RKT

Rocket Companies, Inc.

NYSE · Mortgage Bankers & Loan Correspondents · Inc. MI · CIK 0001805284
$13.56 -2.27% $39.2B
High Impact Filing (7/10)7 New Institutional PositionsCongressional Activity (1)
Vol
Market Cap$39.2B
Cap SizeLarge Cap
Analyst ConsensusHold (47%)
Inst. Holders9 funds
Inst. Value$3.4B
Inst. Activity7 buys / 1 sells
Reddit Sentiment68° Warm
SEC Reports1
Congressional1 trades
Exchange NYSE·Sector Mortgage Bankers & Loan Correspondents·Inc. MI·CIK 0001805284·Prev Close $13.87

Recent Activity

May 7, 2026 SEC
Rocket Companies reported Q1 2026 adjusted EPS of $0.15, beating consensus of $0.12 by 25%, and total revenue net of $2.
8-K — Impact 7/10
May 7, 2026 earnings_calendar
RKT Q1 2026 Earnings After Market Close — 2026-05-07
May 6, 2026 Insider
Malhotra Shawn sold 52,484 shares
Chief Technology Officer @ $14.09 ($739.5K)
Apr 7, 2026 Insider
Malhotra Shawn sold 13,751 shares
Chief Technology Officer @ $15.03 ($206.7K)
Apr 7, 2026 Insider
Mildenhall Jonathan sold 12,860 shares
Chief Marketing Officer @ $15.03 ($193.3K)
Inst.
VANGUARD GROUP INC — DOUBLED
87,256,540 shares ($1.7B)
Inst.
MORGAN STANLEY — DOUBLED
27,009,279 shares ($522.9M)
Apr 13, 2026 Congress
Mark Warner buy
$1,001 - $15,000 — Senate

Price Targets

$20.05 +47.9% upside Strong Buy
Current $13.56 Low $16.00 Median $20.00 High $25.00 14 analysts
$16.00 $25.00

Analyst Ratings

Hold47% buy · 19 analysts
4Strong Buy
5Buy
10Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 12, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
May 11, 2026 RBC Capital REITERATE Sector Perform → Sector Perform
Apr 24, 2026 Stephens & Co. INITIATE Overweight
Apr 9, 2026 JP Morgan MAINTAIN Neutral → Neutral
Apr 9, 2026 Wells Fargo MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.17 ▼ -13.8% $0.16 — $0.21 337% YoY 12
Next Q $0.21 ▼ -4.3% $0.18 — $0.25 203% YoY 12
Current FY $0.74 ▲ +0.6% $0.62 — $0.92 165% YoY 13
Next FY $1.09 ▲ +0.7% $0.95 — $1.34 47% YoY 13

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$1.7BDOUBLED
MORGAN STANLEY$522.9MDOUBLED
FMR LLC$414.3MADD
BANK OF AMERICA CORP$319.8MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$165.4MDOUBLED

Recent Insider Trades

DateInsiderTypeValue
May 6, 2026Malhotra ShawnF$739.5K
Apr 7, 2026Malhotra ShawnF$206.7K
Apr 7, 2026Mildenhall JonathanF$193.3K
Apr 7, 2026Banfield WilliamF$121.1K
Apr 7, 2026Edwards NoahF$34.6K

