William Blair Investment Management LLC Acquires 35,269 Shares of Netflix, Inc. $NFLX

Posted by Alphonse Anthony on May 27th, 2026

William Blair Investment Management LLC boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 588.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 41,266 shares of the Internet television network’s stock after acquiring an additional 35,269 shares during the period. William Blair Investment Management LLC’s holdings in Netflix were worth $3,869,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in NFLX. Brighton Jones LLC grew its holdings in Netflix by 5.0% during the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after acquiring an additional 257 shares in the last quarter. Revolve Wealth Partners LLC boosted its holdings in shares of Netflix by 16.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after buying an additional 144 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in shares of Netflix by 21.2% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after buying an additional 246 shares in the last quarter. Strategic Investment Advisors MI boosted its holdings in shares of Netflix by 18.9% in the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock valued at $1,036,000 after buying an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in shares of Netflix by 12.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after buying an additional 228 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors.

Netflix Stock Down 1.0%

NASDAQ:NFLX opened at $87.68 on Wednesday. The company has a market cap of $369.20 billion, a PE ratio of 28.32, a P/E/G ratio of 1.13 and a beta of 1.55. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. 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 company’s 50 day moving average is $93.61 and its two-hundred day moving average is $93.74.

Netflix (NASDAQ:NFLX – Get Free Report) 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. The company had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. Netflix’s revenue was up 16.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Analysts anticipate that Netflix, Inc. will post 3.6 EPS for the current year.

Insider Activity at Netflix

In other Netflix news, CEO Theodore A. Sarandos sold 27,312 shares of the business’s stock in a transaction that occurred 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 sale, the chief executive officer owned 284,804 shares of the company’s stock, valued at approximately $25,054,207.88. The trade was a 8.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Spencer Adam Neumann sold 9,253 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $88.95, for a total transaction of $823,054.35. Following the sale, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $6,563,353.65. This represents a 11.14% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,422,769 shares of company stock worth $135,144,073 in the last 90 days. 1.24% of the stock is owned by insiders.

Key Netflix News

Here are the key news stories impacting Netflix this week:

Positive Sentiment: Analysts and market commentary continue to highlight Netflix’s expanding ad-tier opportunity, content strategy, and disciplined deal-making as reasons the long-term investment case remains intact. How The Netflix (NFLX) Investment Story Is Shifting Around Ads Content And Deal Discipline
Positive Sentiment: Netflix’s push into live sports is being seen as a potential new revenue driver, with engagement gains such as strong Japan sign-ups around the World Baseball Classic supporting the growth narrative. NFLX Rides on Sports Content Engagement: New Revenue Growth Catalyst?
Positive Sentiment: Some investors remain focused on Netflix’s long-term dominance in streaming, citing its massive historical share gains and strong competitive moat. Does Netflix Have the Widest Moat in Streaming?
Neutral Sentiment: Netflix is drawing unusually high investor attention, but the coverage is mostly a reminder to watch upcoming catalysts rather than a clear new fundamental development. Netflix, Inc. (NFLX) is Attracting Investor Attention: Here is What You Should Know
Neutral Sentiment: Recent commentary notes that Netflix’s shares are attracting attention and that the company is continuing to explore AI animation, though this has also sparked social-media criticism and is not yet a clear financial catalyst. Netflix is betting big on an AI animation studio — even as 51% of people say they don’t want generative AI content
Negative Sentiment: One article specifically noted that Netflix closed lower in the latest session, reinforcing the recent weakness in the stock. Netflix (NFLX) Stock Slides as Market Rises: Facts to Know Before You Trade
Negative Sentiment: There is also some near-term margin pressure from heavier content spending, even as Netflix invests in sports and other growth areas. NFLX Rides on Sports Content Engagement: New Revenue Growth Catalyst?

Analyst Ratings Changes

A number of research firms have recently weighed in on NFLX. Seaport Research Partners raised their price target on shares of Netflix from $115.00 to $119.00 and gave the company a “buy” rating in a report on Friday, April 17th. Citizens Jmp restated a “market perform” rating on shares of Netflix in a report on Wednesday, April 15th. President Capital raised their price target on shares of Netflix from $133.00 to $134.00 and gave the company a “buy” rating in a report on Tuesday, March 31st. Oppenheimer set a $120.00 price target on shares of Netflix and gave the company an “outperform” rating in a report on Friday, April 17th. Finally, Freedom Capital upgraded shares of Netflix from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. Two analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have given a Hold rating to the company. According to data from MarketBeat, Netflix has an average rating of “Moderate Buy” and an average price target of $114.82.

Read Our Latest Analysis on Netflix

Netflix Company Profile

(Free Report)

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.