Rocket Companies RKT
NYSE RKT
$12.29 -0.28 (-2.23%)
At close: Sep 18, 2026 · 4:00 PM EDT

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

Historic Data

Download Data
DateValue
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