RKT · Rocket Companies, Inc.

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$14.10 +0.17 (+1.22%)

Market Cap

$39.44B

2.83B

Up next

Next earnings call

Nov 5, 2026 Est · unconfirmed · in 10 wks

FQ3-26 quarter ends

~Sep 30, 2026 Est

Latest filing: 10-Q

filed Aug 7, 2026

AI Brief

TL;DR.

Bullish

Bearish

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Ask ALVIS about this →

Equibles Rating

blended score · not investment advice

Overall

Sell

SellHoldBuy

Technical Sell Momentum Weak Sentiment Neutral Fundamentals Fair Quant / Vol Very High

Market backdrop VIX 15.1 · calm Equity put/call 0.51

Technical

price trend

Sell

50 / 200-day cross No cross

Price vs 200-day avg −15%

below

Price vs 50-day avg −2%

below

RSI (14) 49

neutral

MACD trend Positive

52-week position 14%

near low

Momentum

relative strength

Weak

1-month return +7%

trailing

6-month return −17%

trailing

YTD return −28%

this year

Relative strength −29%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $14 › 200d $16 — 200d above 50d

Institutional flow Distributing

-3% holders QoQ · +129 funds added

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

3.49% of float · ▼ -27.7% MoM · 3.2 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

800 holders — near 3-yr high, broad support

Squeeze score 51

elevated · 0–100

Fundamentals

Fair

Revenue growth +31%

Y/Y

Gross margin 35%

expanding

EPS growth −124%

Y/Y

Free cash flow $-4.0B

Buyback $590.7M

remaining

Balance sheet $7.7B

net debt

Quant / Vol

risk profile

Very High

Volatility 59%

annualized · 1-yr

Max drawdown −47%

past year

ATR 5.5%

of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

what management promised — and delivered

Latest guidance · from the 8-K filed Aug 6, 2026

Adjusted revenue · Q3 2026 Non-GAAP Initiated $2.5B – $2.7B

Prior guidance period ended · from the 8-K filed May 7, 2026

Adjusted revenue · Q2 2026 $2.7B – $2.9B

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Sell

2 · 3 · 1

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

−15% Bearish

Price vs 50-day avg

−2% Neutral

RSI (14)

49 Neutral

MACD trend

Positive Bullish

52-week position

14% Bearish

Market signals — smart money & positioning

Bullish · 2 of 6

Trend (MA cross) No cross

50d $14 › 200d $16 — 200d above 50d

Institutional flow Distributing

-3% holders QoQ · +129 funds added

Insider flow Flat

No net insider activity over 90 days

Short interest Falling

3.49% of float · ▼ -27.7% MoM · 3.2 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

800 holders — near 3-yr high, broad support

Price context

position in its 52-week range

Range low $12 Now $14 · 14% Range high $23

vs 200-day avg -15% vs 50-day avg -2%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings

Metric	Latest	Period	YoY
Correspondent gain on sale margin	0.19%	Three Months Ended June 30, 2026 filing	—
Correspondent net rate lock volume	$10.15B	Three Months Ended June 30, 2026 filing	—
DTC gain on sale margin	4.13%	Three Months Ended June 30, 2026 filing	—
DTC net rate lock volume	$26B	Three Months Ended June 30, 2026 filing	—
Gain on sale margin	2.48%	Three Months Ended June 30, 2026 filing	—
Net rate lock volume	$47.04B	Three Months Ended June 30, 2026 filing	—
Redfin real estate transactions	19K	Three Months Ended June 30, 2026 filing	—
Rocket Loans closed (units)	29K	Three Months Ended June 30, 2026 filing	—
Rocket Pro net rate lock volume	$10.89B	Three Months Ended June 30, 2026 filing	—
Adjusted diluted earnings per share non-GAAP	$0.3	Six Months Ended June 30, 2026	—

