Roku, Inc. $ROKU Position Increased by Savant Capital LLC

Savant Capital LLC lifted its position in Roku, Inc. (NASDAQ:ROKU) by 109.4% during the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 14,104 shares of the company’s stock after acquiring an additional 7,367 shares during the period. Savant Capital LLC’s holdings in Roku were worth $1,240,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in ROKU. DekaBank Deutsche Girozentrale boosted its stake in Roku by 0.9% in the 2nd quarter. DekaBank Deutsche Girozentrale now owns 15,550 shares of the company’s stock worth $1,369,000 after purchasing an additional 142 shares during the period. Nissay Asset Management Corp Japan ADV boosted its position in shares of Roku by 1.0% in the first quarter. Nissay Asset Management Corp Japan ADV now owns 15,575 shares of the company’s stock worth $1,097,000 after buying an additional 160 shares during the period. True Vision MN LLC grew its holdings in shares of Roku by 3.3% during the second quarter. True Vision MN LLC now owns 5,544 shares of the company’s stock valued at $487,000 after buying an additional 179 shares in the last quarter. Stonekeep Investments LLC raised its position in Roku by 4.9% during the second quarter. Stonekeep Investments LLC now owns 4,084 shares of the company’s stock valued at $359,000 after buying an additional 191 shares during the period. Finally, Neuberger Berman Group LLC lifted its stake in Roku by 3.8% in the 1st quarter. Neuberger Berman Group LLC now owns 5,737 shares of the company’s stock worth $404,000 after acquiring an additional 208 shares in the last quarter. Institutional investors and hedge funds own 86.30% of the company’s stock.

Insider Buying and Selling at Roku

In other Roku news, CEO Anthony J. Wood sold 50,000 shares of the stock in a transaction on Monday, November 10th. The shares were sold at an average price of $103.86, for a total transaction of $5,193,000.00. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink. Also, CFO Dan Jedda sold 3,000 shares of the firm’s stock in a transaction dated Wednesday, October 15th. The shares were sold at an average price of $95.82, for a total value of $287,460.00. Following the transaction, the chief financial officer owned 80,420 shares in the company, valued at approximately $7,705,844.40. This trade represents a 3.60% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 510,463 shares of company stock valued at $53,393,847. Company insiders own 13.98% of the company’s stock.

Roku Stock Performance

Shares of NASDAQ ROKU opened at $105.92 on Thursday. The business has a 50 day simple moving average of $99.51 and a 200 day simple moving average of $88.00. Roku, Inc. has a 52 week low of $52.43 and a 52 week high of $116.66. The stock has a market cap of $15.65 billion, a price-to-earnings ratio of -529.57 and a beta of 2.18.

Roku (NASDAQ:ROKU) last posted its earnings results on Thursday, October 30th. The company reported $0.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.07 by $0.09. The firm had revenue of $1.21 billion during the quarter, compared to analysts’ expectations of $1.21 billion. Roku had a negative net margin of 0.61% and a negative return on equity of 1.08%. The company’s revenue was up 14.0% compared to the same quarter last year. During the same period in the previous year, the company earned ($0.06) earnings per share. Roku has set its Q4 2025 guidance at EPS. On average, analysts predict that Roku, Inc. will post -0.3 EPS for the current year.

Analyst Ratings Changes

A number of brokerages have commented on ROKU. Raymond James Financial restated a “market perform” rating on shares of Roku in a research report on Friday, October 31st. UBS Group increased their price target on shares of Roku from $95.00 to $103.00 and gave the stock a “neutral” rating in a research report on Monday, November 3rd. Wall Street Zen upgraded shares of Roku from a “hold” rating to a “buy” rating in a report on Sunday, October 19th. Rosenblatt Securities upped their price objective on shares of Roku from $101.00 to $106.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Finally, Weiss Ratings reiterated a “sell (d-)” rating on shares of Roku in a research report on Wednesday, October 8th. Three research analysts have rated the stock with a Strong Buy rating, eighteen have issued a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $110.18.

Roku Profile

Roku, Inc, together with its subsidiaries, operates a TV streaming platform in the United states and internationally. The company operates in two segments, Platform and Devices. Its streaming platform allows users to find and access TV shows, movies, news, sports, and others. The Platform segment offers digital advertising, including direct and programmatic video advertising, media and entertainment promotional spending, and related services; and streaming services distribution, such as subscription and transaction revenue shares, and sale of premium subscriptions and branded app buttons on remote controls.