Savant Capital LLC Purchases 7,367 Shares of Roku, Inc. $ROKU

Savant Capital LLC boosted its position in Roku, Inc. (NASDAQ:ROKU) by 109.4% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 14,104 shares of the company’s stock after buying an additional 7,367 shares during the quarter. Savant Capital LLC’s holdings in Roku were worth $1,240,000 at the end of the most recent reporting period.

Other institutional investors have also recently bought and sold shares of the company. Acadian Asset Management LLC boosted its holdings in Roku by 456.7% during the first quarter. Acadian Asset Management LLC now owns 1,905,779 shares of the company’s stock valued at $134,222,000 after acquiring an additional 1,563,449 shares during the period. Duquesne Family Office LLC acquired a new position in shares of Roku during the 1st quarter worth about $34,769,000. Northwestern Mutual Wealth Management Co. boosted its stake in Roku by 38,431.7% during the 1st quarter. Northwestern Mutual Wealth Management Co. now owns 489,353 shares of the company’s stock valued at $34,470,000 after purchasing an additional 488,083 shares during the period. AQR Capital Management LLC grew its holdings in Roku by 491.5% in the 1st quarter. AQR Capital Management LLC now owns 562,027 shares of the company’s stock valued at $38,943,000 after buying an additional 467,005 shares during the last quarter. Finally, Driehaus Capital Management LLC acquired a new stake in Roku in the 1st quarter valued at approximately $32,821,000. Institutional investors own 86.30% of the company’s stock.

Insider Buying and Selling

In other news, CEO Anthony J. Wood sold 50,000 shares of the stock in a transaction that occurred on Monday, November 10th. The stock was sold at an average price of $103.86, for a total value of $5,193,000.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Dan Jedda sold 3,000 shares of the business’s stock in a transaction on Wednesday, October 15th. The shares were sold at an average price of $95.82, for a total value of $287,460.00. Following the completion of the sale, the chief financial officer directly owned 80,420 shares in the company, valued at approximately $7,705,844.40. This represents a 3.60% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 510,463 shares of company stock valued at $53,393,847. 13.98% of the stock is currently owned by company insiders.

Roku Stock Performance

Shares of ROKU stock opened at $105.92 on Thursday. The firm has a fifty day moving average of $99.51 and a 200-day moving average of $88.00. The stock has a market cap of $15.65 billion, a price-to-earnings ratio of -529.57 and a beta of 2.18. Roku, Inc. has a 52-week low of $52.43 and a 52-week high of $116.66.

Roku (NASDAQ:ROKU) last posted its earnings results on Thursday, October 30th. The company reported $0.16 earnings per share for the quarter, beating analysts’ consensus estimates of $0.07 by $0.09. Roku had a negative net margin of 0.61% and a negative return on equity of 1.08%. The business had revenue of $1.21 billion for the quarter, compared to analysts’ expectations of $1.21 billion. During the same quarter in the previous year, the firm posted ($0.06) earnings per share. The firm’s revenue for the quarter was up 14.0% on a year-over-year basis. Roku has set its Q4 2025 guidance at EPS. On average, sell-side analysts predict that Roku, Inc. will post -0.3 earnings per share for the current year.

Wall Street Analyst Weigh In

ROKU has been the subject of several research reports. Raymond James Financial reissued a “market perform” rating on shares of Roku in a research report on Friday, October 31st. UBS Group upped their target price on shares of Roku from $95.00 to $103.00 and gave the company a “neutral” rating in a research note on Monday, November 3rd. Susquehanna restated a “positive” rating and issued a $130.00 price target on shares of Roku in a research report on Friday, October 31st. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Roku in a research report on Wednesday, October 8th. Finally, JMP Securities reiterated a “market outperform” rating and issued a $145.00 target price on shares of Roku in a research note on Thursday, October 2nd. Three analysts have rated the stock with a Strong Buy rating, eighteen have given a Buy rating, six have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $110.18.

Roku Company Profile

Roku, Inc, together with its subsidiaries, operates a TV streaming platform in the United states and internationally. The company operates in two segments, Platform and Devices. Its streaming platform allows users to find and access TV shows, movies, news, sports, and others. The Platform segment offers digital advertising, including direct and programmatic video advertising, media and entertainment promotional spending, and related services; and streaming services distribution, such as subscription and transaction revenue shares, and sale of premium subscriptions and branded app buttons on remote controls.