USS Investment Management Ltd increased its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 900.0% during the fourth quarter, Holdings Channel reports. The fund owned 672,555 shares of the Internet television network’s stock after purchasing an additional 605,302 shares during the quarter. USS Investment Management Ltd’s holdings in Netflix were worth $63,055,000 as of its most recent filing with the Securities & Exchange Commission.
Other large investors have also modified their holdings of the company. First Financial Corp IN increased its stake in Netflix by 900.0% during the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after buying an additional 243 shares during the period. DiNuzzo Private Wealth Inc. increased its stake in Netflix by 885.2% during the 4th quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after buying an additional 239 shares during the period. Turning Point Benefit Group Inc. increased its stake in 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 valued at $25,000 after buying an additional 268 shares during the period. Imprint Wealth LLC acquired a new position in Netflix during the 3rd quarter valued at about $25,000. Finally, Cornerstone Financial Management LLC acquired a new position in Netflix during the 4th quarter valued at about $26,000. Institutional investors and hedge funds own 80.93% of the company’s stock.
Insider Buying and Selling
In other news, CEO Theodore A. Sarandos sold 27,312 shares of Netflix stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $87.97, for a total value of $2,402,636.64. Following the transaction, the chief executive officer owned 284,804 shares of the company’s stock, valued at $25,054,207.88. The trade was a 8.75% decrease in their position. 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, CFO Spencer Adam Neumann sold 28,630 shares of Netflix stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $98.00, for a total transaction of $2,805,740.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at $7,231,126. This represents a 27.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,313,029 shares of company stock worth $120,315,776. 1.24% of the stock is owned by insiders.
Trending Headlines about Netflix
- Positive Sentiment: Netflix expanded its iHeartMedia deal to add new celebrity-led video podcasts and live programming, including exclusive live video launches and on-demand episodes, which could boost user engagement and deepen its content ecosystem. Netflix Expands Its iHeart Podcast Bet
- Positive Sentiment: Several commentary pieces argued that Netflix looks inexpensive after its pullback, with some analysts and investors framing the stock as a quality growth name at a more attractive valuation. Netflix And IHeartMedia Expand Their Exclusive Video Podcast Partnership
- Positive Sentiment: Industry coverage highlighted Netflix’s scale and the possibility that it could reach roughly one billion monthly viewers over time, reinforcing the long-term growth narrative. Netflix has a stunning milestone in sight for 2027
- Neutral Sentiment: Netflix said it will report second-quarter 2026 results on July 16, setting up the next major earnings catalyst for the stock. Netflix to Announce Second Quarter 2026 Financial Results
- Negative Sentiment: Tyra Banks is suing Netflix over alleged deceptive editing in an “America’s Next Top Model” documentary, creating a potential legal distraction and headline risk. Tyra Banks is taking Netflix to court
- Negative Sentiment: Some market commentary noted that Netflix has fallen well below prior highs amid concerns about slower growth, stronger competition, and broader skepticism toward streaming valuations. NFLX Stock Is Down 40% From All-Time High: Are Retail Investors Buying The Dip Or Leaving Battered Streamer?
Wall Street Analysts Forecast Growth
Several research firms have commented on NFLX. TD Cowen reissued a “buy” rating on shares of Netflix in a research note on Thursday, May 14th. Seaport Research Partners raised their target price on shares of Netflix from $115.00 to $119.00 and gave the company a “buy” rating in a research note on Friday, April 17th. Huber Research raised shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, February 27th. Wolfe Research reissued an “outperform” rating and set a $107.00 target price on shares of Netflix in a research note on Friday, April 17th. Finally, Cfra raised shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 target price on the stock in a research note on Friday, March 6th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have given a Hold rating to the company. According to data from MarketBeat.com, Netflix presently has a consensus rating of “Moderate Buy” and an average price target of $114.39.
Check Out Our Latest Stock Analysis on NFLX
Netflix Stock Performance
Shares of NFLX opened at $81.67 on Tuesday. The firm’s 50 day moving average is $90.59 and its 200-day moving average is $90.84. The stock has a market capitalization of $343.90 billion, a P/E ratio of 26.38, a P/E/G ratio of 1.02 and a beta of 1.50. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12.
Netflix (NASDAQ:NFLX – Get Free Report) last announced its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.76 by $0.47. The company had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The business’s revenue was up 16.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Equities research analysts anticipate that Netflix, Inc. will post 3.6 EPS for the current fiscal year.
Netflix Company Profile
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.
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