Robeco Institutional Asset Management B.V. Grows Stake in Roku, Inc. $ROKU

08 Jan 2026, 11:11 by Danessa Lincoln · The Markets Daily

Robeco Institutional Asset Management B.V. lifted its holdings in Roku, Inc. (NASDAQ:ROKU – Free Report) by 80.2% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 292,884 shares of the company’s stock after buying an additional 130,339 shares during the period. Robeco Institutional Asset Management B.V. owned approximately 0.20% of Roku worth $29,326,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently added to or reduced their stakes in ROKU. Vanguard Group Inc. lifted its stake in Roku by 1.4% during the second quarter. Vanguard Group Inc. now owns 12,675,816 shares of the company’s stock worth $1,114,077,000 after purchasing an additional 172,221 shares in the last quarter. Acadian Asset Management LLC boosted its stake in shares of Roku by 41.2% in the second quarter. Acadian Asset Management LLC now owns 2,691,643 shares of the company’s stock valued at $236,545,000 after purchasing an additional 785,864 shares during the period. Tableaux LLC acquired a new position in shares of Roku in the second quarter valued at approximately $1,746,000. Duquesne Family Office LLC increased its stake in Roku by 123.0% during the 2nd quarter. Duquesne Family Office LLC now owns 1,100,500 shares of the company’s stock worth $96,723,000 after buying an additional 606,900 shares during the period. Finally, Jupiter Asset Management Ltd. raised its position in shares of Roku by 44.2% during the 2nd quarter. Jupiter Asset Management Ltd. now owns 1,062,416 shares of the company’s stock worth $93,376,000 after acquiring an additional 325,890 shares in the last quarter. 86.30% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

Several analysts have commented on the company. Evercore ISI reaffirmed a “positive” rating on shares of Roku in a research note on Friday, October 31st. Wells Fargo & Company restated an “overweight” rating on shares of Roku in a research note on Monday. JPMorgan Chase & Co. lifted their price objective on shares of Roku from $115.00 to $125.00 and gave the company an “overweight” rating in a research report on Friday, December 12th. Benchmark restated a “buy” rating on shares of Roku in a research report on Monday, October 27th. Finally, Citigroup restated a “market outperform” rating on shares of Roku in a research note on Friday, January 2nd. Twenty-three analysts have rated the stock with a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, Roku has an average rating of “Moderate Buy” and a consensus price target of $118.12.

Read Our Latest Stock Report on Roku

Insider Activity

In related news, insider Gilbert Fuchsberg sold 3,250 shares of the company’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $108.78, for a total transaction of $353,535.00. Following the transaction, the insider owned 59,094 shares of the company’s stock, valued at approximately $6,428,245.32. This represents a 5.21% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CEO Anthony J. Wood sold 50,000 shares of the firm’s stock in a transaction on Monday, November 10th. The stock was sold at an average price of $103.86, for a total value of $5,193,000.00. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 343,282 shares of company stock valued at $36,686,139 over the last 90 days. Insiders own 13.98% of the company’s stock.

Trending Headlines about Roku

Here are the key news stories impacting Roku this week:

Positive Sentiment: Roku said at CES its $2.99/month streaming channel Howdy will be expanded to other platforms — a move that could grow subscription revenue and broaden Howdy’s addressable market. Read More.
Positive Sentiment: Roku adopted iSpot’s outcomes‑based ad metric to improve ad targeting and measurement, which could boost ad yield if advertisers see better ROI. Read More.
Positive Sentiment: An analyst upgrade from Arete to “buy” with a $132 target provides additional upside narrative for investors focused on fundamentals and earnings recovery. Read More.
Positive Sentiment: Technical momentum: recent break above short‑term moving averages (noted as a “golden cross” signal) can attract momentum traders. Read More.
Neutral Sentiment: Industry backdrop remains supportive: smart TVs are still the primary streaming device in U.S. homes, underpinning Roku’s platform reach but not guaranteeing near‑term ad revenue gains. Read More.
Neutral Sentiment: Product/UX and third‑party app stories (KREX+ availability, display resolution tips) affect user experience but are unlikely to move the stock unless adoption or problems scale materially. Read More. Read More.
Negative Sentiment: Insider selling: Director Neil D. Hunt and CAO Matthew Banks disclosed January sales (forms filed with the SEC), which some investors view as a negative signal on near‑term insider conviction. Read More. Read More.
Negative Sentiment: Market reaction: the stock fell today as traders weighed the mixed signals — positive product/tech and analyst news have not fully offset concerns about ad‑revenue visibility and insider sales. Read More.

Roku Stock Performance

ROKU opened at $110.30 on Thursday. Roku, Inc. has a one year low of $52.43 and a one year high of $116.66. The company has a market cap of $16.30 billion, a price-to-earnings ratio of -551.47 and a beta of 1.95. The business’s fifty day moving average is $103.86 and its two-hundred day moving average is $96.88.

Roku (NASDAQ:ROKU – Get Free Report) last released its quarterly earnings results on Thursday, October 30th. The company reported $0.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.07 by $0.09. Roku had a negative return on equity of 1.08% and a negative net margin of 0.61%.The business had revenue of $1.21 billion during the quarter, compared to the consensus estimate of $1.21 billion. During the same quarter in the previous year, the company posted ($0.06) EPS. The business’s revenue was up 14.0% on a year-over-year basis. On average, analysts predict that Roku, Inc. will post -0.3 EPS for the current fiscal year.

Roku Profile

(Free Report)

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.