Robinhood reports strong August 2025 metrics: 26.7M users and $304B in total platform assets

Robinhood reports strong August 2025 metrics: 26.7M users and $304B in total platform assets

Robinhood Markets, Inc. (NASDAQ: HOOD) has released its August 2025 operating data, showcasing impressive year-over-year (YoY) growth across multiple key metrics. The company reported a total of 26.7 million funded customers, with a slight decrease of 10,000 from July due to escheatment of low-balance accounts. This indicates a YoY increase in customers, though the monthly customer base remained relatively flat .

The total platform assets reached $304 billion, representing a 2% monthly increase but a remarkable 112% YoY jump. This growth is supported by $4.8 billion in monthly net deposits, translating to a 19% annualized growth rate .

Trading volumes showed mixed results. Equity notional trading declined 5% month-over-month (MoM) to $199.2 billion but more than doubled year-over-year (YoY). Options contracts traded remained flat MoM at 195.5 million but increased 33% YoY. Margin balances grew to $12.5 billion, up 10% MoM and 127% YoY, signaling increased customer leverage and contributing to revenue. Cash sweep balances reached $34.1 billion, up 50% YoY, providing Robinhood with low-cost capital. Securities lending revenue declined 13% MoM to $53 million but surged 165% YoY, likely becoming a meaningful revenue contributor .

Institutional investors have shown strong confidence in Robinhood, with MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increasing its stake by 15.1% during the first quarter, bringing its total holdings to 147,844 shares valued at $6,153,000. Several other institutional investors, including Whipplewood Advisors, Hemington Wealth Management, and CoreCap Advisors, have also significantly raised their stakes in Robinhood Markets .

Analysts have revised their price targets for Robinhood, with some firms setting targets as high as $120.00, indicating strong consensus for the stock's potential growth .

Robinhood's August 2025 operating data reveals impressive YoY growth across virtually all metrics, though with some MoM softening. The company continues its long-term expansion trajectory despite short-term fluctuations in trading activity.