Robinhood Markets Inc. (HOOD) reported Q1 2026 results. Total revenue was $1.07 billion, up 15.1% year-over-year, missing the consensus of $1.20 billion. Diluted earnings per share came in at $0.38, below the estimate of $0.43.
The quarter showed strong cash generation and a larger balance sheet footprint:
Overall, revenue and EPS missed analyst expectations despite meaningful year-over-year growth in top-line and operating profit, while operating cash flow surged materially. Shares were down 5.49% since market close.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Robinhood Markets Inc. Insider Trading Activity
Robinhood Markets Inc. insiders have traded $HOOD stock on the open market 136 times in the past 6 months. Of those trades, 0 have been purchases and 136 have been sales.
Here’s a breakdown of recent trading of $HOOD stock by insiders over the last 6 months:
- BAIJU BHATT has made 0 purchases and 26 sales selling 1,938,715 shares for an estimated $234,130,355.
- VLADIMIR TENEV (Chief Executive Officer) has made 0 purchases and 8 sales selling 750,000 shares for an estimated $71,797,464.
- JASON WARNICK has made 0 purchases and 5 sales selling 425,000 shares for an estimated $50,478,160.
- DANIEL MARTIN JR GALLAGHER (Chief Legal Officer) has made 0 purchases and 36 sales selling 235,000 shares for an estimated $29,369,615.
- STEVEN M. QUIRK (Chief Brokerage Officer) has made 0 purchases and 19 sales selling 106,832 shares for an estimated $14,073,986.
- JONATHAN RUBINSTEIN has made 0 purchases and 4 sales selling 42,430 shares for an estimated $5,611,794.
- JEFFREY TSVI PINNER (Chief Technology Officer) has made 0 purchases and 27 sales selling 40,963 shares for an estimated $4,130,455.
- SHIV VERMA (Chief Financial Officer) has made 0 purchases and 11 sales selling 16,348 shares for an estimated $1,285,845.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API.
Robinhood Markets Inc. Hedge Fund Activity
We have seen 724 institutional investors add shares of Robinhood Markets Inc. stock to their portfolio, and 677 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 12,153,548 shares (-75.2%) from their portfolio in Q4 2025, for an estimated $1,374,566,278
- FMR LLC removed 9,806,917 shares (-31.4%) from their portfolio in Q4 2025, for an estimated $1,109,162,312
- BLACKROCK, INC. added 4,688,128 shares (+7.9%) to their portfolio in Q4 2025, for an estimated $530,227,276
- WCM INVESTMENT MANAGEMENT, LLC removed 3,484,268 shares (-40.3%) from their portfolio in Q4 2025, for an estimated $394,070,710
- CORIENT PRIVATE WEALTH LLC added 2,511,743 shares (+5221.4%) to their portfolio in Q4 2025, for an estimated $284,078,133
- D. E. SHAW & CO., INC. removed 2,398,528 shares (-56.8%) from their portfolio in Q4 2025, for an estimated $271,273,516
- JENNISON ASSOCIATES LLC added 2,157,372 shares (+95.7%) to their portfolio in Q4 2025, for an estimated $243,998,773
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API.
Robinhood Markets Inc. Congressional Stock Trading
Members of Congress have traded $HOOD stock 8 times in the past 6 months. Of those trades, 3 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $HOOD stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 5 times. They made 2 purchases worth up to $30,000 on 01/30, 11/18 and 3 sales worth up to $45,000 on 03/13, 02/24, 12/24.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 3 times. They made 1 purchase worth up to $50,000 on 11/06 and 2 sales worth up to $65,000 on 01/20, 12/22.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API.
Robinhood Markets Inc. Analyst Ratings
Wall Street analysts have issued reports on $HOOD in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 02/11/2026
- Barclays issued a "Overweight" rating on 01/08/2026
- Truist Securities issued a "Buy" rating on 12/17/2025
- B of A Securities issued a "Buy" rating on 12/10/2025
- Citizens issued a "Market Outperform" rating on 11/07/2025
- Mizuho issued a "Outperform" rating on 11/06/2025
To track analyst ratings and price targets for Robinhood Markets Inc., check out Quiver Quantitative's $HOOD forecast page.
Robinhood Markets Inc. Price Targets
Multiple analysts have issued price targets for $HOOD recently. We have seen 18 analysts offer price targets for $HOOD in the last 6 months, with a median target of $110.0.
Here are some recent targets:
- Kenneth Worthington from JP Morgan set a target price of $92.0 on 04/23/2026
- Ramsey El-Assal from Cantor Fitzgerald set a target price of $110.0 on 04/21/2026
- Alex Markgraff from Keybanc set a target price of $110.0 on 04/21/2026
- Dan Dolev from Mizuho set a target price of $115.0 on 04/20/2026
- Gautam Chhugani from Bernstein set a target price of $130.0 on 04/14/2026
- David Smith from Truist Securities set a target price of $100.0 on 04/13/2026
- Devin Ryan from Citizens set a target price of $155.0 on 04/10/2026
