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Robinhood Expands Buyback to $1.5 Billion, Boosts Credit Line

The step signals confidence in a balance sheet built to weather weaker crypto trading.

Overview

  • Robinhood disclosed in an SEC 8-K a new $1.5 billion share repurchase to run over about three years starting in the first quarter of 2026 with no obligation to buy a set amount.
  • Its brokerage unit expanded a revolving credit line to $3.25 billion, with an option to raise total commitments to $4.875 billion under a deal led by JPMorgan for added funding flexibility.
  • The fresh authorization adds more than $1.1 billion to remaining buyback capacity that stems from earlier 2024 and 2025 programs.
  • By February 2026, the company had already bought roughly 22 million shares for about $910 million at an average price of $40.64.
  • Shares rose about 1% after hours, yet the stock sits roughly 50% to 55% below its October 2025 peak as crypto trading revenue of $221 million in the fourth quarter missed forecasts.