Netflix, Inc. $NFLX Holdings Raised by Harbour Investments Inc.

Posted by Stanley Muller on May 27th, 2026

Harbour Investments Inc. grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 804.4% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 55,449 shares of the Internet television network’s stock after purchasing an additional 49,318 shares during the period. Harbour Investments Inc.’s holdings in Netflix were worth $5,199,000 as of its most recent SEC filing.

Several other hedge funds have also modified their holdings of the stock. Vanguard Group Inc. lifted its holdings in shares of Netflix by 912.5% during 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 last quarter. Baillie Gifford & Co. lifted its stake in Netflix by 912.3% in the 4th quarter. Baillie Gifford & Co. now owns 36,940,035 shares of the Internet television network’s stock worth $3,463,498,000 after acquiring an additional 33,290,988 shares in the last quarter. Jennison Associates LLC lifted its stake in Netflix by 639.9% in the 4th quarter. Jennison Associates LLC now owns 34,871,951 shares of the Internet television network’s stock worth $3,269,594,000 after acquiring an additional 30,158,900 shares in the last quarter. Legal & General Group Plc lifted its stake in Netflix by 916.1% in the 4th quarter. Legal & General Group Plc now owns 26,522,252 shares of the Internet television network’s stock worth $2,486,726,000 after acquiring an additional 23,912,151 shares in the last quarter. Finally, Fisher Asset Management LLC lifted its stake in Netflix by 907.5% in the 4th quarter. Fisher Asset Management LLC now owns 20,490,399 shares of the Internet television network’s stock worth $1,921,180,000 after acquiring an additional 18,456,524 shares in the last quarter. 80.93% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

Positive Sentiment: Analysts and market commentary continue to highlight Netflix’s expanding ad-tier opportunity, content strategy, and disciplined deal-making as reasons the long-term investment case remains intact. How The Netflix (NFLX) Investment Story Is Shifting Around Ads Content And Deal Discipline
Positive Sentiment: Netflix’s push into live sports is being seen as a potential new revenue driver, with engagement gains such as strong Japan sign-ups around the World Baseball Classic supporting the growth narrative. NFLX Rides on Sports Content Engagement: New Revenue Growth Catalyst?
Positive Sentiment: Some investors remain focused on Netflix’s long-term dominance in streaming, citing its massive historical share gains and strong competitive moat. Does Netflix Have the Widest Moat in Streaming?
Neutral Sentiment: Netflix is drawing unusually high investor attention, but the coverage is mostly a reminder to watch upcoming catalysts rather than a clear new fundamental development. Netflix, Inc. (NFLX) is Attracting Investor Attention: Here is What You Should Know
Neutral Sentiment: Recent commentary notes that Netflix’s shares are attracting attention and that the company is continuing to explore AI animation, though this has also sparked social-media criticism and is not yet a clear financial catalyst. Netflix is betting big on an AI animation studio — even as 51% of people say they don’t want generative AI content
Negative Sentiment: One article specifically noted that Netflix closed lower in the latest session, reinforcing the recent weakness in the stock. Netflix (NFLX) Stock Slides as Market Rises: Facts to Know Before You Trade
Negative Sentiment: There is also some near-term margin pressure from heavier content spending, even as Netflix invests in sports and other growth areas. NFLX Rides on Sports Content Engagement: New Revenue Growth Catalyst?

Netflix Trading Down 1.0%

Shares of NASDAQ NFLX opened at $87.68 on Wednesday. The business has a 50 day simple moving average of $93.61 and a 200 day simple moving average of $93.74. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12. The stock has a market cap of $369.20 billion, a price-to-earnings ratio of 28.32, a PEG ratio of 1.13 and a beta of 1.55. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.41 and a current ratio of 1.41.

Netflix (NASDAQ:NFLX – Get Free Report) last issued its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, beating the consensus estimate of $0.76 by $0.47. The firm had revenue of $12.25 billion for 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 company’s revenue for the quarter was up 16.2% on a year-over-year basis. During the same quarter last year, the firm earned $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, research analysts predict that Netflix, Inc. will post 3.6 earnings per share for the current fiscal year.

Insider Buying and Selling at Netflix

In related news, insider David A. Hyman sold 5,722 shares of the company’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $88.08, for a total value of $503,993.76. Following the completion of the sale, the insider directly owned 316,100 shares in the company, valued at approximately $27,842,088. This represents a 1.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Theodore A. Sarandos sold 27,312 shares of the stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $87.97, for a total transaction of $2,402,636.64. Following the transaction, the chief executive officer directly owned 284,804 shares in the company, valued at $25,054,207.88. The trade was a 8.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 1,422,769 shares of company stock worth $135,144,073 in the last ninety days. Company insiders own 1.24% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on NFLX. Sanford C. Bernstein reissued a “buy” rating on shares of Netflix in a research note on Thursday, May 14th. Morgan Stanley reissued an “overweight” rating on shares of Netflix in a research note on Friday, April 17th. Freedom Capital raised Netflix from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Seaport Research Partners increased their price objective on Netflix from $115.00 to $119.00 and gave the stock a “buy” rating in a research note on Friday, April 17th. Finally, Oppenheimer set a $120.00 price objective on Netflix and gave the stock an “outperform” rating in a research note on Friday, April 17th. Two analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have assigned a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $114.82.

View Our Latest Analysis on NFLX

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.