Gabelli Funds LLC Acquires 82,805 Shares of Netflix, Inc. $NFLX

Posted by Stanley Muller on Jul 25th, 2026

Gabelli Funds LLC increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 10.7% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 856,704 shares of the Internet television network’s stock after buying an additional 82,805 shares during the period. Gabelli Funds LLC’s holdings in Netflix were worth $82,372,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in NFLX. Vanguard Group Inc. increased its holdings in Netflix by 912.5% in the fourth quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock valued at $36,567,805,000 after purchasing an additional 351,493,659 shares during the period. State Street Corp lifted its holdings in Netflix by 927.6% during the 4th quarter. State Street Corp now owns 176,780,995 shares of the Internet television network’s stock worth $16,574,986,000 after buying an additional 159,578,053 shares during the period. Geode Capital Management LLC lifted its holdings in Netflix by 892.0% during the 4th quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock worth $9,305,336,000 after buying an additional 89,558,684 shares during the period. Capital World Investors grew its position in shares of 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 buying an additional 80,025,890 shares during the last quarter. Finally, Morgan Stanley grew its position in shares of Netflix by 903.0% in the 4th quarter. Morgan Stanley now owns 85,349,973 shares of the Internet television network’s stock valued at $8,002,414,000 after buying an additional 76,840,318 shares during the last quarter. 80.93% of the stock is owned by institutional investors.

Trending Headlines about Netflix

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 Activity at Netflix

In related news, Director Bradford L. Smith sold 35,990 shares of the stock in a transaction on Wednesday, June 17th. The shares were sold at an average price of $77.52, for a total transaction of $2,789,944.80. Following the transaction, the director directly owned 79,690 shares of the company’s stock, valued at $6,177,568.80. This represents a 31.11% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Gregory K. Peters sold 27,312 shares of the stock in a transaction on 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 transaction, the chief executive officer directly owned 120,931 shares in the company, valued at approximately $10,725,370.39. This represents a 18.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 899,839 shares of company stock worth $80,141,661. Corporate insiders own 1.24% of the company’s stock.

Analyst Upgrades and Downgrades

NFLX has been the subject of a number of analyst reports. KGI Securities downgraded Netflix from an “outperform” rating to a “neutral” rating and set a $75.00 price objective for the company. in a research report on Friday, July 17th. UBS Group reduced their target price on Netflix from $130.00 to $115.00 and set a “buy” rating on the stock in a report on Friday, July 17th. Rosenblatt Securities set a $75.00 target price on shares of Netflix and gave the company a “neutral” rating in a research report on Friday, July 17th. Pivotal Research lowered their price target on shares of Netflix from $96.00 to $70.00 and set a “hold” rating for the company in a report on Friday, July 17th. Finally, Wolfe Research restated an “outperform” rating and issued a $107.00 price target on shares of Netflix in a research report on Friday, April 17th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, seventeen have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Netflix presently has an average rating of “Moderate Buy” and a consensus target price of $103.48.

View Our Latest Report on NFLX

Netflix Stock Up 1.7%

Shares of Netflix stock opened at $70.09 on Friday. The stock’s 50-day moving average is $78.34 and its 200 day moving average is $86.05. Netflix, Inc. has a one year low of $65.08 and a one year high of $126.71. The firm has a market cap of $291.85 billion, a price-to-earnings ratio of 22.06, a PEG ratio of 0.86 and a beta of 1.52. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.14 and a quick ratio of 1.41.

Netflix (NASDAQ:NFLX – Get Free Report) last issued its earnings results on Thursday, July 16th. The Internet television network reported $0.80 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.01. Netflix had a return on equity of 40.02% and a net margin of 28.22%.The business had revenue of $12.56 billion during the quarter, compared to the consensus estimate of $12.58 billion. During the same period in the previous year, the company posted $0.72 earnings per share. The firm’s revenue for the quarter was up 13.4% on a year-over-year basis. Equities research analysts anticipate that Netflix, Inc. will post 3.59 EPS for the current year.

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.