Logan Capital Management Inc. increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 917.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 466,501 shares of the Internet television network’s stock after purchasing an additional 420,649 shares during the quarter. Netflix accounts for approximately 1.8% of Logan Capital Management Inc.’s portfolio, making the stock its 11th biggest position. Logan Capital Management Inc.’s holdings in Netflix were worth $43,739,000 as of its most recent SEC filing.
Other large investors also recently bought and sold shares of the company. Vanguard Group Inc. raised its stake 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 valued at $36,567,805,000 after acquiring an additional 351,493,659 shares during the period. Geode Capital Management LLC increased its holdings in Netflix by 892.0% in the 4th quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock valued at $9,305,336,000 after purchasing an additional 89,558,684 shares during the last quarter. Capital World Investors increased its holdings in Netflix by 859.1% in the 4th quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock valued at $8,376,656,000 after purchasing an additional 80,025,890 shares during the last quarter. Norges Bank purchased a new stake in Netflix in the fourth quarter valued at approximately $5,803,248,000. Finally, Capital Research Global Investors lifted its stake in Netflix by 800.2% during the fourth quarter. Capital Research Global Investors now owns 42,367,807 shares of the Internet television network’s stock worth $3,972,406,000 after purchasing an additional 37,661,365 shares in the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.
Netflix News Summary
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
Insider Buying and Selling at Netflix
Wall Street Analysts Forecast Growth
Several equities research analysts recently issued reports on NFLX shares. KeyCorp reiterated an “overweight” rating and issued a $115.00 price objective (up from $108.00) on shares of Netflix in a report on Tuesday, April 14th. Needham & Company LLC restated a “buy” rating on shares of Netflix in a report on Friday, April 17th. DZ Bank reiterated a “buy” rating on shares of Netflix in a research note on Friday, April 17th. Bank of America reissued a “buy” rating and issued a $125.00 price objective on shares of Netflix in a research note on Monday, May 18th. Finally, Phillip Securities lifted their price objective on shares of Netflix from $100.00 to $110.00 in a report on Monday, April 20th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have given a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $114.39.
Check Out Our Latest Stock Analysis on Netflix
Netflix Stock Performance
Shares of Netflix stock opened at $81.27 on Friday. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.43. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12. The firm’s 50 day moving average is $91.23 and its two-hundred day moving average is $91.19. The firm has a market capitalization of $342.21 billion, a P/E ratio of 26.25, a P/E/G ratio of 1.04 and a beta of 1.50.
Netflix (NASDAQ:NFLX – Get Free Report) last posted its earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, beating 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 firm had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.17 billion. During the same period last year, the firm 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. Research analysts forecast that Netflix, Inc. will post 3.6 EPS for the current fiscal year.
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.
Featured Stories
- Five stocks we like better than Netflix
- Microsoft Just Gave Investors 3 Dates They Can’t Afford to Ignore
- NVIDIA’s Outlook Gains Momentum: Stock Price to Follow
- The World Cup Is Coming—These 3 Stocks Could Cash In
- Spotify’s “North Star” Outlook Was Music to Investors Ears
Want to see what other hedge funds are holding NFLX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Netflix, Inc. (NASDAQ:NFLX – Free Report).
Receive News & Ratings for Netflix Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Netflix and related companies with MarketBeat.com's FREE daily email newsletter.
