Rocket Companies, Inc.
In the published model solve dated 2026-Q2, anchored at $13.86, Rocket Companies, Inc. (RKT) is priced for today's economics sustained for ~19.6 years. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed August 7, 2026 from SEC EDGAR filings.
• Rocket is no longer mainly a lender that sells what it makes; it now administers a servicing book large enough that fee income rose by 682 million dollars in the first quarter of 2026 against the same quarter a year earlier, purely because the average portfolio got bigger [Source: Q1 2026 Form 10-Q]. • The two deals that built that book were paid for substantially in stock, and the share count has compounded at roughly 9.6% a year since early 2022, so each holder owns a thinner slice of a much
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796 institutional managers reported holding RKT in 13F filings for the quarter ended 2026-03-31. Together they hold about 29% of the company; the top 10 hold 13%. 135 opened new positions that quarter. Held by Vanguard Group, BlackRock, T. Rowe Price, among others. On the short side, 96.5M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (3.8 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.
No open-market insider buys on file at RKT over the trailing three years. Absence is a fact about the company, not a signal. 18 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.
RKT's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-10 | +8.5% | -33.7% |
| 2023-11-10 | +14.8% | +47.4% |
| 2024-02-28 | +5.1% | +2.9% |
| 2024-05-08 | +7.6% | -2.6% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
RKT's latest 8-K filings: 2026-08-06 (items 2.02, 7.01, 9.01); 2026-07-16 (items 1.01, 1.02, 2.03); 2026-06-16 (items 1.01); 2026-06-10 (items 5.07); 2026-06-10 (items 8.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: August 7, 2026
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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.