Roku, Inc. $ROKU Holdings Raised by Kessler Investment Group LLC

Kessler Investment Group LLC grew its stake in Roku, Inc. (NASDAQ:ROKU) by 49.5% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 114,527 shares of the company’s stock after buying an additional 37,938 shares during the quarter. Roku accounts for approximately 4.9% of Kessler Investment Group LLC’s portfolio, making the stock its 4th biggest position. Kessler Investment Group LLC’s holdings in Roku were worth $11,468,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Banque Transatlantique SA purchased a new stake in shares of Roku during the first quarter worth approximately $28,000. Beaird Harris Wealth Management LLC acquired a new position in Roku during the 1st quarter worth approximately $30,000. Rakuten Securities Inc. increased 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 valued at $39,000 after purchasing an additional 158 shares during the last quarter. JFS Wealth Advisors LLC increased its position in shares of Roku by 327.1% in the 2nd quarter. JFS Wealth Advisors LLC now owns 457 shares of the company’s stock valued at $40,000 after purchasing an additional 350 shares during the last quarter. Finally, Bogart Wealth LLC raised its holdings in shares of Roku by 234.1% in the 2nd quarter. Bogart Wealth LLC now owns 461 shares of the company’s stock valued at $41,000 after purchasing an additional 323 shares in the last quarter. 86.30% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CAO Matthew C. Banks sold 731 shares of the firm’s stock in a transaction that occurred on Monday, December 1st. The shares were sold at an average price of $95.64, for a total transaction of $69,912.84. Following the transaction, the chief accounting officer directly owned 6,554 shares in the company, valued at approximately $626,824.56. This trade represents a 10.03% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Neil D. Hunt sold 2,000 shares of Roku stock in a transaction on Monday, December 1st. The shares were sold at an average price of $96.18, for a total transaction of $192,360.00. Following the completion of the transaction, the director directly owned 7,782 shares in the company, valued at $748,472.76. The trade was a 20.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 468,918 shares of company stock valued at $49,840,981. 13.98% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of brokerages recently commented on ROKU. Citizens Jmp reiterated a “market outperform” rating and set a $145.00 target price on shares of Roku in a research note on Tuesday, December 2nd. Rosenblatt Securities lifted their price target on Roku from $101.00 to $106.00 and gave the stock a “neutral” rating in a report on Friday, October 31st. UBS Group upped their price objective on Roku from $95.00 to $103.00 and gave the stock a “neutral” rating in a research report on Monday, November 3rd. Piper Sandler raised Roku from a “neutral” rating to an “overweight” rating and raised their target price for the stock from $88.00 to $135.00 in a research report on Monday, November 3rd. Finally, JMP Securities restated a “market outperform” rating and set a $145.00 target price on shares of Roku in a research note on Thursday, October 2nd. One investment analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $116.91.

More Roku News

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Big holiday hardware discounts — deep deals on Roku devices and accessories (Streambar SE + Wireless Bass bundle 57% off) should boost seasonal unit sales and active accounts. Set up a home streaming center with 57% off the Roku 4K HDR Streambar SE and Wireless Bass Bundle
• Positive Sentiment: Lower-priced hardware vs. competitors — the 2025 Streaming Stick HD is heavily discounted (nearly 50% off), making Roku more competitive versus Amazon and likely to drive low-cost device adoption. Roku’s 2025 Streaming Stick HD at Nearly 50% Off Is Now Cheaper Than Amazon’s Older Fire TV Stick Models
• Positive Sentiment: Additional device promotions — recent price cuts on Roku Smart TVs and the Streaming Stick 4K ahead of Christmas help drive holiday unit sales and platform reach. The 2025 Roku Smart TV is down to its lowest-ever price at Amazon — save $80 right now The Roku Streaming Stick 4K just got a $20 discount ahead of Christmas
• Positive Sentiment: Platform content expansion — Roku quietly added multiple free channels (reports note one new channel and a separate update adding 11 free channels), which can increase engagement and ad inventory on the Roku Channel. Roku Quietly Adds Another Free Channel for Customers Roku Just Quietly Added 11 Free Channels
• Neutral Sentiment: Investor interest article summarizing Roku fundamentals and trends — may drive short-term attention but doesn’t add new material facts. Roku, Inc. (ROKU) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Helpful how-to and troubleshooting pieces (improving Roku TV settings, casting fixes) — useful for user experience but unlikely to move stock materially. I changed 6 settings on my Roku TV to give the system a big performance boost Can’t cast to your Roku? It’s not broken, you just need to do this
• Neutral Sentiment: Holiday promotional access stories (e.g., temporary access to a premium streaming app) could lift engagement short-term but appear promotional and limited. Roku users receive FREE access to premium streaming app filled with award-winning TV shows and movies for Christmas
• Negative Sentiment: Privacy and tracking concerns — multiple outlets show users how to stop Roku tracking and urge immediate privacy setting changes; persistent privacy headlines can hurt user trust and invite regulatory or ad-partner scrutiny. Is your Roku or Fire TV streaming device tracking you? It’s possible – how I put an end to it Roku users need to change these privacy settings immediately

Roku Stock Performance

Shares of ROKU stock opened at $108.82 on Friday. The stock’s 50-day moving average is $100.21 and its two-hundred day moving average is $93.83. Roku, Inc. has a 1 year low of $52.43 and a 1 year high of $116.66. The firm has a market cap of $16.08 billion, a price-to-earnings ratio of -544.07 and a beta of 1.98.

Roku (NASDAQ:ROKU) last announced its earnings results on Thursday, October 30th. The company reported $0.16 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.07 by $0.09. The firm had revenue of $1.21 billion during the quarter, compared to analysts’ expectations of $1.21 billion. Roku had a negative return on equity of 1.08% and a negative net margin of 0.61%.The business’s revenue was up 14.0% on a year-over-year basis. During the same period in the prior year, the firm earned ($0.06) EPS. As a group, research analysts predict that Roku, Inc. will post -0.3 EPS for the current year.

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.