Netflix, Inc. $NFLX Stake Lifted by Temasek Holdings Private Ltd

Temasek Holdings Private Ltd increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 1,283.0% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 693,860 shares of the Internet television network’s stock after acquiring an additional 643,690 shares during the period. Temasek Holdings Private Ltd’s holdings in Netflix were worth $65,056,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Checchi Capital Advisers LLC increased its stake in Netflix by 875.7% in the 4th quarter. Checchi Capital Advisers LLC now owns 31,143 shares of the Internet television network’s stock worth $2,920,000 after purchasing an additional 27,951 shares in the last quarter. Contravisory Investment Management Inc. increased its stake in Netflix by 837.2% in the 4th quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock worth $10,443,000 after purchasing an additional 99,496 shares in the last quarter. BNC Wealth Management LLC increased its stake in Netflix by 991.3% in the 4th quarter. BNC Wealth Management LLC now owns 41,229 shares of the Internet television network’s stock worth $3,866,000 after purchasing an additional 37,451 shares in the last quarter. Crew Capital Management Ltd increased its stake in Netflix by 1,021.9% in the 4th quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network’s stock worth $847,000 after purchasing an additional 8,226 shares in the last quarter. Finally, Family Capital Trust Co increased its stake in Netflix by 20,869.5% in the 4th quarter. Family Capital Trust Co now owns 27,470 shares of the Internet television network’s stock worth $2,576,000 after purchasing an additional 27,339 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors.

Netflix Stock Performance

Shares of NFLX stock opened at $78.72 on Wednesday. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The stock’s 50-day moving average is $90.19 and its two-hundred day moving average is $90.65. The firm has a market cap of $331.47 billion, a P/E ratio of 25.43, a PEG ratio of 1.04 and a beta of 1.50.

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

Insider Buying and Selling

In other Netflix news, CFO Spencer Adam Neumann sold 28,630 shares of the company’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $98.00, for a total value of $2,805,740.00. Following the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $7,231,126. This represents a 27.95% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Reed Hastings sold 420,550 shares of the company’s stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $95.49, for a total value of $40,158,319.50. Following the completion of the transaction, the director directly owned 3,940 shares in the company, valued at approximately $376,230.60. The trade was a 99.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last 90 days, insiders sold 1,313,029 shares of company stock worth $120,315,776. Insiders own 1.24% of the company’s stock.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Negative Sentiment: Netflix reportedly is not pursuing Lionsgate Studios, cooling takeover hopes that had lifted the stock and sending Lionsgate shares lower after hours. Lionsgate Studios falls after-hours on report Netflix isn’t interested
• Negative Sentiment: Fox’s acquisition of Roku is being viewed as a strategic setback for Netflix because it strengthens a rival in streaming distribution and may make Netflix’s growth path more difficult. Why Fox-Roku deal is hitting Netflix stock today
• Negative Sentiment: Market commentary says Netflix has lost out on another big acquisition battle, including earlier Warner Bros. Discovery interest, reinforcing concerns that it may struggle to secure premium assets in a consolidating industry. Netflix (NFLX) Has Lost Out on Another Big Acquisition and Its Stock Is Being Punished
• Neutral Sentiment: Netflix expanded its iHeartMedia partnership with new celebrity-driven podcast and live video content, which supports engagement but is not yet a clear near-term stock catalyst. Netflix expands iHeartMedia partnership, adds Kate Hudson, Martha Stewart podcast shows
• Neutral Sentiment: Netflix announced it will report second-quarter 2026 results on July 16, giving investors a nearer-term event to watch for updates on subscriber growth, advertising, and margins. Netflix to Announce Second Quarter 2026 Financial Results

Analyst Ratings Changes

A number of equities analysts recently weighed in on the company. Daiwa Securities Group lifted their price target on Netflix from $97.00 to $102.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Erste Group Bank cut Netflix from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Piper Sandler reissued an “overweight” rating and issued a $115.00 price target (up from $103.00) on shares of Netflix in a research note on Friday, April 17th. Arete Research raised Netflix from a “neutral” rating to a “buy” rating in a research note on Friday, February 27th. Finally, Raymond James Financial reissued a “market perform” rating on shares of Netflix in a research note on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $114.39.

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.