Rocket Companies Inc Stock Price, News & Analysis

Rocket-powered brokerage (RKT) reports a record imbalance: in December an estimated 47.1% more sellers than buyers nationally (≈631,535 more sellers), the largest gap in records back to 2013. Buyers in the market fell to ~1.34M (month -5.9%, year -11.8%), while sellers were ~1.97M (month -1.1%, year +3.9%). 36 of the 50 largest metros were buyer's markets; the Sun Belt showed the strongest buyer leverage while the Northeast and Midwest held the five seller's markets. Mortgage rates ticked down recently, which could lift buyer activity in January.

Redfin (RKT) reports U.S. home prices rose 0.1% month-over-month in December on a seasonally adjusted basis and 2.2% year-over-year, down from November's 2.6% and the slowest annual growth since 2012. The Redfin Home Price Index uses a repeat-sales method for single-family homes. Redfin cites sustained buyer pullback, high mortgage rates and economic uncertainty as reasons for cooling price growth, while tighter seller activity keeps prices rising. Mortgage-rate declines in early January improved affordability by lowering typical monthly payments.

Metro results varied: 14 metros saw monthly declines, biggest drops in Houston (-0.9%), Pittsburgh (-0.6%) and Milwaukee (-0.6%); largest metro gains were San Francisco (2.6%), New York (1.3%) and Philadelphia (1.3%).

Redfin (RKT) published its list of the 10 most popular homes on Redfin.com in 2025. A remodeled 5-bed, 3.5-bath Spanish-style house in Palo Alto topped the list after receiving 34,720 views in one day and going under contract for $5.6M—$740,000 over its $4.888M list price. The top ten include homes across California, Washington and Virginia, six of which closed above asking price. Redfin said buyers favored competitively priced, renovated homes in desirable neighborhoods with in-demand features.

Rocket (NYSE:RKT)-linked Redfin reports U.S. pending home sales fell 5.9% month-over-month in December to the lowest seasonally adjusted level on record except April 2020, and 7.4% year-over-year. The median sale price rose 0.5% YoY to $428,742, a December record. The typical home that went under contract spent 60 days on market, the slowest December pace in a decade, and 16.3% of pending sales fell out of contract—the highest December share on record since 2017. New listings and active listings both declined month over month. Mortgage rates averaged 6.19% in December, briefly dipping below 6% after a $200 billion mortgage bond purchase, which lifted mortgage demand and may support January activity.

Redfin (RKT) reports the median U.S. monthly housing payment fell to $2,413 for the four weeks ending Jan. 11, down 5.5% YoY and near a two‑year low. Falling mortgage rates drove the drop: the daily average 30‑year rate reached about 5.99%–6.07%, lifting buyer purchasing power by roughly $14,000 in one month and $30,000 in six months. Median sale price was $380,606 (up 1% YoY) while pending sales and new listings fell 5% and 4.7%, respectively. Metro and indicator tables show uneven local trends and a recent uptick in mortgage‑purchase applications.

Redfin (powered by Rocket, NYSE:RKT) reports that three beachfront Florida homes ranked among December’s 10 priciest U.S. home sales, led by the Banyan Ridge Estate in Miami at $101.5M, the most expensive U.S. home sale in December and the fourth priciest sale of 2025. Two Palm Beach estates sold for $97.5M and $66.1M. Overall, six of December’s top 10 sales were in coastal Florida; two were in Manhattan, one in the Bay Area and one in Nevada.

The four highest December sales each exceeded $60M, and all 10 sales were at least $35M. Three December transactions also made Redfin’s list of 2025’s most expensive U.S. home sales.

Redfin report (RKT) shows the median U.S. monthly housing payment fell to $2,365 for the four weeks ending Jan. 4, down 4.7% year‑over‑year and the lowest level since early 2024. Weekly average 30‑year mortgage rates dropped to 6.15%, easing from roughly 7% at the start of 2025. Home prices rose 1.1% YoY but price growth slowed versus last year. Demand remains muted: pending sales fell 6.7% YoY and new listings fell 8.3% YoY. Redfin attributes weak early‑year activity to a "holiday hangover" and softening labor and economic measures.

Redfin (RKT) published a list of the Top 10 most expensive home sales of 2025, led by a beachfront Naples, FL compound that sold for $133 million. Two Los Angeles estates each sold for $110 million, and every property on the list sold for more than $60 million.

Florida and California dominated the rankings, accounting for eight of the ten sales; the list also includes an oceanfront Hawaii estate and a Woodside, CA property. The report notes concentrated ultra‑luxury demand amid limited affordability and forecasts that affordability may improve for everyday buyers in 2026.

Redfin/Rocket (RKT) reports investors bought roughly 40% of vacant lots that sold in fire-impacted Los Angeles ZIP codes during Q3–Nov. 30, 2025, with investors purchasing 48 of 119 lots in 90272, 27 of 61 in 91001 and 19 of 43 in 90265.

Vacant-lot listings surged year-over-year: Pacific Palisades 309 vs 7, Altadena 225 vs 2, Malibu 214 vs 125. Typical lot sale prices were $1.6M (Palisades), $510k (Altadena) and $1.3M (Malibu). Single-family sales remain below pre-fire levels.

Report notes rising insurance costs (premiums +35%–50%), high cleanup bills (examples: $70k ash remediation, $160k lead cleanup) and buyer/investor activity often driven by low offers and owner distress.