Envestnet Asset Management Inc. Buys 52,071 Shares of Roku, Inc. $ROKU

Envestnet Asset Management Inc. grew its stake in shares of Roku, Inc. (NASDAQ:ROKU) by 29.8% in the third quarter, according to the company in its most recent filing with the SEC. The firm owned 226,867 shares of the company’s stock after acquiring an additional 52,071 shares during the quarter. Envestnet Asset Management Inc. owned about 0.15% of Roku worth $22,716,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of the stock. GAMMA Investing LLC increased its holdings in Roku by 9.5% in the 3rd quarter. GAMMA Investing LLC now owns 1,114 shares of the company’s stock valued at $112,000 after buying an additional 97 shares during the period. Cornerstone Wealth Management LLC boosted its position in shares of Roku by 3.8% during the 3rd quarter. Cornerstone Wealth Management LLC now owns 2,728 shares of the company’s stock worth $273,000 after acquiring an additional 100 shares in the last quarter. Aviance Capital Partners LLC increased its stake in Roku by 2.6% in the third quarter. Aviance Capital Partners LLC now owns 4,172 shares of the company’s stock valued at $418,000 after acquiring an additional 106 shares during the last quarter. O Keefe Stevens Advisory Inc. raised its position in Roku by 1.8% during the third quarter. O Keefe Stevens Advisory Inc. now owns 6,233 shares of the company’s stock valued at $624,000 after purchasing an additional 113 shares in the last quarter. Finally, Lecap Asset Management Ltd. lifted its stake in Roku by 2.6% during the third quarter. Lecap Asset Management Ltd. now owns 4,905 shares of the company’s stock worth $491,000 after purchasing an additional 124 shares during the last quarter. Institutional investors own 86.30% of the company’s stock.

Roku Price Performance

Shares of ROKU opened at $90.06 on Friday. The business has a 50-day moving average of $103.95 and a 200-day moving average of $98.86. The company has a market capitalization of $13.31 billion, a price-to-earnings ratio of 158.00 and a beta of 1.99. Roku, Inc. has a 1 year low of $52.43 and a 1 year high of $116.66.

Roku (NASDAQ:ROKU) last released its earnings results on Thursday, February 12th. The company reported $0.53 earnings per share for the quarter, beating analysts’ consensus estimates of $0.28 by $0.25. Roku had a net margin of 1.87% and a return on equity of 3.42%. The business had revenue of $1.39 billion during the quarter, compared to the consensus estimate of $1.35 billion. During the same quarter in the prior year, the firm posted ($0.24) EPS. The company’s revenue for the quarter was up 16.1% compared to the same quarter last year. As a group, sell-side analysts anticipate that Roku, Inc. will post -0.3 EPS for the current year.

Insider Buying and Selling at Roku

In other news, insider Gilbert Fuchsberg sold 3,250 shares of Roku stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $108.78, for a total value of $353,535.00. Following the completion of the transaction, the insider directly owned 59,094 shares of the company’s stock, valued at approximately $6,428,245.32. This trade represents a 5.21% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CAO Matthew C. Banks sold 729 shares of the company’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $109.04, for a total value of $79,490.16. Following the sale, the chief accounting officer owned 5,825 shares in the company, valued at approximately $635,158. The trade was a 11.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 234,790 shares of company stock valued at $24,224,759. 13.98% of the stock is owned by corporate insiders.

More Roku News

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Q4 top‑ and bottom‑line beat: Roku reported $0.53 EPS vs. $0.28 expected and revenue of ~$1.39B (up 16% y/y), signaling improving operating leverage and a move back to profitability for the quarter. Roku stock surges on earnings beat, record quarter for premium subscriptions
• Positive Sentiment: Raised FY revenue outlook above Street: Roku guided 2026 revenue (~$5.5B) above consensus and flagged an advertising rebound — a key driver for platform revenue growth and valuation re‑rating. Roku forecasts annual revenue above estimates, shares rise
• Positive Sentiment: Platform monetization initiatives: Management plans premium subscription bundles, wider rollouts of its $3 “Howdy” service, and more premium partnerships (HBO Max cited), which should boost ARPU and higher‑margin revenue mix. Roku to launch streaming bundles
• Positive Sentiment: Analyst upgrades and price‑target increases: Multiple firms upgraded/reaffirmed buy/overweight ratings and raised targets (Wells Fargo, Rosenblatt, Needham), supporting positive sentiment and potential upside. Analyst actions on Roku
• Neutral Sentiment: Company investor materials and call posted — the webcast and earnings letter supply details needed to model ad recovery cadence and bundle economics; useful but not a market mover by itself. Roku Releases Fourth Quarter and Full Year 2025 Financial Results
• Negative Sentiment: Insider selling: CEO Anthony Wood disclosed a sale of 50,000 shares (~$4.54M), which can create short‑term selling pressure or cautious investor reaction. SEC Form 4 – CEO Sale
• Negative Sentiment: Profitability and valuation noise remain: despite the quarter, Roku still reports a small negative net margin and negative ROE on the year; some models expect negative FY EPS — keeping investors focused on whether ad recovery and bundles materially lift margins. MarketBeat Roku Summary

Analyst Upgrades and Downgrades

ROKU has been the topic of several recent analyst reports. Citizens Jmp reiterated a “market outperform” rating and issued a $145.00 price target on shares of Roku in a research note on Tuesday, December 2nd. Susquehanna reiterated a “positive” rating and issued a $130.00 target price on shares of Roku in a research report on Friday, October 31st. Moffett Nathanson reissued a “neutral” rating and set a $100.00 target price on shares of Roku in a research note on Friday. Evercore ISI restated an “outperform” rating and issued a $150.00 price target on shares of Roku in a research note on Friday. Finally, Wall Street Zen raised shares of Roku from a “hold” rating to a “buy” rating in a report on Sunday, December 7th. One analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $123.85.

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.