Mitsubishi UFJ Asset Management Co. Ltd. Has $72.47 Million Position in Roblox Corporation $RBLX

Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in shares of Roblox Corporation (NYSE:RBLX) by 10.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 895,242 shares of the company’s stock after acquiring an additional 88,111 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Roblox were worth $72,470,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Reyes Financial Architecture Inc. grew its holdings in Roblox by 164.4% during the 4th quarter. Reyes Financial Architecture Inc. now owns 312 shares of the company’s stock worth $25,000 after acquiring an additional 194 shares during the period. Pilgrim Partners Asia Pte Ltd acquired a new stake in Roblox during the 3rd quarter worth about $26,000. Indiana Trust & Investment Management Co acquired a new stake in Roblox during the 4th quarter worth about $32,000. Whittier Trust Co. of Nevada Inc. acquired a new stake in shares of Roblox in the 3rd quarter valued at about $37,000. Finally, Garner Asset Management Corp acquired a new stake in shares of Roblox in the 4th quarter valued at about $37,000. 94.46% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, CEO David Baszucki sold 272,269 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $72.66, for a total value of $19,783,065.54. Following the transaction, the chief executive officer owned 811,373 shares of the company’s stock, valued at approximately $58,954,362.18. This trade represents a 25.13% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Gregory Baszucki sold 16,666 shares of the firm’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $57.95, for a total transaction of $965,794.70. Following the completion of the transaction, the director directly owned 1,302,834 shares in the company, valued at approximately $75,499,230.30. The trade was a 1.26% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 568,662 shares of company stock worth $39,170,616 in the last 90 days. Company insiders own 12.92% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on RBLX. BTIG Research downgraded Roblox from a “buy” rating to a “neutral” rating in a research note on Friday, May 1st. Jefferies Financial Group downgraded Roblox from a “hold” rating to a “hold” rating in a research note on Friday, May 1st. DA Davidson reduced their target price on Roblox from $65.00 to $47.50 and set a “neutral” rating for the company in a research note on Friday, May 1st. Wall Street Zen upgraded Roblox from a “sell” rating to a “hold” rating in a research note on Saturday, March 28th. Finally, Benchmark restated a “hold” rating on shares of Roblox in a research note on Monday, February 2nd. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, fourteen have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, Roblox currently has an average rating of “Hold” and an average price target of $87.17.

Roblox Price Performance

Shares of NYSE RBLX opened at $44.77 on Friday. Roblox Corporation has a fifty-two week low of $41.75 and a fifty-two week high of $150.59. The stock has a market cap of $30.06 billion, a price-to-earnings ratio of -28.33 and a beta of 1.50. The company has a debt-to-equity ratio of 2.45, a quick ratio of 0.89 and a current ratio of 0.89. The firm’s 50-day simple moving average is $58.29 and its 200 day simple moving average is $77.59.

Roblox (NYSE:RBLX) last announced its quarterly earnings results on Thursday, April 30th. The company reported ($0.35) earnings per share for the quarter, beating the consensus estimate of ($0.41) by $0.06. Roblox had a negative net margin of 20.69% and a negative return on equity of 277.69%. The business had revenue of $1.44 billion for the quarter, compared to analysts’ expectations of $1.74 billion. During the same quarter last year, the firm earned ($0.32) EPS. The firm’s revenue for the quarter was up 43.4% compared to the same quarter last year. As a group, research analysts anticipate that Roblox Corporation will post -1.49 earnings per share for the current fiscal year.

Roblox News Summary

Here are the key news stories impacting Roblox this week:

• Positive Sentiment: Piper Sandler reiterated a positive stance (published as “remains a buy”), providing a buy-side datapoint that can support demand for the shares. Piper Sandler Remains a Buy on Roblox (RBLX)
• Neutral Sentiment: Director Gregory Baszucki sold 16,666 shares under a pre‑arranged Rule 10b5‑1 plan (small relative to his stake), which is routine but can be viewed as a modest supply signal. SEC Form 4 filed. SEC Form 4
• Neutral Sentiment: Analyst consensus is around a “Hold” and opinions are mixed across the Street, leaving guidance and legal developments as the heavier near‑term drivers. Roblox Given Consensus Rating of “Hold” by Analysts
• Negative Sentiment: Multiple law firms (Pomerantz, Levi & Korsinsky, Block & Leviton, Kahn Swick & Foti) have opened shareholder investigations alleging possible securities‑law violations tied to prior guidance/comments — this raises legal risk, potential discovery/costs and headline volatility. Pomerantz Investigation Levi & Korsinsky
• Negative Sentiment: Management cut FY‑2026 bookings guidance (from ~22–26% expected earlier to a much lower 8–12% range on the Q1 call), which directly pressures revenue/valuation expectations and is a core reason investors have reacted. Roblox CEO cuts 2026 bookings guidance
• Negative Sentiment: At least one outlet reports a Piper Sandler downgrade/less constructive move elsewhere on the Street; mixed/negative analyst notes add selling pressure and volatility. Piper Sandler downgrades Roblox (RBLX)

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.