Box Hill Private Wealth LLC acquired a new position in Netflix, Inc. (NASDAQ:NFLX – Free Report) in the fourth quarter, Holdings Channel reports. The firm acquired 6,030 shares of the Internet television network’s stock, valued at approximately $565,000.
Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Imprint Wealth LLC acquired a new position in Netflix in the 3rd quarter worth approximately $25,000. Bare Financial Services Inc boosted its stake in shares of Netflix by 93.3% during the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 14 shares during the period. Horizon Financial Services LLC boosted its stake in shares of Netflix by 480.0% during the 3rd quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 24 shares during the period. Redmont Wealth Advisors LLC acquired a new stake in shares of Netflix during the 3rd quarter valued at $36,000. Finally, Promus Capital LLC acquired a new stake in shares of Netflix during the 3rd quarter valued at $48,000. Institutional investors and hedge funds own 80.93% of the company’s stock.
Analyst Upgrades and Downgrades
NFLX has been the subject of a number of research reports. Wolfe Research reissued an “outperform” rating and set a $107.00 target price on shares of Netflix in a research note on Friday, April 17th. The Goldman Sachs Group raised shares of Netflix from a “neutral” rating to a “buy” rating in a research note on Monday, April 13th. DZ Bank reissued a “buy” rating on shares of Netflix in a research note on Friday, April 17th. China Renaissance lifted their target price on shares of Netflix from $90.00 to $100.00 and gave the stock a “hold” rating in a report on Friday, April 17th. Finally, Huber Research upgraded shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a report on Friday, February 27th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and sixteen have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Netflix has a consensus rating of “Moderate Buy” and a consensus price target of $114.82.
Insiders Place Their Bets
In other Netflix news, CEO Theodore A. Sarandos sold 27,312 shares of the business’s stock in a transaction dated 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 transaction, the chief executive officer directly owned 284,804 shares in the company, valued at $25,054,207.88. The trade was a 8.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Reed Hastings sold 407,550 shares of the business’s stock in a transaction dated Friday, May 1st. The shares were sold at an average price of $93.13, for a total transaction of $37,955,131.50. Following the completion of the transaction, the director owned 3,940 shares in the company, valued at approximately $366,932.20. This trade represents a 99.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,422,769 shares of company stock valued at $135,144,073 over the last 90 days. Company insiders own 1.24% of the company’s stock.
Netflix Stock Performance
NASDAQ NFLX opened at $88.60 on Tuesday. The stock has a market cap of $373.08 billion, a P/E ratio of 28.62, a PEG ratio of 1.13 and a beta of 1.55. The company’s 50-day simple moving average is $93.76 and its 200 day simple moving average is $93.90. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.43.
Netflix (NASDAQ:NFLX – Get Free Report) last posted its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, beating analysts’ consensus estimates of $0.76 by $0.47. The business had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The firm’s revenue for the quarter was up 16.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, research analysts forecast that Netflix, Inc. will post 3.6 earnings per share for the current fiscal year.
Netflix News Summary
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Bank of America reiterated a Buy rating on Netflix with a $125 price target, citing optimism about the company’s expanding advertising business and ad placements, which could support future revenue growth. Bank of America Reiterates Buy Rating on Netflix (NFLX) Stock
- Positive Sentiment: Analysts and market commentary continue to frame Netflix’s ad tier as a meaningful long-term growth opportunity, with one report nudging fair value estimates higher and pointing to improved investor confidence around content discipline. How The Netflix (NFLX) Investment Story Is Shifting Around Ads Content And Deal Discipline
- Positive Sentiment: Netflix’s push into live sports is being viewed as a new revenue catalyst, with sports-related engagement helping drive sign-ups in key markets such as Japan, which could support subscriber growth. NFLX Rides on Sports Content Engagement: New Revenue Growth Catalyst?
- Neutral Sentiment: Netflix is getting elevated attention from Zacks users and analysts, but the coverage largely reiterates the existing investment debate rather than introducing a major new catalyst. Netflix, Inc. (NFLX) is Attracting Investor Attention: Here is What You Should Know
- Neutral Sentiment: Another market note says Netflix continues to attract strong analyst support, with a consensus view leaning toward Moderate Buy, reinforcing stable sentiment around the name. Netflix, Inc. (NASDAQ:NFLX) Receives Average Recommendation of “Moderate Buy” from Analysts
- Negative Sentiment: Netflix’s announcement that it is investing in an AI animation studio drew criticism online, with some viewers calling the project “AI slop,” which could create reputational headwinds if consumer backlash grows. Netflix is betting big on an AI animation studio — even as 51% of people say they don’t want generative AI content
- Negative Sentiment: While live sports may boost engagement, the strategy also comes with heavier content spending, which could pressure near-term margins and limit upside in the short run. NFLX Rides on Sports Content Engagement: New Revenue Growth Catalyst?
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.
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