Seaview Investment Managers LLC Raises Stock Holdings in Netflix, Inc. $NFLX

Seaview Investment Managers LLC grew its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 1,191.5% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 83,098 shares of the Internet television network’s stock after buying an additional 76,664 shares during the quarter. Netflix comprises about 2.9% of Seaview Investment Managers LLC’s investment portfolio, making the stock its 26th largest position. Seaview Investment Managers LLC’s holdings in Netflix were worth $7,791,000 at the end of the most recent reporting period.

A number of other large investors also recently bought and sold shares of NFLX. Vanguard Group Inc. lifted its holdings in shares of Netflix by 912.5% in 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 last quarter. Baillie Gifford & Co. lifted its holdings in shares of 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 purchasing an additional 33,290,988 shares during the last quarter. Jennison Associates LLC lifted its holdings in shares of 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 purchasing an additional 30,158,900 shares during the last quarter. Legal & General Group Plc lifted its holdings in shares of 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 purchasing an additional 23,912,151 shares during the last quarter. Finally, Fisher Asset Management LLC lifted its holdings in shares of 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 purchasing an additional 18,456,524 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.

Analyst Upgrades and Downgrades

Several analysts recently issued reports on NFLX shares. Daiwa Securities Group raised their price target on Netflix from $97.00 to $102.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. Loop Capital set a $104.00 price target on Netflix in a report on Tuesday, January 27th. President Capital raised their target price on Netflix from $133.00 to $134.00 and gave the company a “buy” rating in a research report on Tuesday, March 31st. The Goldman Sachs Group upgraded Netflix from a “neutral” rating to a “buy” rating in a research report on Monday, April 13th. Finally, Moffett Nathanson raised their target price on Netflix from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Tuesday, April 14th. Two analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and sixteen have given a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $114.82.

Netflix Stock Performance

NFLX opened at $88.60 on Tuesday. The firm has a market cap of $373.08 billion, a PE ratio of 28.62, a P/E/G ratio of 1.13 and a beta of 1.55. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.43. The business has a fifty day simple moving average of $93.76 and a 200-day simple moving average of $93.90. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12.

Netflix (NASDAQ:NFLX) last issued its earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, topping the consensus estimate of $0.76 by $0.47. The business had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.17 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.Netflix’s revenue was up 16.2% compared to the same quarter last year. During the same quarter last year, the firm posted $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, equities analysts predict that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

Insider Activity

In other news, CEO Gregory K. Peters sold 27,312 shares of Netflix stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $88.69, for a total value 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. The trade was a 18.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Spencer Adam Neumann sold 9,253 shares of the business’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $88.95, for a total value of $823,054.35. Following the transaction, the chief financial officer owned 73,787 shares in the company, valued at $6,563,353.65. This represents a 11.14% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 1,422,769 shares of company stock valued at $135,144,073. 1.24% of the stock is currently owned by company insiders.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Bank of America reiterated a Buy rating on Netflix with a $125 price target, citing optimism about the company’s expanding advertising business and ad placements, which could support future revenue growth. Bank of America Reiterates Buy Rating on Netflix (NFLX) Stock
• Positive Sentiment: Analysts and market commentary continue to frame Netflix’s ad tier as a meaningful long-term growth opportunity, with one report nudging fair value estimates higher and pointing to improved investor confidence around content discipline. How The Netflix (NFLX) Investment Story Is Shifting Around Ads Content And Deal Discipline
• Positive Sentiment: Netflix’s push into live sports is being viewed as a new revenue catalyst, with sports-related engagement helping drive sign-ups in key markets such as Japan, which could support subscriber growth. NFLX Rides on Sports Content Engagement: New Revenue Growth Catalyst?
• Neutral Sentiment: Netflix is getting elevated attention from Zacks users and analysts, but the coverage largely reiterates the existing investment debate rather than introducing a major new catalyst. Netflix, Inc. (NFLX) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Another market note says Netflix continues to attract strong analyst support, with a consensus view leaning toward Moderate Buy, reinforcing stable sentiment around the name. Netflix, Inc. (NASDAQ:NFLX) Receives Average Recommendation of “Moderate Buy” from Analysts
• Negative Sentiment: Netflix’s announcement that it is investing in an AI animation studio drew criticism online, with some viewers calling the project “AI slop,” which could create reputational headwinds if consumer backlash grows. Netflix is betting big on an AI animation studio — even as 51% of people say they don’t want generative AI content
• Negative Sentiment: While live sports may boost engagement, the strategy also comes with heavier content spending, which could pressure near-term margins and limit upside in the short run. NFLX Rides on Sports Content Engagement: New Revenue Growth Catalyst?

About Netflix

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.