Rocket Companies (RKT) to Release Quarterly Earnings on Thursday

Rocket Companies (NYSE:RKT) will likely be announcing its Q4 2025 results after the market closes on Thursday, February 26th. Analysts expect Rocket Companies to post earnings of $0.09 per share and revenue of $2.2401 billion for the quarter. Investors can check the company’s upcoming Q4 2025 earning summary page for the latest details on the call scheduled for Thursday, February 26, 2026 at 4:30 PM ET.

Rocket Companies Price Performance

Shares of Rocket Companies stock opened at $17.68 on Wednesday. The company has a quick ratio of 19.68, a current ratio of 19.68 and a debt-to-equity ratio of 2.16. The stock has a market capitalization of $37.20 billion, a price-to-earnings ratio of 220.97 and a beta of 2.31. The company has a 50-day simple moving average of $20.07 and a two-hundred day simple moving average of $18.94. Rocket Companies has a twelve month low of $10.94 and a twelve month high of $24.36.

Insider Buying and Selling

In other Rocket Companies news, Director Matthew Rizik sold 2,500 shares of the business’s stock in a transaction that occurred on Monday, January 12th. The stock was sold at an average price of $22.99, for a total value of $57,475.00. Following the transaction, the director directly owned 1,038,536 shares of the company’s stock, valued at approximately $23,875,942.64. The trade was a 0.24% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Insiders sold a total of 32,500 shares of company stock worth $645,775 over the last ninety days. Company insiders own 92.64% of the company’s stock.

Hedge Funds Weigh In On Rocket Companies

A number of institutional investors have recently modified their holdings of the company. Vontobel Holding Ltd. bought a new stake in Rocket Companies in the fourth quarter worth about $266,000. Siemens Fonds Invest GmbH purchased a new position in Rocket Companies in the fourth quarter valued at approximately $257,000. Utah Retirement Systems grew its holdings in Rocket Companies by 8.2% during the third quarter. Utah Retirement Systems now owns 13,200 shares of the company’s stock valued at $256,000 after purchasing an additional 1,000 shares during the period. Schroder Investment Management Group purchased a new stake in Rocket Companies in the fourth quarter worth $254,000. Finally, Financial Engines Advisors L.L.C. purchased a new position in shares of Rocket Companies during the 3rd quarter valued at $238,000. 4.59% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

RKT has been the subject of a number of research reports. JPMorgan Chase & Co. assumed coverage on shares of Rocket Companies in a report on Monday, January 12th. They issued a “neutral” rating and a $24.00 target price for the company. BTIG Research reaffirmed a “buy” rating and set a $25.00 price target on shares of Rocket Companies in a research note on Wednesday, November 19th. The Goldman Sachs Group reissued a “neutral” rating and issued a $22.00 price objective (up from $16.00) on shares of Rocket Companies in a research note on Wednesday, October 29th. Oppenheimer started coverage on Rocket Companies in a report on Thursday, November 13th. They issued an “outperform” rating and a $25.00 price objective for the company. Finally, Keefe, Bruyette & Woods raised their target price on Rocket Companies from $18.00 to $20.00 and gave the stock a “market perform” rating in a research report on Thursday, December 18th. Five analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $20.50.

Key Stories Impacting Rocket Companies

Here are the key news stories impacting Rocket Companies this week:

• Positive Sentiment: Rocket is embedding AI across its mortgage stack and into Redfin and Mr. Cooper integrations to speed workflows, cut costs and pursue market-share gains — a catalyst investors view as driving higher margins and faster scale. AI in RKT is Moving From Cost Management to Market Share Gains
• Positive Sentiment: Analysts highlight Rocket’s “mortgage flywheel” — an end-to-end homeownership platform with servicing-driven recapture — as positioned to convert a 2026 rate thaw into share gains and volume recovery. This supports upside expectations if rates and demand improve. Rocket’s Mortgage Flywheel Explained for 2026 Volume Recovery
• Positive Sentiment: Valuation commentary notes RKT trades around 4.28x trailing book with Redfin and Mr. Cooper synergies still to be realized, implying potential upside if those integrations and a mortgage rebound materialize. Should You Buy RKT Stock at 4.28X Book Before Deal Synergies Hit?
• Neutral Sentiment: Upcoming Q4 results and Wall Street estimates are in focus — earnings could validate the recovery thesis or reset expectations depending on origination, servicing and integration results. Ahead of Rocket Companies (RKT) Q4 Earnings
• Neutral Sentiment: Broader mortgage/fintech competitor news (e.g., LendingTree hitting a 52-week low) is being watched for sector sentiment but isn’t specific to Rocket’s fundamentals. LendingTree Shares Hit 52-Week Low
• Negative Sentiment: Redfin survey: ~49% of Americans say they struggle to afford rent or mortgage payments — worsening affordability could reduce purchase demand and pressure originations for Rocket. Half of Americans Struggle to Pay Rent or Mortgage
• Negative Sentiment: Redfin reports a rising share of home-sale cancellations (13.7% in January, a record for January), signaling higher fallout risk for closings and near-term volatility in origination volumes. Nearly 1 in 7 Home Sales Are Falling Through
• Negative Sentiment: January data show a large buyer/seller imbalance (44% more sellers than buyers), suggesting continued price and volume headwinds that could mute Rocket’s near-term growth in originations. It’s a Buyer’s Market: America Has 44% More Home Sellers Than Buyers

About Rocket Companies

Rocket Companies, Inc is a Detroit-based holding company whose businesses are centered on digital mortgage origination and related consumer finance and real estate services. The company grew out of the Quicken Loans franchise and completed an initial public offering in 2020. Founder Dan Gilbert remains a prominent figure associated with the firm, which operates a suite of brands that aim to simplify the home financing and buying experience through technology and scale.

The company’s core activity is mortgage lending through its Rocket Mortgage platform, which offers online application, underwriting and servicing for home purchase and refinance loans.