Every 8-K that Robinhood Markets, Inc. (HOOD) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow HOOD and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HOOD filings page.
Robinhood Markets reported strong second-quarter 2026 results, with total net revenues of $1.31 billion, up 32% year-over-year. Transaction-based revenues rose 44% to $776 million, led by event contracts at $156 million (over 10x growth), options at $342 million (up 29%), and equities at $129 million (up 95%), while cryptocurrencies declined 38% to $100 million. Net interest revenues grew 9% to $389 million and other revenues increased 54% to $143 million.
Net income reached $573 million, up 48% year-over-year, with diluted EPS of $0.62, also up 48%. Adjusted EBITDA rose 35% to $741 million, a 57% margin, while total operating expenses increased 33% to $734 million. Funded Customers grew 7% to 28.4 million, Investment Accounts 9% to 29.9 million, and Total Platform Assets 32% to $369 billion, supported by $21.7 billion in quarterly Net Deposits and a 24% increase in ARPU to $187. Cash and cash equivalents totaled $5.4 billion. The company repurchased $414 million of Class A shares in the quarter and has bought back $1.3 billion since 2024. Management tightened its 2026 outlook for Adjusted Operating Expenses and SBC to $2.675–$2.775 billion, reflecting efficiencies while funding new businesses such as Rothera and WonderFi.
Robinhood Markets, Inc. appointed Dara Bazzano as its principal accounting officer, effective June 25, 2026. Chief Financial Officer Shiv Verma, who previously held this designation, will continue as CFO and principal financial officer.
Bazzano, age 58, has been Chief Accounting Officer since April 2026 and oversees accounting, tax, financial operations, reporting, and internal controls. Her background includes senior accounting leadership roles at T-Mobile US, CBRE Group, The Gap, and partnership roles at major audit firms.
Her compensation package includes a $425,000 base salary, a target annual bonus equal to 40% of salary, a $1,540,000 annual equity target, a restricted stock unit grant valued at about $3,300,000 vesting quarterly over two years, and a $400,000 sign-on bonus paid in two installments. These terms remain unchanged with her new designation.
Robinhood Markets, Inc. completed a private offering of $2.2 billion of 0.00% convertible senior notes due 2029 sold to qualified institutional buyers. The notes are senior unsecured, carry no regular interest, and mature on October 1, 2029 with multiple stock price–based conversion and redemption triggers.
The initial conversion rate is 5.7332 shares per $1,000 principal, implying a conversion price of about $174.42 per share, a roughly 65% premium to the Class A common stock price on June 22, 2026. Robinhood entered into capped call transactions covering about 12.6 million shares, with an initial cap price near $237.85, to help mitigate dilution from potential conversions.
Net proceeds were about $2.169 billion. Robinhood used roughly $290 million to repurchase 2.743 million Class A shares at $105.71 and $123.2 million to pay for the capped calls, with remaining funds earmarked for general corporate purposes, including possible growth investments, acquisitions and capital spending.
Robinhood Markets, Inc. is raising $2.0 billion through 0.00% convertible senior notes due October 1, 2029 in a private placement to qualified institutional buyers. Initial purchasers also have an option to buy up to an additional $200 million of notes.
Robinhood estimates net proceeds of about $1,971.8 million, or $2,169.1 million if the option is fully exercised. It plans to use approximately $290 million to repurchase Class A common stock concurrently with the offering at the last reported Nasdaq sale price on June 22, 2026, $112 million for capped call transactions, and the remainder for general corporate purposes including organic growth, potential acquisitions and capital expenditures.
The notes are senior unsecured, pay no regular interest and are initially convertible at 5.7332 shares per $1,000 principal amount, implying a conversion price of about $174.42 per share, a 65.0% premium to the last reported sale price on June 22, 2026. Capped calls with an initial cap price around $237.85 per share (a 125% premium) are intended to reduce dilution or offset cash payments upon conversion.
Robinhood Markets, Inc. is cutting approximately 10% of its full-time workforce and closing a small number of open roles as part of efforts to maintain a high performance culture, accelerate product development, and keep operations lean. The company expects cash restructuring and related charges of about $20 million for severance and benefits and about $8 million related to share-based compensation, with the accrual recognized in the second quarter of 2026. Management notes this decision comes from a position of business strength, citing June month-to-date average daily trading volumes at record levels across equities, options, and prediction markets, while also warning of potential legal, reputational, financial, and operational risks tied to the reduction in force.
Robinhood Markets, Inc. held its 2026 annual stockholder meeting on June 2, 2026. Stockholders re-elected ten directors, including Vladimir Tenev and Baiju Bhatt, to serve until the 2027 annual meeting. An advisory vote approved 2025 compensation for the company’s named executive officers, and stockholders also ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026. Holders of Class A and Class B common stock voted together as a single class, with Class A shares carrying one vote and Class B shares carrying ten votes as of the April 8, 2026 record date.
Robinhood Markets, Inc. announced that its Chief Technology Officer, Jeffrey Pinner, is separating from his position effective May 7, 2026. The company states that his departure is treated as a termination without cause for severance purposes.
Under the company’s Change in Control and Severance Plan for Key Employees, as described in its 2026 annual meeting proxy statement, Mr. Pinner will be eligible for the benefits available upon such a termination. Robinhood’s Class A common stock continues to trade on The Nasdaq Stock Market LLC under the symbol HOOD.
