Thrivent Financial for Lutherans Purchases 65,576 Shares of Roblox Corporation $RBLX

Thrivent Financial for Lutherans boosted its holdings in shares of Roblox Corporation (NYSE:RBLX) by 1,658.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 69,529 shares of the company’s stock after purchasing an additional 65,576 shares during the quarter. Thrivent Financial for Lutherans’ holdings in Roblox were worth $9,631,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. NewEdge Advisors LLC lifted its holdings in shares of Roblox by 2.3% in the 1st quarter. NewEdge Advisors LLC now owns 10,236 shares of the company’s stock valued at $597,000 after acquiring an additional 231 shares during the last quarter. Sivia Capital Partners LLC raised its position in Roblox by 70.2% during the second quarter. Sivia Capital Partners LLC now owns 13,000 shares of the company’s stock valued at $1,368,000 after purchasing an additional 5,363 shares during the period. Janney Montgomery Scott LLC lifted its stake in shares of Roblox by 1.4% in the 2nd quarter. Janney Montgomery Scott LLC now owns 26,589 shares of the company’s stock valued at $2,797,000 after purchasing an additional 355 shares during the last quarter. Truist Financial Corp boosted its holdings in shares of Roblox by 149.6% in the 2nd quarter. Truist Financial Corp now owns 27,018 shares of the company’s stock worth $2,842,000 after purchasing an additional 16,194 shares during the period. Finally, Ameritas Advisory Services LLC purchased a new position in shares of Roblox in the 2nd quarter worth approximately $90,000. 94.46% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts recently weighed in on the company. The Goldman Sachs Group upgraded Roblox from a “neutral” rating to a “buy” rating and increased their price target for the company from $155.00 to $180.00 in a report on Friday, October 31st. TD Cowen reissued a “sell” rating on shares of Roblox in a research note on Tuesday, January 27th. Piper Sandler set a $100.00 target price on shares of Roblox in a report on Friday. Roth Mkm reiterated a “neutral” rating and set a $146.00 price target on shares of Roblox in a report on Friday, October 17th. Finally, JPMorgan Chase & Co. downgraded shares of Roblox from an “overweight” rating to a “neutral” rating and decreased their price objective for the stock from $145.00 to $100.00 in a research note on Friday, December 12th. Sixteen equities research analysts have rated the stock with a Buy rating, eight have assigned a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and an average target price of $124.73.

Roblox Stock Performance

Shares of NYSE:RBLX opened at $60.61 on Friday. The firm’s 50 day simple moving average is $81.76 and its 200-day simple moving average is $108.29. The company has a debt-to-equity ratio of 2.54, a quick ratio of 0.96 and a current ratio of 0.96. Roblox Corporation has a one year low of $50.10 and a one year high of $150.59. The firm has a market cap of $39.69 billion, a PE ratio of -42.38 and a beta of 1.63.

Roblox (NYSE:RBLX) last announced its quarterly earnings data on Thursday, February 5th. The company reported ($0.45) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.49) by $0.04. The company had revenue of $1.42 billion for the quarter, compared to analysts’ expectations of $2.08 billion. Roblox had a negative return on equity of 314.20% and a negative net margin of 21.70%.Roblox’s revenue was up 122.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned ($0.33) earnings per share. As a group, equities analysts predict that Roblox Corporation will post -1.49 EPS for the current year.

Insider Activity at Roblox

In other Roblox news, insider Matthew D. Kaufman sold 20,867 shares of the firm’s stock in a transaction dated Thursday, November 20th. The shares were sold at an average price of $96.10, for a total transaction of $2,005,318.70. Following the transaction, the insider owned 239,775 shares of the company’s stock, valued at approximately $23,042,377.50. This trade represents a 8.01% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Anthony P. Lee sold 66,000 shares of the business’s stock in a transaction dated Monday, December 1st. The shares were sold at an average price of $92.54, for a total transaction of $6,107,640.00. Following the completion of the sale, the director owned 261,388 shares of the company’s stock, valued at approximately $24,188,845.52. This represents a 20.16% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 423,899 shares of company stock worth $37,883,851 over the last quarter. Corporate insiders own 12.92% of the company’s stock.

More Roblox News

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: Roblox reported a big surge in engagement: bookings, daily active users and hours engaged all rose sharply in Q4 — the core growth story that pushed shares higher after the print. Roblox shares surge on double-digit growth in bookings, DAU
• Positive Sentiment: Earnings beat on EPS and management issued a strong FY26 / Q1 bookings outlook that exceeded consensus, which underpinned the post-earnings rally. Roblox shares rocket 20% on earnings beat, strong forecast
• Positive Sentiment: Some sell-side analysts (Piper Sandler) say the late-January selloff was overdone, arguing fundamentals remain solid — a supportive view for longer-term investors. Piper Sandler Views Recent Roblox (RBLX) Selloff as Exaggerated
• Positive Sentiment: Product catalyst — Roblox launched generative-AI tools to create functioning in-game models from natural-language prompts, which could accelerate developer supply and monetization over time. Roblox launches AI tech that generates functioning models with natural language
• Neutral Sentiment: Full earnings call transcript and slide deck are available for detail on guidance, margins and product initiatives if you want to dig into management’s assumptions. Roblox (RBLX) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue and some street expectations: reported revenue was below certain analyst models, and the company remains unprofitable — factors that can amplify volatility after the initial pop. Institutional/insider selling noted in recent filings also adds pressure. Roblox Corporation (RBLX) Stock Rises on Q4 2025 Earnings

Roblox Profile

Roblox Corporation operates Roblox, a user-generated online platform that enables people to create, share and monetize immersive 3D experiences and games. The core offering centers on Roblox Studio, a development environment that allows independent creators and studios to design interactive worlds using the company’s building tools and scripting language. Content on the platform spans games, virtual hangouts, branded experiences and live events, all delivered through a persistent social environment.

Roblox’s business model is built around its virtual economy and creator ecosystem.