Cumberland Partners Ltd Buys 174,915 Shares of Netflix, Inc. $NFLX

Posted by George Bondi on Jul 25th, 2026

Cumberland Partners Ltd boosted its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 142.0% during the 1st quarter, according to its most recent 13F filing with the SEC. The fund owned 298,074 shares of the Internet television network’s stock after purchasing an additional 174,915 shares during the quarter. Netflix comprises about 2.2% of Cumberland Partners Ltd’s holdings, making the stock its 19th biggest holding. Cumberland Partners Ltd’s holdings in Netflix were worth $28,660,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Imprint Wealth LLC purchased a new stake in Netflix in the third quarter worth approximately $25,000. Wealth Watch Advisors INC purchased a new position in Netflix in the third quarter worth about $103,000. Strategic Wealth Investment Group LLC bought a new stake in shares of Netflix during the 2nd quarter valued at about $121,000. Wiser Advisor Group LLC bought a new stake in shares of Netflix during the 3rd quarter valued at about $114,000. Finally, Beaird Harris Wealth Management LLC increased its position in shares of Netflix by 9.6% during the 3rd quarter. Beaird Harris Wealth Management LLC now owns 114 shares of the Internet television network’s stock valued at $137,000 after purchasing an additional 10 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

Positive Sentiment: Netflix’s expanding global content strategy, including local-language hits and major franchises, is helping broaden engagement and could support more durable revenue growth. Netflix’s Global Content Strategy Expands: Is Growth More Durable?
Positive Sentiment: Some analysts and commentators are arguing the post-earnings selloff may have made NFLX more of a value opportunity than a growth stock, which could attract bargain hunters. Netflix (NFLX) Stock Has Become a Value Play Post Q2
Neutral Sentiment: Netflix remains a central topic in streaming ETF discussions after its Q2 results, as investors weigh whether the company’s growth profile is still strong enough to support the broader streaming trade. ETFs in Spotlight Following Netflix’s Q2 Earnings Beat & Weak ’26 View
Neutral Sentiment: Market commentary continues to frame Netflix as a company with strong fundamentals but challenged sentiment, with the stock still trading near recent lows. What’s Going on With Netflix Stock?
Negative Sentiment: Investors are worried that slowing growth, weaker guidance, and rich valuation could limit upside for NFLX despite higher revenue and profit. Losing Wall Street binge premium! Why are Netflix shares in a freefall this year?
Negative Sentiment: Competitive pressure is still a concern, with YouTube’s strong ad growth renewing questions about whether Netflix can maintain its lead in video entertainment monetization. Alphabet-Owned YouTube Ad Sales Hit a Record $11.06 Billion. Is YouTube Dangerously Close to Surpassing Netflix in Revenue?

Insider Buying and Selling

In other Netflix news, CEO Theodore A. Sarandos sold 27,312 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were 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 directly owned 284,804 shares of the company’s stock, valued at $25,054,207.88. This trade represents a 8.75% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Spencer Adam Neumann sold 9,253 shares of Netflix stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $88.95, for a total transaction of $823,054.35. Following the sale, the chief financial officer owned 73,787 shares in the company, valued at approximately $6,563,353.65. The trade was a 11.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 899,839 shares of company stock worth $80,141,661 in the last quarter. 1.24% of the stock is owned by insiders.

Wall Street Analyst Weigh In

NFLX has been the topic of a number of research reports. Pivotal Research dropped their price objective on shares of Netflix from $96.00 to $70.00 and set a “hold” rating on the stock in a report on Friday, July 17th. TD Cowen reduced their target price on shares of Netflix from $112.00 to $100.00 and set a “buy” rating for the company in a report on Friday, July 17th. KeyCorp reiterated an “overweight” rating and issued a $92.00 price target (down from $115.00) on shares of Netflix in a research report on Monday, July 13th. Stephens started coverage on shares of Netflix in a research note on Friday, July 17th. They set an “overweight” rating on the stock. Finally, UBS Group cut their price objective on shares of Netflix from $130.00 to $115.00 and set a “buy” rating for the company in a research report on Friday, July 17th. Four research analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, seventeen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, Netflix has an average rating of “Moderate Buy” and a consensus price target of $103.48.

View Our Latest Stock Report on Netflix

Netflix Trading Up 1.7%

Shares of NFLX stock opened at $70.09 on Friday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.41 and a current ratio of 1.14. The stock has a fifty day simple moving average of $78.34 and a two-hundred day simple moving average of $86.05. The firm has a market capitalization of $291.85 billion, a PE ratio of 22.06, a PEG ratio of 0.86 and a beta of 1.52. Netflix, Inc. has a 52-week low of $65.08 and a 52-week high of $126.71.

Netflix (NASDAQ:NFLX – Get Free Report) last announced its quarterly earnings data on Thursday, July 16th. The Internet television network reported $0.80 EPS for the quarter, beating the consensus estimate of $0.79 by $0.01. The business had revenue of $12.56 billion for the quarter, compared to the consensus estimate of $12.58 billion. Netflix had a return on equity of 40.02% and a net margin of 28.22%.The business’s revenue was up 13.4% on a year-over-year basis. During the same period in the previous year, the business earned $0.72 earnings per share. On average, analysts predict that Netflix, Inc. will post 3.59 EPS for the current fiscal year.

About Netflix

(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.