USS Investment Management Ltd Has $24.86 Million Stock Holdings in Roblox Corporation $RBLX

USS Investment Management Ltd grew its holdings in Roblox Corporation (NYSE:RBLX) by 330.0% during the 1st quarter, according to the company in its most recent filing with the SEC. The fund owned 439,208 shares of the company’s stock after purchasing an additional 337,058 shares during the period. USS Investment Management Ltd’s holdings in Roblox were worth $24,857,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the business. Baird Financial Group Inc. lifted its position in shares of Roblox by 1.4% during the 2nd quarter. Baird Financial Group Inc. now owns 7,294 shares of the company’s stock worth $767,000 after buying an additional 102 shares during the last quarter. Sunbelt Securities Inc. grew its position in Roblox by 58.7% in the third quarter. Sunbelt Securities Inc. now owns 284 shares of the company’s stock valued at $39,000 after acquiring an additional 105 shares during the last quarter. Brown Brothers Harriman & Co. grew its position in Roblox by 2.8% in the third quarter. Brown Brothers Harriman & Co. now owns 4,042 shares of the company’s stock valued at $560,000 after acquiring an additional 110 shares during the last quarter. NewEdge Advisors LLC raised its stake in Roblox by 1.3% during the second quarter. NewEdge Advisors LLC now owns 10,374 shares of the company’s stock worth $1,091,000 after acquiring an additional 138 shares in the last quarter. Finally, L2 Asset Management LLC raised its stake in Roblox by 5.9% during the third quarter. L2 Asset Management LLC now owns 2,783 shares of the company’s stock worth $386,000 after acquiring an additional 154 shares in the last quarter. Institutional investors and hedge funds own 94.46% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have recently commented on RBLX shares. The Goldman Sachs Group dropped their target price on shares of Roblox from $125.00 to $65.00 and set a “buy” rating for the company in a report on Friday, May 1st. Needham & Company LLC started coverage on shares of Roblox in a report on Monday. They set a “buy” rating on the stock. HSBC cut shares of Roblox from a “buy” rating to a “hold” rating and set a $46.00 price objective for the company. in a research report on Friday, May 1st. BTIG Research downgraded shares of Roblox from a “buy” rating to a “neutral” rating in a research note on Friday, May 1st. Finally, Cantor Fitzgerald assumed coverage on shares of Roblox in a research report on Monday. They issued an “overweight” rating on the stock. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating, eleven have issued a Hold rating and two have given a Sell rating to the company’s stock. Based on data from MarketBeat, Roblox currently has an average rating of “Moderate Buy” and an average target price of $85.48.

Roblox Price Performance

Roblox stock opened at $54.36 on Wednesday. The company has a current ratio of 0.89, a quick ratio of 0.89 and a debt-to-equity ratio of 2.45. The company has a market capitalization of $36.51 billion, a PE ratio of -34.41 and a beta of 1.44. Roblox Corporation has a 12 month low of $40.15 and a 12 month high of $150.59. The stock has a 50-day moving average price of $47.94 and a two-hundred day moving average price of $61.56.

Roblox (NYSE:RBLX) last released its quarterly earnings results on Thursday, April 30th. The company reported ($0.35) earnings per share for the quarter, topping the consensus estimate of ($0.41) by $0.06. The company had revenue of $1.44 billion for the quarter, compared to analysts’ expectations of $1.74 billion. Roblox had a negative return on equity of 277.69% and a negative net margin of 20.69%.The business’s quarterly revenue was up 43.4% compared to the same quarter last year. During the same period in the previous year, the business posted ($0.32) earnings per share. Analysts expect that Roblox Corporation will post -1.4 EPS for the current year.

Roblox announced that its board has authorized a share buyback plan on Tuesday, May 19th that authorizes the company to repurchase $3.00 billion in shares. This repurchase authorization authorizes the company to repurchase up to 9.5% of its stock through open market purchases. Stock repurchase plans are usually a sign that the company’s leadership believes its stock is undervalued.

Insiders Place Their Bets

In related news, CFO Naveen K. Chopra sold 16,863 shares of Roblox stock in a transaction that occurred on Wednesday, May 20th. The shares were sold at an average price of $45.28, for a total transaction of $763,556.64. Following the sale, the chief financial officer directly owned 380,758 shares in the company, valued at $17,240,722.24. This trade represents a 4.24% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Gregory Baszucki sold 16,666 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $44.97, for a total transaction of $749,470.02. Following the sale, the director directly owned 1,294,501 shares in the company, valued at $58,213,709.97. The trade was a 1.27% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 172,783 shares of company stock worth $8,213,616 over the last quarter. 10.05% of the stock is currently owned by corporate insiders.

Roblox News Roundup

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: Arete Research upgraded Roblox from hold to strong-buy and set a $95 price target, implying substantial upside from current levels and helping support the shares. Arete upgrades Roblox to strong-buy
• Neutral Sentiment: Several law firms, including Faruqi & Faruqi, Rosen, Robbins Geller, Schall, Pomerantz, and Bronstein, Gewirtz & Grossman, issued reminders about an August 7, 2026 lead-plaintiff deadline in the Roblox securities class action. These notices keep the lawsuit in focus but are mostly procedural. Faruqi & Faruqi deadline reminder
• Neutral Sentiment: Roblox also drew attention from options traders and technical analysts, with one report pointing to unusual call activity and another citing a historically bullish signal, suggesting traders are positioning for more upside. Schaeffers bullish signal article
• Negative Sentiment: Investor-law-firm coverage continued to highlight the underlying lawsuit, which stems from Roblox’s April 30 Q1 report that showed an unexpectedly sharp sequential decline in daily active users tied to its age-verification rollout. That disclosure had already triggered a steep stock drop and erased billions in market value. Pomerantz lawsuit reminder
• Negative Sentiment: A separate media report alleging Roblox ads targeted very young children with caffeinated snack promotions could add reputational and regulatory pressure, though it is less directly tied to earnings. NY Post watchdog report

Roblox Company Profile

Roblox Corporation operates Roblox, a user-generated online platform that enables people to create, share and monetize immersive 3D experiences and games. The core offering centers on Roblox Studio, a development environment that allows independent creators and studios to design interactive worlds using the company’s building tools and scripting language. Content on the platform spans games, virtual hangouts, branded experiences and live events, all delivered through a persistent social environment.

Roblox’s business model is built around its virtual economy and creator ecosystem.