Knuff & Co LLC Boosts Stock Holdings in Netflix, Inc. $NFLX

Knuff & Co LLC boosted its stake in Netflix, Inc. (NASDAQ:NFLX) by 889.1% during the 4th quarter, HoldingsChannel reports. The fund owned 166,326 shares of the Internet television network’s stock after acquiring an additional 149,510 shares during the quarter. Netflix comprises 4.6% of Knuff & Co LLC’s investment portfolio, making the stock its 4th largest position. Knuff & Co LLC’s holdings in Netflix were worth $15,595,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in NFLX. Brighton Jones LLC lifted 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 in the last quarter. Revolve Wealth Partners LLC lifted 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 in the last quarter. Sivia Capital Partners LLC lifted 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 in the last quarter. Strategic Investment Advisors MI lifted 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 in the last quarter. Finally, Schnieders Capital Management LLC. lifted 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 in the last quarter. 80.93% of the stock is owned by institutional investors.

Insiders Place Their Bets

In related news, insider David A. Hyman sold 5,722 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were 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 represents a 1.78% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Reed Hastings sold 420,550 shares of the company’s stock in a transaction dated 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 transaction, the director owned 3,940 shares in the company, valued at approximately $376,230.60. This trade represents a 99.07% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,422,769 shares of company stock worth $135,144,073 in the last 90 days. Corporate insiders own 1.37% of the company’s stock.

Analyst Upgrades and Downgrades

NFLX has been the topic of several analyst reports. Royal Bank Of Canada reissued a “hold” rating on shares of Netflix in a research report on Wednesday, January 21st. Erste Group Bank lowered shares of Netflix from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Morgan Stanley restated an “overweight” rating on shares of Netflix in a research note on Friday, April 17th. Rosenblatt Securities lowered their price objective on shares of Netflix from $96.00 to $95.00 and set a “neutral” rating on the stock in a research note on Friday, April 17th. Finally, President Capital boosted their price objective on shares of Netflix from $133.00 to $134.00 and gave the stock a “buy” rating in a research note on Tuesday, March 31st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fifteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $114.82.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix expanded its NFL relationship by adding more live football games, reinforcing its push into selective live events without taking on the cost of full-season sports rights. Article Title
• Positive Sentiment: The company is also leaning into event-driven entertainment with its first live MMA fight and a global world tour tied to KPop Demon Hunters, which could deepen engagement and create new monetization opportunities. Article Title
• Positive Sentiment: Evercore ISI reiterated a Buy rating on Netflix, citing an undemanding valuation and an outlook for 20%–25% earnings growth, which supports the bullish long-term thesis. Article Title
• Positive Sentiment: Netflix highlighted a reported $325 billion economic impact and over 425,000 jobs supported by its productions, while reaffirming heavy content investment that underpins future growth and valuation. Article Title
• Neutral Sentiment: Media coverage continues to frame Netflix as a leader in the streaming war, with investors focusing on ad-tier momentum, pricing power, and the company’s large content slate rather than a single catalyst. Article Title
• Negative Sentiment: Texas Attorney General Ken Paxton sued Netflix over alleged unauthorized data collection on children and claims the platform is designed to be addictive, creating potential legal, regulatory, and reputational risk. Article Title

Netflix Stock Down 0.1%

Netflix stock opened at $87.56 on Thursday. The firm has a market capitalization of $368.70 billion, a PE ratio of 28.28, a P/E/G ratio of 1.11 and a beta of 1.55. The company’s 50-day moving average is $95.19 and its 200-day moving average is $95.12. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. 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 (NASDAQ:NFLX) last released its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, topping the consensus estimate of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The company 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 business earned $6.61 EPS. Netflix’s revenue for the quarter was up 16.2% compared to the same quarter last year. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Sell-side analysts anticipate 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.