WCG Wealth Advisors LLC Buys Shares of 287,921 Rocket Companies, Inc. $RKT

Posted by Francis Steltz on Jun 5th, 2026

WCG Wealth Advisors LLC bought a new position in Rocket Companies, Inc. (NYSE:RKT – Free Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm bought 287,921 shares of the company’s stock, valued at approximately $5,574,000.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Pinnacle Bancorp Inc. lifted its stake in shares of Rocket Companies by 369.7% in the 4th quarter. Pinnacle Bancorp Inc. now owns 1,503 shares of the company’s stock worth $29,000 after purchasing an additional 1,183 shares during the period. City State Bank bought a new position in Rocket Companies in the fourth quarter worth approximately $30,000. Smithfield Trust Co bought a new stake in shares of Rocket Companies during the 4th quarter valued at $32,000. Key Financial Inc bought a new position in Rocket Companies in the 4th quarter worth $32,000. Finally, Sound Income Strategies LLC increased its position in Rocket Companies by 354.8% in the fourth quarter. Sound Income Strategies LLC now owns 1,974 shares of the company’s stock worth $38,000 after buying an additional 1,540 shares in the last quarter. Hedge funds and other institutional investors own 4.59% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on RKT shares. Compass Point assumed coverage on shares of Rocket Companies in a report on Tuesday, March 10th. They set a “buy” rating and a $21.00 price target on the stock. Barclays raised shares of Rocket Companies from an “equal weight” rating to an “overweight” rating and reduced their price objective for the stock from $22.00 to $19.00 in a research note on Monday, April 6th. Royal Bank Of Canada restated a “sector perform” rating and set a $20.00 target price on shares of Rocket Companies in a research note on Monday, May 11th. Zacks Research raised shares of Rocket Companies from a “strong sell” rating to a “hold” rating in a report on Tuesday, May 12th. Finally, Weiss Ratings raised Rocket Companies from a “sell (d)” rating to a “hold (c)” rating in a report on Wednesday, May 13th. Nine equities research analysts have rated the stock with a Buy rating and nine have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $20.93.

Get Our Latest Research Report on RKT

Rocket Companies Stock Up 2.5%

RKT opened at $13.26 on Friday. The company has a quick ratio of 4.37, a current ratio of 4.37 and a debt-to-equity ratio of 1.13. The company has a market capitalization of $37.52 billion, a PE ratio of 265.22 and a beta of 2.19. Rocket Companies, Inc. has a 52 week low of $12.38 and a 52 week high of $24.36. The firm has a 50-day simple moving average of $14.57 and a two-hundred day simple moving average of $17.26.

Rocket Companies (NYSE:RKT – Get Free Report) last released its earnings results on Thursday, May 7th. The company reported $0.15 earnings per share for the quarter, topping analysts’ consensus estimates of $0.12 by $0.03. Rocket Companies had a return on equity of 4.30% and a net margin of 2.78%.The business had revenue of $2.82 billion for the quarter, compared to analyst estimates of $2.76 billion. During the same quarter last year, the firm posted $0.04 earnings per share. The business’s revenue was up 167.1% compared to the same quarter last year. Analysts forecast that Rocket Companies, Inc. will post 0.65 earnings per share for the current fiscal year.

About Rocket Companies

(Free Report)

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.