Roblox Corporation $RBLX Shares Acquired by Strs Ohio

Strs Ohio lifted its stake in shares of Roblox Corporation (NYSE:RBLX) by 7.7% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 256,657 shares of the company’s stock after purchasing an additional 18,248 shares during the period. Strs Ohio’s holdings in Roblox were worth $20,797,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. WPG Advisers LLC boosted its holdings in Roblox by 17.8% in the third quarter. WPG Advisers LLC now owns 555 shares of the company’s stock valued at $77,000 after purchasing an additional 84 shares in the last quarter. Baird Financial Group Inc. lifted its stake in Roblox by 1.4% in the second quarter. Baird Financial Group Inc. now owns 7,294 shares of the company’s stock valued at $767,000 after buying an additional 102 shares during the last quarter. Sunbelt Securities Inc. lifted its stake in Roblox by 58.7% in the third quarter. Sunbelt Securities Inc. now owns 284 shares of the company’s stock valued at $39,000 after buying an additional 105 shares during the last quarter. Brown Brothers Harriman & Co. lifted its stake in Roblox by 2.8% in the third quarter. Brown Brothers Harriman & Co. now owns 4,042 shares of the company’s stock valued at $560,000 after buying an additional 110 shares during the last quarter. Finally, QTR Family Wealth LLC lifted its stake in Roblox by 2.6% in the third quarter. QTR Family Wealth LLC now owns 4,446 shares of the company’s stock valued at $616,000 after buying an additional 111 shares during the last quarter. 94.46% of the stock is owned by institutional investors and hedge funds.

Roblox News Roundup

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: Needham & Company started coverage with a Buy and a $60 price target (largest bullish analyst call among peers), which offers upside relative to recent levels. Needham Coverage
• Neutral Sentiment: TD Cowen moved RBLX from Sell to Hold with a $49 target (small upside vs. current price), a modestly constructive tone compared with broader downgrades. TD Cowen Update
• Neutral Sentiment: UBS and DA Davidson cut price targets (UBS to $49, DA Davidson to $47.50) and set Neutral ratings — these trims signal lower investor expectation but still imply small upside from the current level. UBS/DA Davidson Notes TickerReport
• Negative Sentiment: The core driver: Roblox cut FY26 revenue/bookings guidance and lowered Q2 revenue expectations, citing that new child‑safety measures (age verification and discovery algorithm changes) are reducing sign‑ups and in‑game spending — this guidance cut is the primary reason the shares are under pressure. Reuters: Bookings Forecast CNBC: Safety Measures
• Negative Sentiment: Major sell‑side revisions: Bank of America slashed its target from $165 to $48 and downgraded to Neutral — a highly negative, high‑profile reset that likely amplified selling. 247WallSt: BofA Cut
• Negative Sentiment: Legal/ shareholder pressure: law firms (Block & Leviton, Ademi LLP) have opened investigations into possible securities‑fraud or disclosure issues tied to guidance and safety disclosures, adding regulatory and litigation risk. GlobeNewsWire: Investigation PR Newswire: Ademi LLP

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on RBLX. Weiss Ratings reaffirmed a “sell (e+)” rating on shares of Roblox in a report on Friday, March 27th. Barclays cut their price target on Roblox from $115.00 to $60.00 and set an “equal weight” rating for the company in a research note on Friday. Morgan Stanley restated an “overweight” rating and set a $62.00 price target on shares of Roblox in a research note on Friday. Piper Sandler restated an “overweight” rating and set a $100.00 price target (down from $125.00) on shares of Roblox in a research note on Friday, February 6th. Finally, Freedom Capital upgraded Roblox from a “hold” rating to a “strong-buy” rating in a research note on Friday, February 6th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $90.46.

Roblox Trading Up 0.0%

Shares of RBLX stock opened at $45.15 on Monday. Roblox Corporation has a fifty-two week low of $41.75 and a fifty-two week high of $150.59. The stock has a market cap of $30.19 billion, a P/E ratio of -28.57 and a beta of 1.50. The business has a fifty day simple moving average of $59.46 and a 200-day simple moving average of $79.51. The company has a quick ratio of 0.89, a current ratio of 0.89 and a debt-to-equity ratio of 2.45.

Roblox (NYSE:RBLX) last announced its quarterly earnings results on Thursday, April 30th. The company reported ($0.35) earnings per share for the quarter, beating analysts’ consensus estimates of ($0.41) by $0.06. The business had revenue of $1.44 billion during the quarter, compared to analysts’ expectations of $1.74 billion. Roblox had a negative return on equity of 277.69% and a negative net margin of 20.69%.The business’s revenue for the quarter was up 43.4% on a year-over-year basis. During the same quarter last year, the business posted ($0.32) earnings per share. On average, analysts forecast that Roblox Corporation will post -1.6 earnings per share for the current fiscal year.

Insider Buying and Selling at Roblox

In related news, CEO David Baszucki sold 10,834 shares of the stock in a transaction on Friday, February 20th. The stock was sold at an average price of $61.63, for a total transaction of $667,699.42. Following the sale, the chief executive officer owned 800,539 shares of the company’s stock, valued at $49,337,218.57. This trade represents a 1.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Matthew D. Kaufman sold 13,325 shares of the stock in a transaction on Monday, April 13th. The shares were sold at an average price of $57.94, for a total value of $772,050.50. Following the sale, the insider directly owned 364,320 shares in the company, valued at approximately $21,108,700.80. The trade was a 3.53% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 551,996 shares of company stock valued at $38,421,146. 12.92% of the stock is owned by company insiders.

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.