Netflix, Inc. $NFLX Position Boosted by Meiji Yasuda Asset Management Co Ltd.

Meiji Yasuda Asset Management Co Ltd. lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 1,023.6% during the 4th quarter, HoldingsChannel.com reports. The firm owned 67,752 shares of the Internet television network’s stock after buying an additional 61,722 shares during the quarter. Meiji Yasuda Asset Management Co Ltd.’s holdings in Netflix were worth $6,352,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of NFLX. Brighton Jones LLC lifted its position in shares of Netflix by 5.0% during the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after purchasing an additional 257 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in Netflix by 16.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after acquiring an additional 144 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in Netflix by 21.2% in the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock worth $1,883,000 after acquiring an additional 246 shares during the last quarter. Strategic Investment Advisors MI lifted its holdings in Netflix by 18.9% in the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after acquiring an additional 123 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in Netflix by 12.1% in the second quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after acquiring an additional 228 shares during the period. Institutional investors own 80.93% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the company. HSBC increased their price target on Netflix from $106.00 to $114.00 and gave the stock a “buy” rating in a research report on Friday, April 10th. Sanford C. Bernstein reiterated a “buy” rating on shares of Netflix in a research report on Thursday, May 14th. Cfra upgraded Netflix from a “hold” rating to a “buy” rating and set a $115.00 price target on the stock in a research report on Friday, March 6th. Guggenheim reiterated a “buy” rating and set a $120.00 price target on shares of Netflix in a research report on Friday, May 15th. Finally, Pivotal Research set a $96.00 price target on Netflix and gave the stock a “hold” rating in a research report on Friday, April 17th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and sixteen have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $114.82.

Insider Transactions at Netflix

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of the business’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $88.69, for a total value of $2,422,301.28. Following the sale, the chief executive officer directly owned 120,931 shares in the company, valued at approximately $10,725,370.39. The trade was a 18.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Theodore A. Sarandos sold 27,312 shares of the company’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $87.97, for a total value of $2,402,636.64. Following the completion of the transaction, the chief executive officer directly owned 284,804 shares in the company, valued at $25,054,207.88. This represents a 8.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 1,422,769 shares of company stock valued at $135,144,073 in the last quarter. 1.24% of the stock is owned by company insiders.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix and iHeartMedia announced that The Breakfast Club will stream live daily on Netflix, giving the service its first daily live program and strengthening its push into live and podcast-style content. iHeartMedia and Netflix Deepen Partnership with Daily Live Video Stream of Nationally Syndicated Hit Radio Show The Breakfast Club with Charlamagne tha God, DJ Envy and Jess Hilarious
• Positive Sentiment: Netflix’s ad-supported tier now reaches more than 250 million monthly active viewers globally, highlighting strong monetization potential as ad inventory expands across live sports, podcasts, and new formats. Netflix ad-supported tier tops 250M monthly viewers as sports push deepens
• Positive Sentiment: Reed Hastings said entertainment should be among the least affected industries by AI disruption, which may ease investor concerns about long-term content demand and the value of human-driven storytelling. Netflix Co-Founder Reed Hastings Says Entertainment Will Be ‘Least Affected’ As AI Fears Rise — ‘We Like Human Conflict’
• Positive Sentiment: Commentary around Netflix’s ad growth, live sports push, and consistent revenue performance versus Disney continues to support the case for durable growth and a premium valuation. Walt Disney vs. Netflix: What Recent Revenue Trends Reveal

Netflix Price Performance

NASDAQ NFLX opened at $89.30 on Friday. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. The firm has a market capitalization of $376.02 billion, a PE ratio of 28.84, a P/E/G ratio of 1.12 and a beta of 1.55. The company’s 50 day simple moving average is $94.00 and its 200 day simple moving average is $94.20.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, topping the consensus estimate of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The firm had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.17 billion. During the same period in the previous year, the business earned $6.61 earnings per share. Netflix’s revenue for the quarter was up 16.2% compared to the same quarter last year. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, equities research analysts forecast that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

About Netflix

Netflix, Inc (NASDAQ: NFLX) is a global entertainment company that provides subscription-based streaming of films, television series, documentaries and other video content. Founded in 1997 by Reed Hastings and Marc Randolph and headquartered in Los Gatos, California, the company began as a DVD-by-mail rental service and introduced streaming video in 2007. Netflix later expanded into producing and distributing original programming, beginning notable original hits in the 2010s, and now operates a content production and distribution ecosystem alongside its licensing activity.

The company’s primary product is its on-demand streaming service, which can be accessed on a wide range of internet-connected devices and delivered through a suite of apps and web platforms.