Krilogy Financial LLC Buys Shares of 9,327 Roku, Inc. $ROKU

Krilogy Financial LLC purchased a new position in shares of Roku, Inc. (NASDAQ:ROKU) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 9,327 shares of the company’s stock, valued at approximately $986,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. Westfuller Advisors LLC bought a new position in Roku in the third quarter valued at approximately $30,000. Root Financial Partners LLC bought a new stake in Roku in the 3rd quarter valued at $33,000. Rakuten Securities Inc. raised its stake in shares of Roku by 55.6% in the 2nd quarter. Rakuten Securities Inc. now owns 442 shares of the company’s stock valued at $39,000 after purchasing an additional 158 shares during the period. Bogart Wealth LLC raised 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 last quarter. Finally, Cornerstone Planning Group LLC raised its holdings in Roku by 20,450.0% during the third quarter. Cornerstone Planning Group LLC now owns 411 shares of the company’s stock worth $41,000 after acquiring an additional 409 shares in the last quarter. 86.30% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity at Roku

In other news, Director Neil D. Hunt sold 2,000 shares of the firm’s stock in a transaction that occurred on Monday, February 2nd. The shares were sold at an average price of $96.48, for a total value of $192,960.00. Following the completion of the transaction, the director directly owned 7,782 shares in the company, valued at approximately $750,807.36. This trade represents a 20.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Matthew C. Banks sold 729 shares of the firm’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $109.04, for a total transaction of $79,490.16. Following the sale, the chief accounting officer owned 5,825 shares in the company, valued at approximately $635,158. This trade represents a 11.12% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 234,790 shares of company stock worth $24,224,759 in the last ninety days. Insiders own 13.98% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently commented on ROKU. Jefferies Financial Group raised Roku from a “hold” rating to a “buy” rating and increased their price objective for the company from $100.00 to $135.00 in a report on Thursday, December 11th. Piper Sandler raised shares of Roku from a “neutral” rating to an “overweight” rating and lifted their price objective for the company from $88.00 to $135.00 in a research report on Monday, November 3rd. Wedbush boosted their price objective on shares of Roku from $115.00 to $130.00 and gave the stock an “outperform” rating in a research note on Thursday, December 11th. KeyCorp raised their target price on shares of Roku from $116.00 to $128.00 and gave the company an “overweight” rating in a research note on Tuesday, February 3rd. Finally, Raymond James Financial reissued a “market perform” rating on shares of Roku in a research report on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, twenty-three have assigned a Buy rating, four have given a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $118.72.

Roku Stock Performance

ROKU opened at $82.93 on Friday. The stock has a fifty day moving average of $104.15 and a 200-day moving average of $98.88. The company has a market capitalization of $12.25 billion, a P/E ratio of -414.63 and a beta of 1.99. Roku, Inc. has a fifty-two week low of $52.43 and a fifty-two week high of $116.66.

Roku (NASDAQ:ROKU) last posted its quarterly earnings results on Thursday, February 12th. The company reported $0.53 EPS for the quarter, beating analysts’ consensus estimates of $0.28 by $0.25. The business had revenue of $1.39 billion during the quarter, compared to the consensus estimate of $1.35 billion. Roku had a negative return on equity of 1.08% and a negative net margin of 0.61%.Roku’s revenue for the quarter was up 16.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned ($0.24) earnings per share. On average, equities research analysts predict that Roku, Inc. will post -0.3 earnings per share for the current fiscal year.

Roku News Summary

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Q4 EPS and revenue beat street expectations — Roku reported $0.53 EPS vs. a $0.28 consensus and revenue of $1.39B vs. $1.35B expected, indicating improving profitability and top‑line strength. Roku Q4 Earnings and Revenues Beat Estimates
• Positive Sentiment: Raising FY revenue guide above consensus — Roku issued FY‑2026 revenue guidance (~$5.5B) above Street estimates and flagged a rebound in the digital ad market, supporting upside to ad‑revenue growth assumptions. Roku forecasts annual revenue above estimates
• Positive Sentiment: Product/monetization initiatives — Management signaled plans for premium subscription bundles and highlighted ad‑growth drivers (including an Amazon partnership), which could diversify ARPU and margins over time. Roku Breezes Past Wall Street’s Q4 Earnings Outlook, Signals Plan For Premium Subscription Bundles
• Neutral Sentiment: Analyst sentiment shifted positive — Zacks upgraded Roku to a “Strong Buy”, reflecting improving earnings momentum; upgrades can support sentiment but don’t guarantee continued price gains. Roku Upgraded to Strong Buy
• Neutral Sentiment: Investor materials and call — Roku released its Q4 and full‑year 2025 results and hosted a webcast (useful for detail but neutral until guidance/remarks change view). 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 prompt cautious investor reaction and add to near‑term selling pressure. SEC Form 4 – CEO Sale
• Negative Sentiment: Profitability/forward estimates still mixed — Despite the beat, Roku reported a small negative net margin and negative ROE; some sell‑side models still expect negative FY EPS, keeping valuation and path‑to‑consistent profitability in focus. MarketBeat Roku Summary

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.