Robinhood Markets, Inc. reported solid first-quarter 2026 growth. Total net revenues rose 15% year-over-year to $1.07 billion, driven by transaction-based revenues of $623 million and net interest revenues of $359 million. Other revenues climbed to $85 million, helped by Robinhood Gold subscription revenue of $50 million.
Net income increased 3% year-over-year to $346 million, with diluted EPS up 3% to $0.38. Adjusted EBITDA grew 14% to $534 million. Operating expenses increased 18% to $656 million, largely from marketing, growth investments, and acquisition-related costs.
Key customer metrics improved: Funded Customers reached 27.4 million, Total Platform Assets climbed 39% to $307 billion, and Average Revenue Per User rose 8% to $157. Net Deposits were $17.7 billion in the quarter, a 22% annualized growth rate. Cash and cash equivalents rose to $5.0 billion, and the company repurchased $250 million of Class A shares.
Robinhood Markets, Inc. reports updated details of its principal financial officer transition. The Board previously appointed Shiv Verma as Chief Financial Officer effective as of the close of business on February 6, 2026.
On March 18, 2026, the People and Compensation Committee set Mr. Verma’s annual base salary at $600,000 and his annual bonus target at 75% of base salary. On March 19, 2026, the Board approved a promotion grant of restricted stock units with a grant date target value of approximately $18 million, vesting over four years. He is also eligible for benefits consistent with other similarly situated executive officers.
Robinhood Markets, Inc. has both expanded its short-term credit capacity and launched a large new share repurchase program. Subsidiary Robinhood Securities entered a Fifth Amended and Restated Credit Agreement providing a 364-day senior secured revolving credit facility with a total commitment of $3.25 billion, which may be increased by up to $1.625 billion to $4.875 billion. Borrowings are split among Tranche A, B and C, each secured by different RHS assets, with interest based on the higher of several overnight benchmarks plus a margin of 1.25% for Tranche A and 2.50% for Tranches B and C, and a 0.45% fee on undrawn amounts. Separately, the board approved a new share repurchase program authorizing up to $1.5 billion of Class A common stock, replacing prior authorizations and adding more than $1.1 billion of incremental capacity. Management currently expects to execute the repurchases over about three years, with timing and amount at the company’s discretion and no obligation to buy a specific number of shares.
Robinhood Markets, Inc. reported a record 2025 with total net revenues of $4.5 billion, up 52% year-over-year, and net income of $1.9 billion, driving diluted EPS to $2.05. Fourth-quarter net revenues were $1.28 billion, up 27%, with EPS of $0.66.
Growth was broad-based: 2025 transaction-based revenues rose 60% to $2.63 billion, net interest revenues climbed 37% to $1.51 billion, and Adjusted EBITDA increased 76% to $2.52 billion. Total Platform Assets reached $324 billion, Net Deposits over the past year were $68.1 billion, and Robinhood Gold subscribers grew 58% to 4.2 million.
The Board appointed Shiv Verma as Chief Financial Officer and principal accounting officer effective February 6, 2026, succeeding Jason Warnick, who remains as a strategic advisor until September 1, 2026. Robinhood plans 2026 Adjusted Operating Expenses and SBC of $2.6–$2.725 billion, about 18% growth at the midpoint.
Robinhood Markets, Inc. furnished quarterly order routing disclosure reports for the fourth quarter of 2025 for its broker-dealer subsidiaries, Robinhood Financial LLC and Robinhood Securities, LLC. These Held NMS Stocks and Options Order Routing Public Reports were prepared under SEC Rule 606(a) of Regulation NMS.
The reports describe how certain non-directed customer orders were routed and include some of the payment for order flow received from trading venues, with Robinhood Securities sharing such payments with Robinhood Financial under a revenue and cost allocation agreement. The reports are unaudited, subsidiary-level only, and do not present Robinhood’s consolidated financial results.
The information is being furnished, not filed, and is not subject to liability under Section 18 of the Exchange Act, nor automatically incorporated into other SEC filings unless specifically referenced.
Robinhood Markets, Inc. furnished its third-quarter 2025 results via a press release and announced a planned CFO transition. The company issued a Q3 2025 press release and will host an earnings video call on November 5, 2025 at 2:00 p.m. PT/5:00 p.m. ET.
Chief Financial Officer Jason Warnick informed the company on October 30, 2025 of his decision to retire. He will transition from CFO to an advisory role in the first quarter of 2026 and remain employed until September 1, 2026. Shiv Verma, currently Senior Vice President of Finance and Strategy and Treasurer, is expected to assume the CFO role when Mr. Warnick moves to the advisory position, subject to Board appointment.
Robinhood Markets (HOOD) furnished its broker-dealer subsidiaries’ Rule 606(a) order routing reports for Q3 2025. The unaudited reports for Robinhood Financial LLC and Robinhood Securities, LLC detail routing of certain non-directed equity and options orders and present some payment for order flow, with RHS sharing PFOF with RHF under a revenue and cost allocation agreement.
These subsidiary 606 reports do not present consolidated results and are furnished, not filed, under the Exchange Act. Robinhood cites its Investor Relations Overview and Newsroom pages as Reg FD disclosure channels alongside SEC filings and public calls.
Robinhood Markets (Nasdaq: HOOD) filed a Form 8-K disclosing the results of its 2025 Annual Meeting held on June 25, 2025.
Shareholders re-elected all 10 directors, approved the non-binding say-on-pay with 1.54 billion votes for (≈97.9%) and ratified Ernst & Young LLP as auditor with 1.71 billion votes for (99.6%). No governance, capital structure or strategic changes were announced.