Envestnet Asset Management Inc. Has $22.72 Million Stock Holdings in Roku, Inc. $ROKU

Envestnet Asset Management Inc. grew its stake in shares of Roku, Inc. (NASDAQ:ROKU) by 29.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 226,867 shares of the company’s stock after purchasing an additional 52,071 shares during the period. Envestnet Asset Management Inc.’s holdings in Roku were worth $22,716,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Empowered Funds LLC increased its position in Roku by 18.6% in the 1st quarter. Empowered Funds LLC now owns 3,291 shares of the company’s stock valued at $232,000 after buying an additional 515 shares in the last quarter. Focus Partners Wealth bought a new stake in shares of Roku during the first quarter valued at approximately $229,000. Aberdeen Group plc raised its position in shares of Roku by 76.1% during the second quarter. Aberdeen Group plc now owns 5,803 shares of the company’s stock worth $510,000 after purchasing an additional 2,508 shares during the period. Vanguard Personalized Indexing Management LLC raised its position in shares of Roku by 21.3% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 15,070 shares of the company’s stock worth $1,325,000 after purchasing an additional 2,643 shares during the period. Finally, CWM LLC lifted its holdings in shares of Roku by 41.7% in the 2nd quarter. CWM LLC now owns 18,860 shares of the company’s stock worth $1,658,000 after purchasing an additional 5,551 shares in the last quarter. Institutional investors own 86.30% of the company’s stock.

Insider Buying and Selling

In related news, CEO Anthony J. Wood sold 50,000 shares of Roku stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $90.79, for a total value of $4,539,500.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Dan Jedda sold 3,000 shares of the stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $107.56, for a total value of $322,680.00. Following the sale, the chief financial officer owned 87,267 shares in the company, valued at approximately $9,386,438.52. This represents a 3.32% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 234,790 shares of company stock valued at $24,224,759. Corporate insiders own 13.98% of the company’s stock.

Roku News Roundup

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

Roku Price Performance

Shares of ROKU opened at $90.06 on Friday. Roku, Inc. has a 1 year low of $52.43 and a 1 year high of $116.66. The stock’s fifty day moving average price is $103.95 and its two-hundred day moving average price is $98.86. The firm has a market cap of $13.31 billion, a PE ratio of 158.00 and a beta of 1.99.

Roku (NASDAQ:ROKU) 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 company had revenue of $1.39 billion during the quarter, compared to analyst estimates of $1.35 billion. Roku had a return on equity of 3.42% and a net margin of 1.87%.The firm’s revenue for the quarter was up 16.1% on a year-over-year basis. During the same quarter last year, the firm posted ($0.24) EPS. Sell-side analysts anticipate that Roku, Inc. will post -0.3 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several research firms have recently commented on ROKU. Bank of America boosted their target price on shares of Roku from $115.00 to $140.00 and gave the stock a “buy” rating in a research report on Monday, January 12th. Weiss Ratings reissued a “sell (d-)” rating on shares of Roku in a research note on Thursday, January 22nd. Piper Sandler restated an “overweight” rating and issued a $140.00 target price (up previously from $135.00) on shares of Roku in a report on Friday. Guggenheim upped their price target on Roku from $110.00 to $115.00 and gave the stock a “buy” rating in a report on Thursday, December 4th. Finally, Benchmark reissued a “buy” rating on shares of Roku in a research report on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, twenty-five have given a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, Roku presently has a consensus rating of “Moderate Buy” and an average price target of $123.85.

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.