Radnor Capital Management LLC Buys 12,580 Shares of Netflix, Inc. $NFLX

Radnor Capital Management LLC bought a new position in shares of Netflix, Inc. (NASDAQ:NFLX) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 12,580 shares of the Internet television network’s stock, valued at approximately $875,000.

A number of other large investors have also recently made changes to their positions in NFLX. Nykredit A S purchased a new position in shares of Netflix during the 2nd quarter valued at $105,697,000. Rockland Trust Co. increased its holdings in shares of Netflix by 27.5% in the third quarter. Rockland Trust Co. now owns 219,221 shares of the Internet television network’s stock worth $15,253,000 after purchasing an additional 47,339 shares during the period. Boomfish Wealth Group LLC increased its holdings in shares of Netflix by 91.5% in the third quarter. Boomfish Wealth Group LLC now owns 34,547 shares of the Internet television network’s stock worth $2,404,000 after purchasing an additional 16,510 shares during the period. Welch & Forbes LLC increased its holdings in shares of Netflix by 3,464.5% in the first quarter. Welch & Forbes LLC now owns 118,448 shares of the Internet television network’s stock worth $11,389,000 after purchasing an additional 115,125 shares during the period. Finally, USS Investment Management Ltd raised its position in shares of Netflix by 31.8% in the first quarter. USS Investment Management Ltd now owns 886,527 shares of the Internet television network’s stock worth $85,244,000 after buying an additional 213,972 shares in the last quarter. 80.93% of the stock is owned by institutional investors.

Netflix Price Performance

Shares of NASDAQ:NFLX opened at $65.85 on Friday. The company’s fifty day moving average price is $74.27 and its 200-day moving average price is $79.64. The firm has a market capitalization of $270.40 billion, a price-to-earnings ratio of 19.03, a PEG ratio of 0.96 and a beta of 1.62. Netflix, Inc. has a one year low of $64.10 and a one year high of $116.73. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.07 and a quick ratio of 1.14.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data on Tuesday, October 20th. The Internet television network reported $0.87 earnings per share for the quarter, beating the consensus estimate of $0.82 by $0.05. The firm had revenue of $12.87 billion for the quarter, compared to analysts’ expectations of $12.87 billion. Netflix had a net margin of 29.69% and a return on equity of 42.69%. The business’s quarterly revenue was up 11.9% on a year-over-year basis. During the same quarter last year, the company posted $0.59 EPS. On average, equities research analysts anticipate that Netflix, Inc. will post 3.59 earnings per share for the current fiscal year.

Analysts Set New Price Targets

Several equities research analysts recently issued reports on NFLX shares. Phillip Securities lowered Netflix from a “strong-buy” rating to a “moderate buy” rating in a research note on Friday. Guggenheim reduced their target price on Netflix from $80.00 to $78.00 and set a “buy” rating for the company in a research report on Wednesday. CICC Research decreased their target price on Netflix from $110.00 to $90.00 and set an “outperform” rating on the stock in a research note on Tuesday, July 21st. Stephens initiated coverage on Netflix in a report on Friday, July 17th. They issued an “overweight” rating on the stock. Finally, Daiwa Securities Group lowered their price target on Netflix from $102.00 to $76.00 and set an “outperform” rating on the stock in a report on Wednesday, July 22nd. Two analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, seventeen have given a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Netflix currently has an average rating of “Moderate Buy” and a consensus target price of $89.59.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix reported third-quarter EPS of $0.87, ahead of the $0.82 consensus estimate, while revenue reached $12.87 billion. Operating margin rose to 34.6%, supporting the argument that the core streaming business remains highly profitable. Can Netflix Stock Hold Margin Gains as Content Spending Keeps Growing?
• Positive Sentiment: Longer-term bulls argue that Netflix’s profitability, systematic share repurchases, local-language content, and continued subscriber retention could create meaningful upside after the sell-off. Bill Ackman has also returned to the stock and expects annualized returns above 20%. Bill Ackman Lost $400 Million on Netflix
• Positive Sentiment: Ark Invest’s Cathie Wood bought 18,000 Netflix shares, signaling that some growth-oriented investors view the two-year-low valuation as an opportunity. Cathie Wood Just Bought Netflix Stock
• Neutral Sentiment: Netflix is reportedly planning layoffs at its Bay Area headquarters. The cuts could reduce costs, but they also raise questions about operating priorities and employee productivity. Netflix Stock Slips as Layoffs Hit Bay Area Headquarters
• Neutral Sentiment: Paramount Skydance’s completed merger highlights intensifying competition for scale and content across the entertainment industry, potentially increasing pressure on Netflix to sustain its content advantage. Could Skydance Be Bigger Than Disney?
• Negative Sentiment: Management reduced its 2026 advertising-revenue outlook to approximately $2.7 billion from about $3 billion. Softer ad growth undermines a major part of Netflix’s expansion thesis and overshadowed the earnings beat. Netflix Cut Its 2026 Ad Forecast by $300 Million
• Negative Sentiment: Disappointing fourth-quarter revenue guidance and decelerating growth have led investors to discount the strong quarterly results. Netflix’s reduced 2026 free-cash-flow outlook is another concern as content spending continues to rise. Netflix Has Lower FCF Guidance
• Negative Sentiment: Several analysts lowered their price targets or ratings after the report. One fair-value estimate fell from $92.62 to $86.24, while UBS, Guggenheim, and Needham adopted more cautious views. Netflix Stock Fair Value Falls After Cautious Q3 Analyst Revisions
• Negative Sentiment: Reports indicate viewing time is declining even though subscribers are staying, suggesting weaker engagement. YouTube and lower-cost streaming alternatives may also be contributing to slower revenue growth. Netflix Is Losing Viewers

Insider Buying and Selling

In related news, Director Richard Barton sold 2,160 shares of the company’s stock in a transaction on Wednesday, August 5th. The shares were sold at an average price of $75.10, for a total value of $162,216.00. Following the completion of the transaction, the director directly owned 246 shares in the company, valued at approximately $18,474.60. The trade was a 89.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider David Hyman sold 5,723 shares of the stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $72.85, for a total value of $416,920.55. Following the completion of the transaction, the insider directly owned 316,100 shares in the company, valued at approximately $23,027,885. This represents a 1.78% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 179,045 shares of company stock valued at $13,132,194 in the last three months. 1.24% of the stock is owned by corporate insiders.

About Netflix

Netflix, Inc (NASDAQ:NFLX) is a global entertainment company that provides subscription-based streaming services. Its platform offers a broad selection of television series, films, documentaries, stand-up specials and other programming, including content produced by Netflix and licensed from third-party studios and creators.

The company also develops and distributes original productions under the Netflix brand and has expanded into additional entertainment offerings, including mobile and cloud-based games in select markets and live programming.