SG Americas Securities LLC Purchases 93,912 Shares of Roku, Inc. $ROKU

SG Americas Securities LLC grew its position in shares of Roku, Inc. (NASDAQ:ROKU) by 4,633.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 95,939 shares of the company’s stock after buying an additional 93,912 shares during the period. SG Americas Securities LLC owned 0.06% of Roku worth $10,408,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently made changes to their positions in ROKU. Aventura Private Wealth LLC bought a new stake in Roku in the 4th quarter valued at about $26,000. Westfuller Advisors LLC bought a new position in Roku during the third quarter worth about $30,000. Root Financial Partners LLC bought a new position in Roku during the third quarter worth about $33,000. Rakuten Securities Inc. increased its stake in shares of Roku by 55.6% in the second quarter. Rakuten Securities Inc. now owns 442 shares of the company’s stock worth $39,000 after purchasing an additional 158 shares in the last quarter. Finally, Cornerstone Planning Group LLC increased its stake in shares of Roku by 20,450.0% in the third 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. Institutional investors own 86.30% of the company’s stock.

Analyst Ratings Changes

A number of brokerages recently commented on ROKU. Arete Research set a $132.00 price target on shares of Roku and gave the company a “buy” rating in a research note on Monday, January 5th. Weiss Ratings upgraded shares of Roku from a “sell (d-)” rating to a “hold (c-)” rating in a research note on Tuesday, February 17th. Wells Fargo & Company boosted their target price on shares of Roku from $116.00 to $137.00 and gave the company an “overweight” rating in a report on Friday, February 13th. Bank of America raised their price target on Roku from $115.00 to $140.00 and gave the stock a “buy” rating in a report on Monday, January 12th. Finally, KeyCorp lifted their price target on Roku from $128.00 to $130.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. One analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $126.75.

Roku Stock Performance

ROKU stock opened at $87.15 on Monday. The company’s 50 day moving average is $94.94 and its 200 day moving average is $99.56. The stock has a market cap of $12.85 billion, a price-to-earnings ratio of 152.90 and a beta of 1.98. Roku, Inc. has a 1-year low of $52.43 and a 1-year high of $116.66.

Roku (NASDAQ:ROKU) last announced its earnings results 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. Roku had a net margin of 1.87% and a return on equity of 3.40%. The business had revenue of $1.39 billion during the quarter, compared to analyst estimates of $1.35 billion. During the same period in the previous year, the business posted ($0.24) earnings per share. Roku’s revenue for the quarter was up 16.1% on a year-over-year basis. As a group, sell-side analysts forecast that Roku, Inc. will post -0.3 EPS for the current fiscal year.

Insider Activity at Roku

In related news, CAO Matthew C. Banks sold 716 shares of the company’s stock in a transaction on Tuesday, March 3rd. The shares were sold at an average price of $95.57, for a total value of $68,428.12. Following the completion of the transaction, the chief accounting officer directly owned 7,675 shares in the company, valued at approximately $733,499.75. The trade was a 8.53% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Dan Jedda sold 15,000 shares of the stock in a transaction on Monday, March 16th. The shares were sold at an average price of $94.23, for a total value of $1,413,450.00. Following the completion of the transaction, the chief financial officer directly owned 85,115 shares in the company, valued at approximately $8,020,386.45. This represents a 14.98% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 213,124 shares of company stock worth $21,433,878 in the last three months. 13.98% of the stock is owned by insiders.

Key Headlines Impacting Roku

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Zacks publishes a bullish take arguing Roku is a strong growth stock based on style scores and growth metrics — this can support investor interest and constructive analyst sentiment. Here’s Why Roku (ROKU) is a Strong Growth Stock
• Positive Sentiment: Roku added 16 free streaming channels and made its “Howdy” $2.99 ad-free service available on Prime Video — expands distribution, content inventory and potential ad/subscription revenue. Roku Expands Free Channel Lineup
• Positive Sentiment: Roku announced a partnership with Texas A&M to expand streaming opportunities — partnerships can drive viewership and ad inventory growth over time. Roku Expands Streaming with Texas A&M Partnership
• Neutral Sentiment: Roku is listed among speakers/participants at industry events (StreamTV Europe) — positive for corporate visibility but limited near-term revenue impact. YouTube Joins Questex’s StreamTV Europe
• Neutral Sentiment: Content licensed to/featured on third‑party shows (e.g., a new reality show airing on Roku) increases platform reach but is unlikely to move near-term results materially. New Reality Show Airing on Roku
• Negative Sentiment: Target heavily discounted a Roku 40-inch smart TV — retail price cuts can pressure device ASPs and hardware margins if broader promotional activity follows. Target just slashed the price of its Roku 40-inch smart TV
• Negative Sentiment: A Los Angeles jury ruling found major social platforms negligent for youth harm, triggering broad social‑platform selloffs that included Roku — legal/regulatory risk and sentiment-driven pressure weighed on the stock. Reddit, Meta, Roku, Snap, and Pinterest Shares Plummet
• Negative Sentiment: Recent trading shows Roku moving down more than the broader market, reflecting combination of the legal news, promotional activity and some investor de-risking (including reported ARK trimming earlier) — could keep near-term volatility higher. Roku (ROKU) Dips More Than Broader Market

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.