HOOD · 10-Q · 2026Q1 · Full report

Provision for Income Taxes Increase

Robinhood Markets, Inc. · 2026-04-29 · Importance 31 · Surprise 32

Provision for income taxes increased by $30 million for the three months ended March 31, 2026, primarily due to business growth and a decrease in excess tax benefits from share‑based compensation. The tax expense rise reflects higher profitability and the non‑cash tax benefit dynamics related to stock‑based awards. The company calls out this change as a key driver of the increase in its tax provision versus the prior year period. This increase reduces net income growth despite higher revenues.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
net_incomenegativerealized-2.8%Provision for income taxes increased by $30 million for the three months ended March 31, 2026, primarily due to business growth and a…