Nomura Asset Management Co. Ltd. Grows Stock Position in Netflix, Inc. $NFLX

Nomura Asset Management Co. Ltd. grew its position in Netflix, Inc. (NASDAQ:NFLX) by 885.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,152,742 shares of the Internet television network’s stock after acquiring an additional 1,934,359 shares during the quarter. Netflix comprises 0.5% of Nomura Asset Management Co. Ltd.’s holdings, making the stock its 25th largest position. Nomura Asset Management Co. Ltd.’s holdings in Netflix were worth $201,841,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also made changes to their positions in the company. First Financial Corp IN increased its holdings in shares of Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 243 shares during the last quarter. DiNuzzo Private Wealth Inc. increased its holdings in shares of Netflix by 885.2% in the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 239 shares during the last quarter. Turning Point Benefit Group Inc. increased its holdings in shares of Netflix by 13,400.0% in the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 268 shares during the last quarter. Imprint Wealth LLC acquired a new stake in shares of Netflix in the third quarter valued at approximately $25,000. Finally, MB Levis & Associates LLC increased its holdings in shares of Netflix by 177.8% in the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock valued at $28,000 after purchasing an additional 192 shares during the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Insider Activity at Netflix

In other Netflix news, insider David A. Hyman sold 5,722 shares of the firm’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total transaction of $503,993.76. Following the completion of the sale, the insider owned 316,100 shares of the company’s stock, valued at $27,842,088. This trade represents a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $88.69, for a total value of $2,422,301.28. Following the sale, the chief executive officer directly owned 120,931 shares of the company’s stock, valued at approximately $10,725,370.39. This trade represents a 18.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,365,509 shares of company stock valued at $129,675,743 over the last 90 days. Corporate insiders own 1.24% of the company’s stock.

Netflix Price Performance

NFLX stock opened at $86.02 on Friday. The business has a fifty day moving average of $93.12 and a two-hundred day moving average of $93.14. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.43. The stock has a market cap of $362.21 billion, a price-to-earnings ratio of 27.78, a price-to-earnings-growth ratio of 1.09 and a beta of 1.55. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12.

Netflix (NASDAQ:NFLX) last posted its earnings results 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. The company had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.17 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The firm’s quarterly revenue was up 16.2% compared to the same quarter last year. During the same quarter last year, the firm earned $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, research analysts anticipate that Netflix, Inc. will post 3.6 earnings per share for the current year.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Multiple reports say Netflix’s ad business is gaining traction, with 2026 ad revenue projected near $3 billion as new formats, live events, and ad-tech tools expand monetization. Netflix’s Ad Business Expansion Continues: More Upside Ahead?
• Positive Sentiment: Netflix reportedly acquired Ben Affleck’s AI startup InterPositive, which could automate parts of filmmaking and lower production costs, supporting margins over time. Netflix Buys Affleck AI Startup InterPositive To Reshape Content Economics
• Positive Sentiment: Several commentary pieces argue Netflix is a buying opportunity, citing upside from ad-tier growth and improving free cash flow, with some analysts reiterating bullish ratings and higher price targets. 3 Reasons to Buy Netflix Stock in June
• Neutral Sentiment: Other articles highlight Netflix as a laggard versus entertainment peers, suggesting the stock may need execution to catch up rather than already reflecting a clear fundamental breakout. How Is Netflix’s Stock Performance Compared to Other Entertainment Stocks?
• Neutral Sentiment: Coverage linking Netflix to streaming perks and broader media/advertising themes is supportive but not a direct company-specific catalyst. Best credit cards with streaming perks for June 2026: Save on Netflix, Hulu, and more

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on NFLX shares. Evercore started coverage on Netflix in a report on Friday, February 27th. They issued an “outperform” rating and a $115.00 price target for the company. Wolfe Research reaffirmed an “outperform” rating and issued a $107.00 price target on shares of Netflix in a report on Friday, April 17th. Citizens Jmp reaffirmed a “market perform” rating on shares of Netflix in a report on Wednesday, April 15th. Rosenblatt Securities cut their price target on Netflix from $96.00 to $95.00 and set a “neutral” rating for the company in a report on Friday, April 17th. Finally, Erste Group Bank cut Netflix from a “buy” rating to a “hold” rating in a report on Monday, April 27th. 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’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $114.82.

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.