Netflix, Inc. $NFLX Shares Purchased by OV Management LLC

OV Management LLC boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 885.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,403 shares of the Internet television network’s stock after purchasing an additional 5,753 shares during the quarter. OV Management LLC’s holdings in Netflix were worth $600,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Imprint Wealth LLC purchased a new position in Netflix during the third quarter worth approximately $25,000. Bare Financial Services Inc boosted its position in Netflix by 93.3% during the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 14 shares in the last quarter. Horizon Financial Services LLC boosted its position in Netflix by 480.0% during the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 24 shares in the last quarter. Redmont Wealth Advisors LLC purchased a new position in Netflix during the third quarter worth approximately $36,000. Finally, Marquette Asset Management LLC purchased a new position in Netflix during the third quarter worth approximately $44,000. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Insider Activity at Netflix

In other Netflix news, insider Cletus R. Willems sold 3,136 shares of the firm’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total transaction of $259,253.12. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Reed Hastings sold 420,550 shares of the firm’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 sale, the director directly owned 3,940 shares of the company’s stock, valued at approximately $376,230.60. This trade represents a 99.07% decrease in their position. The SEC filing for this sale provides additional information. 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 90 days. Corporate insiders own 1.37% of the company’s stock.

Netflix Price Performance

NFLX stock opened at $94.83 on Tuesday. The business has a fifty day moving average of $92.47 and a two-hundred day moving average of $98.23. The company has a quick ratio of 1.19, a current ratio of 1.41 and a debt-to-equity ratio of 0.43. The stock has a market cap of $399.31 billion, a price-to-earnings ratio of 30.63, a price-to-earnings-growth ratio of 1.44 and a beta of 1.67. 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 3.19 earnings per share for the current year.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: JPMorgan says the pullback is a buying opportunity, calling the post‑earnings dip attractive for long‑term investors given Netflix’s cash flow and growth roadmap. Buy the Dip in Netflix Stock Now, Says JPMorgan
• Positive Sentiment: ARK Invest / Cathie Wood has been buying into the weakness, adding to Netflix positions after the earnings‑driven drop — a vote of confidence that can support the stock during volatility. ARK Invest Snaps Up Netflix After Earnings Drop
• Positive Sentiment: Some buy‑side analysts remain constructive: Phillip Securities raised its price target to $110 and other shops reiterated Buy ratings, highlighting multi‑year growth potential and valuation upside. Phillip Securities Adjusts Price Target on Netflix to $110
• Neutral Sentiment: Longer‑term analyses stress Netflix’s durable competitive advantages (brand, scale, FCF) and international/ads runway; these argue for upside beyond short‑term noise. Netflix’s Durable Competitive Advantage
• Neutral Sentiment: Research pieces point to international revenue and untapped broadband penetration (esp. Asia‑Pacific) as key drivers to monitor — important context for earnings multiples and longer‑term forecasts. Why Netflix International Revenue Trends Deserve Attention
• Negative Sentiment: An Italian court ruled that Netflix’s past subscription price hikes (2017–2024) were unlawful and ordered refunds to affected subscribers — a near‑term legal and PR risk that raises questions about pricing mechanics in Europe. Italian court rules Netflix refunds price hikes illegal
• Negative Sentiment: Investors sold after Q1 due to tepid Q2 guidance and the announced board exit of co‑founder Reed Hastings — headlines that directly pressured sentiment and triggered downgrades. Netflix Shares Drop As Soft Outlook, Reed Hastings Exit Weigh On Sentiment
• Negative Sentiment: Several firms trimmed targets or downgraded after the guidance miss (examples include Rosenblatt and JPMorgan cuts), adding selling pressure even as other analysts raised targets — a mixed but net‑negative near‑term analyst response. Rosenblatt Securities Cuts Netflix Price Target

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on NFLX. China Renaissance increased their price target on Netflix from $90.00 to $100.00 and gave the stock a “hold” rating in a research report on Friday. Cfra upgraded Netflix from a “hold” rating to a “buy” rating and set a $115.00 price target on the stock in a research report on Friday, March 6th. Freedom Capital upgraded Netflix from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. DZ Bank reiterated a “buy” rating on shares of Netflix in a research report on Friday. Finally, Wolfe Research reiterated an “outperform” rating and set a $107.00 price target on shares of Netflix in a research report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fourteen have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $114.85.

Netflix 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.