Roku, Inc. $ROKU Stock Position Lifted by Northwestern Mutual Wealth Management Co.

Northwestern Mutual Wealth Management Co. lifted its holdings in Roku, Inc. (NASDAQ:ROKU) by 0.9% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 468,004 shares of the company’s stock after purchasing an additional 4,113 shares during the quarter. Northwestern Mutual Wealth Management Co. owned 0.32% of Roku worth $50,774,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently modified their holdings of the business. AGF Management Ltd. acquired a new position in shares of Roku in the 3rd quarter valued at $15,023,000. Convergence Investment Partners LLC acquired a new position in shares of Roku in the 3rd quarter valued at $2,492,000. Holocene Advisors LP lifted its stake in Roku by 352.3% in the 3rd quarter. Holocene Advisors LP now owns 1,650,448 shares of the company’s stock worth $165,259,000 after acquiring an additional 1,285,585 shares in the last quarter. Jefferies Financial Group Inc. purchased a new stake in Roku in the 4th quarter worth about $1,345,000. Finally, Crossmark Global Holdings Inc. purchased a new stake in Roku in the 3rd quarter worth about $2,997,000. Institutional investors own 86.30% of the company’s stock.

More Roku News

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Citizens JMP reaffirmed its market outperform rating on Roku and raised its price target to $170, signaling meaningful upside potential from current levels. Benzinga report on Citizens JMP rating
• Positive Sentiment: Roku unveiled its first major Home Screen overhaul in over a decade, adding AI-driven personalization and unified subscription discovery, which could make the platform more valuable to users and advertisers. Yahoo Finance article on Roku World Cup push
• Positive Sentiment: The company also launched FOX One on The Roku Channel, including exclusive live and on-demand FIFA World Cup 2026 coverage, which could help attract viewers and strengthen Roku’s content ecosystem. Yahoo Finance article on FOX One launch
• Neutral Sentiment: Recent coverage has highlighted Roku’s new home screen and streaming-stick promotions, but these items appear more focused on product visibility than on a near-term fundamental catalyst. Android Authority article on home screen update
• Neutral Sentiment: Some commentary questioned the home screen redesign and Roku’s valuation story, suggesting investors are still evaluating whether the changes will translate into stronger monetization. The Verge commentary on Roku redesign

Roku Price Performance

ROKU opened at $130.18 on Friday. Roku, Inc. has a fifty-two week low of $71.20 and a fifty-two week high of $133.46. The business has a 50-day moving average of $112.35 and a 200-day moving average of $104.39. The company has a market capitalization of $19.19 billion, a PE ratio of 97.88 and a beta of 2.04.

Roku (NASDAQ:ROKU) last posted its quarterly earnings results on Thursday, April 30th. The company reported $0.57 earnings per share for the quarter, topping analysts’ consensus estimates of $0.34 by $0.23. Roku had a return on equity of 7.64% and a net margin of 4.06%.The company had revenue of $1.25 billion during the quarter, compared to the consensus estimate of $1.20 billion. During the same period last year, the business earned ($0.19) EPS. The business’s quarterly revenue was up 22.4% on a year-over-year basis. On average, equities research analysts expect that Roku, Inc. will post 2.41 earnings per share for the current fiscal year.

Insider Activity at Roku

In other news, CAO Matthew C. Banks sold 725 shares of the firm’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $125.52, for a total transaction of $91,002.00. Following the completion of the sale, the chief accounting officer directly owned 6,222 shares of the company’s stock, valued at $780,985.44. This trade represents a 10.44% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Gilbert Fuchsberg sold 9,593 shares of the firm’s stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $125.52, for a total value of $1,204,113.36. Following the sale, the insider directly owned 50,863 shares of the company’s stock, valued at $6,384,323.76. This trade represents a 15.87% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 692,038 shares of company stock worth $76,667,575. 13.45% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on ROKU shares. Rosenblatt Securities increased their price objective on Roku from $118.00 to $150.00 and gave the stock a “buy” rating in a research note on Friday, May 1st. Pivotal Research reissued a “buy” rating and issued a $160.00 price objective (up from $140.00) on shares of Roku in a research note on Friday, May 1st. Zacks Research downgraded Roku from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, April 14th. Susquehanna increased their price objective on Roku from $130.00 to $160.00 and gave the stock a “positive” rating in a research note on Friday, May 1st. Finally, Jefferies Financial Group increased their price objective on Roku from $135.00 to $140.00 and gave the stock a “buy” rating in a research note on Monday, April 13th. Twenty-two research analysts have rated the stock with a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Roku presently has a consensus rating of “Moderate Buy” and an average target price of $144.46.

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.