Tred Avon Family Wealth LLC Purchases 10,689 Shares of Netflix, Inc. $NFLX

Tred Avon Family Wealth LLC lifted its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 732.1% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 12,149 shares of the Internet television network’s stock after purchasing an additional 10,689 shares during the quarter. Tred Avon Family Wealth LLC’s holdings in Netflix were worth $1,139,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently made changes to their positions in the company. Vanguard Group Inc. boosted its position in shares of Netflix by 0.4% during the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after purchasing an additional 142,238 shares in the last quarter. Baillie Gifford & Co. boosted its position in shares of Netflix by 912.3% during the fourth quarter. Baillie Gifford & Co. now owns 36,940,035 shares of the Internet television network’s stock valued at $3,463,498,000 after purchasing an additional 33,290,988 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. boosted its position in shares of Netflix by 891.3% during the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 12,099,908 shares of the Internet television network’s stock valued at $1,134,487,000 after purchasing an additional 10,879,276 shares in the last quarter. Nordea Investment Management AB boosted its holdings in Netflix by 886.6% in the fourth quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock worth $902,798,000 after acquiring an additional 8,688,113 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA boosted its holdings in Netflix by 430.6% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 6,738,241 shares of the Internet television network’s stock worth $631,777,000 after acquiring an additional 5,468,262 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other news, Director Reed Hastings sold 420,550 shares of the business’s stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $95.49, for a total value of $40,158,319.50. Following the completion of the transaction, the director 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider David A. Hyman sold 5,727 shares of the business’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $81.06, for a total value of $464,230.62. Following the completion of the transaction, the insider owned 316,100 shares of the company’s stock, valued at $25,623,066. This represents a 1.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,487,794 shares of company stock worth $136,255,772 over the last three months. Company insiders own 1.37% of the company’s stock.

Netflix News Roundup

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

NFLX stock opened at $97.31 on Monday. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The business has a fifty day moving average price of $92.20 and a 200-day moving average price of $98.40. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.19. The stock has a market capitalization of $409.75 billion, a P/E ratio of 31.43, a P/E/G ratio of 1.44 and a beta of 1.67.

Netflix (NASDAQ:NFLX) last posted its quarterly 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. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The firm had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.17 billion. During the same quarter in the previous year, the business earned $6.61 earnings per share. The company’s revenue was up 16.2% on a year-over-year basis. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Equities analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several equities research analysts have commented on the company. Citizens Jmp reissued a “market perform” rating on shares of Netflix in a report on Wednesday, April 15th. Loop Capital set a $104.00 target price on Netflix in a report on Tuesday, January 27th. Wells Fargo & Company assumed coverage on Netflix in a report on Monday, March 9th. They issued an “equal weight” rating and a $105.00 target price on the stock. Moffett Nathanson boosted their target price on Netflix from $115.00 to $120.00 and gave the stock a “buy” rating in a report on Tuesday, April 14th. Finally, Wolfe Research reissued an “outperform” rating and issued a $107.00 target price on shares of Netflix in a report on Friday. Two investment 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 company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $114.73.

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.