Vawter Financial Ltd. Buys Shares of 67,625 Rocket Companies, Inc. $RKT

Vawter Financial Ltd. purchased a new position in Rocket Companies, Inc. (NYSE:RKT) during the third quarter, HoldingsChannel reports. The fund purchased 67,625 shares of the company’s stock, valued at approximately $1,311,000.

Other institutional investors also recently bought and sold shares of the company. TD Asset Management Inc boosted its position in shares of Rocket Companies by 1,395.6% in the 3rd quarter. TD Asset Management Inc now owns 178,498 shares of the company’s stock worth $3,459,000 after buying an additional 166,563 shares in the last quarter. Greenland Capital Management LP purchased a new stake in Rocket Companies during the 3rd quarter worth about $388,000. EverSource Wealth Advisors LLC raised its stake in Rocket Companies by 159.7% in the 3rd quarter. EverSource Wealth Advisors LLC now owns 2,161 shares of the company’s stock valued at $42,000 after purchasing an additional 1,329 shares during the last quarter. Bleakley Financial Group LLC purchased a new stake in shares of Rocket Companies during the third quarter worth about $362,000. Finally, Garner Asset Management Corp purchased a new position in shares of Rocket Companies during the third quarter valued at approximately $209,000. 4.59% of the stock is currently owned by hedge funds and other institutional investors.

Rocket Companies Trading Up 3.4%

RKT opened at $17.68 on Wednesday. Rocket Companies, Inc. has a 12-month low of $10.94 and a 12-month high of $24.36. The company has a debt-to-equity ratio of 2.16, a current ratio of 19.68 and a quick ratio of 19.68. The stock has a market capitalization of $37.20 billion, a PE ratio of 220.97 and a beta of 2.31. The firm’s fifty day moving average price is $20.07 and its 200 day moving average price is $18.94.

Key Stories Impacting Rocket Companies

Here are the key news stories impacting Rocket Companies this week:

• Positive Sentiment: Rocket is embedding AI across its mortgage stack and using Redfin and Mr. Cooper integrations to speed workflows and chase market-share gains—an execution story that can boost margins and growth if adoption scales. AI in RKT is Moving From Cost Management to Market Share Gains
• Positive Sentiment: Analysts and bulls emphasize Rocket’s end-to-end “mortgage flywheel” (servicing-driven recapture + platform cross-sell) as a lever to convert a potential 2026 rate thaw into outsized volume and share gains. Rocket’s Mortgage Flywheel Explained for 2026 Volume Recovery
• Positive Sentiment: Valuation bulls point to RKT trading near ~4.28x trailing book and argue the Redfin and Mr. Cooper synergies (and a mortgage rebound) justify upside—this frames RKT as a recovery/turnaround play. Should You Buy RKT Stock at 4.28X Book Before Deal Synergies Hit?
• Neutral Sentiment: Elevated options activity and analyst “Outperform” consensus ahead of the Feb. 26 earnings point to expectations for a volatile post-earnings move; that can amplify price swings in either direction. Did Earnings Volatility, Buyer’s Market Data and Mr. Cooper Deal Just Shift Rocket (RKT)’s Investment Narrative?
• Neutral Sentiment: Several previews and Wall Street estimate rundowns highlight key metrics (pull-through, servicing margins, recapture rates) that will shape the market’s reaction to results—earnings/performance vs. consensus is the immediate catalyst. Rocket Companies (RKT) Q4 Earnings: What To Expect
• Negative Sentiment: Redfin data shows a growing buyer’s market—sellers outnumber buyers by ~44%—which implies weaker home-sale activity and could reduce mortgage origination volume and real-estate services revenue. It’s a Buyer’s Market: America Has 44% More Home Sellers Than Buyers—a Near-Record Gap
• Negative Sentiment: Transaction friction is rising: nearly 1 in 7 home sales fell through in January (a record for the month), which pressures Realtor/transaction revenue and could dent refinancing or purchase volumes. Nearly 1 in 7 Home Sales Are Falling Through, a Record For This Time of Year
• Negative Sentiment: Affordability stress is high—Redfin survey finds ~49% of Americans struggle to pay rent or mortgage (Gen Z worst-hit), a demand-side risk for future origination volumes. Half of Americans Struggle to Pay Rent or Mortgage, With Gen Z Hit Hardest

Insider Activity

In other news, Director Matthew Rizik sold 2,500 shares of the stock in a transaction dated Monday, January 12th. The shares were sold at an average price of $22.99, for a total transaction of $57,475.00. Following the transaction, the director owned 1,038,536 shares of the company’s stock, valued at approximately $23,875,942.64. This trade represents a 0.24% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. In the last quarter, insiders have sold 32,500 shares of company stock valued at $645,775. Corporate insiders own 92.64% of the company’s stock.

Wall Street Analyst Weigh In

RKT has been the subject of several recent analyst reports. The Goldman Sachs Group restated a “neutral” rating and issued a $22.00 price target (up from $16.00) on shares of Rocket Companies in a report on Wednesday, October 29th. Jefferies Financial Group began coverage on shares of Rocket Companies in a report on Friday, December 19th. They issued a “buy” rating and a $25.00 price target on the stock. Oppenheimer assumed coverage on shares of Rocket Companies in a research report on Thursday, November 13th. They issued an “outperform” rating and a $25.00 price objective for the company. Barclays set a $22.00 price objective on Rocket Companies and gave the stock an “equal weight” rating in a research note on Tuesday, January 6th. Finally, Wall Street Zen lowered Rocket Companies from a “hold” rating to a “sell” rating in a research note on Saturday, November 8th. Five equities research analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of “Hold” and a consensus price target of $20.50.

Rocket Companies Profile

Rocket Companies, Inc is a Detroit-based holding company whose businesses are centered on digital mortgage origination and related consumer finance and real estate services. The company grew out of the Quicken Loans franchise and completed an initial public offering in 2020. Founder Dan Gilbert remains a prominent figure associated with the firm, which operates a suite of brands that aim to simplify the home financing and buying experience through technology and scale.

The company’s core activity is mortgage lending through its Rocket Mortgage platform, which offers online application, underwriting and servicing for home purchase and refinance loans.