Reddit Sentiment

68°
Warm
Bearish Neutral Bullish
10 mentions 5 bullish 0 bearish

Congressional Trades

1 members: 1 buys, 0 sells
MemberPartyTypeAmount
Mark WarnerDBUY$1,001 - $15,000
9 institutional holders with $3.4B total value (176,186,534 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, FMR. Net buying activity: 7 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC87,256,540$1.7B49.5%DOUBLED +280.3%
2MORGAN STANLEY27,009,279$522.9M15.3%DOUBLED +461.2%
3FMR LLC21,400,592$414.3M12.1%ADD +40.1%
4BANK OF AMERICA CORP /DE/16,516,225$319.8M9.4%ADD +32.8%
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC8,545,932$165.4M4.9%DOUBLED +295.5%
6NORGES BANK7,448,727$144.2M4.2%NEW
7TWO SIGMA INVESTMENTS, LP5,646,579$109.3M3.2%ADD +61.6%
8WELLS FARGO & COMPANY/MN2,192,660$42.4M1.2%ADD +74.0%
9Fund 1 Investments, LLC170,000$3.3M0.1%TRIM -38.8%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
VANGUARD GROUP INCDOUBLED22,945,50087,256,540+280.3%$1.7B2025-Q4
MORGAN STANLEYDOUBLED4,812,49727,009,279+461.2%$522.9M2025-Q4
FMR LLCADD15,274,36821,400,592+40.1%$414.3M2025-Q4
BANK OF AMERICA CORP /DE/ADD12,432,94016,516,225+32.8%$319.8M2025-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCDOUBLED2,160,5668,545,932+295.5%$165.4M2025-Q4
NORGES BANKNEW7,448,727$144.2M2025-Q4
WELLS FARGO & COMPANY/MNADD1,260,1252,192,660+74.0%$42.4M2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT3,431,3940-100.0%$0.002025-Q4
VANGUARD GROUP INCADD17,718,56922,945,500+29.5%$444.7M2025-Q3
BANK OF AMERICA CORP /DE/DOUBLED4,719,87612,432,940+163.4%$241.0M2025-Q3
TWO SIGMA INVESTMENTS, LPADD3,267,4885,281,787+61.6%$102.4M2025-Q3
MORGAN STANLEYDOUBLED1,062,2334,812,497+353.1%$93.3M2025-Q3
RENAISSANCE TECHNOLOGIES LLCDOUBLED850,3003,431,394+303.6%$66.5M2025-Q3
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD1,337,8502,160,566+61.5%$41.9M2025-Q3
Fund 1 Investments, LLCTRIM278,000170,000-38.8%$3.3M2025-Q3
VANGUARD GROUP INCADD12,793,54917,718,569+38.5%$251.2M2025-Q2
FMR LLCADD8,427,85013,606,480+61.4%$192.9M2025-Q2
UBS Group AGDOUBLED2,243,02010,738,255+378.7%$152.3M2025-Q2
BANK OF AMERICA CORP /DE/DOUBLED1,213,4614,719,876+289.0%$66.9M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED1,470,7863,267,488+122.2%$46.3M2025-Q2
MORGAN STANLEYTRIM1,463,2751,062,233-27.4%$15.1M2025-Q2
WELLS FARGO & COMPANY/MNDOUBLED252,5961,051,502+316.3%$14.9M2025-Q2
RENAISSANCE TECHNOLOGIES LLCNEW850,300$12.1M2025-Q2
Fund 1 Investments, LLCNEW278,000$3.9M2025-Q2
FMR LLCADD6,113,8488,427,850+37.8%$101.7M2025-Q1
9 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 6, 2026Malhotra ShawnChief Technology OfficerF52,484$14.09$739.5K
Apr 7, 2026Malhotra ShawnChief Technology OfficerF13,751$15.03$206.7K
Apr 7, 2026Mildenhall JonathanChief Marketing OfficerF12,860$15.03$193.3K