Adjusted EBITDA non-GAAP	$1.5B	Six Months Ended June 30, 2026	—

Adjusted net income non-GAAP	$863M	Six Months Ended June 30, 2026	—

Adjusted revenue non-GAAP	$5.58B	Six Months Ended June 30, 2026	—

Closed loan volume, excluding correspondent	$39.2B	Q2 2026	—

Contribution margin non-GAAP	$2.43B	Six months ended June 30, 2026	—

Gain on sale margin, excluding correspondent	3.11%	Q2 2026	—

Loans serviced	9.1M	As of June 30, 2026	—
Net rate lock volume, excluding correspondent	$36.9B	Q2 2026	—

Servicing portfolio unpaid principal balance	$2T	As of June 30, 2026	—

Total closed mortgage loan origination volume	$49.1B	Q2 2026	—

Total gain on sale margin	2.48%	Q2 2026	—

Total liquidity	$11.2B	As of June 30, 2026	—

Total net rate lock volume	$47B	Q2 2026	—

Direct to Consumer Contribution margin non-GAAP	$1.15B	Q1 2026	—
Partner Network Contribution margin non-GAAP	$144M	Q1 2026	—
Rocket Mortgage net client retention rate	97%	FY 2025	—
Sold loan volume	$68.47B	FY 25	—

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Mortgage Finance — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
RKT Rocket Companies, Inc. this stock	$39.44B	-28.0%	+31.2%	—	3.5%
FNMA Federal National Mortgage Association Fannie Mae	$7.28B	-41.4%	-0.4%	629.0	1.3%
PFSI PennyMac Financial Services, Inc.	$3.91B	-43.0%	+3.1%	10.3	5.1%
FMCC Federal Home Loan Mortgage Corp	$3.71B	-43.7%	-2.7%	—	1.5%
UWMC UWM Holdings Corp	$2.25B	-68.0%	+18.2%	—	4.9%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section

Ownership

Institutional Holders Accumulating

Holders

800

% held: 35.5%
Net QoQ: +130.9M sh
Top holder: Capital World Investors

Held Float

View

Held by Funds

Fund positions

463

View

Short & Settlement

Short Interest Falling

Shares short

98.7M

Days to cover: 3.2d
Change: -37.8M sh

View

Short Volume

Short vol %

53%

As of: Aug 24, 2026

Short Total

View

Fails to Deliver

FTD shares

57.4K

Value: $786.0K
As of: Jul 30, 2026

View

Off-Exchange

Off-exchange %

59.7%

Week of: Jul 20, 2026

Off-exch Lit

View

Financials

Net income (FY)

$-68.0M

EPS diluted: $-0.05

View

Buybacks

Authorized

$590.7M

Remaining: $590.7M

Spent Remaining

View

Filings

SEC Filings

Latest

8-K

Filed: Aug 17, 2026
This year: 14

View

Proposed Sales

Value

$2.0M

Shares: 116.5K
Filed: Nov 12, 2025

View

Earnings & Events

Earnings Calls

Last call

Aug 6, 2026

View

Investor Relations

Performance

	5D	20D	120D	MTD	YTD
RKT	-5.6%	+6.7%	-17.0%	+8.0%	-28.1%
SPY	-1.4%	+3.6%	+11.6%	+2.5%	+12.3%
vs SPY	-4.3%	+3.1%	-28.6%	+5.5%	-40.3%

Capital returns

Latest dividend

$0.80 / share · ex Mar 20, 2025

Cut 20.8%

Paid (TTM)

$0.00 / share · 0 payouts

Dividend yield (TTM, derived)

— · no payout in the trailing year

Buyback program · as of Nov 11, 2024

Authorized

$590.70M

Spent (derived)

Remaining

$590.70M

Spent Remaining

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1805284 CUSIP 77311W101 13F (30d) 651 filings 645 filers Visit website Investor relations

RKT · Rocket Companies, Inc.

Price & Indicators

Up next

AI Brief

Equibles Rating

Guidance & track record

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns