Mitsubishi UFJ Asset Management Co. Ltd. Has $72.47 Million Stock Holdings in Roblox Corporation $RBLX

Key Points

• Mitsubishi UFJ Asset Management increased its stake in Roblox by 10.9% to 895,242 shares, now owning about 0.14% of the company worth roughly $72.47 million per the latest 13F filing.
• Roblox is under pressure after management sharply cut FY‑2026 bookings guidance (to 8–12%), multiple shareholder investigations into possible securities‑law violations were opened, and insiders sold large blocks of stock, prompting analyst downgrades and volatility.
• Operationally, Roblox beat EPS estimates but missed revenue expectations and remains unprofitable, while analysts have trimmed price targets and the consensus rating sits at "Hold" with an average target near $87.17.

Mitsubishi UFJ Asset Management Co. Ltd. raised its holdings in Roblox Corporation (NYSE:RBLX - Free Report) by 10.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 895,242 shares of the company's stock after purchasing an additional 88,111 shares during the quarter. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.14% of Roblox worth $72,470,000 as of its most recent SEC filing.

Other large investors have also recently modified their holdings of the company. WPG Advisers LLC lifted its stake in shares of Roblox by 17.8% in the 3rd quarter. WPG Advisers LLC now owns 555 shares of the company's stock valued at $77,000 after acquiring an additional 84 shares during the last quarter. Baird Financial Group Inc. lifted its stake in shares of Roblox by 1.4% in the 2nd quarter. Baird Financial Group Inc. now owns 7,294 shares of the company's stock valued at $767,000 after acquiring an additional 102 shares during the last quarter. Sunbelt Securities Inc. lifted its stake in shares of Roblox by 58.7% in the 3rd quarter. Sunbelt Securities Inc. now owns 284 shares of the company's stock valued at $39,000 after acquiring an additional 105 shares during the last quarter. Brown Brothers Harriman & Co. lifted its stake in shares of Roblox by 2.8% in the 3rd quarter. Brown Brothers Harriman & Co. now owns 4,042 shares of the company's stock valued at $560,000 after acquiring an additional 110 shares during the last quarter. Finally, QTR Family Wealth LLC lifted its stake in shares of Roblox by 2.6% in the 3rd quarter. QTR Family Wealth LLC now owns 4,446 shares of the company's stock valued at $616,000 after acquiring an additional 111 shares during the last quarter. Institutional investors and hedge funds own 94.46% of the company's stock.

Roblox Stock Up 2.3%

Shares of NYSE:RBLX opened at $44.77 on Friday. The firm has a market cap of $30.06 billion, a P/E ratio of -28.33 and a beta of 1.50. 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 Corporation has a 12-month low of $41.75 and a 12-month high of $150.59. The business has a fifty day simple moving average of $58.29 and a 200 day simple moving average of $77.59.

Roblox (NYSE:RBLX - Get Free Report) last announced its earnings results on Thursday, April 30th. The company reported ($0.35) earnings per share (EPS) for the quarter, topping the consensus estimate of ($0.41) by $0.06. The business had revenue of $1.44 billion during the quarter, compared to analyst estimates of $1.74 billion. Roblox had a negative return on equity of 277.69% and a negative net margin of 20.69%.Roblox's revenue for the quarter was up 43.4% compared to the same quarter last year. During the same period last year, the company earned ($0.32) EPS. Analysts predict that Roblox Corporation will post -1.49 earnings per share for the current year.

Key Roblox News

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: Piper Sandler reiterated a positive stance (published as "remains a buy"), providing a buy-side datapoint that can support demand for the shares. Piper Sandler Remains a Buy on Roblox (RBLX)
• Neutral Sentiment: Director Gregory Baszucki sold 16,666 shares under a pre‑arranged Rule 10b5‑1 plan (small relative to his stake), which is routine but can be viewed as a modest supply signal. SEC Form 4 filed. SEC Form 4
• Neutral Sentiment: Analyst consensus is around a "Hold" and opinions are mixed across the Street, leaving guidance and legal developments as the heavier near‑term drivers. Roblox Given Consensus Rating of "Hold" by Analysts
• Negative Sentiment: Multiple law firms (Pomerantz, Levi & Korsinsky, Block & Leviton, Kahn Swick & Foti) have opened shareholder investigations alleging possible securities‑law violations tied to prior guidance/comments — this raises legal risk, potential discovery/costs and headline volatility. Pomerantz Investigation Levi & Korsinsky
• Negative Sentiment: Management cut FY‑2026 bookings guidance (from ~22–26% expected earlier to a much lower 8–12% range on the Q1 call), which directly pressures revenue/valuation expectations and is a core reason investors have reacted. Roblox CEO cuts 2026 bookings guidance
• Negative Sentiment: At least one outlet reports a Piper Sandler downgrade/less constructive move elsewhere on the Street; mixed/negative analyst notes add selling pressure and volatility. Piper Sandler downgrades Roblox (RBLX)

Insider Buying and Selling at Roblox

In related news, insider Mark Reinstra sold 60,000 shares of the firm's stock in a transaction on Friday, February 13th. The stock was sold at an average price of $63.94, for a total transaction of $3,836,400.00. Following the completion of the transaction, the insider directly owned 394,322 shares of the company's stock, valued at $25,212,948.68. This trade represents a 13.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, CEO David Baszucki sold 272,269 shares of the stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $72.66, for a total value of $19,783,065.54. Following the sale, the chief executive officer owned 811,373 shares of the company's stock, valued at approximately $58,954,362.18. The trade was a 25.13% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 568,662 shares of company stock worth $39,170,616 over the last 90 days. Company insiders own 12.92% of the company's stock.

Analysts Set New Price Targets

A number of research analysts have recently commented on RBLX shares. The Goldman Sachs Group dropped their price target on Roblox from $125.00 to $65.00 and set a "buy" rating for the company in a research note on Friday, May 1st. DA Davidson dropped their price target on Roblox from $65.00 to $47.50 and set a "neutral" rating for the company in a research note on Friday, May 1st. Piper Sandler cut Roblox from an "overweight" rating to a "neutral" rating and dropped their price target for the company from $100.00 to $50.00 in a research note on Monday. Citigroup dropped their price target on Roblox from $90.00 to $70.00 and set a "buy" rating for the company in a research note on Monday. Finally, Wedbush cut Roblox from a "hold" rating to a "neutral" rating in a research note on Friday, May 1st. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, Roblox currently has an average rating of "Hold" and an average target price of $87.17.

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.

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