Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. Purchases Shares of 6,281 Robinhood Markets, Inc. $HOOD

Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new stake in shares of Robinhood Markets, Inc. (NASDAQ:HOOD) during the 4th quarter, Holdings Channel.com reports. The fund purchased 6,281 shares of the company’s stock, valued at approximately $710,000. Robinhood Markets accounts for approximately 1.1% of Mitsubishi UFJ Morgan Stanley Securities Co. Ltd.’s investment portfolio, making the stock its 22nd largest holding.

Several other large investors have also added to or reduced their stakes in the company. Northwestern Mutual Wealth Management Co. lifted its holdings in Robinhood Markets by 130.3% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 26,365 shares of the company’s stock valued at $2,982,000 after purchasing an additional 14,915 shares in the last quarter. Ilmarinen Mutual Pension Insurance Co lifted its holdings in Robinhood Markets by 17.6% during the fourth quarter. Ilmarinen Mutual Pension Insurance Co now owns 120,000 shares of the company’s stock valued at $13,572,000 after purchasing an additional 18,000 shares in the last quarter. Moors & Cabot Inc. lifted its holdings in Robinhood Markets by 35.3% during the fourth quarter. Moors & Cabot Inc. now owns 6,776 shares of the company’s stock valued at $766,000 after purchasing an additional 1,767 shares in the last quarter. Constant Guidance Financial LLC lifted its holdings in Robinhood Markets by 5.3% during the fourth quarter. Constant Guidance Financial LLC now owns 2,571 shares of the company’s stock valued at $291,000 after purchasing an additional 129 shares in the last quarter. Finally, Foundations Investment Advisors LLC lifted its holdings in Robinhood Markets by 15.6% during the fourth quarter. Foundations Investment Advisors LLC now owns 502,354 shares of the company’s stock valued at $56,816,000 after purchasing an additional 67,668 shares in the last quarter. Hedge funds and other institutional investors own 93.27% of the company’s stock.

Trending Headlines about Robinhood Markets

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

• Positive Sentiment: Robinhood launched a new “Trump Accounts” app tied to the federal program for newborn investment accounts, which could introduce millions of future customers to the platform and deepen its long-term user base. Trump Accounts Are Seeding Robinhood with Millions of Customers
• Positive Sentiment: Robinhood also rolled out AI-agent trading and spending features, letting users connect tools like Claude and Cursor to trade stocks and make credit-card purchases, which investors may see as a product innovation that can drive engagement and account growth. Robinhood stock rises after the company allows AI agents for trading and credit card purchases
• Positive Sentiment: Analysts remained constructive, with Citizens JMP reaffirming an outperform rating and a $155 price target, reinforcing bullish expectations for upside from current levels. Benzinga report on Citizens JMP price target
• Positive Sentiment: Unusually heavy call-option buying suggested traders were positioning for further gains, adding to the momentum behind HOOD.
• Neutral Sentiment: Robinhood said it will present at the Piper Sandler Global Exchange and Fintech Conference on June 4, which keeps the company in front of investors but does not change fundamentals by itself. Robinhood Markets, Inc. to Present at the Piper Sandler Global Exchange and Fintech Conference on June 4, 2026
• Neutral Sentiment: Broader market news showed financial stocks softening late in the day, which may have offset some of HOOD’s gains. Sector Update: Financial Stocks Decline Late Afternoon
• Negative Sentiment: Some coverage raised caution about the new AI-trading tools, citing risks around errors, fraud, and regulation if customers let software trade or spend on their behalf. HOOD Brings AI Agents to Trading and Spending: Opportunity or Risk?

Insider Buying and Selling

In related news, Director Baiju Bhatt sold 67,422 shares of the business’s stock in a transaction on Wednesday, May 20th. The shares were sold at an average price of $75.38, for a total value of $5,082,270.36. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Daniel Martin Gallagher, Jr. sold 10,000 shares of the business’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $76.89, for a total transaction of $768,900.00. Following the completion of the sale, the insider owned 432,849 shares in the company, valued at $33,281,759.61. This represents a 2.26% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 560,765 shares of company stock valued at $40,946,840 in the last three months. Corporate insiders own 14.47% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on the stock. The Goldman Sachs Group reissued a “buy” rating on shares of Robinhood Markets in a report on Wednesday. Piper Sandler lowered their target price on shares of Robinhood Markets from $155.00 to $135.00 and set an “overweight” rating on the stock in a report on Wednesday, February 11th. Cantor Fitzgerald reissued an “overweight” rating and issued a $110.00 target price on shares of Robinhood Markets in a report on Wednesday, April 29th. Sanford C. Bernstein reissued an “outperform” rating and issued a $130.00 target price on shares of Robinhood Markets in a report on Tuesday, April 14th. Finally, Morgan Stanley lowered their target price on shares of Robinhood Markets from $147.00 to $95.00 and set an “equal weight” rating on the stock in a report on Friday, April 10th. Nineteen analysts have rated the stock with a Buy rating, four have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $106.38.

Robinhood Markets Stock Performance

HOOD stock opened at $84.84 on Friday. Robinhood Markets, Inc. has a one year low of $62.92 and a one year high of $153.86. The company’s fifty day moving average price is $76.24 and its 200-day moving average price is $94.51. The company has a market capitalization of $76.40 billion, a PE ratio of 40.99, a price-to-earnings-growth ratio of 2.38 and a beta of 2.29.

Robinhood Markets (NASDAQ:HOOD) last announced its quarterly earnings results on Tuesday, April 28th. The company reported $0.38 earnings per share for the quarter, missing the consensus estimate of $0.39 by ($0.01). Robinhood Markets had a return on equity of 21.39% and a net margin of 41.12%.The business had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $1.14 billion. During the same quarter in the prior year, the firm posted $0.37 EPS. The company’s revenue for the quarter was up 15.1% on a year-over-year basis. On average, research analysts predict that Robinhood Markets, Inc. will post 1.83 EPS for the current fiscal year.

About Robinhood Markets

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.