Robinhood Markets, Inc. Securities lending, net — Net interest revenues decreased by 84.6% to $4.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 82.6%, from $23.00M to $4.00M. Over 3 years (FY 2021 to FY 2025), Securities lending, net — Net interest revenues shows an upward trend with a 11.8% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
An increase indicates higher demand for the firm's lendable securities or improved spreads, while a decrease suggests lower market demand or tighter lending margins.
This metric represents the net revenue generated from lending securities held in customer accounts to third-party financ...
Comparable to net securities lending revenue reported by major brokerage firms and clearinghouses.
hood_segment_securities_lending_net_net_interest_revenues| Q2 '21 | Q3 '21 | Q4 '21 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $34.00M | $34.00M | $34.00M | $29.00M | $26.00M | $27.00M | $17.00M | $9.00M | $15.00M | $34.00M | $19.00M | $26.00M | $23.00M | $54.00M | $87.00M | $26.00M | $4.00M |
| QoQ Change | — | +0.0% | +0.0% | -14.7% | -10.3% | +3.8% | -37.0% | -47.1% | +66.7% | +126.7% | -44.1% | +36.8% | -11.5% | +134.8% | +61.1% | -70.1% | -84.6% |
| YoY Change | — | — | — | -14.7% | — | — | -41.4% | — | -42.3% | +25.9% | +11.8% | +188.9% | +53.3% | +58.8% | +357.9% | +0.0% | -82.6% |