First Business Financial Services Inc. increased its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 896.9% during the fourth quarter, Holdings Channel reports. The fund owned 19,889 shares of the Internet television network’s stock after purchasing an additional 17,894 shares during the quarter. First Business Financial Services Inc.’s holdings in Netflix were worth $1,865,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also modified their holdings of NFLX. Vanguard Group Inc. increased its holdings in shares of Netflix by 912.5% in the 4th quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock worth $36,567,805,000 after acquiring an additional 351,493,659 shares during the period. Baillie Gifford & Co. increased its holdings in shares of Netflix by 912.3% in the 4th quarter. Baillie Gifford & Co. now owns 36,940,035 shares of the Internet television network’s stock worth $3,463,498,000 after acquiring an additional 33,290,988 shares during the period. Jennison Associates LLC increased its holdings in shares of Netflix by 639.9% in the 4th quarter. Jennison Associates LLC now owns 34,871,951 shares of the Internet television network’s stock worth $3,269,594,000 after acquiring an additional 30,158,900 shares during the period. Sumitomo Mitsui Trust Group Inc. increased its holdings in shares of Netflix by 891.3% in the 4th 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 acquiring an additional 10,879,276 shares during the period. Finally, Principal Financial Group Inc. increased its holdings in shares of Netflix by 850.7% in the 4th quarter. Principal Financial Group Inc. now owns 10,858,157 shares of the Internet television network’s stock worth $1,018,062,000 after acquiring an additional 9,716,017 shares during the period. Institutional investors and hedge funds own 80.93% of the company’s stock.
Trending Headlines about Netflix
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Bank of America reiterated a Buy rating and a $125 price target, citing Netflix’s advertising business, expanding live sports strategy, and long-term subscriber growth potential. Article Title
- Positive Sentiment: Analysts are becoming more constructive after Netflix’s advertiser presentation, suggesting the company’s ad tier is gaining credibility with Wall Street. Article Title
- Positive Sentiment: Omdia projected connected TV advertising revenue will nearly double by 2030, with Amazon, Netflix, and Google expected to capture a large share, reinforcing the long-term upside in Netflix’s ad business. Article Title
- Positive Sentiment: Netflix is expanding further into consumer products, including candy and toys, which could create additional brand-monetization opportunities beyond streaming. Article Title
- Neutral Sentiment: Several commentary pieces focused on whether Netflix is now “cheap” relative to its history, but these were largely valuation debates rather than fresh fundamental catalysts. Article Title
- Neutral Sentiment: Other articles highlighted long-term upside targets and comparisons to prior performance, but they mainly echoed existing bullish sentiment instead of adding new information. Article Title
- Negative Sentiment: Netflix remains below its 50-day and 200-day moving averages and has lagged the broader market over the past year, showing that investors still have concerns about growth durability and near-term execution. Article Title
- Negative Sentiment: Some coverage noted recent pullbacks tied to weaker guidance and investor skepticism, which continues to weigh on the stock despite solid underlying fundamentals. Article Title
Analysts Set New Price Targets
Check Out Our Latest Analysis on Netflix
Netflix Stock Down 0.4%
Netflix stock opened at $89.33 on Wednesday. The stock has a market cap of $376.15 billion, a price-to-earnings ratio of 28.85, a PEG ratio of 1.14 and a beta of 1.55. 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 price is $94.36 and its two-hundred day moving average price is $94.50. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12.
Netflix (NASDAQ:NFLX – Get Free Report) last announced its quarterly earnings data 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 for the quarter, compared to analysts’ expectations of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The business’s revenue was up 16.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, analysts expect that Netflix, Inc. will post 3.6 EPS for the current fiscal year.
Insider Buying and Selling
In other news, CFO Spencer Adam Neumann sold 57,260 shares of Netflix stock in a transaction that occurred on 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 transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at $7,046,658.50. The trade was a 43.69% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Theodore A. Sarandos sold 27,312 shares of Netflix stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $87.97, for a total transaction of $2,402,636.64. Following the completion of the transaction, the chief executive officer directly owned 284,804 shares in the company, valued at $25,054,207.88. This represents a 8.75% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 1,422,769 shares of company stock worth $135,144,073. 1.24% of the stock is owned by insiders.
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.
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