Nomura Asset Management Co. Ltd. Acquires 478,919 Shares of Robinhood Markets, Inc. $HOOD

Key Points

• Nomura Asset Management boosted its Robinhood stake by 196.3% in the fourth quarter, adding 478,919 shares to bring its total holdings to 722,857 shares worth about $81.8 million.
• Wall Street sentiment remains broadly positive on HOOD, with 19 analysts rating it a Buy, four a Hold, and two a Sell; the consensus price target is $106.38.
• Robinhood recently posted Q1 earnings of $0.38 per share, just below estimates, on revenue of $1.07 billion, while insiders continued to sell shares and the stock traded at $94.30 on Friday.

Nomura Asset Management Co. Ltd. raised its holdings in shares of Robinhood Markets, Inc. (NASDAQ:HOOD - Free Report) by 196.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 722,857 shares of the company's stock after acquiring an additional 478,919 shares during the quarter. Nomura Asset Management Co. Ltd. owned about 0.08% of Robinhood Markets worth $81,755,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Evolution Wealth Advisors LLC raised its holdings in Robinhood Markets by 5.2% during the 4th quarter. Evolution Wealth Advisors LLC now owns 1,916 shares of the company's stock valued at $217,000 after acquiring an additional 95 shares during the period. CogentBlue Wealth Advisors LLC raised its holdings in Robinhood Markets by 4.1% during the 4th quarter. CogentBlue Wealth Advisors LLC now owns 2,489 shares of the company's stock valued at $282,000 after acquiring an additional 98 shares during the period. Golden State Wealth Management LLC raised its holdings in Robinhood Markets by 107.6% during the 3rd quarter. Golden State Wealth Management LLC now owns 191 shares of the company's stock valued at $27,000 after acquiring an additional 99 shares during the period. Vision Financial Markets LLC raised its holdings in Robinhood Markets by 100.0% during the 3rd quarter. Vision Financial Markets LLC now owns 200 shares of the company's stock valued at $29,000 after acquiring an additional 100 shares during the period. Finally, Kovack Advisors Inc. raised its holdings in Robinhood Markets by 2.5% during the 3rd quarter. Kovack Advisors Inc. now owns 4,121 shares of the company's stock valued at $590,000 after acquiring an additional 100 shares during the period. Institutional investors own 93.27% of the company's stock.

Wall Street Analyst Weigh In

Several research firms have recently weighed in on HOOD. Citizens Jmp reaffirmed a "market outperform" rating and issued a $155.00 price target on shares of Robinhood Markets in a report on Thursday. Truist Financial decreased their price target on shares of Robinhood Markets from $120.00 to $100.00 and set a "buy" rating on the stock in a report on Monday, April 13th. Morgan Stanley decreased their price target 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. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Robinhood Markets in a report on Friday, March 27th. Finally, New Street Research set a $122.00 price target on shares of Robinhood Markets in a report on Thursday, March 5th. Nineteen analysts have rated the stock with a Buy rating, four have assigned a Hold rating and two have issued a Sell rating to the stock. According to MarketBeat.com, Robinhood Markets presently has an average rating of "Moderate Buy" and a consensus price target of $106.38.

Robinhood Markets Stock Performance

Robinhood Markets stock opened at $94.30 on Friday. The stock has a market cap of $84.92 billion, a P/E ratio of 45.56, a PEG ratio of 2.94 and a beta of 2.29. Robinhood Markets, Inc. has a fifty-two week low of $62.92 and a fifty-two week high of $153.86. The firm's fifty day moving average price is $76.63 and its 200-day moving average price is $94.51.

Robinhood Markets (NASDAQ:HOOD - Get Free Report) last released its earnings results on Tuesday, April 28th. The company reported $0.38 EPS for the quarter, missing analysts' consensus estimates of $0.39 by ($0.01). The firm had revenue of $1.07 billion during the quarter, compared to the consensus estimate of $1.14 billion. Robinhood Markets had a net margin of 41.12% and a return on equity of 21.39%. The firm's revenue was up 15.1% compared to the same quarter last year. During the same period in the prior year, the company earned $0.37 EPS. Sell-side analysts predict that Robinhood Markets, Inc. will post 1.83 earnings per share for the current year.

Insiders Place Their Bets

In related news, CEO Vladimir Tenev sold 375,000 shares of the stock in a transaction on Monday, April 6th. The stock was sold at an average price of $69.83, for a total value of $26,186,250.00. Following the transaction, the chief executive officer owned 375,000 shares of the company's stock, valued at $26,186,250. This represents a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Baiju Bhatt sold 67,422 shares of the 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 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 560,765 shares of company stock valued at $40,946,840 over the last quarter. Insiders own 14.47% of the company's stock.

Key Robinhood Markets News

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

• Positive Sentiment: Robinhood’s rollout of AI-agent trading and spending tools is drawing investor attention, with the company positioning itself as an early mover in “agentic AI” for retail investing and credit card purchases. Robinhood stock is surging — and bitcoin isn't the reason this time
• Positive Sentiment: The launch of the Trump Accounts app is being viewed as a major customer-acquisition opportunity, potentially seeding Robinhood with millions of future users and expanding its long-term ecosystem. Robinhood stock gains after Trump Accounts app launches
• Positive Sentiment: Analyst sentiment is helping too: Mizuho raised its price target to $115 and kept an outperform rating, reinforcing the bullish setup around HOOD.
• Positive Sentiment: Retail trader interest remains strong, with unusual call buying and elevated social-media chatter suggesting momentum traders are still active in the name. Stock Traders Purchase Large Volume of Call Options on Robinhood Markets NASDAQ: HOOD
• Neutral Sentiment: CFO Shiv Verma highlighted healthy retail engagement, growth in new products like prediction markets and the Gold credit card, and Robinhood’s goal of becoming a broader financial ecosystem, which supports the long-term story but does not appear to be a fresh catalyst on its own. Robinhood CFO Shiv Verma on Q1 earnings, prediction markets and growth
• Neutral Sentiment: Some coverage notes that HOOD had been under pressure earlier in 2026 after a big 2025 run, with valuation and weaker crypto activity cited as risks, but those concerns are being outweighed today by the AI and product-launch narrative. HOOD Stock Retreats After 2025 Rally: Should You Stay Invested?

Robinhood Markets Company Profile

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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