Keefe Bruyette keeps Rocket Cos stock underperform, $12 target

Published 01/04/2025, 12:14
Keefe Bruyette keeps Rocket Cos stock underperform, $12 target

On Tuesday, Keefe, Bruyette & Woods maintained its Underperform rating on Rocket Companies Inc . (NYSE:RKT) with a consistent price target of $12.00. The firm’s analysts commented on Rocket Companies’ recent announcement of a significant all-stock acquisition of COOP for an equity value of $9.4 billion. The purchase price equates to $143.33 per share, representing a 35% premium.

The acquisition is set to transform Rocket Companies’ mortgage servicing business, positioning it as the top servicer with an estimated 17% market share. Keefe, Bruyette & Woods analysts expect the deal to yield $500 million in annual pre-tax revenue and cost synergies by 2027. Despite the possibility of initial weakness in Rocket Companies’ shares, analysts see the transaction as a positive move due to its substantial impact on the company’s business operations.

The transaction is expected to be completed through an all-stock deal, which means COOP shareholders will receive shares of Rocket Companies as compensation for their equity in COOP. The announcement of the acquisition has been a significant development for Rocket Companies, as it aims to enhance their position within the mortgage servicing industry.

Rocket Companies’ strategic acquisition of COOP is a noteworthy expansion of its business, which may have implications for its future financial performance and market position. The deal is anticipated to contribute to the company’s growth and profitability in the coming years, as it leverages the synergies and increased market share resulting from the acquisition.

In other recent news, Rocket Companies announced a significant all-stock transaction to acquire Mr. Cooper Group for $9.4 billion, creating a combined servicing portfolio of over $2.1 trillion. This acquisition is anticipated to generate $100 million in additional pre-tax revenue and $400 million in pre-tax cost savings, enhancing Rocket’s mortgage recapture capabilities. The deal, expected to close in late 2025, has been unanimously approved by both companies’ Boards of Directors. Fitch Ratings has placed Rocket Mortgage’s ratings under negative watch, citing increased corporate leverage, while Mr. Cooper’s ratings are under positive watch due to its stronger business profile. Barclays (LON:BARC) maintained an underweight rating on Rocket Companies, with a $10 target, noting the potential for a balanced business model post-acquisition. Meanwhile, Raymond (NSE:RYMD) James reaffirmed an Outperform rating for Intercontinental Exchange (NYSE:ICE), with a $195 target, amidst the merger between Rocket Companies and Mr. Cooper. This merger may pose challenges to ICE Mortgage Technologies as the new entity plans to internalize functions currently outsourced to ICE.

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