DE Burlo Group Inc. Increases Position in Netflix, Inc. $NFLX

Posted by Francis Steltz on Jun 14th, 2026

DE Burlo Group Inc. boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 507.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 138,360 shares of the Internet television network’s stock after acquiring an additional 115,574 shares during the quarter. Netflix comprises 1.6% of DE Burlo Group Inc.’s investment portfolio, making the stock its 24th biggest holding. DE Burlo Group Inc.’s holdings in Netflix were worth $12,973,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of NFLX. Brighton Jones LLC boosted its position in shares of Netflix by 5.0% in the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after buying an additional 257 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in Netflix by 16.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after acquiring an additional 144 shares in the last quarter. Sivia Capital Partners LLC raised its position in Netflix by 21.2% during the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock worth $1,883,000 after acquiring an additional 246 shares during the last quarter. Strategic Investment Advisors MI raised its position in Netflix by 18.9% during the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after acquiring an additional 123 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its holdings in shares of Netflix by 12.1% in the second quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after purchasing an additional 228 shares in the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $88.69, for a total transaction of $2,422,301.28. Following the completion of the sale, the chief executive officer directly owned 120,931 shares in the company, valued at $10,725,370.39. This represents a 18.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Spencer Adam Neumann sold 28,630 shares of the firm’s stock in a transaction dated Thursday, April 2nd. The stock was 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 owned 73,787 shares in the company, valued at approximately $7,231,126. This trade represents a 27.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 1,313,029 shares of company stock worth $120,315,776. Corporate insiders own 1.24% of the company’s stock.

Key Headlines Impacting Netflix

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

Netflix Trading Down 1.1%

Shares of NFLX stock opened at $80.34 on Friday. The firm’s 50-day simple moving average is $90.93 and its 200-day simple moving average is $91.11. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The firm has a market cap of $338.30 billion, a P/E ratio of 25.95, a PEG ratio of 1.02 and a beta of 1.50.

Netflix (NASDAQ:NFLX – Get Free Report) last posted its quarterly 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 net margin of 28.52% and a return on equity of 40.92%. The company had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.17 billion. During the same quarter last year, the firm posted $6.61 earnings per share. Netflix’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 analysts forecast that Netflix, Inc. will post 3.6 EPS for the current year.

Analyst Upgrades and Downgrades

Several research analysts recently issued reports on NFLX shares. Guggenheim restated a “buy” rating and set a $120.00 price objective on shares of Netflix in a research report on Friday, May 15th. Citigroup assumed coverage on Netflix in a research report on Thursday, April 16th. They set a “market perform” rating for the company. Deutsche Bank Aktiengesellschaft upped their price objective on Netflix from $98.00 to $100.00 and gave the company a “hold” rating in a research report on Tuesday, April 14th. Barclays set a $110.00 price objective on Netflix and gave the company an “equal weight” rating in a research note on Friday, April 17th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Netflix in a research report on Thursday, June 4th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $114.39.

Get Our Latest Analysis on NFLX

Netflix Company Profile

(Free Report)

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.