Hsbc Holdings PLC Grows Stock Holdings in Roku, Inc. $ROKU

Hsbc Holdings PLC lifted its position in shares of Roku, Inc. (NASDAQ:ROKU) by 188.9% during the first quarter, HoldingsChannel reports. The fund owned 48,347 shares of the company’s stock after acquiring an additional 31,614 shares during the quarter. Hsbc Holdings PLC’s holdings in Roku were worth $4,595,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Jefferies Financial Group Inc. acquired a new stake in shares of Roku in the fourth quarter worth $1,345,000. Moran Wealth Management LLC acquired a new position in shares of Roku during the 1st quarter valued at $2,990,000. MH & Associates Securities Management Corp ADV purchased a new stake in Roku during the 4th quarter worth $2,398,000. Maxi Investments CY Ltd acquired a new position in shares of Roku during the fourth quarter worth about $1,953,000. Finally, Burney Co. purchased a new stake in shares of Roku in the fourth quarter worth about $2,657,000. 86.30% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Roku

In related news, insider Mustafa Ozgen sold 10,194 shares of the business’s stock in a transaction dated Friday, June 12th. The stock was sold at an average price of $144.00, for a total transaction of $1,467,936.00. Following the transaction, the insider directly owned 19,185 shares in the company, valued at $2,762,640. The trade was a 34.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Anthony J. Wood sold 75,000 shares of the stock in a transaction dated Monday, May 11th. The stock was sold at an average price of $128.79, for a total transaction of $9,659,250.00. 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 quarter, insiders sold 236,499 shares of company stock valued at $30,582,963. Insiders own 13.45% of the company’s stock.

Roku News Roundup

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

Roku Stock Up 0.2%

Shares of Roku stock opened at $141.97 on Friday. The firm has a market cap of $20.93 billion, a price-to-earnings ratio of 106.75 and a beta of 2.01. The business has a fifty day simple moving average of $134.40 and a 200-day simple moving average of $113.71. Roku, Inc. has a fifty-two week low of $78.53 and a fifty-two week high of $148.88.

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

Analysts Set New Price Targets

A number of equities analysts have weighed in on ROKU shares. Guggenheim upped their price target on Roku from $140.00 to $145.00 and gave the stock a “buy” rating in a report on Tuesday, June 9th. Robert W. Baird reaffirmed a “neutral” rating and set a $160.00 target price on shares of Roku in a research report on Monday, June 15th. Wolfe Research cut Roku from an “outperform” rating to a “peer perform” rating in a research note on Tuesday, June 16th. Seaport Research Partners set a $155.00 price target on Roku in a report on Tuesday, June 16th. Finally, JPMorgan Chase & Co. restated a “neutral” rating and set a $160.00 price objective (up from $150.00) on shares of Roku in a research note on Tuesday, June 16th. Ten research analysts have rated the stock with a Buy rating and seventeen have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $155.12.

Roku 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.