O Neil Global Advisors Inc. Acquires 273,730 Shares of Robinhood Markets, Inc. $HOOD

O Neil Global Advisors Inc. increased its holdings in shares of Robinhood Markets, Inc. (NASDAQ:HOOD) by 1,223.8% in the third quarter, Holdings Channel reports. The firm owned 296,098 shares of the company’s stock after buying an additional 273,730 shares during the period. Robinhood Markets comprises 7.8% of O Neil Global Advisors Inc.’s investment portfolio, making the stock its 4th largest holding. O Neil Global Advisors Inc.’s holdings in Robinhood Markets were worth $42,395,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of HOOD. North Star Investment Management Corp. increased its position in shares of Robinhood Markets by 44.9% during the third quarter. North Star Investment Management Corp. now owns 255 shares of the company’s stock valued at $37,000 after acquiring an additional 79 shares during the last quarter. First Command Advisory Services Inc. boosted its position in shares of Robinhood Markets by 33.8% during the 3rd quarter. First Command Advisory Services Inc. now owns 321 shares of the company’s stock worth $46,000 after purchasing an additional 81 shares during the period. CogentBlue Wealth Advisors LLC boosted its position in shares of Robinhood Markets by 3.8% during the 3rd quarter. CogentBlue Wealth Advisors LLC now owns 2,391 shares of the company’s stock worth $342,000 after purchasing an additional 87 shares during the period. ORG Partners LLC increased its holdings in Robinhood Markets by 5.5% in the 3rd quarter. ORG Partners LLC now owns 1,876 shares of the company’s stock valued at $269,000 after purchasing an additional 97 shares during the last quarter. Finally, Golden State Wealth Management LLC raised its position in Robinhood Markets by 107.6% in the third quarter. Golden State Wealth Management LLC now owns 191 shares of the company’s stock valued at $27,000 after purchasing an additional 99 shares during the period. Institutional investors and hedge funds own 93.27% of the company’s stock.

More Robinhood Markets News

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

• Positive Sentiment: January platform assets jumped 59% year-over-year to $324.4 billion, a sign of accelerating customer balances and potential fee and interest revenue tailwinds. Robinhood Markets Inc. Reports January 2026 Operating Data
• Positive Sentiment: Robinhood Chain (Arbitrum L2) testnet processed ~4 million transactions in its first week, validating scalability for tokenized stocks and crypto services that could expand revenue mix. Robinhood Arbitrum L2 Chain Launches With a Bang
• Positive Sentiment: Robinhood is preparing to launch RVI, a tradable private-markets fund that lets retail customers access late-stage private equity with small investments — a potential new recurring-fee product and user-engagement driver. HOOD Brings Private Equity Closer to Retail Investors With RVI Launch
• Positive Sentiment: Notable investors and boutiques are active: coverage and buy interest (mentions of Cathie Wood/ARK viewing the pullback as an opportunity and Israel Englander adding shares) support sentiment around secular growth. Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
• Neutral Sentiment: Analyst views are mixed but constructive: some upgrades and continued Buy/Overweight leanings remain, though targets vary after recent results — investors should watch revisions for conviction. Product Expansion and International Momentum to Drive Returns in 2026 for Robinhood (HOOD)
• Neutral Sentiment: Coverage pieces (Seeking Alpha) argue the stock already prices much long-term upside, suggesting diminished near-term multiple expansion unless growth materially exceeds expectations. Robinhood: Long-Term Upside Already Priced In, Hold
• Negative Sentiment: Goldman Sachs and some boutiques trimmed price targets after January metrics, signaling caution about near-term monetization and leading to constrained upside from prior forecasts. Cathie Wood Sells More DraftKings. Goldman Cuts Robinhood Target Due To These Metrics.
• Negative Sentiment: Insider selling: CFO Shiv Verma sold ~5,474 shares (~$411k), which can be viewed as a modest negative signal even though it’s a small proportion of holdings. Robinhood Markets (NASDAQ:HOOD) CFO Sells $411,261.62 in Stock

Insider Buying and Selling at Robinhood Markets

In other news, CEO Vladimir Tenev sold 375,000 shares of the stock in a transaction dated Monday, January 5th. The shares were sold at an average price of $121.63, for a total transaction of $45,611,250.00. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CTO Jeffrey Tsvi Pinner sold 5,864 shares of Robinhood Markets stock in a transaction on Monday, January 26th. The shares were sold at an average price of $107.48, for a total transaction of $630,262.72. Following the completion of the transaction, the chief technology officer owned 9,133 shares in the company, valued at approximately $981,614.84. This trade represents a 39.10% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 696,413 shares of company stock worth $84,031,209. 19.95% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

Several research firms have recently commented on HOOD. Argus initiated coverage on Robinhood Markets in a research report on Friday, January 9th. They set a “buy” rating and a $145.00 price target for the company. Sanford C. Bernstein reissued an “outperform” rating on shares of Robinhood Markets in a research note on Wednesday, February 11th. The Goldman Sachs Group dropped their target price on Robinhood Markets from $152.00 to $130.00 and set a “buy” rating for the company in a research report on Wednesday, February 11th. Bank of America cut their price target on shares of Robinhood Markets from $166.00 to $154.00 and set a “buy” rating on the stock in a research note on Wednesday, December 10th. Finally, Zacks Research lowered shares of Robinhood Markets from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, January 6th. Seventeen analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $121.71.

Robinhood Markets Price Performance

HOOD stock opened at $76.11 on Monday. The business’s 50-day moving average is $103.45 and its two-hundred day moving average is $117.33. The firm has a market capitalization of $68.44 billion, a P/E ratio of 36.95, a P/E/G ratio of 1.30 and a beta of 2.44. Robinhood Markets, Inc. has a 1 year low of $29.66 and a 1 year high of $153.86.

Robinhood Markets (NASDAQ:HOOD) last released its earnings results on Tuesday, February 10th. The company reported $0.66 earnings per share for the quarter, topping analysts’ consensus estimates of $0.63 by $0.03. Robinhood Markets had a net margin of 42.10% and a return on equity of 22.32%. The firm had revenue of $1.28 billion for the quarter, compared to analyst estimates of $1.32 billion. During the same period in the prior year, the firm earned $1.01 earnings per share. The business’s quarterly revenue was up 26.5% compared to the same quarter last year. On average, analysts expect that Robinhood Markets, Inc. will post 1.35 EPS for the current 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.