Robinhood Markets, Inc. (HOOD) is up 4.9% today. Here is some analysis on what might have caused this price movement. ([investors.robinhood.com](https://investors.robinhood.com/news-releases/news-release-details/robinhood-markets-inc-reports-july-2026-operating-data))
Analysis: The most likely catalyst is Robinhood’s July 2026 operating update, released on August 12, which showed continued customer and deposit growth even after a very strong second quarter. Investors also appear to be responding to the company’s late-July earnings message that core trading activity, net deposits, and product rollout momentum remained strong heading into the second half of the year. ([investors.robinhood.com](https://investors.robinhood.com/news-releases/news-release-details/robinhood-markets-inc-reports-july-2026-operating-data))
Details:
Sources:
Robinhood Investor Relations, Robinhood Newsroom, SEC
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$HOOD Insider Trading Activity
$HOOD insiders have traded $HOOD stock on the open market 107 times in the past 6 months. Of those trades, 3 have been purchases and 104 have been sales.
Here’s a breakdown of recent trading of $HOOD stock by insiders over the last 6 months:
- VLADIMIR TENEV (Chief Executive Officer) has made 0 purchases and 9 sales selling 750,000 shares for an estimated $69,750,050.
- MEYER MALKA has made 3 purchases buying 680,000 shares for an estimated $55,306,258 and 0 sales.
- BAIJU BHATT has made 0 purchases and 30 sales selling 364,920 shares for an estimated $29,456,684.
- DANIEL MARTIN JR GALLAGHER (Chief Legal Officer) has made 0 purchases and 28 sales selling 60,000 shares for an estimated $5,124,657.
- STEVEN M. QUIRK (Chief Brokerage Officer) has made 0 purchases and 4 sales selling 38,754 shares for an estimated $3,980,791.
- SHIV VERMA (Chief Financial Officer) has made 0 purchases and 16 sales selling 24,314 shares for an estimated $2,136,398.
- JEFFREY TSVI PINNER (Chief Technology Officer) has made 0 purchases and 14 sales selling 23,341 shares for an estimated $1,783,475.
- PAULA LOOP sold 8,336 shares for an estimated $1,000,320
- OLUWADARA JOHNSON TRESEDER has made 0 purchases and 2 sales selling 3,750 shares for an estimated $440,625.
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 insider transaction endpoint.
$HOOD Hedge Fund Activity
We have seen 798 institutional investors add shares of $HOOD stock to their portfolio, and 706 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 15,803,996 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,584,824,718
- ALYESKA INVESTMENT GROUP, L.P. added 7,954,874 shares (+inf%) to their portfolio in Q1 2026, for an estimated $529,944,160
- CAPITAL INTERNATIONAL INVESTORS added 5,117,119 shares (+inf%) to their portfolio in Q2 2026, for an estimated $513,144,693
- BLACKROCK, INC. added 4,328,477 shares (+6.8%) to their portfolio in Q2 2026, for an estimated $434,059,673
- FMR LLC removed 3,375,703 shares (-15.7%) from their portfolio in Q1 2026, for an estimated $224,885,283
- BNP PARIBAS FINANCIAL MARKETS added 3,144,972 shares (+183.6%) to their portfolio in Q1 2026, for an estimated $209,514,260
- TWO SIGMA INVESTMENTS, LP added 2,669,821 shares (+1998.1%) to their portfolio in Q1 2026, for an estimated $177,860,271
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 13F endpoint.
$HOOD Congressional Stock Trading
Members of Congress have traded $HOOD stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 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 3 times. They made 1 purchase worth up to $15,000 on 04/14 and 2 sales worth up to $30,000 on 03/13, 02/24.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
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 Congress trades endpoint.
$HOOD Analyst Ratings
Wall Street analysts have issued reports on $HOOD in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- BTIG issued a "Buy" rating on 07/02/2026
To track analyst ratings and price targets for $HOOD, check out Quiver Quantitative's $HOOD forecast page.
$HOOD Price Targets
Multiple analysts have issued price targets for $HOOD recently. We have seen 17 analysts offer price targets for $HOOD in the last 6 months, with a median target of $110.0.
Here are some recent targets:
- Benjamin Budish from Barclays set a target price of $122.0 on 07/09/2026
- Dan Dolev from Mizuho set a target price of $130.0 on 07/02/2026
- Andrew Harte from BTIG set a target price of $125.0 on 07/02/2026
- Brian Bedell from Deutsche Bank set a target price of $113.0 on 06/30/2026
- James Yaro from Goldman Sachs set a target price of $121.0 on 06/29/2026
- Stephen Biggar from Argus Research set a target price of $110.0 on 06/17/2026
- John Todaro from Needham set a target price of $97.0 on 06/11/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
