnings per share for the quarter, topping analysts’ consensus estimates of $0.44 by $0.18. Robinhood Markets had a return on equity of 21.39% and a net margin of 41.12%.The business had revenue of $1.31 billion for the quarter, compared to analyst estimates of $1.29 billion. During the same period in the previous year, the firm earned $0.42 EPS. The firm’s revenue was up 32.5% compared to the same quarter last year. Analysts predict that Robinhood Markets, Inc. will post 1.95 EPS for the current fiscal year.

Insider Activity

In related news, Director Meyer Malka acquired 250,000 shares of the firm’s stock in a transaction on Friday, June 5th. The shares were purchased at an average cost of $80.74 per share, for a total transaction of $20,185,000.00. Following the completion of the acquisition, the director directly owned 3,924,427 shares in the company, valued at approximately $316,858,235.98. This trade represents a 6.80% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, insider Steven M. Quirk sold 19,377 shares of the firm’s stock in a transaction dated Thursday, July 2nd. The stock was sold at an average price of $119.96, for a total transaction of $2,324,464.92. Following the sale, the insider owned 62,612 shares of the company’s stock, valued at approximately $7,510,935.52. This represents a 23.63% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders purchased 680,000 shares of company stock valued at $55,306,560 and sold 631,263 shares valued at $66,793,857. 13.48% of the stock is owned by company insiders.

Key Stories Impacting Robinhood Markets

Here are the key news stories impacting Robinhood Markets this week:

• Positive Sentiment: Second-quarter revenue rose 32% year over year to a record $1.31 billion, exceeding the $1.29 billion consensus estimate. Diluted earnings per share increased 48% to $0.62, beating analyst expectations of approximately $0.41-$0.44 and rising from $0.42 a year earlier. Robinhood Reports Second Quarter 2026 Results
• Positive Sentiment: Strong market volatility drove higher trading activity, supporting profitability. Robinhood also reported record net deposits of $22 billion, 4.8 million Gold subscribers and 13 business lines generating at least $100 million in annualized revenue, suggesting broader diversification beyond its core brokerage business. Robinhood quarterly profit rises on strong trading activity
• Positive Sentiment: Analysts have raised price targets and maintain generally favorable views of HOOD, with a reported consensus rating of “Moderate Buy” and average target price of $122.22. Expectations center on user growth, new products and expansion into crypto and prediction markets. Analysts hike Robinhood stock price target
• Neutral Sentiment: Robinhood is expanding its blockchain, tokenized-stock and prediction-market offerings, including a reported potential partnership with Crypto.com. These initiatives could create new revenue streams, but adoption and regulatory outcomes remain uncertain. Robinhood Eyes Crypto.com Partnership
• Negative Sentiment: Concerns remain that fading memecoin interest is weighing on Robinhood Chain trading volumes, potentially pressuring crypto-related revenue. HOOD’s high valuation also leaves less room for disappointment regarding expenses or management’s outlook. Robinhood Chain’s Trading Volumes Slump
• Negative Sentiment: Director Baiju Bhatt sold roughly $4.7 million of HOOD shares under a pre-arranged Rule 10b5-1 plan. The planned nature limits its significance, but the sale may still weigh on sentiment. Separately, CEO Vlad Tenev’s hacked X account raises reputational and security concerns, although the account was restored and the fraudulent post removed. Robinhood CEO Vlad Tenev says X account was hacked

About Robinhood Markets

Robinhood Markets, Inc (NASDAQ: HOOD) is a U.S.-based financial services company best known for its mobile-first brokerage platform that aims to “democratize finance for all.” Founded in 2013 by Vladimir Tenev and Baiju Bhatt and headquartered in Menlo Park, California, the company built early traction by offering commission-free trading and a simplified user experience that attracted a large base of retail investors.

Robinhood’s core products and services include a mobile app and web platform for trading U.S.