Roku, Inc. $ROKU Shares Acquired by Focus Partners Advisor Solutions LLC

Focus Partners Advisor Solutions LLC increased its stake in shares of Roku, Inc. (NASDAQ:ROKU) by 326.5% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 12,441 shares of the company’s stock after purchasing an additional 9,524 shares during the period. Focus Partners Advisor Solutions LLC’s holdings in Roku were worth $1,287,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Westfuller Advisors LLC purchased a new position in Roku during the third quarter worth $30,000. Root Financial Partners LLC purchased a new stake in shares of Roku in the third quarter valued at $33,000. Rakuten Securities Inc. boosted its stake in shares of Roku by 55.6% during the second 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. Cornerstone Planning Group LLC increased its position in Roku by 20,450.0% during the 3rd quarter. Cornerstone Planning Group LLC now owns 411 shares of the company’s stock worth $41,000 after purchasing an additional 409 shares in the last quarter. Finally, True Wealth Design LLC raised its stake in Roku by 859.7% in the 2nd quarter. True Wealth Design LLC now owns 595 shares of the company’s stock valued at $52,000 after purchasing an additional 533 shares during the last quarter. Hedge funds and other institutional investors own 86.30% of the company’s stock.

Roku News Roundup

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Roku launched “Roklue,” an interactive discovery and trivia experience designed to make free/live content discovery more engaging — a direct product push to increase time‑in‑platform and ad/subscription take rates. Roklue launch
• Positive Sentiment: New UI controls and a dedicated free/live TV search button aim to reduce decision fatigue and improve FAST discovery — should lift ad impressions and engagement over time. Free TV search button
• Positive Sentiment: Analyst and fundamental momentum: coverage notes Roku has turned profitable, generated record free cash flow and is targeting ~\$5.5B revenue for 2026 — painting a stronger earnings outlook that supports current multiple expansion. Analyst note
• Positive Sentiment: Technical bullishness — the stock crossed above its 200‑day moving average, a common momentum signal that can attract trend‑following flows. 200‑day MA
• Neutral Sentiment: Device promotions (deep discounts on the Streaming Stick HD) could accelerate activations and scale the ad business long term but may compress near‑term hardware margins. Device discount
• Neutral Sentiment: Minor valuation/estimate adjustments: independent fair‑value tweaks and earnings‑estimate revisions are mixed but not materially negative; analysts remain largely constructive. Valuation note
• Neutral Sentiment: Management outreach: CFO Dan Jedda will appear at Deutsche Bank’s conference next week — useful for clarity on guidance but unlikely to move the stock absent new metrics. CFO fireside chat
• Negative Sentiment: Clustered insider selling — several insiders disclosed multi‑thousand share sales at roughly \$95–\$98; while often routine, the concentration of sales can raise short‑term investor caution and add selling pressure. Insider Form 4

Insider Activity at Roku

In other news, insider Gilbert Fuchsberg sold 3,250 shares of the firm’s stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $95.57, for a total value of $310,602.50. Following the transaction, the insider directly owned 60,456 shares in the company, valued at $5,777,779.92. This trade represents a 5.10% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider Charles Collier sold 1,715 shares of Roku stock in a transaction dated Tuesday, March 3rd. The shares were sold at an average price of $95.57, for a total value of $163,902.55. Following the completion of the transaction, the insider directly owned 12,846 shares in the company, valued at $1,227,692.22. This represents a 11.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 227,659 shares of company stock valued at $23,524,283 over the last three months. Insiders own 13.98% of the company’s stock.

Roku Stock Performance

Shares of ROKU stock opened at $98.11 on Friday. The firm has a market capitalization of $14.46 billion, a price-to-earnings ratio of 172.13 and a beta of 1.98. Roku, Inc. has a one year low of $52.43 and a one year high of $116.66. The company has a 50 day moving average price of $99.47 and a 200 day moving average price of $99.43.

Roku (NASDAQ:ROKU) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.28 by $0.25. The company had revenue of $1.39 billion during the quarter, compared to analysts’ expectations of $1.35 billion. Roku had a net margin of 1.87% and a return on equity of 3.40%. The business’s quarterly revenue was up 16.1% compared to the same quarter last year. During the same period in the previous year, the company earned ($0.24) EPS. As a group, equities analysts forecast that Roku, Inc. will post -0.3 EPS for the current fiscal year.

Wall Street Analyst Weigh In

ROKU has been the topic of several analyst reports. Moffett Nathanson reaffirmed a “neutral” rating and set a $100.00 price target on shares of Roku in a research note on Friday, February 13th. Oppenheimer upped their price objective on shares of Roku from $105.00 to $120.00 and gave the company an “outperform” rating in a research note on Friday, February 13th. Rosenblatt Securities raised shares of Roku from a “neutral” rating to a “buy” rating and lifted their target price for the stock from $106.00 to $118.00 in a research note on Friday, February 13th. Guggenheim boosted their price target on Roku from $110.00 to $115.00 and gave the company a “buy” rating in a report on Thursday, December 4th. Finally, Arete Research set a $132.00 price target on Roku and gave the stock a “buy” rating in a research note on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-three have given a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $125.40.

About Roku

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.