May Hill Capital LLC Grows Stock Position in Netflix, Inc. $NFLX

May Hill Capital LLC increased its holdings in Netflix, Inc. (NASDAQ:NFLX) by 1,879.1% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 28,538 shares of the Internet television network’s stock after purchasing an additional 27,096 shares during the quarter. May Hill Capital LLC’s holdings in Netflix were worth $2,676,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. First Financial Corp IN boosted its position in shares of Netflix by 900.0% in the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after buying an additional 243 shares in the last quarter. DiNuzzo Private Wealth Inc. boosted its position in shares of Netflix by 885.2% in the 4th quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after buying an additional 239 shares in the last quarter. Turning Point Benefit Group Inc. boosted its position in shares of Netflix by 13,400.0% in the 4th quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock worth $25,000 after buying an additional 268 shares in the last quarter. Imprint Wealth LLC purchased a new stake in shares of Netflix in the 3rd quarter worth about $25,000. Finally, MB Levis & Associates LLC boosted its position in shares of Netflix by 177.8% in the 4th quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock worth $28,000 after buying an additional 192 shares in the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

NFLX has been the topic of a number of recent research reports. William Blair restated an “outperform” rating on shares of Netflix in a report on Wednesday, January 21st. Bank of America reduced their target price on shares of Netflix from $149.00 to $125.00 and set a “buy” rating on the stock in a report on Friday, March 6th. Jefferies Financial Group reduced their target price on shares of Netflix from $134.00 to $128.00 and set a “buy” rating on the stock in a report on Friday, April 17th. Oppenheimer set a $120.00 target price on shares of Netflix and gave the company an “outperform” rating in a report on Friday, April 17th. Finally, BMO Capital Markets reduced their target price on shares of Netflix from $143.00 to $135.00 and set an “outperform” rating on the stock in a report on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have given a Hold rating to the company’s stock. According to data from MarketBeat, Netflix has an average rating of “Moderate Buy” and a consensus target price of $114.82.

Insider Buying and Selling at Netflix

In other news, Director Reed Hastings sold 420,550 shares of the stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total transaction of $40,158,319.50. Following the transaction, the director directly owned 3,940 shares in the company, valued at $376,230.60. This represents a 99.07% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Spencer Adam Neumann sold 57,260 shares of the stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the transaction, the chief financial officer owned 73,787 shares in the company, valued at approximately $7,046,658.50. The trade was a 43.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 1,422,769 shares of company stock worth $135,144,073. 1.37% of the stock is currently owned by insiders.

Netflix Trading Up 0.1%

Shares of NFLX stock opened at $87.02 on Friday. The firm has a market cap of $366.42 billion, a P/E ratio of 28.11, a PEG ratio of 1.11 and a beta of 1.55. Netflix, Inc. has a 1-year low of $75.01 and a 1-year 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’s 50-day simple moving average is $94.74 and its 200-day simple moving average is $94.67.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data 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. The business had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The company’s revenue was up 16.2% on a year-over-year basis. During the same period in the prior year, the firm posted $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, equities analysts forecast 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: Several analysts reaffirmed bullish ratings and targets, citing Netflix’s expanding ad tier, strong engagement, and improving monetization outlook.
• Positive Sentiment: Netflix extended its relationship with the NFL and will stream more games, adding another high-profile live content driver that could help attract viewers and advertisers.
• Positive Sentiment: Netflix is also building out event-based programming, including its first live MMA card and a concert tour tied to KPop Demon Hunters, which reinforces its push beyond traditional streaming.

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.