Asset Management One Co. Ltd. Has $3.64 Million Stock Holdings in Roku, Inc. $ROKU

Asset Management One Co. Ltd. grew its position in Roku, Inc. (NASDAQ:ROKU - Free Report) by 645.1% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 32,725 shares of the company's stock after purchasing an additional 28,333 shares during the quarter. Asset Management One Co. Ltd.'s holdings in Roku were worth $3,640,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the company. Blue Trust Inc. increased its position in Roku by 680.0% during the fourth quarter. Blue Trust Inc. now owns 234 shares of the company's stock worth $25,000 after acquiring an additional 204 shares during the period. Aventura Private Wealth LLC bought a new position in Roku during the fourth quarter worth $26,000. Westfuller Advisors LLC bought a new position in Roku during the third quarter worth $30,000. Root Financial Partners LLC bought a new position in Roku during the third quarter worth $33,000. Finally, Cornerstone Planning Group LLC increased its position 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 period. Institutional investors own 86.30% of the company's stock.

Key Stories Impacting Roku

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Guggenheim raised its price target to $130 and kept a Buy rating after Roku said its platform crossed 100 million active streaming households — a key growth milestone that supports higher ad and platform revenue expectations. Guggenheim Raises Roku Price Target to $130
• Positive Sentiment: Parks Associates data show Roku OS controls ~28% of connected‑TV usage in U.S. broadband households (largest share), reinforcing the company’s ad‑reach advantage and pricing power for platform monetization. Parks Associates: Roku (28%) and Samsung (23%) Dominate Connected TV
• Positive Sentiment: Peacock’s ad‑free tier is now available on Roku Premium subscriptions, a content/distribution pact that can lift ARPU and subscription options for Roku’s platform business. Peacock's Ad-Free Tier Now Available On Roku
• Neutral Sentiment: Retail promotions: Roku hardware (TVs, Streambar, Streaming Stick Plus) is on heavy discount in Amazon deals — good for device adoption but may compress near‑term hardware margins. Roku’s 55-Inch Smart TV Drops to Its Lowest Price
• Neutral Sentiment: Customer support/content items (e.g., quick device fixes, new free channels) are operational positives that marginally help retention and engagement but are unlikely to move the stock alone. Don't replace your slow Roku yet — try this 10-second fix first
• Negative Sentiment: A senior insider (Charles Collier) executed large sales (~$23.7M) under a Rule 10b5‑1 plan, reducing his holdings materially; while pre‑arranged plans are common, heavy insider selling can spook short‑term traders. Roku Insider Sells $23,667,805.00 in Stock
• Negative Sentiment: Short‑term profit‑taking and technical pullback after a multi‑week rally: several outlets note Roku is trading off versus the broader market as traders trim positions following the run‑up. Roku (ROKU) Sees a More Significant Dip Than Broader Market
• Negative Sentiment: Some editorial criticism (e.g., Roku City game described as an ad) could raise user experience concerns if engagement outcomes disappoint, potentially limiting the upside to ad growth. The new Roku City game is just a giant ad

Insider Buying and Selling at Roku

In related news, CAO Matthew C. Banks sold 728 shares of the stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $96.02, for a total transaction of $69,902.56. Following the completion of the sale, the chief accounting officer directly owned 6,947 shares of the company's stock, valued at approximately $667,050.94. This represents a 9.49% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 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 that occurred on Wednesday, April 15th. The stock was sold at an average price of $107.00, for a total transaction of $749,000.00. Following the transaction, the chief financial officer directly owned 78,115 shares of the company's stock, valued at $8,358,305. This represents a 8.22% 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. Insiders sold 632,182 shares of company stock worth $67,058,733 in the last quarter. Company insiders own 13.98% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts have weighed in on the stock. Citigroup reiterated a "market outperform" rating on shares of Roku in a research note on Monday, March 2nd. Bank of America lifted their price target on shares of Roku from $115.00 to $140.00 and gave the stock a "buy" rating in a research note on Monday, January 12th. Stifel Nicolaus set a $160.00 price target on shares of Roku in a research note on Monday, March 2nd. Evercore reiterated an "outperform" rating and set a $150.00 price target on shares of Roku in a research note on Friday, February 13th. Finally, Arete Research set a $132.00 price target on shares of Roku and gave the stock a "buy" rating in a research note on Monday, January 5th. Twenty-one analysts have rated the stock with a Buy rating and five have issued a Hold rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $128.83.

Roku Stock Down 2.9%

Shares of NASDAQ ROKU opened at $114.96 on Friday. The firm's 50-day simple moving average is $97.95 and its 200 day simple moving average is $100.26. The company has a market cap of $16.95 billion, a price-to-earnings ratio of 201.69 and a beta of 2.00. Roku, Inc. has a 12-month low of $58.55 and a 12-month high of $120.00.

Roku (NASDAQ:ROKU - Get Free Report) last announced its quarterly earnings data on Thursday, February 12th. The company reported $0.53 earnings per share for the quarter, topping the consensus estimate of $0.28 by $0.25. The firm had revenue of $1.39 billion during the quarter, compared to analysts' expectations of $1.35 billion. Roku had a return on equity of 3.40% and a net margin of 1.87%.The company's quarterly revenue was up 16.1% compared to the same quarter last year. During the same period in the previous year, the business posted ($0.24) EPS. On average, equities analysts expect that Roku, Inc. will post 2.1 earnings per share 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.

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