PFG Advisors Boosts Stock Holdings in Netflix, Inc. $NFLX

PFG Advisors increased its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 578.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 7,866 shares of the Internet television network’s stock after purchasing an additional 6,707 shares during the period. PFG Advisors’ holdings in Netflix were worth $738,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. Vanguard Group Inc. raised its holdings in Netflix by 0.4% during the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after purchasing an additional 142,238 shares in the last quarter. Baillie Gifford & Co. raised its holdings in Netflix by 912.3% during the fourth quarter. Baillie Gifford & Co. now owns 36,940,035 shares of the Internet television network’s stock worth $3,463,498,000 after purchasing an additional 33,290,988 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. raised its holdings in 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 worth $1,134,487,000 after purchasing an additional 10,879,276 shares in the last quarter. Nordea Investment Management AB raised its holdings in Netflix by 886.6% during 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 purchasing an additional 8,688,113 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA raised its holdings in Netflix by 430.6% during 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 purchasing an additional 5,468,262 shares in the last quarter. 80.93% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at Netflix

In other news, CFO Spencer Adam Neumann sold 57,260 shares of the firm’s stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $7,046,658.50. This trade represents a 43.69% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Gregory K. Peters sold 105,781 shares of the firm’s stock in a transaction that occurred on Thursday, January 29th. The stock was sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the sale, the chief executive officer owned 122,140 shares in the company, valued at approximately $10,130,291.60. This trade represents a 46.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,487,794 shares of company stock valued at $136,255,772. Company insiders own 1.37% of the company’s stock.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Board authorizes an extra $25 billion share buyback (no expiration), boosting capital returns and supporting the share price. Netflix announces $25 billion share buyback
• Positive Sentiment: Daiwa raised its price target to $102 and kept an outperform rating, signaling some analyst conviction in upside from current levels. Daiwa Securities adjusts price target on Netflix to $102
• Positive Sentiment: JPMorgan reaffirmed a buy stance and investors are pointing to product initiatives (see below) and engagement gains as reasons to stay constructive. JPMorgan keeps Netflix buy rating
• Positive Sentiment: Netflix plans a TikTok‑style vertical video feed to capture short‑form engagement and funnel viewers into longer content — a potential long‑term engagement/monetization tailwind. Netflix Eyes TikTok-Style Feed To Capture ‘Snackable’ Viewing
• Neutral Sentiment: Netflix is in talks to buy Radford Studio Center (historic LA lot) — could lower production costs and secure capacity, but transaction terms/outcome remain uncertain. Netflix In Negotiations To Buy Radford Studios
• Neutral Sentiment: Board recommended voting “no” on two shareholder proposals framed as anti‑woke; governance/item resolution is unlikely to move fundamentals materially short term. Netflix Boards Recommends ‘No’ Votes On Two ‘Anti-Woke’ Proposals
• Negative Sentiment: Investors continue to react to the post‑earnings sell‑off tied to softer guidance despite mixed/solid underlying engagement — the guidance shock remains the primary near‑term headwind for the stock. Netflix (NFLX) Stock Plunges 13%: Should Investors Buy the Dip?
• Negative Sentiment: Warner Bros. Discovery shareholders approved the $110B sale to Paramount Skydance — Netflix lost out in the takeover, and industry consolidation could reshape competitive dynamics for content/licensing and future M&A opportunities. Warner Bros Shareholders Approve $110 Billion Paramount Skydance Merger

Analysts Set New Price Targets

Several research firms recently issued reports on NFLX. Benchmark reissued a “hold” rating on shares of Netflix in a report on Tuesday, January 13th. Canaccord Genuity Group set a $125.00 target price on shares of Netflix and gave the company a “buy” rating in a report on Wednesday, January 21st. Daiwa Securities Group increased their target price on shares of Netflix from $97.00 to $102.00 and gave the company an “outperform” rating in a report on Thursday. Susquehanna raised shares of Netflix to a “positive” rating and set a $112.00 target price for the company in a report on Wednesday, January 21st. Finally, New Street Research increased their target price on shares of Netflix from $96.00 to $102.00 in a report on Friday, April 17th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and fourteen have given a Hold rating to the stock. According to data from MarketBeat, Netflix currently has an average rating of “Moderate Buy” and a consensus target price of $114.53.

Netflix Trading Down 0.5%

Shares of NFLX opened at $92.82 on Friday. 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 firm has a 50 day simple moving average of $93.29 and a 200-day simple moving average of $97.74. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The stock has a market cap of $390.85 billion, a price-to-earnings ratio of 29.98, a price-to-earnings-growth ratio of 1.21 and a beta of 1.67.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, topping analysts’ consensus estimates of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The business had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.17 billion. During the same period last year, the company posted $6.61 EPS. 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 3.53 EPS for the current fiscal year.

Netflix Company 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.