Apr 7, 2026Banfield William D.Chief Business OfficerF8,056$15.03$121.1K
Apr 7, 2026Edwards Noah A.Chief Accounting OfficerF2,302$15.03$34.6K
Apr 7, 2026Lovier Heather M.Chief Operating OfficerF8,056$15.03$121.1K
Apr 7, 2026Brown Brian NicholasPresident & Chief Fin OfficerF16,112$15.03$242.2K
Apr 1, 2026Bray Jesse KPres & CEO, Rocket MortgageF57,200$14.25$815.1K
Mar 11, 2026Bray Jesse KPres & CEO, Rocket MortgageG30,100$0.00$0.00
Mar 8, 2026Brown Brian NicholasPresident & Chief Fin OfficerF14,675$14.95$219.4K
Mar 8, 2026Krishna VarunChief Executive OfficerF58,259$14.95$871.0K
Mar 7, 2026Rizik MatthewDirectorM14,796$0.00$0.00
Mar 7, 2026Rizik MatthewDirectorJ14,796$14.95$221.2K
Mar 7, 2026Rizik MatthewDirectorM14,796$0.00$0.00
Mar 7, 2026Lovier Heather M.Chief Operating OfficerA250,836$0.00$0.00
Mar 7, 2026Lovier Heather M.Chief Operating OfficerF43,179$14.95$645.5K
Mar 7, 2026Bray Jesse KPres & CEO, Rocket MortgageA418,060$0.00$0.00
Mar 7, 2026Edwards Noah A.Chief Accounting OfficerA60,200$0.00$0.00
Mar 7, 2026Edwards Noah A.Chief Accounting OfficerF7,912$14.95$118.3K
Mar 7, 2026Krishna VarunChief Executive OfficerA1,003,344$0.00$0.00
Mar 7, 2026Banfield William D.Chief Business OfficerA234,113$0.00$0.00
Mar 7, 2026Brown Brian NicholasPresident & Chief Fin OfficerF16,572$14.95$247.8K
Mar 7, 2026Malhotra ShawnChief Technology OfficerA250,836$0.00$0.00
Mar 7, 2026Krishna VarunChief Executive OfficerF52,082$14.95$778.6K
Mar 7, 2026Banfield William D.Chief Business OfficerF44,053$14.95$658.6K
Mar 7, 2026Brown Brian NicholasPresident & Chief Fin OfficerA367,892$0.00$0.00
Mar 7, 2026Malhotra ShawnChief Technology OfficerF15,723$14.95$235.1K
Mar 7, 2026Mildenhall JonathanChief Marketing OfficerA234,113$0.00$0.00
Mar 7, 2026Mildenhall JonathanChief Marketing OfficerF60,949$14.95$911.2K
Mar 3, 2026Brown Brian NicholasPresident & Chief Fin OfficerF39,128$16.79$657.0K
Mar 1, 2026Bray Jesse KPres & CEO, Rocket MortgageF1,193,762$18.19$21.7M
Sep 7, 2025Rizik MatthewDirectorJ14,796$20.26$299.8K
Sep 7, 2025Rizik MatthewDirectorM14,796$0.00$0.00
Sep 7, 2025Rizik MatthewDirectorM14,796$0.00$0.00
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (47% buy). Based on 19 analysts: 4 strong buy, 5 buy, 10 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$20.05 mean target +47.9% upside Strong Buy (2.06)
$16.00 Low $25.00 High
MetricValue
Current Price$13.56
Target Low$16.00
Target Mean$20.05
Target Median$20.00
Target High$25.00
# Analysts14
RecommendationStrong Buy (2.06)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$0.17 $0.16 $0.21 337.4% -13.8% 0↑ 9↓ $2.9B 115.8% 12
Next Q
2026-09-30
$0.21 $0.18 $0.25 203.3% -4.3% 2↑ 5↓ $3.0B 66.4% 12
Current FY
2026-12-31
$0.74 $0.62 $0.92 165.2% +0.6% 3↑ 6↓ $11.6B 69.6% 13
Next FY
2027-12-31
$1.09 $0.95 $1.34 46.5% +0.7% 3↑ 7↓ $12.9B 10.8% 13

