Rocket Companies (RKT) Long-Term Investments (2019 - 2026)
Rocket Companies (RKT) posted Long-Term Investments of $469.2 million for Q2 2025, up 98.84% sequentially from $236.0 million in Q1 2025.
Rocket Companies (RKT) Long-Term Investments (2019 - 2026) Analysis & Trends
Rocket Companies has reported Long-Term Investments for 7 years, with the latest figure at $469.2 million in Q2 2025.
- Quarterly Long-Term Investments changed N/A year-over-year to $469.2 million in Q2 2025, while the trailing twelve-month figure through Jun 2025 was $469.2 million (changed N/A YoY) and the FY2024 annual result came in at $262.0 million, changed N/A from the prior year.
- Long-Term Investments rose to $469.2 million in Q2 2025 per RKT's latest filing, from $236.0 million in the prior quarter.
- Over five years, Long-Term Investments peaked at $2.3 billion in Q4 2021 and troughed at $32.5 million in Q1 2023.
- A 5-year average of $658.2 million and a median of $365.6 million in 2024 frame the typical range for Long-Term Investments.
- The sharpest annual moves came in 2021 and 2023: Long-Term Investments increased 21.73% in 2021, then slumped 84.76% in 2023.
- Over 5 years, Long-Term Investments stood at $2.3 billion in 2021, then tumbled by 53.12% to $1.1 billion in 2022, then plunged by 92.75% to $78.5 million in 2023, then soared by 233.8% to $262.0 million in 2024, then soared by 79.07% to $469.2 million in 2025.
- According to Business Quant data, Long-Term Investments over the past three periods registered $469.2 million, $236.0 million, and $262.0 million for Q2 2025, Q1 2025, and Q4 2024 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 39.55 Bn | 36.45 Bn | - | - |
| 2 | Federal National Mortgage Association Fannie Mae | 36.61 Bn | 36.61 Bn | - | - |
| 3 | Federal Home Loan Mortgage | 18.43 Bn | 14.11 Bn | - | - |
| 4 | PennyMac Financial Services | 3.90 Bn | 3.15 Bn | 480.08 Mn | 846,000.00 |
| 5 | CNFinance Holdings | 1.52 Bn | 1.45 Bn | - | 479.89 Mn |
| 6 | Walker & Dunlop | 1.34 Bn | 1.18 Bn | - | 170.67 Mn |
| 7 | Velocity Financial | 711.47 Mn | -6.74 Bn | - | - |
| 8 | UWM Holdings | 472.54 Mn | -25.87 Mn | - | 96.04 Mn |
| 9 | Onity | 303.25 Mn | 106.95 Mn | - | - |
| 10 | loanDepot | 205.70 Mn | -105.44 Mn | - | 18.18 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 411.00 Mn |
| Jun 30, 2025 | 469.17 Mn |
| Mar 31, 2025 | 235.96 Mn |
| Dec 31, 2024 | 262.00 Mn |
| Jun 30, 2023 | 78.49 Mn |
| Mar 31, 2023 | 32.49 Mn |
| Dec 31, 2022 | 1.08 Bn |
| Mar 31, 2022 | 213.21 Mn |
| Dec 31, 2021 | 2.31 Bn |
| Jun 30, 2021 | 907.98 Mn |
| Mar 31, 2021 | 990.83 Mn |
| Dec 31, 2020 | 1.90 Bn |
| Jun 30, 2020 | 2.39 Bn |
| Mar 31, 2020 | 1.21 Bn |
| Dec 31, 2019 | 308.79 Mn |
| Jun 30, 2019 | 276.55 Mn |