Rocket Companies (RKT) Long-Term Investments (2019 - 2026)
Rocket Companies' (RKT) quarterly Long-Term Investments came in at $411.0 million in Q1 2026, up 19.83% year-over-year from $343.0 million in Q1 2025, and down 12.4% quarter-over-quarter from $469.2 million in Q2 2025.
Analysis
Rocket Companies (RKT) Long-Term Investments (2019 - 2026) Analysis & Trends
Rocket Companies has disclosed Long-Term Investments across 8 years of filings, most recently posting $411.0 million for Q1 2026.
- In Q1 2026, Long-Term Investments rose 19.83% year-over-year to $411.0 million; the TTM figure through Mar 2026 stood at $411.0 million (up 19.83% YoY), while the FY2024 annual figure was $262.0 million, down 40.25% from the prior year.
- Long-Term Investments came in at $411.0 million for Q1 2026 at Rocket Companies, down from $469.2 million in the prior quarter.
- In the past five years, Long-Term Investments ranged from a high of $2.2 billion in Q1 2022 to a low of $262.0 million in Q4 2024.
- Average Long-Term Investments over 5 years is $739.7 million, with a median of $453.8 million recorded in 2023.
- Year-over-year, Long-Term Investments surged 119.89% in 2022 and sank 64.95% in 2023.
- Over 5 years, Long-Term Investments stood at $1.1 billion in 2022, then tumbled by 59.5% to $438.5 million in 2023, then sank by 40.25% to $262.0 million in 2024, then jumped by 79.07% to $469.2 million in 2025, then fell by 12.4% to $411.0 million in 2026.
- Per Business Quant data, the three most recent Long-Term Investments figures were $411.0 million in Q1 2026, $469.2 million in Q2 2025, and $343.0 million in Q1 2025.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 46.15 Bn | 43.05 Bn | - | - |
| 2 | Federal National Mortgage Association Fannie Mae | 30.33 Bn | 30.33 Bn | - | - |
| 3 | Figure Technology Solutions | 7.94 Bn | 6.40 Bn | 196.67 Mn | 354.01 Mn |
| 4 | PennyMac Financial Services | 3.45 Bn | 2.70 Bn | 480.08 Mn | 846,000.00 |
| 5 | Federal Agricultural Mortgage | 2.40 Bn | 1.36 Bn | - | 19.43 Bn |
| 6 | UWM Holdings | 2.01 Bn | 2.36 Bn | - | 96.04 Mn |
| 7 | Walker & Dunlop | 1.26 Bn | 1.11 Bn | - | 170.67 Mn |
| 8 | CNFinance Holdings | 1.25 Bn | 1.25 Bn | - | - |
| 9 | Velocity Financial | 630.27 Mn | -6.82 Bn | - | - |
| 10 | Onity | 266.14 Mn | 69.84 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Mar 31, 2026 | 411.00 Mn |
| Jun 30, 2025 | 469.17 Mn |
| Mar 31, 2025 | 343.00 Mn |
| Dec 31, 2024 | 262.00 Mn |
| Jun 30, 2024 | 351.85 Mn |
| Mar 31, 2024 | 385.79 Mn |
| Dec 31, 2023 | 438.52 Mn |
| Jun 30, 2023 | 632.38 Mn |
| Mar 31, 2023 | 763.76 Mn |
| Dec 31, 2022 | 1.08 Bn |
| Jun 30, 2022 | 1.56 Bn |
| Mar 31, 2022 | 2.18 Bn |
| Dec 31, 2021 | 2.31 Bn |
| Jun 30, 2021 | 2.58 Bn |
| 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 | 508.14 Mn |
| Jun 30, 2019 | 507.19 Mn |