Illinois Municipal Retirement Fund Buys 15,184 Shares of Roku, Inc. $ROKU

Illinois Municipal Retirement Fund increased its stake in Roku, Inc. (NASDAQ:ROKU) by 75.1% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 35,399 shares of the company’s stock after buying an additional 15,184 shares during the period. Illinois Municipal Retirement Fund’s holdings in Roku were worth $3,545,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the company. Westfuller Advisors LLC purchased a new stake in Roku in the third quarter worth $30,000. Root Financial Partners LLC bought a new stake in shares of Roku during the 3rd quarter valued at $33,000. Rakuten Securities Inc. grew its position in shares of Roku by 55.6% in the 2nd quarter. Rakuten Securities Inc. now owns 442 shares of the company’s stock worth $39,000 after buying an additional 158 shares during the period. Bogart Wealth LLC increased its stake in shares of Roku by 234.1% in the 2nd quarter. Bogart Wealth LLC now owns 461 shares of the company’s stock worth $41,000 after acquiring an additional 323 shares in the last quarter. Finally, Cornerstone Planning Group LLC increased its stake in shares of Roku by 20,450.0% in the 3rd 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 owned by institutional investors.

Roku Stock Performance

Roku stock opened at $90.06 on Friday. The stock has a fifty day moving average of $103.95 and a 200 day moving average of $98.92. Roku, Inc. has a one year low of $52.43 and a one year high of $116.66. The stock has a market cap of $13.31 billion, a PE ratio of 158.00 and a beta of 1.99.

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 3.42%. The company 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. The firm’s quarterly revenue was up 16.1% compared to the same quarter last year. As a group, sell-side analysts predict that Roku, Inc. will post -0.3 EPS for the current fiscal year.

Roku News Roundup

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

Insider Activity at Roku

In other news, Director Neil D. Hunt sold 2,000 shares of the stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $108.98, for a total value of $217,960.00. Following the completion of the sale, the director directly owned 7,782 shares of the company’s stock, valued at $848,082.36. This represents a 20.45% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Charles Collier sold 14,361 shares of Roku stock in a transaction on Tuesday, November 18th. The shares were sold at an average price of $94.99, for a total transaction of $1,364,151.39. Following the transaction, the insider owned 200 shares in the company, valued at approximately $18,998. This trade represents a 98.63% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 234,790 shares of company stock valued at $24,224,759 in the last ninety days. Corporate insiders own 13.98% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms recently commented on ROKU. Susquehanna reissued a “positive” rating and set a $130.00 price objective on shares of Roku in a research note on Friday, October 31st. Rosenblatt Securities raised Roku from a “neutral” rating to a “buy” rating and boosted their price target for the stock from $106.00 to $118.00 in a research report on Friday. Evercore restated a “positive” rating on shares of Roku in a research note on Friday, October 31st. Raymond James Financial reaffirmed a “market perform” rating on shares of Roku in a research report on Friday, October 31st. Finally, Moffett Nathanson reissued a “neutral” rating and issued a $100.00 target price on shares of Roku in a report on Friday. One research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Roku presently has a consensus rating of “Moderate Buy” and a consensus target price of $123.85.

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.