Netflix, Inc. $NFLX Shares Acquired by JTC Employer Solutions Trustee Ltd

JTC Employer Solutions Trustee Ltd grew its position in Netflix, Inc. (NASDAQ:NFLX) by 900.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,930 shares of the Internet television network’s stock after purchasing an additional 9,837 shares during the quarter. JTC Employer Solutions Trustee Ltd’s holdings in Netflix were worth $1,025,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Fideuram Asset Management Ireland dac acquired a new stake in shares of Netflix in the 4th quarter valued at $771,000. FUKOKU MUTUAL LIFE INSURANCE Co raised its holdings in shares of Netflix by 782.6% in the 4th quarter. FUKOKU MUTUAL LIFE INSURANCE Co now owns 15,525 shares of the Internet television network’s stock valued at $1,456,000 after purchasing an additional 13,766 shares in the last quarter. Concord Investment Counsel Inc. grew its position in shares of Netflix by 897.0% in the 4th quarter. Concord Investment Counsel Inc. now owns 130,447 shares of the Internet television network’s stock valued at $12,231,000 after buying an additional 117,363 shares during the last quarter. National Pension Service grew its position in shares of Netflix by 910.6% in the 4th quarter. National Pension Service now owns 9,372,071 shares of the Internet television network’s stock valued at $878,725,000 after buying an additional 8,444,703 shares during the last quarter. Finally, South Street Advisors LLC grew its position in shares of Netflix by 900.0% in the 4th quarter. South Street Advisors LLC now owns 2,500 shares of the Internet television network’s stock valued at $234,000 after buying an additional 2,250 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts recently commented on NFLX shares. Bank of America reaffirmed a “buy” rating and issued a $125.00 target price on shares of Netflix in a research report on Monday, May 18th. Erste Group Bank cut Netflix from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. Piper Sandler reiterated an “overweight” rating and set a $115.00 target price (up from $103.00) on shares of Netflix in a research report on Friday, April 17th. Jefferies Financial Group cut their target price on Netflix from $134.00 to $128.00 and set a “buy” rating on the stock in a research report on Friday, April 17th. Finally, Wells Fargo & Company began coverage on Netflix in a research report on Monday, March 9th. They set an “equal weight” rating and a $105.00 target price on the stock. Two analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have assigned a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.82.

Key Headlines Impacting Netflix

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

Netflix Trading Down 1.1%

Shares of Netflix stock opened at $86.36 on Friday. 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 quick ratio of 1.41 and a current ratio of 1.41. The company has a market capitalization of $363.64 billion, a P/E ratio of 27.89, a PEG ratio of 1.11 and a beta of 1.55. The company’s fifty day moving average is $93.29 and its two-hundred day moving average is $93.43.

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

Insider Activity at Netflix

In other Netflix news, CEO Theodore A. Sarandos sold 27,312 shares of the firm’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $87.97, for a total transaction of $2,402,636.64. Following the transaction, the chief executive officer directly owned 284,804 shares of the company’s stock, valued at approximately $25,054,207.88. This trade represents a 8.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Reed Hastings sold 420,550 shares of the firm’s stock in a transaction on Wednesday, April 1st. The stock was 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. The trade was a 99.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,365,509 shares of company stock worth $129,675,743 in the last three months. Company insiders own 1.24% of the company’s stock.

Netflix Company 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.