Fairtree Asset Management Pty Ltd Makes New $1.71 Million Investment in Netflix, Inc. $NFLX

Posted by Francis Steltz on Aug 21st, 2026

Fairtree Asset Management Pty Ltd acquired a new stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm acquired 24,003 shares of the Internet television network’s stock, valued at approximately $1,714,000.

A number of other hedge funds also recently made changes to their positions in NFLX. Vanguard Group Inc. increased its holdings in Netflix by 912.5% during the 4th quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock worth $36,567,805,000 after purchasing an additional 351,493,659 shares during the period. Shepherd Street Advisors LLC purchased a new stake in shares of Netflix in the 4th quarter worth $2,216,000. Morse Asset Management Inc grew its position in shares of Netflix by 809.3% during the 4th quarter. Morse Asset Management Inc now owns 64,730 shares of the Internet television network’s stock worth $6,069,000 after buying an additional 57,611 shares in the last quarter. University of Texas Texas AM Investment Management Co. raised its holdings in shares of Netflix by 798.5% in the fourth quarter. University of Texas Texas AM Investment Management Co. now owns 42,542 shares of the Internet television network’s stock valued at $3,989,000 after acquiring an additional 37,807 shares in the last quarter. Finally, New Mexico Educational Retirement Board grew its holdings in Netflix by 900.0% during the 4th quarter. New Mexico Educational Retirement Board now owns 192,210 shares of the Internet television network’s stock worth $18,022,000 after acquiring an additional 172,989 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 related news, CFO Spencer Adam Neumann sold 9,248 shares of Netflix stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $75.79, for a total transaction of $700,905.92. Following the completion of the sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at $5,592,316.73. The trade was a 11.14% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $73.54, for a total transaction of $2,008,524.48. Following the transaction, the chief executive officer directly owned 120,931 shares of the company’s stock, valued at $8,893,265.74. This represents a 18.42% 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 600,295 shares of company stock valued at $49,056,671. Insiders own 1.24% of the company’s stock.

Netflix Price Performance

Shares of NASDAQ NFLX opened at $80.14 on Friday. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.14 and a current ratio of 1.14. The company has a market cap of $333.70 billion, a PE ratio of 25.23, a P/E/G ratio of 1.01 and a beta of 1.52. The business has a 50-day simple moving average of $74.40 and a two-hundred day simple moving average of $84.37. Netflix, Inc. has a fifty-two week low of $65.08 and a fifty-two week high of $126.71.

Netflix (NASDAQ:NFLX – Get Free Report) last issued its quarterly earnings results on Thursday, July 16th. The Internet television network reported $0.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. Netflix had a net margin of 28.22% and a return on equity of 40.02%. The business had revenue of $12.56 billion for the quarter, compared to analyst estimates of $12.58 billion. During the same quarter in the prior year, the business posted $0.72 EPS. Netflix’s revenue for the quarter was up 13.4% compared to the same quarter last year. As a group, equities analysts expect that Netflix, Inc. will post 3.59 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on NFLX. Raymond James Financial reiterated a “market perform” rating on shares of Netflix in a report on Thursday, May 14th. TD Cowen cut their target price on Netflix from $112.00 to $100.00 and set a “buy” rating on the stock in a research note on Friday, July 17th. Stephens began coverage on shares of Netflix in a report on Friday, July 17th. They issued an “overweight” rating for the company. Deutsche Bank Aktiengesellschaft set a $110.00 price target on shares of Netflix in a research report on Monday, July 20th. Finally, The Goldman Sachs Group cut shares of Netflix from an “underweight” rating to a “sell” rating in a report on Monday, July 20th. Four investment analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, seventeen have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $103.48.

View Our Latest Stock Report on Netflix

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

Positive Sentiment: Bill Ackman’s Pershing Square rebuilt a major position. The investment firm’s purchase, despite previously taking a reported $400 million loss on Netflix, signals confidence in the company’s long-term growth, competitive position and leadership. The disclosure helped support a recent increase in NFLX shares. Netflix Moved, What Is Drawing Attention Now?
Positive Sentiment: Analysts see advertising as a significant growth opportunity. Netflix is expanding its ad-supported business through live programming, new ad technology and additional tools for marketers. The company is targeting substantial future advertising revenue, which could diversify its sales base and support continued revenue expansion. NFLX’s Ad Business Focus
Positive Sentiment: Valuation has become more attractive after the selloff. Netflix trades at roughly 21 times forward earnings in the cited analysis, a level viewed as more reasonable than during prior periods of comparable declines. A CNBC contributor also recommended Netflix, reinforcing the bullish case among some investors. Netflix Trades at 21 Times Forward Earnings
Neutral Sentiment: Co-founder Reed Hastings discussed Netflix’s performance-focused culture. Hastings said companies should operate as teams rather than families, making workforce reductions easier when employees do not meet expectations. The comments revisit Netflix’s 2001 layoffs but do not represent a new operating announcement. Reed Hastings Says Companies Aren’t Families
Negative Sentiment: YouTube is reportedly trying to prevent creators from signing with Netflix. YouTube is offering creators millions of dollars and warning that simultaneous Netflix deals could jeopardize marketing support and brand-campaign revenue. This could raise Netflix’s content-acquisition costs and make it harder to secure popular creator-led programming. YouTube Offers Creators Millions to Avoid Netflix Deals
Negative Sentiment: Netflix faces a lawsuit from the band Demon Hunter. The group alleges that Netflix’s KPop Demon Hunters infringes its rights. The case creates legal and reputational risk, although the financial impact is currently unclear. Netflix Sued by Band Demon Hunter

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.