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

Illinois Municipal Retirement Fund boosted its position in shares of Roku, Inc. (NASDAQ:ROKU) by 75.1% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund 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 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently modified their holdings of ROKU. Westfuller Advisors LLC purchased a new position in shares of Roku in the 3rd quarter worth $30,000. Root Financial Partners LLC bought a new position in shares of Roku in the 3rd quarter valued at about $33,000. Rakuten Securities Inc. grew its position in Roku by 55.6% in the second quarter. Rakuten Securities Inc. now owns 442 shares of the company’s stock worth $39,000 after acquiring an additional 158 shares in the last quarter. Bogart Wealth LLC increased its stake in Roku by 234.1% during the second quarter. Bogart Wealth LLC now owns 461 shares of the company’s stock worth $41,000 after acquiring an additional 323 shares during the last quarter. Finally, Cornerstone Planning Group LLC increased its stake 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 during the last quarter. 86.30% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on ROKU shares. UBS Group reissued a “neutral” rating and set a $110.00 target price on shares of Roku in a research report on Friday. Wedbush lifted their price objective on shares of Roku from $130.00 to $140.00 and gave the company an “outperform” rating in a report on Friday. KeyCorp increased their target price on Roku from $128.00 to $130.00 and gave the company an “overweight” rating in a research report on Friday. Citizens Jmp reissued a “market outperform” rating and issued a $145.00 price target on shares of Roku in a research report on Tuesday, December 2nd. Finally, Evercore restated a “positive” rating on shares of Roku in a research note on Friday, October 31st. One equities research analyst has rated the stock with a Strong Buy rating, twenty-five have issued a Buy rating, three have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $123.85.

Roku Trading Up 8.6%

Shares of ROKU stock opened at $90.06 on Friday. Roku, Inc. has a 12-month low of $52.43 and a 12-month high of $116.66. The business’s fifty day simple moving average is $103.95 and its 200-day simple moving average is $98.92. The company has a market cap of $13.31 billion, a PE ratio of 158.00 and a beta of 1.99.

Roku (NASDAQ:ROKU) last posted its quarterly earnings data on Thursday, February 12th. The company reported $0.53 earnings per share for the quarter, topping analysts’ consensus estimates of $0.28 by $0.25. Roku had a return on equity of 3.42% and a net margin of 1.87%.The firm had revenue of $1.39 billion during the quarter, compared to analysts’ expectations of $1.35 billion. During the same quarter last year, the firm earned ($0.24) EPS. The business’s quarterly revenue was up 16.1% on a year-over-year basis. On average, equities analysts forecast that Roku, Inc. will post -0.3 earnings per share for the current year.

Insiders Place Their Bets

In other news, Director Neil D. Hunt sold 2,000 shares of the company’s stock in a transaction dated Monday, February 2nd. The shares were sold at an average price of $96.48, for a total transaction of $192,960.00. Following the transaction, the director owned 7,782 shares in the company, valued at $750,807.36. This represents a 20.45% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider Gilbert Fuchsberg sold 3,250 shares of the stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $108.78, for a total transaction of $353,535.00. Following the completion of the transaction, the insider directly owned 59,094 shares of the company’s stock, valued at $6,428,245.32. The trade was a 5.21% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 234,790 shares of company stock valued at $24,224,759. 13.98% of the stock is currently owned by corporate insiders.

Key Roku News

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

About Roku

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.