Janus Henderson Group PLC Buys 632,864 Shares of Robinhood Markets, Inc. $HOOD

Posted by on Aug 2nd, 2026

Janus Henderson Group PLC raised its position in Robinhood Markets, Inc. (NASDAQ:HOOD – Free Report) by 780.4% during the first quarter, according to its most recent 13F filing with the SEC. The fund owned 713,962 shares of the company’s stock after buying an additional 632,864 shares during the period. Janus Henderson Group PLC’s holdings in Robinhood Markets were worth $49,474,000 as of its most recent filing with the SEC.

Several other institutional investors also recently modified their holdings of HOOD. Oddo BHF Asset Management Sas grew its holdings in Robinhood Markets by 290.2% during the 1st quarter. Oddo BHF Asset Management Sas now owns 136,451 shares of the company’s stock worth $9,456,000 after acquiring an additional 101,478 shares during the period. Bull Harbor Capital LLC acquired a new stake in shares of Robinhood Markets during the first quarter worth about $276,000. South Dakota Investment Council bought a new position in shares of Robinhood Markets during the 1st quarter valued at about $201,000. Altshuler Shaham Ltd lifted its stake in Robinhood Markets by 5.9% in the first quarter. Altshuler Shaham Ltd now owns 524,588 shares of the company’s stock valued at $36,354,000 after buying an additional 29,088 shares in the last quarter. Finally, Amundi lifted its position in Robinhood Markets by 89.0% in the 1st quarter. Amundi now owns 6,385,232 shares of the company’s stock valued at $442,497,000 after acquiring an additional 3,007,103 shares in the last quarter. Institutional investors and hedge funds own 93.27% of the company’s stock.

Key Robinhood Markets News

Here are the key news stories impacting Robinhood Markets this week:

  • Positive Sentiment: Q2 earnings beat expectations: Robinhood reported adjusted earnings of $0.62 per share versus the $0.44 consensus estimate, while revenue rose 32.5% year over year to a record $1.31 billion, slightly above expectations. Robinhood Markets Q2 Earnings and Revenues Top Estimates
  • Positive Sentiment: Business diversification accelerated: Prediction-market revenue reached $156 million, overtaking crypto revenue of $100 million. Management called event markets the company’s fastest-growing business, reducing HOOD’s reliance on cryptocurrency activity. Robinhood Beats Estimates as Prediction Markets Overtake Crypto
  • Positive Sentiment: Customer and platform growth remained strong: Robinhood added nearly 1 million funded customers during the quarter—its largest increase in almost five years—and reported record trading volumes, platform assets and Gold subscribers. A reported boost from the anticipated SpaceX IPO also supported account growth. SpaceX IPO Helped Robinhood Add Nearly 1 Million Customers
  • Positive Sentiment: Analysts still see substantial upside: Bernstein raised its price target to $160 and cited prediction markets as a potential growth driver, while Citizens JMP maintained an outperform rating with a $155 target. Bernstein Raised Robinhood Price Target
  • Neutral Sentiment: CEO Vlad Tenev said the administration is crypto-friendly but argued that clearer, durable U.S. regulation is needed to prevent policy uncertainty from changing every four years. Robinhood CEO Discusses Crypto Regulation
  • Negative Sentiment: Crypto weakness and valuation concerns pressured the stock: Crypto revenue fell 38% year over year, while investors questioned the sustainability of a one-time accounting benefit and rising expenses. Analysts also cited a meaningful slowdown in new accounts during July; Barclays cut its target to $105, and Goldman Sachs lowered its target to $118 while retaining a buy rating. HOOD Q2 Earnings Beat but Stock Dips

Insider Transactions at Robinhood Markets

In related news, Director Meyer Malka bought 250,000 shares of the business’s stock in a transaction dated Friday, June 5th. The stock was purchased at an average cost of $80.74 per share, for a total transaction of $20,185,000.00. Following the transaction, the director owned 3,924,427 shares in the company, valued at $316,858,235.98. The trade was a 6.80% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Baiju Bhatt sold 67,422 shares of the company’s stock in a transaction dated Wednesday, May 20th. The stock was sold at an average price of $75.38, for a total transaction of $5,082,270.36. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders acquired 680,000 shares of company stock worth $55,306,560 and sold 631,263 shares worth $66,793,857. 13.48% of the stock is currently owned by insiders.

Robinhood Markets Price Performance

Shares of NASDAQ HOOD opened at $86.56 on Friday. Robinhood Markets, Inc. has a 1-year low of $63.51 and a 1-year high of $153.86. The company has a current ratio of 1.22, a quick ratio of 1.22 and a debt-to-equity ratio of 0.23. The firm has a market cap of $77.95 billion, a P/E ratio of 38.13, a price-to-earnings-growth ratio of 1.72 and a beta of 2.33. The business’s 50 day moving average is $98.02 and its 200-day moving average is $87.63.

Robinhood Markets (NASDAQ:HOOD – Get Free Report) last announced its earnings results on Wednesday, July 29th. The company reported $0.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.44 by $0.18. Robinhood Markets had a net margin of 42.01% and a return on equity of 22.43%. The company had revenue of $1.31 billion during the quarter, compared to analysts’ expectations of $1.29 billion. During the same quarter in the previous year, the business posted $0.42 earnings per share. Robinhood Markets’s quarterly revenue was up 32.5% on a year-over-year basis. Equities research analysts predict that Robinhood Markets, Inc. will post 2 earnings per share for the current year.

Analyst Ratings Changes

HOOD has been the topic of several research reports. Citigroup restated a “market outperform” rating on shares of Robinhood Markets in a research note on Thursday, May 28th. Sanford C. Bernstein increased their price objective on shares of Robinhood Markets from $130.00 to $160.00 and gave the stock an “outperform” rating in a research note on Monday, July 20th. Wall Street Zen upgraded shares of Robinhood Markets from a “strong sell” rating to a “sell” rating in a research note on Sunday, July 12th. Argus raised their price objective on Robinhood Markets from $90.00 to $110.00 and gave the company a “buy” rating in a report on Wednesday, June 17th. Finally, Deutsche Bank Aktiengesellschaft lifted their target price on Robinhood Markets from $105.00 to $113.00 and gave the company a “buy” rating in a research report on Tuesday, June 30th. Twenty-one equities research analysts have rated the stock with a Buy rating and five have given a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $120.30.

Check Out Our Latest Analysis on HOOD

About Robinhood Markets

(Free Report)

Robinhood Markets, Inc (NASDAQ: HOOD) is a U.S.-based financial services company best known for its mobile-first brokerage platform that aims to “democratize finance for all.” Founded in 2013 by Vladimir Tenev and Baiju Bhatt and headquartered in Menlo Park, California, the company built early traction by offering commission-free trading and a simplified user experience that attracted a large base of retail investors.

Robinhood’s core products and services include a mobile app and web platform for trading U.S.

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Institutional Ownership by Quarter for Robinhood Markets (NASDAQ:HOOD)

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