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HOOD

Robinhood Markets, Inc.

At today's price, Robinhood Markets, Inc. (HOOD) is priced for today's economics sustained for ~19.8 years. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.

Live priced in
today's economics sustained for ~19.8 years
Priced In
high

Key Takeaways

• Robinhood earns a return on equity near 20% and is widening past pure trading into subscriptions, futures, prediction markets, and net interest, but the model still swings with how actively its users trade. • The biggest risk is that volatility: crypto revenue fell 47% on the year to $134 million last quarter, the single line that turned a 15% revenue gain into a softer print. • Watch the Gold subscriber count, a record 4.3 million and growing 36% on the year, because recurring subscription an

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Institutional ownership

1,237 institutional managers reported holding HOOD in 13F filings for the quarter ended 2026-03-31. Together they hold about 59% of the company; the top 10 hold 32%. 173 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 37.3M shares were sold short as of the 2026-06-15 count, about 4% of shares outstanding (1.1 days of typical volume to cover).

Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.

Capital returns

HOOD's share count grew 287.2% over the past five years even with $1.77B spent on repurchases. It pays no dividend. Cash returned over the past three years: $1.77B in repurchases.

Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.

Insider activity

Open-market insider buys at HOOD over the trailing three years: 2025: 1 buy totaling $1.97M; 2026: 3 buys totaling $55.31M. 15 officers and directors are on file.

Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.

Earnings reactions

HOOD's recent reports: the day-one move, then what the following quarter actually did.

reportday onenext quarter
2023-08-04-10.3%-12.0%
2023-11-08-12.7%+45.0%
2024-02-28+11.4%+3.2%
2024-05-09-3.8%+27.4%

Day-one is the close-to-close move around the filing. Nothing here is investment advice.

Recent filings

HOOD's latest 8-K filings: 2026-06-26 (items 5.02); 2026-06-25 (items 1.01, 2.03, 3.02, 7.01, 8.01, 9.01); 2026-06-23 (items 8.01, 9.01); 2026-06-16 (items 2.05); 2026-06-03 (items 5.07).

Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.

Compare HOOD

APO vs HOODBLK vs HOODBX vs HOODCME vs HOODFUTU vs HOODGLDI vs HOOD

Last analyzed: July 3, 2026

For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.