Seeds Investor LLC Has $841,000 Stock Holdings in Netflix, Inc. $NFLX

Seeds Investor LLC grew its position in Netflix, Inc. (NASDAQ:NFLX) by 917.0% in the 4th quarter, Holdings Channel reports. The institutional investor owned 8,970 shares of the Internet television network’s stock after purchasing an additional 8,088 shares during the period. Seeds Investor LLC’s holdings in Netflix were worth $841,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in NFLX. First Financial Corp IN increased its position in Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after purchasing an additional 243 shares during the period. DiNuzzo Private Wealth Inc. grew its position in shares of Netflix by 885.2% during 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 during the period. Imprint Wealth LLC acquired a new stake in shares of Netflix during the 3rd quarter worth approximately $25,000. MB Levis & Associates LLC raised its stake in shares of Netflix by 177.8% during the fourth 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 during the last quarter. Finally, Brown Shipley& Co Ltd lifted its holdings in Netflix by 867.7% in the fourth quarter. Brown Shipley& Co Ltd now owns 300 shares of the Internet television network’s stock valued at $28,000 after buying an additional 269 shares during the period. Institutional investors own 80.93% of the company’s stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Q1 results beat expectations — revenue of $12.25B and GAAP EPS of $1.23 topped consensus, driven by subscription pricing, ad revenue growth and margin expansion; these fundamentals underpin many analyst “buy the dip” calls. Q1 results detail
• Positive Sentiment: Longer‑term growth levers remain: management emphasized live sports discussions (NFL interest) and continued ad‑tier expansion; analysts who stayed bullish point to strong cash generation and ad upside. Live sports / NFL rights
• Neutral Sentiment: Product/tech roadmap: Netflix plans a TikTok‑style vertical feed and broader AI use for recommendations — positive for engagement but not an immediate revenue catalyst. TechCrunch: vertical feed
• Negative Sentiment: Q2 guidance disappointed — the company issued Q2 EPS/revenue guidance below consensus (management cited slower near‑term growth and margin pressure), which shifted focus from the quarter to the outlook and trimmed near‑term expectations. Reuters: downbeat Q2 forecast
• Negative Sentiment: Leadership change spooked the market — Reed Hastings announced he will not stand for re‑election to the board, prompting concern about governance continuity amid a strategic pivot after the failed Warner Bros. bid. That exit amplified the selloff. Deadline: Hastings exit
• Negative Sentiment: Analyst reaction and price‑target moves were mixed-to-negative — several firms trimmed targets or moved to neutral/hold citing valuation and near‑term growth deceleration, increasing downward pressure. Invezz: analyst reactions

Netflix Price Performance

NASDAQ NFLX opened at $97.31 on Friday. The company has a market capitalization of $410.86 billion, a PE ratio of 31.43, a price-to-earnings-growth ratio of 1.60 and a beta of 1.67. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12. The firm’s 50 day moving average is $92.20 and its 200-day moving average is $98.55. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51.

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, beating 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 43.01% and a net margin of 28.52%.Netflix’s revenue for the quarter was up 16.2% compared to the same quarter last year. During the same quarter last year, the company earned $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Equities research analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several brokerages have commented on NFLX. 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. Sanford C. Bernstein decreased their target price on Netflix from $115.00 to $110.00 and set an “outperform” rating for the company in a research report on Friday. Arete Research raised shares of Netflix from a “neutral” rating to a “buy” rating in a research note on Friday, February 27th. William Blair reiterated an “outperform” rating on shares of Netflix in a report on Wednesday, January 21st. Finally, Wells Fargo & Company started coverage on shares of Netflix in a research report on Monday, March 9th. They issued an “equal weight” rating and a $105.00 price objective for the company. Two analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and fourteen have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $114.73.

Insider Activity

In other news, CFO Spencer Adam Neumann sold 57,260 shares of the company’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $95.50, for a total value of $5,468,330.00. Following the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $7,046,658.50. This represents a 43.69% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Reed Hastings sold 420,550 shares of the company’s stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total value of $40,158,319.50. Following the completion of the sale, the director owned 3,940 shares in the company, valued at $376,230.60. This represents a 99.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,487,794 shares of company stock valued at $136,255,772 over the last quarter. 1.37% of the stock is currently owned by company insiders.

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.