Earnings call briefThird-quarter 2026
Robinhood Markets HOOD
Robinhood Markets says a 25 basis point rate move changes revenue about 1.5%
Robinhood Markets said it expects revenue to rise, all else being equal, if the Fed hikes rates another 25 basis points.
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On its third-quarter call, Chief Financial Officer Shiv Verma said each 25 basis point rate hike or decline changes revenue by about 1.5%. He said about $40 billion of the roughly $80 billion of interest-earning assets is interest-sensitive, and that a 25 basis point move on that amount is about $100 million.
Robinhood Markets said it expects revenue to rise, all else being equal, if the Fed hikes rates another 25 basis points.
Quotes from the call
“The actual math is for every 25 basis point hike or decline, it's about a 1.5% change to revenue.”
Key facts from the call
- Revenue change per 25 basis point rate move
- About 1.5%
- Interest-earning assets
- About $80 billion
- Interest-sensitive assets
- About $40 billion
- Change in revenue per 25 basis point move on interest-sensitive assets
- About $100 million
Source: Robinhood Markets' third-quarter 2026 earnings call, October 27, 2026.
Written by GetSignal with AI from the company's earnings call.
Not investment advice.