Keeler Thomas Management LLC boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 901.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,643 shares of the Internet television network’s stock after buying an additional 11,381 shares during the period. Keeler Thomas Management LLC’s holdings in Netflix were worth $1,185,000 as of its most recent filing with the Securities & Exchange Commission.
Other hedge funds also recently bought and sold shares of the company. First Financial Corp IN lifted its holdings in Netflix by 900.0% during the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after buying an additional 243 shares during the period. DiNuzzo Private Wealth Inc. lifted its holdings in Netflix by 885.2% during the fourth 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. Turning Point Benefit Group Inc. lifted its holdings in Netflix by 13,400.0% during the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock worth $25,000 after buying an additional 268 shares during the period. Imprint Wealth LLC purchased a new stake in Netflix during the third quarter worth $25,000. Finally, Jessup Wealth Management Inc purchased a new stake in Netflix during the fourth quarter worth $27,000. Hedge funds and other institutional investors own 80.93% of the company’s stock.
Key Stories Impacting Netflix
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Omdia forecasts Netflix could reach nearly 400 million subscribers by 2031, reinforcing its leadership in global streaming and supporting the long-term bull case. Omdia: Netflix to Reach 400 Million Subscribers by 2031, Maintaining Global Streaming Lead Despite Industry Consolidation
- Positive Sentiment: Netflix is expanding its gaming and mobile strategy, including a FIFA World Cup football game exclusive to Netflix Games and a revamped mobile app rollout in Asia, which could improve subscriber engagement. FIFA Deal Tests How Netflix Uses Games To Deepen Subscriber Engagement
- Positive Sentiment: Several recent articles argue the pullback could be a buying opportunity, citing expected upside from ad revenue growth, cash flow strength, and international expansion. Netflix (NFLX) Pullback Offers a Long-Term Opportunity
- Neutral Sentiment: Jim Cramer’s remarks that tech stocks may no longer be clear market leaders included Netflix, adding to the broader cautious sentiment around the sector. Jim Cramer Discussed 15 Stocks, Including Broadcom, Netflix, and His Skepticism Toward Tech Stocks
- Neutral Sentiment: One article compares Netflix with Roku and frames the stock as a relative value debate rather than a clear near-term catalyst for NFLX. Netflix Is Down 12% in 2026, While Roku Is Up 11%. Which Streaming Stock Is the Better Buy in June?
- Negative Sentiment: Jefferies cut its price target on Netflix to $110 from $128, saying the stock lacks near-term catalysts even though it kept a Buy rating. Mahaney Reiterates Buy on Netflix, Maintains $115 Price Target Amid Ad-Tier and International Expansion Upside Ratings News
- Negative Sentiment: Paramount Skydance’s accusations that Netflix interfered in its Warner Bros. Discovery merger dispute could keep competitive and regulatory concerns in focus. Paramount Skydance Clash Puts Netflix Competition And Regulatory Role In Focus
Wall Street Analysts Forecast Growth
Check Out Our Latest Stock Analysis on NFLX
Netflix Price Performance
NASDAQ NFLX opened at $81.27 on Friday. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. The stock’s fifty day moving average price is $91.23 and its 200 day moving average price is $91.19. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. The company has a market cap of $342.21 billion, a price-to-earnings ratio of 26.25, a PEG ratio of 1.04 and a beta of 1.50.
Netflix (NASDAQ:NFLX – Get Free Report) last released its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, beating 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 for the quarter, compared to the consensus estimate of $12.17 billion. During the same period in the prior year, the firm earned $6.61 EPS. The firm’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. As a group, equities research analysts forecast that Netflix, Inc. will post 3.6 earnings per share for the current year.
Insider Transactions at Netflix
In related news, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $88.69, for a total value of $2,422,301.28. Following the transaction, the chief executive officer directly owned 120,931 shares of the company’s stock, valued at $10,725,370.39. This represents a 18.42% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Spencer Adam Neumann sold 28,630 shares of the company’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $98.00, for a total value of $2,805,740.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,231,126. The trade was a 27.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,313,029 shares of company stock worth $120,315,776 over the last 90 days. Insiders own 1.24% of the company’s stock.
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.
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