Cunning Capital Partners LP Has $3.75 Million Position in Netflix, Inc. $NFLX

Cunning Capital Partners LP lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 900.0% during the 4th quarter, Holdings Channel.com reports. The firm owned 39,970 shares of the Internet television network’s stock after purchasing an additional 35,973 shares during the period. Netflix comprises 1.7% of Cunning Capital Partners LP’s portfolio, making the stock its 16th largest holding. Cunning Capital Partners LP’s holdings in Netflix were worth $3,748,000 as of its most recent filing with the SEC.

Several other large investors also recently made changes to their positions in the business. First Dallas Securities Inc. grew its holdings in shares of Netflix by 859.2% during the fourth quarter. First Dallas Securities Inc. now owns 4,700 shares of the Internet television network’s stock worth $441,000 after purchasing an additional 4,210 shares during the last quarter. GW&K Investment Management LLC grew its holdings in shares of Netflix by 847.3% during the fourth quarter. GW&K Investment Management LLC now owns 3,543 shares of the Internet television network’s stock worth $332,000 after purchasing an additional 3,169 shares during the last quarter. Rise Advisors LLC grew its holdings in shares of Netflix by 881.7% during the fourth quarter. Rise Advisors LLC now owns 3,711 shares of the Internet television network’s stock worth $348,000 after purchasing an additional 3,333 shares during the last quarter. Motley Fool Wealth Management LLC boosted its holdings in Netflix by 746.1% in the fourth quarter. Motley Fool Wealth Management LLC now owns 316,864 shares of the Internet television network’s stock valued at $29,709,000 after acquiring an additional 279,412 shares during the last quarter. Finally, Motley Fool Asset Management LLC boosted its holdings in Netflix by 1,321.5% in the fourth quarter. Motley Fool Asset Management LLC now owns 474,104 shares of the Internet television network’s stock valued at $44,452,000 after acquiring an additional 440,752 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix is getting attention for new growth-oriented content initiatives, including a FIFA World Cup-themed mobile game launch on Netflix Games and related soccer specials/docuseries, which could support engagement and strengthen the company’s entertainment ecosystem. Netflix Leans Into World Cup With New Specials And FIFA World Cup Game
• Positive Sentiment: Additional coverage highlighted Netflix’s long-term appeal as a blue-chip growth stock and pointed to continued investor optimism around its ad-supported tier, password-sharing crackdown, and expanding live-event strategy. Here’s Why Netflix (NFLX) Is One of the Best Blue Chip Stocks Under $100 to Buy Now
• Positive Sentiment: Netflix also drew upbeat commentary after a board leadership transition, with Reed Hastings stepping down as chairman and Jay Hoag taking over; the market appeared to view the change as orderly rather than disruptive. Netflix Board Shift Puts Jay Hoag At Center Of Investor Oversight
• Neutral Sentiment: One article framed Netflix as a long-term winner but also noted that the stock’s massive run-up leaves investors debating whether there is still room for more upside. Will Netflix Become a Trillion-Dollar Stock by 2030?
• Neutral Sentiment: Short-interest data showed no meaningful change, so it does not appear to be driving the stock move.
• Negative Sentiment: Netflix is facing renewed competitive and deal-related scrutiny after reports said Paramount accused it of trying to derail Warner Bros. Discovery’s deal, adding a headline overhang. Paramount Accuses Netflix Of Waging ‘Scorched-Earth Campaign’ To Derail Warner Bros. Discovery Deal: Report
• Negative Sentiment: A separate market wrap noted Netflix “suffers a larger drop than the general market,” reinforcing that shares have been weak relative to broader indexes as traders reassess valuation and near-term momentum. Netflix (NFLX) Suffers a Larger Drop Than the General Market: Key Insights

Insider Activity

In other Netflix news, CFO Spencer Adam Neumann sold 28,630 shares of the firm’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 owned 73,787 shares in the company, valued at approximately $7,231,126. This trade represents a 27.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider David A. Hyman sold 5,722 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total value of $503,993.76. Following the transaction, the insider owned 316,100 shares in the company, valued at approximately $27,842,088. This trade represents a 1.78% decrease in their position. 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. In the last 90 days, insiders have sold 1,313,029 shares of company stock valued at $120,315,776. Insiders own 1.24% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on NFLX shares. Morgan Stanley reiterated an “overweight” rating on shares of Netflix in a report on Friday, April 17th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Netflix in a report on Thursday, June 4th. Barclays set a $110.00 price target on Netflix and gave the company an “equal weight” rating in a report on Friday, April 17th. HSBC raised their price target on Netflix from $106.00 to $114.00 and gave the company a “buy” rating in a report on Friday, April 10th. Finally, The Goldman Sachs Group upgraded Netflix from a “neutral” rating to a “buy” rating in a report on Monday, April 13th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and sixteen have issued a Hold rating to the company. According to data from MarketBeat.com, Netflix presently has a consensus rating of “Moderate Buy” and a consensus price target of $114.82.

Netflix Price Performance

Shares of NFLX opened at $81.41 on Wednesday. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. The stock has a market cap of $342.80 billion, a P/E ratio of 26.30, a price-to-earnings-growth ratio of 1.05 and a beta of 1.50. The stock’s 50-day moving average price is $91.75 and its two-hundred day moving average price is $91.52.

Netflix (NASDAQ:NFLX) last issued its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 analysts’ expectations of $12.17 billion. During the same quarter last year, the business earned $6.61 earnings per share. The company’s 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. On average, equities analysts predict that Netflix, Inc. will post 3.6 earnings per share for the current year.

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.