MH & Associates Securities Management Corp ADV Invests $2.40 Million in Roku, Inc. $ROKU

MH & Associates Securities Management Corp ADV bought a new position in shares of Roku, Inc. (NASDAQ:ROKU) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 22,106 shares of the company’s stock, valued at approximately $2,398,000. Roku accounts for approximately 2.0% of MH & Associates Securities Management Corp ADV’s portfolio, making the stock its 25th biggest holding.

A number of other institutional investors have also modified their holdings of ROKU. AQR Capital Management LLC increased its position in shares of Roku by 275.5% during the third quarter. AQR Capital Management LLC now owns 2,586,125 shares of the company’s stock worth $258,897,000 after acquiring an additional 1,897,407 shares during the period. Holocene Advisors LP increased its stake in shares of Roku by 352.3% during the third quarter. Holocene Advisors LP now owns 1,650,448 shares of the company’s stock valued at $165,259,000 after buying an additional 1,285,585 shares during the period. Duquesne Family Office LLC increased its stake in shares of Roku by 123.0% during the second quarter. Duquesne Family Office LLC now owns 1,100,500 shares of the company’s stock valued at $96,723,000 after buying an additional 606,900 shares during the period. Assenagon Asset Management S.A. increased its stake in shares of Roku by 172.9% during the fourth quarter. Assenagon Asset Management S.A. now owns 931,653 shares of the company’s stock valued at $101,075,000 after buying an additional 590,286 shares during the period. Finally, Artisan Partners Limited Partnership purchased a new position in shares of Roku during the third quarter valued at $55,660,000. 86.30% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Roku

Here are the key news stories impacting Roku this week:

• Positive Sentiment: Robert W. Baird raised its price target to $120, signaling stronger analyst confidence in Roku’s growth outlook and likely supporting buying interest. Robert W. Baird Boosts Roku (NASDAQ:ROKU) Price Target to $120.00
• Positive Sentiment: Roku expanded The Roku Channel with six new free streaming channels (classics and reality), broadening its ad-supported inventory and content depth — a direct positive for ad revenue and engagement metrics. Roku adds 6 free channels amid massive 2026 content push
• Positive Sentiment: Retail/partner activity: a Roku-enabled mini projector is on sale (attracting consumer attention), which highlights device adoption and the Roku OS ecosystem that can drive platform reach and ad/transaction opportunities. Aurzen Roku TV Smart Mini Projector Hits Its Lowest Price, No Need to Buy a Separate Streaming Stick
• Neutral Sentiment: Zacks notes Roku is “ascending but remains behind the market,” summarizing recent gains while cautioning there’s room to catch up — useful context but not a direct catalyst. Roku (ROKU) Ascends But Remains Behind Market: Some Facts to Note
• Neutral Sentiment: Zacks also flags Roku as a trending ticker with items investors should weigh before trading — indicates heightened attention/volatility risk rather than a clear directional driver. Roku, Inc. (ROKU) Is a Trending Stock: Facts to Know Before Betting on It
• Neutral Sentiment: Coverage of non-streaming Roku OS apps highlights ecosystem breadth (utilities, games, tools) — supportive for long-term platform value but not an immediate earnings catalyst. 5 Roku OS apps that go beyond streaming

Roku Price Performance

ROKU opened at $100.99 on Thursday. The business’s 50-day moving average is $93.64 and its two-hundred day moving average is $99.49. Roku, Inc. has a 1 year low of $54.50 and a 1 year high of $116.66. The firm has a market capitalization of $14.89 billion, a PE ratio of 177.18 and a beta of 2.00.

Roku (NASDAQ:ROKU) last posted its earnings results on Thursday, February 12th. The company reported $0.53 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.28 by $0.25. Roku had a return on equity of 3.40% and a net margin of 1.87%.The company had revenue of $1.39 billion for the quarter, compared to analyst estimates of $1.35 billion. During the same quarter in the previous year, the firm earned ($0.24) earnings per share. The firm’s quarterly revenue was up 16.1% compared to the same quarter last year. As a group, sell-side analysts expect that Roku, Inc. will post -0.3 EPS for the current year.

Insider Buying and Selling

In other Roku news, SVP Christopher T. Handman sold 2,999 shares of Roku stock in a transaction dated Tuesday, March 3rd. The stock was sold at an average price of $95.57, for a total value of $286,614.43. Following the transaction, the senior vice president owned 2,999 shares in the company, valued at $286,614.43. The trade was a 50.00% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Neil D. Hunt sold 2,000 shares of Roku stock in a transaction on Monday, February 2nd. The stock was sold at an average price of $96.48, for a total transaction of $192,960.00. Following the completion of the transaction, the director directly owned 7,782 shares in the company, valued at $750,807.36. This represents a 20.45% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 213,123 shares of company stock valued at $21,397,410 over the last three months. Corporate insiders own 13.98% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on ROKU shares. Benchmark restated a “buy” rating on shares of Roku in a research note on Wednesday, February 4th. Arete Research set a $132.00 price target on Roku and gave the company a “buy” rating in a research note on Monday, January 5th. Weiss Ratings upgraded Roku from a “sell (d-)” rating to a “hold (c-)” rating in a research note on Tuesday, February 17th. UBS Group restated a “neutral” rating and set a $110.00 price target on shares of Roku in a research note on Friday, February 13th. Finally, Needham & Company LLC reissued a “buy” rating and set a $110.00 price objective on shares of Roku in a report on Friday, February 13th. One investment analyst has rated the stock with a Strong Buy rating, twenty-one have assigned a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $127.58.

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.