Kessler Investment Group LLC Buys 37,938 Shares of Roku, Inc. $ROKU

Kessler Investment Group LLC grew its stake in Roku, Inc. (NASDAQ:ROKU) by 49.5% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 114,527 shares of the company’s stock after purchasing an additional 37,938 shares during the period. Roku makes up about 4.9% of Kessler Investment Group LLC’s holdings, making the stock its 4th largest holding. Kessler Investment Group LLC owned approximately 0.08% of Roku worth $11,468,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also recently added to or reduced their stakes in the company. Banque Transatlantique SA acquired a new position in Roku during the first quarter worth $28,000. Beaird Harris Wealth Management LLC purchased a new position in shares of Roku during the 1st quarter worth $30,000. Rakuten Securities Inc. boosted its position in shares of Roku by 55.6% during the 2nd quarter. Rakuten Securities Inc. now owns 442 shares of the company’s stock valued at $39,000 after acquiring an additional 158 shares during the last quarter. JFS Wealth Advisors LLC boosted its position in shares of Roku by 327.1% during the 2nd quarter. JFS Wealth Advisors LLC now owns 457 shares of the company’s stock valued at $40,000 after acquiring an additional 350 shares during the last quarter. Finally, Bogart Wealth LLC grew its holdings in shares of Roku by 234.1% in the second quarter. Bogart Wealth LLC now owns 461 shares of the company’s stock valued at $41,000 after purchasing an additional 323 shares during the period. Hedge funds and other institutional investors own 86.30% of the company’s stock.

Trending Headlines about Roku

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Big holiday hardware discounts — deep deals on Roku devices and accessories (Streambar SE + Wireless Bass bundle 57% off) should boost seasonal unit sales and active accounts. Set up a home streaming center with 57% off the Roku 4K HDR Streambar SE and Wireless Bass Bundle
• Positive Sentiment: Lower-priced hardware vs. competitors — the 2025 Streaming Stick HD is heavily discounted (nearly 50% off), making Roku more competitive versus Amazon and likely to drive low-cost device adoption. Roku’s 2025 Streaming Stick HD at Nearly 50% Off Is Now Cheaper Than Amazon’s Older Fire TV Stick Models
• Positive Sentiment: Additional device promotions — recent price cuts on Roku Smart TVs and the Streaming Stick 4K ahead of Christmas help drive holiday unit sales and platform reach. The 2025 Roku Smart TV is down to its lowest-ever price at Amazon — save $80 right now The Roku Streaming Stick 4K just got a $20 discount ahead of Christmas
• Positive Sentiment: Platform content expansion — Roku quietly added multiple free channels (reports note one new channel and a separate update adding 11 free channels), which can increase engagement and ad inventory on the Roku Channel. Roku Quietly Adds Another Free Channel for Customers Roku Just Quietly Added 11 Free Channels
• Neutral Sentiment: Investor interest article summarizing Roku fundamentals and trends — may drive short-term attention but doesn’t add new material facts. Roku, Inc. (ROKU) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Helpful how-to and troubleshooting pieces (improving Roku TV settings, casting fixes) — useful for user experience but unlikely to move stock materially. I changed 6 settings on my Roku TV to give the system a big performance boost Can’t cast to your Roku? It’s not broken, you just need to do this
• Neutral Sentiment: Holiday promotional access stories (e.g., temporary access to a premium streaming app) could lift engagement short-term but appear promotional and limited. Roku users receive FREE access to premium streaming app filled with award-winning TV shows and movies for Christmas
• Negative Sentiment: Privacy and tracking concerns — multiple outlets show users how to stop Roku tracking and urge immediate privacy setting changes; persistent privacy headlines can hurt user trust and invite regulatory or ad-partner scrutiny. Is your Roku or Fire TV streaming device tracking you? It’s possible – how I put an end to it Roku users need to change these privacy settings immediately

Analysts Set New Price Targets

A number of equities analysts have commented on ROKU shares. Benchmark reaffirmed a “buy” rating on shares of Roku in a research note on Monday, October 27th. Morgan Stanley set a $135.00 price target on shares of Roku and gave the stock an “overweight” rating in a report on Tuesday. Wells Fargo & Company lifted their price target on shares of Roku from $113.00 to $116.00 and gave the company an “overweight” rating in a research report on Friday, October 31st. Guggenheim increased their price objective on Roku from $110.00 to $115.00 and gave the stock a “buy” rating in a research report on Thursday, December 4th. Finally, Pivotal Research raised their target price on Roku from $120.00 to $135.00 and gave the stock a “buy” rating in a research note on Monday, November 3rd. One equities research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $116.91.

Roku Stock Performance

Roku stock opened at $108.82 on Friday. The company has a market capitalization of $16.08 billion, a PE ratio of -544.07 and a beta of 1.98. Roku, Inc. has a fifty-two week low of $52.43 and a fifty-two week high of $116.66. The firm has a 50 day moving average price of $100.21 and a 200 day moving average price of $93.83.

Roku (NASDAQ:ROKU) last released its quarterly earnings results on Thursday, October 30th. The company reported $0.16 EPS for the quarter, topping the consensus estimate of $0.07 by $0.09. Roku had a negative return on equity of 1.08% and a negative net margin of 0.61%.The business had revenue of $1.21 billion during the quarter, compared to analyst estimates of $1.21 billion. During the same period last year, the business posted ($0.06) earnings per share. The company’s quarterly revenue was up 14.0% on a year-over-year basis. As a group, equities research analysts forecast that Roku, Inc. will post -0.3 earnings per share for the current year.

Insider Transactions at Roku

In other news, CEO Anthony J. Wood sold 50,000 shares of the firm’s stock in a transaction that occurred on Monday, November 10th. The shares were sold at an average price of $103.86, for a total value of $5,193,000.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Charles Collier sold 118,088 shares of Roku stock in a transaction that occurred on Friday, October 31st. The shares were sold at an average price of $115.00, for a total transaction of $13,580,120.00. Following the completion of the transaction, the insider owned 200 shares of the company’s stock, valued at $23,000. This trade represents a 99.83% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 468,918 shares of company stock valued at $49,840,981 over the last 90 days. 13.98% of the stock is currently owned by company insiders.

Roku Company Profile

Roku, Inc (NASDAQ: ROKU) is a technology company that develops and operates a proprietary streaming platform designed to deliver entertainment content to consumers via internet-connected devices and smart televisions. Since its inception in 2002 in California, Roku has focused on simplifying access to streaming services for viewers worldwide. The company’s platform enables users to discover, access and manage a wide array of over-the-top content from major streaming services, free ad-supported channels and niche providers.

At the core of Roku’s product lineup are a range of streaming players and sticks, which connect to televisions via HDMI and deliver the Roku OS experience.