SNS Financial Group LLC increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 897.9% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 11,676 shares of the Internet television network’s stock after buying an additional 10,506 shares during the period. SNS Financial Group LLC’s holdings in Netflix were worth $1,095,000 at the end of the most recent quarter.
Several other hedge funds have also added to or reduced their stakes in NFLX. Brighton Jones LLC boosted its position in Netflix by 5.0% during the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after buying an additional 257 shares during the period. Revolve Wealth Partners LLC boosted its position in Netflix by 16.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after buying an additional 144 shares during the period. Sivia Capital Partners LLC boosted its position in Netflix by 21.2% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock worth $1,883,000 after buying an additional 246 shares during the period. Strategic Investment Advisors MI boosted its position in Netflix by 18.9% during the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after buying an additional 123 shares during the period. Finally, Schnieders Capital Management LLC. boosted its position in Netflix by 12.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock worth $2,832,000 after buying an additional 228 shares during the period. 80.93% of the stock is currently owned by institutional investors and hedge funds.
Analyst Ratings Changes
NFLX has been the topic of several recent research reports. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Netflix from $98.00 to $100.00 and gave the stock a “hold” rating in a research report on Tuesday, April 14th. Citigroup assumed coverage on shares of Netflix in a research report on Thursday, April 16th. They issued a “market perform” rating on the stock. Morgan Stanley restated an “overweight” rating on shares of Netflix in a research report on Friday, April 17th. Canaccord Genuity Group set a $125.00 price target on shares of Netflix and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Finally, Susquehanna upgraded shares of Netflix to a “positive” rating and set a $112.00 price target on the stock in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and fifteen have given a Hold rating to the company. According to MarketBeat, Netflix currently has a consensus rating of “Moderate Buy” and an average price target of $114.82.
Key Netflix News
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Board approved a large buyback capacity — Netflix expanded its share‑repurchase authorization by roughly $25 billion, which reduces float and supports EPS and the share price. InsiderMonkey: Buyback
- Positive Sentiment: Q1 fundamentals and earnings signals remain strong — Netflix reported solid Q1 results (revenue growth ~16% YoY and an EPS beat), and some analysts/commentators say the sell‑off overlooked bullish elements in the report. Fool: Sell‑off Is a Gift
- Positive Sentiment: Analyst model tweaks lifted forward EPS estimates — Erste Group modestly raised FY2026/27 EPS forecasts, which helps justify the stock after the post‑earnings repricing. (Estimates reported by market commentary.)
- Neutral Sentiment: Mobile product push (Clips/vertical feed) aims to boost engagement and discovery but monetization impact is uncertain near term. TechCrunch: Clips
- Neutral Sentiment: Programming slate: May content highlights (new originals and returns) help retention/engagement but are incremental vs. macro growth drivers. MarketWatch: May slate
- Neutral Sentiment: Relative valuation comparisons (e.g., SIRI vs. NFLX) are circulating; these frame Netflix as more expensive on absolute metrics but still attractive on growth-adjusted measures. Zacks: SIRI vs NFLX
- Negative Sentiment: Market reaction to the earnings update included a notable sell‑off that some say reflected disappointment around near‑term guidance, leaving sentiment fragile. Fool: Why Stock Falling
- Negative Sentiment: Shareholder activism is drawing attention to governance and valuation, which can create near‑term uncertainty even if it leads to constructive outcomes later. Yahoo Finance: Activism
- Negative Sentiment: Some analysts/journalists call the post‑earnings dip a “hold” scenario — arguing the stock isn’t cheap enough relative to other opportunities right after the drop. 247WallSt: Hold
Netflix Stock Performance
NASDAQ:NFLX opened at $93.61 on Friday. The company has a fifty day moving average of $94.81 and a 200-day moving average of $96.77. The firm has a market capitalization of $394.17 billion, a P/E ratio of 30.24, a P/E/G ratio of 1.18 and a beta of 1.67. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.43. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12.
Netflix (NASDAQ:NFLX – Get Free Report) last released its quarterly earnings data 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. The company had revenue of $12.25 billion during the quarter, compared to analyst estimates of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. Netflix’s revenue for the quarter was up 16.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, sell-side analysts anticipate that Netflix, Inc. will post 3.56 EPS for the current year.
Insider Buying and Selling
In other news, insider Cletus R. Willems sold 3,136 shares of Netflix stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total value of $259,253.12. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Reed Hastings sold 420,550 shares of Netflix stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total transaction of $40,158,319.50. Following the completion of the sale, the director owned 3,940 shares of the company’s stock, valued at $376,230.60. This represents a 99.07% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,382,013 shares of company stock worth $127,482,296 over the last ninety days. 1.37% of the stock is owned by company insiders.
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.
Further Reading
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