Leon Cooperman Increases Stake in Rocket Companies
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 17 2026
0mins
Source: CNBC
- Massive Stake Increase: Leon Cooperman's Omega Advisors built a significant stake in Rocket Companies during the final months of 2025, purchasing over $375 million worth of shares in the fourth quarter, making it the fund's largest holding valued at nearly $407 million, indicating strong confidence in the company.
- Stock Performance: Although Rocket shares were marginally lower in Q4 2025, they surged nearly 72% over the year, reflecting optimistic market expectations for future growth, despite a 4% decline at the start of 2026.
- Analyst Expectations: According to analysts polled by LSEG, while most maintain a hold rating on Rocket, the average price target suggests more than 15% upside potential, indicating market anticipation for a rebound.
- Other Investment Moves: Cooperman also more than doubled his stake in Occidental Petroleum to over $28 million and increased his position in KBR by over 20%, raising its value above $85 million, while completely exiting his position in ArriVent Biopharma, showcasing a dynamic adjustment in his investment portfolio.
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Analyst Views on RKT
Wall Street analysts forecast RKT stock price to rise
11 Analyst Rating
5 Buy
6 Hold
0 Sell
Moderate Buy
Current: 17.770
Low
18.00
Averages
22.18
High
25.00
Current: 17.770
Low
18.00
Averages
22.18
High
25.00
About RKT
Rocket Companies, Inc. is a fintech platform including mortgage, real estate and personal finance businesses: Rocket Mortgage, Redfin, Mr. Cooper, Rocket Homes, Rocket Close, Rocket Money, and Rocket Loans. The Company's full suite of products empowers its clients across financial wellness, personal loans, home search, mortgage finance, title and closing. Through these businesses, it delivers client solutions leveraging its Rocket platform. It operates in two segments: Direct to Consumer and Partner Network. In the Direct to Consumer segment, clients have the ability to interact with Rocket Mortgage digitally and/or with the Company's mortgage bankers. It provides client service and leverages its brand to strengthen its wholesale relationships, through Rocket Pro, as well as enterprise partnerships, both driving growth in its Partner Network segment. The Company's capabilities span the entirety of homeownership, such as home search, financing, title, closing and servicing.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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