Netflix, Inc. $NFLX Stock Holdings Lifted by Janus Henderson Group PLC

Janus Henderson Group PLC raised its position in Netflix, Inc. (NASDAQ:NFLX) by 923.7% during the fourth quarter, HoldingsChannel.com reports. The firm owned 13,270,083 shares of the Internet television network’s stock after buying an additional 11,973,854 shares during the quarter. Netflix makes up approximately 0.6% of Janus Henderson Group PLC’s holdings, making the stock its 29th largest holding. Janus Henderson Group PLC’s holdings in Netflix were worth $1,244,194,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of NFLX. Imprint Wealth LLC acquired a new stake in shares of Netflix in the third quarter worth about $25,000. First Financial Corp IN lifted its position in shares of Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after buying an additional 243 shares during the last quarter. DiNuzzo Private Wealth Inc. lifted its position in shares of Netflix by 885.2% in the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after buying an additional 239 shares during the last quarter. Turning Point Benefit Group Inc. lifted its position in shares of Netflix by 13,400.0% in the fourth 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 during the last quarter. Finally, Atlas Capital Advisors Inc. acquired a new stake in shares of Netflix in the fourth quarter worth about $26,000. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Insider Activity

In related news, CFO Spencer Adam Neumann sold 28,630 shares of the business’s stock in a transaction dated 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 transaction, the chief financial officer directly owned 73,787 shares in the company, valued at $7,231,126. The trade was a 27.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Reed Hastings sold 420,550 shares of the business’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total value of $40,158,319.50. Following the transaction, the director owned 3,940 shares in the company, valued at $376,230.60. This represents a 99.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 1,313,029 shares of company stock valued at $120,315,776. Corporate insiders own 1.24% of the company’s stock.

Netflix Price Performance

NASDAQ NFLX opened at $76.96 on Thursday. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.41 and a current ratio of 1.41. The stock has a market capitalization of $324.06 billion, a PE ratio of 24.86, a P/E/G ratio of 1.00 and a beta of 1.50. The stock has a 50-day simple moving average of $89.75 and a 200 day simple moving average of $90.44.

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

Analysts Set New Price Targets

A number of brokerages have weighed in on NFLX. Rosenblatt Securities reduced their price target on Netflix from $96.00 to $95.00 and set a “neutral” rating for the company in a research report on Friday, April 17th. Moffett Nathanson cut their price objective on Netflix from $120.00 to $115.00 and set a “buy” rating for the company in a research report on Wednesday. China Renaissance boosted their price objective on Netflix from $90.00 to $100.00 and gave the stock a “hold” rating in a research report on Friday, April 17th. New Street Research boosted their price objective on Netflix from $96.00 to $102.00 in a research report on Friday, April 17th. Finally, The Goldman Sachs Group cut Netflix from a “neutral” rating to an “underweight” rating in a research report on Thursday. Two investment analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, sixteen have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $114.26.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Some market watchers say Netflix’s sharp selloff may be nearing a bottom, with technical commentary suggesting the stock could be stabilizing after a steep two-month decline.
• Neutral Sentiment: MoffettNathanson cut its price target on Netflix from $120 to $115 but kept a buy rating, signaling continued long-term confidence despite near-term pressure.
• Negative Sentiment: Netflix’s refusal to pursue Lionsgate, combined with the Fox-Roku deal, has fueled concerns that it is losing ground in the sector’s consolidation race and may face more competition around distribution and ad-supported growth.
• Negative Sentiment: Netflix also canceled The Boroughs after one season, a reminder that some content investments are still being pruned as the company remains selective on spending.

Netflix 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.