Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna Acquires 22,094 Shares of Netflix, Inc. $NFLX

Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 892.7% during the 4th quarter, HoldingsChannel.com reports. The fund owned 24,569 shares of the Internet television network’s stock after purchasing an additional 22,094 shares during the period. Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna’s holdings in Netflix were worth $2,304,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its holdings in shares of Netflix by 912.5% in the fourth quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock valued at $36,567,805,000 after purchasing an additional 351,493,659 shares in the last quarter. Geode Capital Management LLC lifted its holdings in shares of Netflix by 892.0% in the fourth quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock valued at $9,305,336,000 after purchasing an additional 89,558,684 shares in the last quarter. Capital World Investors lifted its holdings in shares of Netflix by 859.1% in the fourth quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock valued at $8,376,656,000 after purchasing an additional 80,025,890 shares in the last quarter. Norges Bank acquired a new stake in shares of Netflix in the fourth quarter valued at about $5,803,248,000. Finally, Capital Research Global Investors increased its position in shares of Netflix by 800.2% in the fourth quarter. Capital Research Global Investors now owns 42,367,807 shares of the Internet television network’s stock valued at $3,972,406,000 after acquiring an additional 37,661,365 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors.

Insider Activity

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $88.69, for a total transaction of $2,422,301.28. Following the completion of the sale, the chief executive officer directly owned 120,931 shares in the company, valued at $10,725,370.39. This represents a 18.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Spencer Adam Neumann sold 9,253 shares of the company’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $88.95, for a total value of $823,054.35. Following the sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at $6,563,353.65. The trade was a 11.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 1,313,029 shares of company stock valued at $120,315,776. Corporate insiders own 1.24% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently issued reports on the company. Weiss Ratings raised Netflix from a “hold (c)” rating to a “hold (c+)” rating in a research report on Monday, May 4th. Wolfe Research reissued an “outperform” rating and set a $107.00 price target on shares of Netflix in a research report on Friday, April 17th. DZ Bank reissued a “buy” rating on shares of Netflix in a research report on Friday, April 17th. Erste Group Bank downgraded Netflix from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. Finally, Huber Research raised Netflix from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 27th. Two 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. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $114.82.

Netflix Trading Up 0.8%

Shares of NFLX stock opened at $82.18 on Friday. 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 stock has a market cap of $346.04 billion, a P/E ratio of 26.54, a price-to-earnings-growth ratio of 1.04 and a beta of 1.50. The stock has a 50 day simple moving average of $92.21 and a 200 day simple moving average of $92.07. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12.

Netflix (NASDAQ:NFLX) last released 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 firm had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.17 billion. During the same period in the prior year, the company earned $6.61 earnings per share. The company’s quarterly revenue was up 16.2% on a year-over-year basis. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, research analysts predict 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: Netflix is getting a boost from reports that Canada reversed a requirement that U.S. streaming services contribute part of local revenue to Canadian content, removing a potential cost/regulatory headwind. Netflix Stock Rises After Eight-Day Losing Streak. What’s Fueling the Move.
• Positive Sentiment: Netflix is expanding AI-driven viewing tools and content discovery features, including more personalized recommendations and a voice-based interface, which could improve engagement and retention. Netflix Bets On AI Tools As Stock Trades Below Analyst Targets
• Positive Sentiment: Bernstein said Netflix’s core business remains strong, reinforcing the view that the company’s underlying growth engine is intact despite recent weakness in the stock. “Don’t Ignore This,” Bernstein Analyst Says Netflix’s (NFLX) Core Engine Remains Strong
• Positive Sentiment: Wall Street commentary remains broadly optimistic, with analysts keeping a constructive view on Netflix after its strong earnings and revenue beat last quarter. Wall Street Bulls Look Optimistic About Netflix (NFLX): Should You Buy?

Netflix Profile

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.