STF Management LP Purchases 17,646 Shares of Netflix, Inc. $NFLX

STF Management LP raised its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 280.4% in the 4th quarter, Holdings Channel.com reports. The firm owned 23,940 shares of the Internet television network’s stock after acquiring an additional 17,646 shares during the quarter. Netflix comprises 2.1% of STF Management LP’s holdings, making the stock its 11th biggest holding. STF Management LP’s holdings in Netflix were worth $2,245,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. First Financial Corp IN grew its holdings in Netflix by 900.0% during the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 243 shares during the period. DiNuzzo Private Wealth Inc. boosted its position in Netflix by 885.2% during the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after purchasing an additional 239 shares during the period. Turning Point Benefit Group Inc. boosted its position in Netflix by 13,400.0% during the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock worth $25,000 after purchasing an additional 268 shares during the period. Imprint Wealth LLC bought a new position in Netflix during the third quarter worth about $25,000. Finally, MB Levis & Associates LLC boosted its position in Netflix by 177.8% during the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock worth $28,000 after purchasing an additional 192 shares during the period. 80.93% of the stock is owned by institutional investors.

Insider Activity at Netflix

In related news, CEO Theodore A. Sarandos sold 27,312 shares of Netflix stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $87.97, for a total transaction of $2,402,636.64. Following the completion of the sale, the chief executive officer owned 284,804 shares of the company’s stock, valued at approximately $25,054,207.88. This trade represents a 8.75% decrease in their ownership of the stock. The transaction 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, CFO Spencer Adam Neumann sold 9,253 shares of Netflix stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $88.95, for a total value of $823,054.35. Following the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $6,563,353.65. This represents a 11.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,422,769 shares of company stock valued at $135,144,073 in the last ninety days. 1.37% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Royal Bank Of Canada reiterated a “hold” rating on shares of Netflix in a research report on Wednesday, January 21st. Seaport Research Partners raised their price target on Netflix from $115.00 to $119.00 and gave the stock a “buy” rating in a report on Friday, April 17th. Evercore assumed coverage on Netflix in a report on Friday, February 27th. They issued an “outperform” rating and a $115.00 price target for the company. Robert W. Baird cut their price target on Netflix from $150.00 to $120.00 and set an “outperform” rating for the company in a report on Friday, January 23rd. Finally, Citic Securities raised their price target on Netflix from $95.00 to $107.00 and gave the stock a “hold” rating in a report on Monday, April 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have issued a Hold rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $114.82.

Netflix Price Performance

NFLX stock opened at $87.02 on Friday. The firm has a 50 day moving average of $94.74 and a 200-day moving average of $94.67. 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 12 month low of $75.01 and a 12 month high of $134.12. The firm has a market capitalization of $366.42 billion, a P/E ratio of 28.11, a price-to-earnings-growth ratio of 1.11 and a beta of 1.55.

Netflix (NASDAQ:NFLX) last released its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, beating analysts’ consensus estimates 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 was up 16.2% compared to the same quarter last year. During the same period last year, the business earned $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, sell-side analysts predict that Netflix, Inc. will post 3.6 earnings per share for the current fiscal year.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Several analysts reaffirmed bullish ratings and targets, citing Netflix’s expanding ad tier, strong engagement, and improving monetization outlook.
• Positive Sentiment: Netflix extended its relationship with the NFL and will stream more games, adding another high-profile live content driver that could help attract viewers and advertisers.
• Positive Sentiment: Netflix is also building out event-based programming, including its first live MMA card and a concert tour tied to KPop Demon Hunters, which reinforces its push beyond traditional streaming.

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.