Rakuten Securities Inc. Acquires New Holdings in Netflix, Inc. $NFLX

Posted by Stanley Muller on Aug 22nd, 2026

Rakuten Securities Inc. acquired a new position in Netflix, Inc. (NASDAQ:NFLX – Free Report) in the 2nd quarter, Holdings Channel reports. The institutional investor acquired 53,401 shares of the Internet television network’s stock, valued at approximately $3,813,000. Netflix accounts for 0.9% of Rakuten Securities Inc.’s holdings, making the stock its 19th biggest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Turning Point Benefit Group Inc. raised its position 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 worth $25,000 after buying an additional 268 shares in the last quarter. Imprint Wealth LLC bought a new position in shares of Netflix in the third quarter valued at approximately $25,000. Cornerstone Financial Management LLC bought a new position in shares of Netflix in the fourth quarter valued at approximately $26,000. Atlas Capital Advisors Inc. acquired a new position in shares of Netflix during the fourth quarter valued at approximately $26,000. Finally, Jessup Wealth Management Inc acquired a new position in shares of Netflix during the fourth quarter valued at approximately $27,000. Institutional investors own 80.93% of the company’s stock.

Insiders Place Their Bets

In other news, CEO Theodore A. Sarandos sold 105,850 shares of the business’s stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $73.03, for a total transaction of $7,730,225.50. Following the sale, the chief executive officer directly owned 206,266 shares of the company’s stock, valued at $15,063,605.98. The trade was a 33.91% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $73.54, for a total value of $2,008,524.48. Following the sale, the chief executive officer directly owned 120,931 shares of the company’s stock, valued at approximately $8,893,265.74. 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 ninety days, insiders sold 600,295 shares of company stock worth $49,056,671. 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: Netflix continues to grow faster than many streaming rivals, and its lower valuation after the selloff could provide significant upside if revenue, advertising and engagement trends remain strong. A valuation model described the current setup as potentially asymmetric in investors’ favor. Netflix Is Down 40% From Its All-Time High Could Netflix Stock Double From Here?
Positive Sentiment: JPMorgan analyst Doug Anmuth maintained an Overweight rating and an $85 price target, citing Netflix’s content pipeline and multiple initiatives to support engagement and revenue growth. The view suggests potential upside from current levels, although the analyst sees no single catalyst guaranteeing acceleration. Netflix Has No Single Silver Bullet
Positive Sentiment: Netflix’s advertising-supported tier and broad content offering could make the company relatively resilient during a recession, as consumers may retain lower-cost entertainment subscriptions even amid economic pressure. Which Streaming Stock Would Hold Up Better in a Recession?
Neutral Sentiment: Representatives for Meghan of Sussex reportedly held exploratory discussions about a possible role in a third season of The Gentlemen. Netflix has not ordered the season, so the potential casting has no immediate financial impact. Meghan of Sussex Eyes Role in Netflix Show The Gentlemen
Negative Sentiment: With Netflix no longer emphasizing subscriber numbers, investors must rely more heavily on revenue growth, advertising performance, engagement and profitability metrics. That makes it harder to assess momentum and contributes to debate over whether the stock’s decline reflects a bargain or slowing growth. Netflix Is Down 40% From Its All-Time High
Negative Sentiment: YouTube is reportedly offering creators substantial payments and warning that simultaneous Netflix deals could jeopardize marketing support and brand-campaign revenue. This could intensify competition for exclusive content and creator attention. YouTube Offers Creators Millions to Avoid Netflix Deals

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on NFLX shares. Oppenheimer set a $85.00 target price on Netflix and gave the stock an “outperform” rating in a research report on Friday, July 17th. The Goldman Sachs Group cut Netflix from an “underweight” rating to a “sell” rating in a research report on Monday, July 20th. UBS Group dropped their price objective on Netflix from $130.00 to $115.00 and set a “buy” rating on the stock in a research note on Friday, July 17th. Morgan Stanley restated an “overweight” rating and issued a $90.00 price objective (down from $115.00) on shares of Netflix in a report on Tuesday, July 14th. Finally, Citigroup reaffirmed a “market perform” rating on shares of Netflix in a research note on Monday. 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 given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $103.48.

Read Our Latest Report on Netflix

Netflix Stock Down 0.7%

NFLX stock opened at $79.59 on Friday. The firm has a market cap of $331.41 billion, a PE ratio of 25.05, a P/E/G ratio of 1.01 and a beta of 1.52. Netflix, Inc. has a 12 month low of $65.08 and a 12 month high of $126.71. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.14 and a quick ratio of 1.14. The firm has a 50 day simple moving average of $74.39 and a 200 day simple moving average of $84.34.

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

Netflix 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.