MUFG Securities EMEA plc Invests $4.31 Million in Roku, Inc. $ROKU

MUFG Securities EMEA plc bought a new stake in Roku, Inc. (NASDAQ:ROKU) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 48,999 shares of the company’s stock, valued at approximately $4,307,000.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Banque Transatlantique SA acquired a new stake in Roku in the 1st quarter valued at about $28,000. Beaird Harris Wealth Management LLC acquired a new stake in shares of Roku in the first quarter valued at approximately $30,000. JFS Wealth Advisors LLC increased its holdings in shares of Roku by 327.1% in the second quarter. JFS Wealth Advisors LLC now owns 457 shares of the company’s stock valued at $40,000 after purchasing an additional 350 shares in the last quarter. Bogart Wealth LLC raised its position in Roku by 234.1% in the 2nd quarter. Bogart Wealth LLC now owns 461 shares of the company’s stock worth $41,000 after purchasing an additional 323 shares during the last quarter. Finally, N.E.W. Advisory Services LLC acquired a new position in Roku during the 1st quarter worth $44,000. Institutional investors and hedge funds own 86.30% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on ROKU shares. Piper Sandler lifted their target price on Roku from $65.00 to $84.00 and gave the company a “neutral” rating in a research note on Thursday, July 10th. Pivotal Research raised their price target on Roku from $100.00 to $120.00 and gave the company a “buy” rating in a report on Friday, August 1st. Wedbush reissued an “outperform” rating and set a $110.00 price objective on shares of Roku in a report on Monday, October 27th. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Roku in a research note on Wednesday, October 8th. Finally, UBS Group set a $85.00 price target on shares of Roku in a research report on Friday. Two investment analysts have rated the stock with a Strong Buy rating, seventeen have given a Buy rating, seven have assigned a Hold rating and two have given a Sell rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $106.36.

Insider Buying and Selling at Roku

In other Roku news, insider Charles Collier sold 112,961 shares of the stock in a transaction dated Wednesday, October 1st. The stock was sold at an average price of $105.00, for a total value of $11,860,905.00. Following the completion of the sale, the insider directly owned 200 shares in the company, valued at $21,000. This represents a 99.82% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Mustafa Ozgen sold 50,527 shares of Roku stock in a transaction dated Tuesday, September 9th. The shares were sold at an average price of $100.00, for a total value of $5,052,700.00. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 353,331 shares of company stock valued at $35,140,823. Company insiders own 13.98% of the company’s stock.

Roku Stock Performance

ROKU opened at $106.13 on Friday. The firm’s fifty day moving average is $98.02 and its two-hundred day moving average is $85.49. The firm has a market cap of $15.64 billion, a PE ratio of -530.62, a price-to-earnings-growth ratio of 9.93 and a beta of 2.13. Roku, Inc. has a twelve month low of $52.43 and a twelve month high of $116.66.

Roku (NASDAQ:ROKU) last released its quarterly earnings data on Thursday, October 30th. The company reported $0.16 EPS for the quarter, beating analysts’ consensus estimates of $0.07 by $0.09. The business had revenue of $1.21 billion during the quarter, compared to analysts’ expectations of $1.21 billion. Roku had a negative net margin of 0.61% and a negative return on equity of 1.09%. The firm’s quarterly revenue was up 14.0% on a year-over-year basis. During the same quarter in the prior year, the company earned ($0.06) EPS. Roku has set its Q4 2025 guidance at EPS. Equities analysts forecast that Roku, Inc. will post -0.3 EPS for the current fiscal year.

Roku Profile

Roku, Inc, together with its subsidiaries, operates a TV streaming platform in the United states and internationally. The company operates in two segments, Platform and Devices. Its streaming platform allows users to find and access TV shows, movies, news, sports, and others. The Platform segment offers digital advertising, including direct and programmatic video advertising, media and entertainment promotional spending, and related services; and streaming services distribution, such as subscription and transaction revenue shares, and sale of premium subscriptions and branded app buttons on remote controls.