Rocket Companies

RKT

Market cap $51.2B

We added to our senior housing investment theme by purchasing shares of Ventas, Inc. Ventas is an operator of senior housing, life science, and medical office buildings. We began acquiring shares of Champion Homes, Inc. during the quarter. During the quarter, we exited the Fund's position in Vornado Realty Trust, an owner and developer of premier office and street retail properties concentrated in New York City and reallocated the capital to real estate companies that we believe have superior near-term growth.

Rocket Companies shares jump 8% in after-hours on Q4 EPS beat and 52% y/y revenue growth.

Rocket Companies, Inc. (RKT) Q4 2025 Earnings Call Transcript

While the top- and bottom-line numbers for Rocket Companies (RKT) give a sense of how the business performed in the quarter ended December 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Rocket Companies (RKT) came out with quarterly earnings of $0.11 per share, beating the Zacks Consensus Estimate of $0.1 per share. This compares to earnings of $0.04 per share a year ago.

Rocket Companies, Inc. (NYSE: RKT) shares climbed in Thursday's extended trading after the company released its fourth-quarter earnings report, beating estimates on the top and bottom lines and issuing strong forward guidance.

Announced three-year strategic alliance with Compass International Holdings to expand housing inventory and create a more streamlined and affordable home buying and selling experience for American families. Appointed Rocket Companies' CFO Brian Brown to the role of President, who will continue as CFO and Treasurer, effective February 26, 2026.

Compass International Holdings' unique inventory to appear on Redfin.com, with the potential to bring more than 500,000 additional home listings to market. Integrated search, agent and mortgage experience designed to make the homebuying process straightforward with less friction.

SEATTLE--(BUSINESS WIRE)--The weekly average mortgage rate has dropped to 6.01%, its lowest level since September 2022. That has pushed the median U.S. monthly housing payment down to $2,599, 2.6% lower than a year ago, according to a new report from Redfin, the real estate brokerage powered by Rocket. Wages are nearly 4% higher than they were a year ago, improving affordability further. Homebuyers have gained $34,000 in purchasing power since last year, when rates were sitting around 6.9%. Fal.

SEATTLE--(BUSINESS WIRE)--The typical first-time homebuyer was 35 years old in 2025, down from 36 the year before and down from a peak of 38 in 2018. That's according to a new report from Redfin, the real estate brokerage powered by Rocket. Meanwhile, the typical repeat buyer was 47 years old, down from a historic peak of 52 the year before. The small improvement in affordability from 2024 to 2025, along with a bit more inventory, brought the median homebuying age down. The average 30-year fixe.