Dillon & Associates Inc. Makes New $584,000 Investment in Netflix, Inc. $NFLX

Dillon & Associates Inc. acquired a new position in Netflix, Inc. (NASDAQ:NFLX) in the 4th quarter, Holdings Channel reports. The firm acquired 6,218 shares of the Internet television network’s stock, valued at approximately $584,000.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Apriem Advisors lifted its holdings in Netflix by 0.6% in the third quarter. Apriem Advisors now owns 1,567 shares of the Internet television network’s stock worth $1,879,000 after buying an additional 9 shares during the period. Tortoise Investment Management LLC lifted its holdings in Netflix by 10.8% in the third quarter. Tortoise Investment Management LLC now owns 92 shares of the Internet television network’s stock worth $110,000 after buying an additional 9 shares during the period. Brass Tax Wealth Management Inc. lifted its holdings in shares of Netflix by 3.2% during the third quarter. Brass Tax Wealth Management Inc. now owns 288 shares of the Internet television network’s stock valued at $345,000 after purchasing an additional 9 shares during the last quarter. Pacific Sun Financial Corp lifted its holdings in shares of Netflix by 1.6% during the third quarter. Pacific Sun Financial Corp now owns 574 shares of the Internet television network’s stock valued at $688,000 after purchasing an additional 9 shares during the last quarter. Finally, Carl P. Sherr & Co. LLC lifted its holdings in shares of Netflix by 0.6% during the third quarter. Carl P. Sherr & Co. LLC now owns 1,715 shares of the Internet television network’s stock valued at $2,056,000 after purchasing an additional 10 shares during the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In other news, Director Reed Hastings sold 407,550 shares of the business’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $93.13, for a total transaction of $37,955,131.50. Following the completion of the sale, the director owned 3,940 shares of the company’s stock, valued at $366,932.20. The trade was a 99.04% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Spencer Adam Neumann sold 9,253 shares of the business’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $88.95, for a total transaction of $823,054.35. Following the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $6,563,353.65. The trade was a 11.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 1,422,769 shares of company stock worth $135,144,073. Company insiders own 1.24% of the company’s stock.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Bank of America reiterated a Buy rating on Netflix with a $125 price target, citing optimism about the company’s expanding advertising business and ad placements, which could support future revenue growth. Bank of America Reiterates Buy Rating on Netflix (NFLX) Stock
• Positive Sentiment: Analysts and market commentary continue to frame Netflix’s ad tier as a meaningful long-term growth opportunity, with one report nudging fair value estimates higher and pointing to improved investor confidence around content discipline. How The Netflix (NFLX) Investment Story Is Shifting Around Ads Content And Deal Discipline
• Positive Sentiment: Netflix’s push into live sports is being viewed as a new revenue catalyst, with sports-related engagement helping drive sign-ups in key markets such as Japan, which could support subscriber growth. NFLX Rides on Sports Content Engagement: New Revenue Growth Catalyst?
• Neutral Sentiment: Netflix is getting elevated attention from Zacks users and analysts, but the coverage largely reiterates the existing investment debate rather than introducing a major new catalyst. Netflix, Inc. (NFLX) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Another market note says Netflix continues to attract strong analyst support, with a consensus view leaning toward Moderate Buy, reinforcing stable sentiment around the name. Netflix, Inc. (NASDAQ:NFLX) Receives Average Recommendation of “Moderate Buy” from Analysts
• Negative Sentiment: Netflix’s announcement that it is investing in an AI animation studio drew criticism online, with some viewers calling the project “AI slop,” which could create reputational headwinds if consumer backlash grows. Netflix is betting big on an AI animation studio — even as 51% of people say they don’t want generative AI content
• Negative Sentiment: While live sports may boost engagement, the strategy also comes with heavier content spending, which could pressure near-term margins and limit upside in the short run. NFLX Rides on Sports Content Engagement: New Revenue Growth Catalyst?

Netflix Stock Performance

NASDAQ:NFLX opened at $88.60 on Tuesday. 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 company has a market cap of $373.08 billion, a PE ratio of 28.62, a price-to-earnings-growth ratio of 1.13 and a beta of 1.55. The company has a 50 day simple moving average of $93.76 and a two-hundred day simple moving average of $93.90.

Netflix (NASDAQ:NFLX) last posted its earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, topping analysts’ consensus estimates of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The business had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.17 billion. During the same quarter in the previous year, the firm posted $6.61 EPS. The firm’s revenue was up 16.2% on a year-over-year basis. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Research analysts forecast that Netflix, Inc. will post 3.6 earnings per share for the current year.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on NFLX shares. Wolfe Research reiterated an “outperform” rating and set a $107.00 target price on shares of Netflix in a report on Friday, April 17th. Evercore started coverage on shares of Netflix in a report on Friday, February 27th. They set an “outperform” rating and a $115.00 target price for the company. Barclays set a $110.00 target price on shares of Netflix and gave the company an “equal weight” rating in a report on Friday, April 17th. Oppenheimer set a $120.00 target price on shares of Netflix and gave the company an “outperform” rating in a report on Friday, April 17th. Finally, Citizens Jmp reiterated a “market perform” rating on shares of Netflix in a report on Wednesday, April 15th. Two analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have given a Hold rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $114.82.

Netflix 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.