Mitsubishi UFJ Asset Management Co. Ltd. Has $1.06 Billion Holdings in Netflix, Inc. $NFLX

Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 4.0% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 886,815 shares of the Internet television network’s stock after acquiring an additional 34,205 shares during the quarter. Netflix accounts for approximately 0.8% of Mitsubishi UFJ Asset Management Co. Ltd.’s investment portfolio, making the stock its 16th largest position. Mitsubishi UFJ Asset Management Co. Ltd. owned 0.21% of Netflix worth $1,063,220,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of NFLX. Legacy Investment Solutions LLC acquired a new position in Netflix during the 2nd quarter worth about $31,000. Retirement Wealth Solutions LLC acquired a new position in Netflix in the third quarter valued at approximately $28,000. Rossby Financial LCC acquired a new position in shares of Netflix during the 2nd quarter valued at $35,000. Steph & Co. boosted its stake in Netflix by 188.9% during the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after acquiring an additional 17 shares in the last quarter. Finally, Redmont Wealth Advisors LLC acquired a new stake in Netflix in the third quarter valued at approximately $36,000. 80.93% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of equities analysts have issued reports on the company. Evercore reiterated an “outperform” rating and set a $138.00 price target on shares of Netflix in a research note on Friday, December 5th. Morgan Stanley set a $110.00 price objective on shares of Netflix and gave the company an “overweight” rating in a research note on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $98.00 price target (up from $95.00) on shares of Netflix in a research report on Wednesday, January 21st. Phillip Securities raised Netflix from a “sell” rating to a “moderate buy” rating and raised their target price for the company from $95.00 to $100.00 in a research report on Monday, January 26th. Finally, Pivotal Research reduced their target price on shares of Netflix from $105.00 to $95.00 and set a “hold” rating for the company in a research report on Wednesday, January 21st. One analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating and sixteen have issued a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $116.08.

Insiders Place Their Bets

In other Netflix news, insider Cletus R. Willems sold 3,136 shares of the company’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total value of $259,253.12. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, insider David A. Hyman sold 5,727 shares of the business’s stock in a transaction on Monday, February 9th. The stock was sold at an average price of $81.06, for a total value of $464,230.62. Following the completion of the sale, the insider directly owned 316,100 shares in the company, valued at $25,623,066. This trade represents a 1.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,399,163 shares of company stock valued at $129,899,103 over the last quarter. 1.37% of the stock is owned by company insiders.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Paramount raised its offer for Warner Bros. Discovery to $31/share and WBD signaled the revised bid could be a “company superior proposal,” increasing the odds Netflix won’t have to top the bid — investors cheered the reduced chance of Netflix overpaying. Paramount Confirms Revised Proposal
• Positive Sentiment: Market reaction and commentary suggest the move toward a Paramount-led outcome is why shares rallied — traders prefer Netflix keep its cash and avoid a risky integration. Netflix Stock Gains; Market Bets It Loses Warner to Paramount
• Positive Sentiment: Top investor activity: Coatue (Philippe Laffont) materially increased its Netflix stake, a vote of confidence from an institutional buyer that can support sentiment. Billionaire Philippe Laffont Is Buying Up Netflix Stock
• Neutral Sentiment: Options flow was unusually large (big call buying), which can amplify moves but also reflects speculative positioning rather than fundamentals.
• Neutral Sentiment: Corporate outreach continues: Netflix’s CFO will speak at a Morgan Stanley TMT conference next week — a reminder management remains engaged with investors amid the deal noise. Netflix CFO to Participate in Morgan Stanley TMT Conference
• Negative Sentiment: Regulatory and political risk escalated: 11 state attorneys general asked the DOJ to probe the Netflix–WBD deal, and Netflix’s CEO is set to meet at the White House — these developments keep antitrust and political scrutiny on the table and could complicate any transaction. 11 US States Urge DOJ Probe Sarandos to Visit White House

Netflix Stock Up 6.0%

Shares of NASDAQ:NFLX opened at $82.71 on Thursday. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. The firm has a fifty day moving average of $85.98 and a 200 day moving average of $104.83. The firm has a market capitalization of $349.23 billion, a PE ratio of 32.73, a price-to-earnings-growth ratio of 1.39 and a beta of 1.71.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating the consensus estimate of $0.55 by $0.01. The firm had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The business’s revenue was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, research analysts anticipate that Netflix, Inc. will post 24.58 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.