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

MH & Associates Securities Management Corp ADV acquired a new position in Roku, Inc. (NASDAQ:ROKU) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor acquired 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 investment portfolio, making the stock its 25th biggest holding.

A number of other institutional investors have also recently modified their holdings of the stock. GAMMA Investing LLC raised its holdings in shares of Roku by 9.5% during the 3rd quarter. GAMMA Investing LLC now owns 1,114 shares of the company’s stock worth $112,000 after acquiring an additional 97 shares in the last quarter. Cornerstone Wealth Management LLC raised its position in shares of Roku by 3.8% during the 3rd quarter. Cornerstone Wealth Management LLC now owns 2,728 shares of the company’s stock valued at $273,000 after buying an additional 100 shares in the last quarter. Thoroughbred Financial Services LLC raised its position in shares of Roku by 1.0% during the 3rd quarter. Thoroughbred Financial Services LLC now owns 9,945 shares of the company’s stock valued at $995,000 after buying an additional 100 shares in the last quarter. Aviance Capital Partners LLC raised its position in shares of Roku by 2.6% during the 3rd quarter. Aviance Capital Partners LLC now owns 4,172 shares of the company’s stock valued at $418,000 after buying an additional 106 shares in the last quarter. Finally, O Keefe Stevens Advisory Inc. raised its position in shares of Roku by 1.8% during the 3rd quarter. O Keefe Stevens Advisory Inc. now owns 6,233 shares of the company’s stock valued at $624,000 after buying an additional 113 shares in the last quarter. 86.30% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several analysts have recently issued reports on the stock. KeyCorp upped their target price on shares of Roku from $128.00 to $130.00 and gave the company an “overweight” rating in a research report on Friday, February 13th. Zacks Research upgraded shares of Roku from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, February 10th. Robert W. Baird upped their target price on shares of Roku from $110.00 to $120.00 and gave the company an “outperform” rating in a research report on Monday. Bank of America increased their price target on Roku from $115.00 to $140.00 and gave the company a “buy” rating in a report on Monday, January 12th. Finally, Weiss Ratings upgraded Roku from a “sell (d-)” rating to a “hold (c-)” rating in a report on Tuesday, February 17th. One research analyst has rated the stock with a Strong Buy rating, twenty-one have issued a Buy rating and four have assigned a Hold rating to the company. Based on data from MarketBeat, Roku presently has an average rating of “Moderate Buy” and an average target price of $127.58.

Roku News Summary

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

Insiders Place Their Bets

In other Roku news, insider Charles Collier sold 1,715 shares of the stock in a transaction on Thursday, March 5th. The stock was sold at an average price of $100.00, for a total value of $171,500.00. Following the sale, the insider owned 11,131 shares in the company, valued at $1,113,100. This trade represents a 13.35% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CAO Matthew C. Banks sold 728 shares of the stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $96.02, for a total value of $69,902.56. Following the completion of the sale, the chief accounting officer owned 6,947 shares in the company, valued at approximately $667,050.94. The trade was a 9.49% decrease in their position. 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 90 days, insiders have sold 213,123 shares of company stock valued at $21,397,410. Insiders own 13.98% of the company’s stock.

Roku Price Performance

Roku stock opened at $100.99 on Thursday. 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 P/E ratio of 177.18 and a beta of 2.00. The company’s 50-day moving average is $93.64 and its 200 day moving average is $99.49.

Roku (NASDAQ:ROKU) last posted its quarterly earnings data on Thursday, February 12th. The company reported $0.53 earnings per share for the quarter, topping analysts’ consensus estimates of $0.28 by $0.25. Roku had a net margin of 1.87% and a return on equity of 3.40%. The company had revenue of $1.39 billion for the quarter, compared to analyst estimates of $1.35 billion. During the same period in the prior year, the company posted ($0.24) EPS. The firm’s revenue for the quarter was up 16.1% on a year-over-year basis. Research analysts anticipate that Roku, Inc. will post -0.3 earnings per share for the current fiscal year.

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.