Towarzystwo Funduszy Inwestycyjnych PZU SA boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 760.1% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 11,990 shares of the Internet television network’s stock after buying an additional 10,596 shares during the quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA’s holdings in Netflix were worth $1,124,000 at the end of the most recent reporting period.
Other institutional investors also recently bought and sold shares of the company. First Financial Corp IN increased its holdings in shares of Netflix by 900.0% during the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 243 shares in the last quarter. DiNuzzo Private Wealth Inc. increased its holdings in shares of Netflix by 885.2% during the 4th quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 239 shares in the last quarter. Turning Point Benefit Group Inc. increased its holdings in shares of Netflix by 13,400.0% during the 4th quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 268 shares in the last quarter. Imprint Wealth LLC purchased a new position in shares of Netflix during the 3rd quarter valued at approximately $25,000. Finally, Cornerstone Financial Management LLC purchased a new position in shares of Netflix during the 4th quarter valued at approximately $26,000. 80.93% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling
In related news, CEO Gregory K. Peters sold 27,312 shares of the business’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $88.69, for a total value of $2,422,301.28. Following the completion of the sale, the chief executive officer owned 120,931 shares of the company’s stock, valued at approximately $10,725,370.39. The trade was a 18.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Spencer Adam Neumann sold 9,253 shares of the business’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $88.95, for a total transaction of $823,054.35. Following the completion of the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $6,563,353.65. The trade was a 11.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,313,029 shares of company stock worth $120,315,776 in the last 90 days. 1.24% of the stock is owned by insiders.
Netflix Price Performance
Netflix (NASDAQ:NFLX – Get Free Report) last issued its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, topping the consensus estimate of $0.76 by $0.47. The company had revenue of $12.25 billion during the quarter, compared to analyst estimates of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The firm’s revenue was up 16.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, research analysts predict that Netflix, Inc. will post 3.6 EPS for the current fiscal year.
Netflix News Roundup
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Netflix expanded its iHeartMedia deal to add new celebrity-led video podcasts and live programming, including exclusive live video launches and on-demand episodes, which could boost user engagement and deepen its content ecosystem. Netflix Expands Its iHeart Podcast Bet
- Positive Sentiment: Several commentary pieces argued that Netflix looks inexpensive after its pullback, with some analysts and investors framing the stock as a quality growth name at a more attractive valuation. Netflix And IHeartMedia Expand Their Exclusive Video Podcast Partnership
- Positive Sentiment: Industry coverage highlighted Netflix’s scale and the possibility that it could reach roughly one billion monthly viewers over time, reinforcing the long-term growth narrative. Netflix has a stunning milestone in sight for 2027
- Neutral Sentiment: Netflix said it will report second-quarter 2026 results on July 16, setting up the next major earnings catalyst for the stock. Netflix to Announce Second Quarter 2026 Financial Results
- Negative Sentiment: Tyra Banks is suing Netflix over alleged deceptive editing in an “America’s Next Top Model” documentary, creating a potential legal distraction and headline risk. Tyra Banks is taking Netflix to court
- Negative Sentiment: Some market commentary noted that Netflix has fallen well below prior highs amid concerns about slower growth, stronger competition, and broader skepticism toward streaming valuations. NFLX Stock Is Down 40% From All-Time High: Are Retail Investors Buying The Dip Or Leaving Battered Streamer?
Analyst Upgrades and Downgrades
Several equities analysts have recently weighed in on NFLX shares. Phillip Securities lifted their target price on shares of Netflix from $100.00 to $110.00 in a report on Monday, April 20th. Raymond James Financial reaffirmed a “market perform” rating on shares of Netflix in a report on Thursday, May 14th. Morgan Stanley reaffirmed an “overweight” rating on shares of Netflix in a report on Friday, April 17th. Cfra raised shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 target price for the company in a report on Friday, March 6th. Finally, Huber Research raised shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a report on Friday, February 27th. Two 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 stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $114.39.
View Our Latest Report on Netflix
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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