Netflix, Inc. $NFLX Shares Acquired by National Pension Service

National Pension Service increased its stake in Netflix, Inc. (NASDAQ:NFLX) by 910.6% during the 4th quarter, Holdings Channel.com reports. The fund owned 9,372,071 shares of the Internet television network’s stock after buying an additional 8,444,703 shares during the period. Netflix accounts for approximately 0.7% of National Pension Service’s portfolio, making the stock its 21st largest position. National Pension Service’s holdings in Netflix were worth $878,725,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Imprint Wealth LLC purchased a new position in Netflix during the third quarter worth approximately $25,000. Bare Financial Services Inc raised its stake in Netflix by 93.3% during the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 14 shares during the period. Horizon Financial Services LLC raised its stake in Netflix by 480.0% during the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 24 shares during the period. Redmont Wealth Advisors LLC purchased a new position in Netflix during the third quarter worth approximately $36,000. Finally, Promus Capital LLC purchased a new position in Netflix during the third quarter worth approximately $48,000. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Insider Activity at Netflix

In other news, insider David A. Hyman sold 5,722 shares of Netflix stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $88.08, for a total transaction of $503,993.76. Following the sale, the insider owned 316,100 shares in the company, valued at $27,842,088. This trade represents a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Theodore A. Sarandos sold 27,312 shares of Netflix stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $87.97, for a total transaction of $2,402,636.64. Following the sale, the chief executive officer directly owned 284,804 shares in the company, valued at $25,054,207.88. This trade represents a 8.75% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 1,365,509 shares of company stock valued at $129,675,743. 1.24% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

NFLX has been the topic of a number of recent analyst reports. Seaport Research Partners increased their price target on shares of Netflix from $115.00 to $119.00 and gave the stock a “buy” rating in a research note on Friday, April 17th. Wells Fargo & Company initiated coverage on shares of Netflix in a research note on Monday, March 9th. They set an “equal weight” rating and a $105.00 price target on the stock. Evercore initiated coverage on shares of Netflix in a research note on Friday, February 27th. They set an “outperform” rating and a $115.00 price target on the stock. Raymond James Financial reaffirmed a “market perform” rating on shares of Netflix in a research note on Thursday, May 14th. Finally, China Renaissance increased their price target on shares of Netflix from $90.00 to $100.00 and gave the stock a “hold” rating in a research note on Friday, April 17th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and sixteen have assigned a Hold rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $114.82.

Netflix Stock Performance

Shares of NFLX stock opened at $86.36 on Friday. The company’s fifty day simple moving average is $93.29 and its 200-day simple moving average is $93.43. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43. The company has a market cap of $363.64 billion, a PE ratio of 27.89, a P/E/G ratio of 1.11 and a beta of 1.55.

Netflix (NASDAQ:NFLX) last issued its earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, beating analysts’ consensus estimates of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The business had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.17 billion. During the same quarter last year, the firm posted $6.61 EPS. The business’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 anticipate that Netflix, Inc. will post 3.6 EPS for the current year.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Multiple analyst-style pieces argue that Netflix’s ad business is becoming a major growth driver, with 2026 ad revenue projections around $3 billion and new formats, live events, and ad-tech tools expanding monetization. Article Title
• Positive Sentiment: Several bullish writeups say Netflix could be in the early stages of a comeback, citing upside from advertising scale and stronger cash generation, with one piece raising a 12-month target far above current levels. Article Title
• Positive Sentiment: Another bullish note says Netflix’s ad empire story is “too good to ignore,” highlighting the scalability of the ad tier, higher ARPU, and the potential for ad revenue to become a meaningful share of total sales. Article Title
• Positive Sentiment: Netflix is also getting support from reports tied to the AI/content-efficiency narrative, including a $600 million deal involving Ben Affleck’s AI company and claims that Netflix could save billions over time through production efficiencies. Article Title
• Neutral Sentiment: Netflix-related mentions in broader entertainment coverage, including a new “60 Minutes” head who previously worked with Netflix projects, are not likely to have a direct material impact on the stock. Article Title
• Negative Sentiment: Some recent coverage still points out that NFLX has been trading well below its 52-week high and has had a difficult year, which keeps valuation concerns and skepticism alive. Article Title

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.