SBI Okasan Asset Management Co.Ltd. Takes $1.29 Million Position in Netflix, Inc. $NFLX

SBI Okasan Asset Management Co.Ltd. purchased a new stake in shares of Netflix, Inc. (NASDAQ:NFLX) during the fourth quarter, Holdings Channel reports. The fund purchased 13,645 shares of the Internet television network’s stock, valued at approximately $1,285,000.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brighton Jones LLC raised its holdings in Netflix by 5.0% in the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after acquiring an additional 257 shares during the period. Revolve Wealth Partners LLC raised its holdings in Netflix by 16.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after acquiring an additional 144 shares during the period. Sivia Capital Partners LLC raised its holdings in Netflix by 21.2% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock worth $1,883,000 after acquiring an additional 246 shares during the period. Strategic Investment Advisors MI raised its holdings in Netflix by 18.9% in the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after acquiring an additional 123 shares during the period. Finally, Schnieders Capital Management LLC. raised its holdings in Netflix by 12.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock worth $2,832,000 after acquiring an additional 228 shares during the period. Institutional investors own 80.93% of the company’s stock.

Netflix Stock Performance

NASDAQ NFLX opened at $86.36 on Friday. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. The company’s fifty day moving average is $93.29 and its two-hundred day moving average is $93.43. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The firm has a market capitalization of $363.64 billion, a price-to-earnings ratio of 27.89, a P/E/G ratio of 1.11 and a beta of 1.55.

Netflix (NASDAQ:NFLX) last issued its earnings results 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. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The business had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.17 billion. During the same period in the previous year, the business earned $6.61 EPS. The firm’s revenue was up 16.2% on a year-over-year basis. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Equities research analysts forecast that Netflix, Inc. will post 3.6 EPS for the current year.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Several analysts and market commentators remain constructive on Netflix, pointing to upside from the ad-supported tier, expanding ad-tech tools, and stronger cash generation. One report highlighted projections for about $3 billion in ad revenue in 2026, while another said Netflix could be a major comeback story if its ad business and free cash flow continue to scale.
• Positive Sentiment: Netflix continues to attract upbeat coverage after recent earnings and guidance updates, with commentary emphasizing better-than-expected profitability, raised free cash flow outlook, and long-term growth potential from higher-margin monetization.
• Positive Sentiment: New AI-related content and production efficiency narratives are also supportive, with reports suggesting Netflix could use AI tools to reduce visual effects and production costs, potentially improving margins over time.
• Positive Sentiment: Netflix is also benefiting from new content and licensing deals, including a reported $100 million agreement tied to Jay Shetty’s “On Purpose,” reinforcing its ability to keep expanding premium content offerings.
• Neutral Sentiment: One article compared Netflix’s stock performance with other entertainment names, noting it has lagged peers recently but that analysts still expect patience could pay off for long-term investors.
• Neutral Sentiment: Another item referenced Netflix’s connection to Nick Bilton, but it appears more related to broader media talent movement than a direct business catalyst for NFLX.
• Negative Sentiment: Some recent coverage framed Netflix as still being in a bear market or suggested it is not the top choice versus peers like Apple, which may weigh on sentiment even as fundamentals improve.

Insider Buying and Selling at Netflix

In other news, CEO Gregory K. Peters sold 27,312 shares of Netflix stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $88.69, for a total transaction of $2,422,301.28. Following the sale, 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider David A. Hyman sold 5,722 shares of Netflix stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $88.08, for a total transaction of $503,993.76. Following the sale, the insider owned 316,100 shares in the company, valued at approximately $27,842,088. This trade represents a 1.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 1,365,509 shares of company stock worth $129,675,743 in the last 90 days. 1.24% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on NFLX. New Street Research lifted their target price on shares of Netflix from $96.00 to $102.00 in a report on Friday, April 17th. Citic Securities lifted their target price on shares of Netflix from $95.00 to $107.00 and gave the stock a “hold” rating in a report on Monday, April 27th. Oppenheimer set a $120.00 target price on shares of Netflix and gave the stock an “outperform” rating in a report on Friday, April 17th. The Goldman Sachs Group upgraded shares of Netflix from a “neutral” rating to a “buy” rating in a report on Monday, April 13th. Finally, Rosenblatt Securities dropped their target price on shares of Netflix from $96.00 to $95.00 and set a “neutral” rating on the stock in a report on Friday, April 17th. Two research 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 company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $114.82.

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.