Bank of New York Mellon Corp Has $36.78 Million Position in Roku, Inc. $ROKU

Bank of New York Mellon Corp lowered its holdings in shares of Roku, Inc. (NASDAQ:ROKU) by 11.0% during the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 388,680 shares of the company’s stock after selling 47,984 shares during the quarter. Bank of New York Mellon Corp owned 0.26% of Roku worth $36,777,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the company. Blue Trust Inc. grew its position in Roku by 680.0% during the fourth quarter. Blue Trust Inc. now owns 234 shares of the company’s stock worth $25,000 after buying an additional 204 shares in the last quarter. Bayban lifted its stake in Roku by 1,300.0% in the 1st quarter. Bayban now owns 280 shares of the company’s stock valued at $26,000 after purchasing an additional 260 shares during the last quarter. WPG Advisers LLC bought a new stake in Roku during the 4th quarter worth $31,000. Safe Harbor Fiduciary LLC acquired a new position in shares of Roku in the fourth quarter valued at approximately $31,000. Finally, Osbon Capital Management LLC acquired a new stake in shares of Roku in the fourth quarter valued at about $45,000. Institutional investors own 86.30% of the company’s stock.

Insider Buying and Selling

In other Roku news, CFO Dan Jedda sold 7,000 shares of the firm’s stock in a transaction dated Friday, May 15th. The stock was sold at an average price of $122.56, for a total transaction of $857,920.00. Following the sale, the chief financial officer directly owned 71,115 shares of the company’s stock, valued at $8,715,854.40. This trade represents a 8.96% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Charles Collier sold 20,538 shares of the business’s stock in a transaction on Monday, May 4th. The stock was sold at an average price of $124.23, for a total transaction of $2,551,435.74. Following the completion of the transaction, the insider directly owned 7,700 shares in the company, valued at $956,571. This trade represents a 72.73% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 236,499 shares of company stock worth $30,582,963 in the last three months. Corporate insiders own 13.45% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have issued reports on ROKU shares. Fox Advisors set a $157.00 price target on Roku in a research note on Friday, July 17th. William Blair downgraded shares of Roku from an “outperform” rating to a “market perform” rating in a research report on Monday, June 15th. Guggenheim increased their price target on shares of Roku from $140.00 to $145.00 and gave the company a “buy” rating in a research report on Tuesday, June 9th. Oppenheimer downgraded shares of Roku from an “outperform” rating to a “market perform” rating in a report on Monday, June 15th. Finally, Jefferies Financial Group downgraded Roku from a “buy” rating to a “hold” rating and set a $160.00 target price for the company. in a research note on Monday, June 15th. Ten equities research analysts have rated the stock with a Buy rating and seventeen have assigned a Hold rating to the company. According to data from MarketBeat.com, Roku has a consensus rating of “Hold” and an average price target of $155.12.

Trending Headlines about Roku

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Analysts lifted Roku’s estimated fair value to about $158.41 from $151.68, with several firms now framing the stock around a potential $160 takeover value after Fox’s acquisition announcement. Roku (ROKU) Stock Sees Modest Fair Value Lift After Fox Deal Recast Analyst Views
• Positive Sentiment: Commentary around Fox’s acquisition says the deal could be a win for creators and reinforces the strategic value of Roku as a key connected-TV distribution platform. Why Fox’s Acquisition of Roku Is a Win for Creators | Analysis
• Positive Sentiment: Additional bullish media coverage argues Roku benefits from broader media consolidation trends, with investors increasingly valuing digital distribution gateways like Roku over content owners alone. The Netflix-Lionsgate Rumor Exposed a Bigger Shift in Media M&A (ROKU)
• Neutral Sentiment: Roku said it will report second-quarter 2026 results on August 6, but it will not host an earnings call or provide outlook because of the pending Fox transaction. Roku to Announce Second Quarter 2026 Financial Results on August 6
• Neutral Sentiment: Several articles focused on Roku features, campaigns, and streaming content, which may help brand visibility but are unlikely to materially move the stock on their own. 4 Roku secret menus everyone should be using
• Negative Sentiment: Some valuation-focused analysis suggests the stock may already be near fair value after its recent run, with concerns that growth expectations from connected-TV advertising may be largely priced in. Roku (ROKU) As Connected TV Ad Growth Narrative Tests Whether The Stock Is Fully Valued

Roku Stock Performance

Shares of ROKU opened at $141.97 on Friday. The firm’s 50-day simple moving average is $134.40 and its two-hundred day simple moving average is $113.71. Roku, Inc. has a fifty-two week low of $78.53 and a fifty-two week high of $148.88. The stock has a market cap of $20.93 billion, a PE ratio of 106.75 and a beta of 2.01.

Roku (NASDAQ:ROKU) last issued its earnings results on Thursday, April 30th. The company reported $0.57 EPS for the quarter, beating the consensus estimate of $0.34 by $0.23. Roku had a return on equity of 7.64% and a net margin of 4.06%.The business had revenue of $1.25 billion for the quarter, compared to the consensus estimate of $1.20 billion. During the same period last year, the business posted ($0.19) EPS. The company’s revenue was up 22.4% compared to the same quarter last year. Equities research analysts predict that Roku, Inc. will post 2.41 EPS for the current year.

Roku 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.