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.175
7d ago$0.189-0.014
30d ago$0.203-0.028
60d ago$0.231-0.056
90d ago$0.219-0.044
9 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 4 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 12, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
May 11, 2026 RBC Capital REITERATE Sector Perform Sector Perform
Apr 24, 2026 Stephens & Co. INITIATE Overweight
Apr 9, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 9, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Apr 6, 2026 Barclays UPGRADE Equal-Weight Overweight
Mar 25, 2026 Citizens INITIATE Market Perform
Mar 16, 2026 Keefe, Bruyette & Woods UPGRADE Market Perform Outperform
Mar 10, 2026 Compass Point INITIATE Buy
Feb 27, 2026 Wells Fargo MAINTAIN Equal-Weight Equal-Weight
Jan 6, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Dec 19, 2025 Jefferies INITIATE Buy
Dec 18, 2025 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202645100047%
Apr 1, 202644110042%
Mar 1, 202653110042%
Feb 1, 202653110042%
Jan 1, 20265390047%
Strong BuyBuyHoldSellStrong Sell
1 members of Congress traded this stock: 1 buys, 0 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Apr 13, 2026Mark WarnerDSENATEBUY$1,001 - $15,000Rocket Cos IncMay 1, 2026 (19d)
68°
Warm
Bearish Neutral Bullish
10 mentions 5 bullish 0 bearish 9 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 20, 2026160° Warm101
May 20, 2026160° Warm101
Mar 24, 2026160° Warm101
Mar 24, 2026160° Warm101
Mar 20, 2026144° Neutral001
Mar 20, 2026144° Neutral001
Feb 26, 2026160° Warm101
Feb 26, 2026250° Neutral002
Feb 24, 2026156° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 2mo ago
RKT - Place your bets
▲ 47 💬 57 ⚡ 3.6
r/wallstreetbets Bullish 2mo ago
RKT - BEAT EPS Estimates - Up 10% AH...
▲ 32 💬 13 ⚡ 2.3
r/wallstreetbets Bullish 2d ago
US-Iran agreement may be finalized within hours - Iran Intl....
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
TWO receives $10.70 per share unsolicited acquisition proposal - BIDDING WAR LIKELY
▲ 1 💬 2 ⚡ 0.5
r/stocks Bullish 1mo ago
Incredibly opportunity to get into RKT at a multi year trendline
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
RKT - Earnings Play (60k shares) - Adding another 10k via Friday options
▲ 2 💬 3 ⚡ 0.0
r/wallstreetbets Neutral 2mo ago
RKT - place your bets
▲ 1 💬 0 ⚡ 0.0
May 7, 2026
earnings_calendar
RKT Q1 2026 Earnings After Market Close — 2026-05-07
Apr 30, 2026
earnings_calendar
RKT Q1 2026 Earnings After Market Close — 2026-04-30
Apr 27, 2026
dark_pool
Dark Pool: RKT — 16.2M shares, 121,471 trades
Week starting 2026-04-27. Total ATS volume: 16,188,409 shares across 121,471 trades.
Apr 21, 2026
short_volume
Short Volume: RKT — 55.8% short (6.9M / 12.3M)
Short: 6,884,308 | Exempt: 47,460 | TRF Vol: 12,344,072 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Apr 20, 2026
dark_pool
Dark Pool: RKT — 22.0M shares, 140,084 trades
Week starting 2026-04-20. Total ATS volume: 22,036,655 shares across 140,084 trades.
Apr 17, 2026
short_volume
Short Volume: RKT — 62.5% short (8.5M / 13.6M)
Short: 8,473,582 | Exempt: 44,474 | TRF Vol: 13,561,705 | Short Ratio: 62.5% | Off-exchange volume (dark pool + OTC)
Apr 16, 2026
short_volume
Short Volume: RKT — 75.0% short (17.7M / 23.6M)
Short: 17,696,788 | Exempt: 7,467 | TRF Vol: 23,602,384 | Short Ratio: 75.0% | Off-exchange volume (dark pool + OTC)
Apr 14, 2026
short_volume
Short Volume: RKT — 57.1% short (5.4M / 9.5M)
Short: 5,437,056 | Exempt: 0 | TRF Vol: 9,521,049 | Short Ratio: 57.1% | Off-exchange volume (dark pool + OTC)
Apr 13, 2026
dark_pool
Dark Pool: RKT — 27.4M shares, 150,347 trades
Week starting 2026-04-13. Total ATS volume: 27,429,712 shares across 150,347 trades.
Apr 6, 2026
dark_pool
Dark Pool: RKT — 28.4M shares, 166,439 trades
Week starting 2026-04-06. Total ATS volume: 28,437,661 shares across 166,439 trades.
Apr 6, 2026
short_interest
FTD: RKT — 202,390 shares ($3.0M) failed to deliver
Settlement: 20260406, Price: $14.96, FTD Value: $3,027,754.4, ROCKET COMPANIES, INC. (DE)
Apr 2, 2026
short_volume
Short Volume: RKT — 63.3% short (9.1M / 14.4M)
Short: 9,095,967 | Exempt: 2,799 | TRF Vol: 14,377,137 | Short Ratio: 63.3% | Off-exchange volume (dark pool + OTC)
Mar 30, 2026
dark_pool
Dark Pool: RKT — 26.9M shares, 172,540 trades
Week starting 2026-03-30. Total ATS volume: 26,928,218 shares across 172,540 trades.
Mar 27, 2026
short_interest
FTD: RKT — 85,187 shares ($1.2M) failed to deliver
Settlement: 20260327, Price: $13.95, FTD Value: $1,188,358.65, ROCKET COMPANIES, INC. (DE)
Mar 23, 2026
dark_pool
Dark Pool: RKT — 23.9M shares, 173,374 trades
Week starting 2026-03-23. Total ATS volume: 23,898,840 shares across 173,374 trades.