Lido Advisors LLC Sells 10,711 Shares of Roku, Inc. $ROKU

Lido Advisors LLC trimmed its holdings in Roku, Inc. (NASDAQ:ROKU) by 26.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 30,348 shares of the company’s stock after selling 10,711 shares during the period. Lido Advisors LLC’s holdings in Roku were worth $2,872,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently modified their holdings of ROKU. Blue Trust Inc. raised its position in shares of Roku by 680.0% during the fourth quarter. Blue Trust Inc. now owns 234 shares of the company’s stock worth $25,000 after purchasing an additional 204 shares during the period. Bayban grew its position in shares of Roku by 1,300.0% in the 1st quarter. Bayban now owns 280 shares of the company’s stock valued at $26,000 after purchasing an additional 260 shares during the period. WPG Advisers LLC acquired a new position in shares of Roku in the 4th quarter valued at approximately $31,000. Safe Harbor Fiduciary LLC acquired a new position in shares of Roku in the 4th quarter valued at approximately $31,000. Finally, Osbon Capital Management LLC bought a new stake in Roku during the 4th quarter worth approximately $45,000. 86.30% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

Several brokerages have commented on ROKU. Jefferies Financial Group downgraded shares of Roku from a “buy” rating to a “hold” rating and set a $160.00 target price on the stock. in a report on Monday, June 15th. Benchmark upped their price target on shares of Roku from $130.00 to $160.00 and gave the company a “buy” rating in a report on Friday, May 1st. Seaport Research Partners set a $155.00 price objective on shares of Roku in a research report on Tuesday, June 16th. William Blair lowered shares of Roku from an “outperform” rating to a “market perform” rating in a report on Monday, June 15th. Finally, Oppenheimer cut shares of Roku from an “outperform” rating to a “market perform” rating in a research report on Monday, June 15th. Ten equities research analysts have rated the stock with a Buy rating and seventeen have assigned a Hold rating to the stock. Based on data from MarketBeat, Roku has an average rating of “Hold” and an average target price of $155.12.

More Roku News

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Analysts lifted Roku’s estimated fair value to about $158.41 from $151.68, with several firms now framing the stock around a potential $160 takeover value after Fox’s acquisition announcement. Roku (ROKU) Stock Sees Modest Fair Value Lift After Fox Deal Recast Analyst Views
• Positive Sentiment: Commentary around Fox’s acquisition says the deal could be a win for creators and reinforces the strategic value of Roku as a key connected-TV distribution platform. Why Fox’s Acquisition of Roku Is a Win for Creators | Analysis
• Positive Sentiment: Additional bullish media coverage argues Roku benefits from broader media consolidation trends, with investors increasingly valuing digital distribution gateways like Roku over content owners alone. The Netflix-Lionsgate Rumor Exposed a Bigger Shift in Media M&A (ROKU)
• Neutral Sentiment: Roku said it will report second-quarter 2026 results on August 6, but it will not host an earnings call or provide outlook because of the pending Fox transaction. Roku to Announce Second Quarter 2026 Financial Results on August 6
• Neutral Sentiment: Several articles focused on Roku features, campaigns, and streaming content, which may help brand visibility but are unlikely to materially move the stock on their own. 4 Roku secret menus everyone should be using
• Negative Sentiment: Some valuation-focused analysis suggests the stock may already be near fair value after its recent run, with concerns that growth expectations from connected-TV advertising may be largely priced in. Roku (ROKU) As Connected TV Ad Growth Narrative Tests Whether The Stock Is Fully Valued

Insider Activity at Roku

In other news, insider Mustafa Ozgen sold 10,194 shares of the stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $144.00, for a total value of $1,467,936.00. Following the completion of the sale, the insider owned 19,185 shares of the company’s stock, valued at approximately $2,762,640. This represents a 34.70% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Dan Jedda sold 7,000 shares of the firm’s stock in a transaction on Monday, June 15th. The shares were sold at an average price of $143.87, for a total transaction of $1,007,090.00. Following the completion of the transaction, the chief financial officer directly owned 79,963 shares of the company’s stock, valued at $11,504,276.81. This represents a 8.05% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders have sold 236,499 shares of company stock worth $30,582,963. Insiders own 13.45% of the company’s stock.

Roku Stock Performance

ROKU opened at $141.97 on Friday. The business’s 50-day simple moving average is $134.40 and its 200 day simple moving average is $113.71. Roku, Inc. has a 52-week low of $78.53 and a 52-week high of $148.88. The firm has a market capitalization of $20.93 billion, a PE ratio of 106.75 and a beta of 2.01.

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

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.