Howland Capital Management LLC increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 905.2% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 23,310 shares of the Internet television network’s stock after buying an additional 20,991 shares during the period. Howland Capital Management LLC’s holdings in Netflix were worth $2,186,000 at the end of the most recent quarter.
Other institutional investors and hedge funds have also added to or reduced their stakes in the company. Apriem Advisors lifted its position in Netflix by 0.6% during the 3rd quarter. Apriem Advisors now owns 1,567 shares of the Internet television network’s stock valued at $1,879,000 after purchasing an additional 9 shares during the period. Tortoise Investment Management LLC lifted its position in Netflix by 10.8% during the 3rd quarter. Tortoise Investment Management LLC now owns 92 shares of the Internet television network’s stock valued at $110,000 after purchasing an additional 9 shares during the period. Brass Tax Wealth Management Inc. raised its position in shares of Netflix by 3.2% in the 3rd quarter. Brass Tax Wealth Management Inc. now owns 288 shares of the Internet television network’s stock valued at $345,000 after acquiring an additional 9 shares during the period. Pacific Sun Financial Corp increased its stake in Netflix by 1.6% during the 3rd quarter. Pacific Sun Financial Corp now owns 574 shares of the Internet television network’s stock worth $688,000 after purchasing an additional 9 shares in the last quarter. Finally, RS Crum Inc. increased its stake in Netflix by 3.6% during the 3rd quarter. RS Crum Inc. now owns 288 shares of the Internet television network’s stock worth $345,000 after purchasing an additional 10 shares in the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.
Wall Street Analyst Weigh In
Several equities analysts have recently weighed in on NFLX shares. Citizens Jmp reaffirmed a “market perform” rating on shares of Netflix in a research note on Wednesday, April 15th. Bank of America reaffirmed a “buy” rating and set a $125.00 price target on shares of Netflix in a research note on Monday, May 18th. New Street Research raised their price target on shares of Netflix from $96.00 to $102.00 in a research note on Friday, April 17th. Arete Research raised shares of Netflix from a “neutral” rating to a “buy” rating in a research note on Friday, February 27th. Finally, Citigroup assumed coverage on shares of Netflix in a research note on Thursday, April 16th. They issued a “market perform” rating for the company. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat, Netflix has a consensus rating of “Moderate Buy” and an average price target of $114.39.
Netflix News Roundup
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Jim Cramer said, “I want to buy Netflix,” which can reinforce the view that the recent weakness is a buying opportunity rather than a sign of deteriorating fundamentals. Jim Cramer Says “I Want to Buy Netflix”
- Positive Sentiment: Analyst-focused articles noted that Netflix has fallen sharply since its last earnings report, but Wall Street still sees meaningful upside, suggesting valuation support if growth reaccelerates. Here’s What Dragging Netflix (NFLX) Down
- Positive Sentiment: Omdia forecast Netflix could approach 400 million subscribers by 2031, reinforcing the company’s long-term leadership in global streaming and supporting the bull case for future revenue growth. Omdia: Netflix to Reach 400 Million Subscribers by 2031
- Positive Sentiment: Netflix’s new FIFA gaming partnership adds another engagement lever, which could help reduce churn and strengthen subscriber retention over time. FIFA Deal Tests How Netflix Uses Games To Deepen Subscriber Engagement
- Neutral Sentiment: Commentary that Netflix remains a “high-quality compounder back on sale” reflects a favorable long-term view, but it does not add a new near-term catalyst. Netflix: A High-Quality Compounder Back On Sale
- Neutral Sentiment: Multiple articles framed Netflix as one of the better long-term stock ideas in the media space, but these are mostly opinion pieces rather than hard business updates. Netflix (NFLX): 10 Best Stocks to Buy Now For Next 3 Months
- Negative Sentiment: A price-target cut due to a lack of fresh catalysts points to investor concern that Netflix may need a clearer near-term driver to regain momentum. Netflix Stock Gets Price-Target Cut On Lack Of Catalysts
- Negative Sentiment: The proposed Paramount Skydance/Warner Bros. Discovery deal could create a larger streaming competitor, which is one reason Netflix publicly opposed the transaction. DOJ Clears Paramount Skydance’s $110 Billion Warner Bros. Discovery Acquisition Without Conditions
Insider Activity at Netflix
In other news, CEO Theodore A. Sarandos sold 27,312 shares of Netflix stock in a transaction 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 sale, the chief executive officer owned 284,804 shares of the company’s stock, valued at approximately $25,054,207.88. This trade represents a 8.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Reed Hastings sold 386,700 shares of Netflix stock in a transaction on Monday, June 1st. The stock was sold at an average price of $85.97, for a total value of $33,244,599.00. Following the sale, the director directly owned 3,940 shares of the company’s stock, valued at $338,721.80. This represents a 98.99% 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. In the last ninety days, insiders have sold 1,313,029 shares of company stock valued at $120,315,776. 1.24% of the stock is currently owned by insiders.
Netflix Trading Down 1.1%
NFLX stock opened at $80.34 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 company has a fifty day moving average price of $90.93 and a two-hundred day moving average price of $91.11. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The stock has a market cap of $338.30 billion, a price-to-earnings ratio of 25.95, a price-to-earnings-growth ratio of 1.03 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 earnings per share for the quarter, topping analysts’ consensus estimates of $0.76 by $0.47. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The company had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.17 billion. During the same quarter last year, the firm earned $6.61 earnings per share. 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 anticipate that Netflix, Inc. will post 3.6 EPS for the current 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.
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