Sienna Gestion Raises Stake in Netflix, Inc. $NFLX

Sienna Gestion increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 2,441.1% during the fourth quarter, HoldingsChannel.com reports. The firm owned 14,840 shares of the Internet television network’s stock after buying an additional 14,256 shares during the period. Sienna Gestion’s holdings in Netflix were worth $1,385,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in NFLX. First Financial Corp IN lifted its holdings in Netflix by 900.0% during the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after purchasing an additional 243 shares in the last quarter. DiNuzzo Private Wealth Inc. lifted its holdings in Netflix by 885.2% during the 4th 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 in the last quarter. Turning Point Benefit Group Inc. lifted its holdings in Netflix by 13,400.0% during the 4th 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 in the last quarter. Imprint Wealth LLC purchased a new stake in Netflix during the 3rd quarter worth about $25,000. Finally, Cornerstone Financial Management LLC purchased a new stake in Netflix during the 4th quarter worth about $26,000. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Netflix Stock Up 1.7%

Shares of NASDAQ:NFLX opened at $81.67 on Tuesday. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The firm has a fifty day moving average of $90.59 and a 200 day moving average of $90.84. The firm has a market capitalization of $343.90 billion, a PE ratio of 26.38, a price-to-earnings-growth ratio of 1.02 and a beta of 1.50. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.41 and a current ratio of 1.41.

Netflix (NASDAQ:NFLX) last announced its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) 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 during the quarter, compared to analyst estimates of $12.17 billion. During the same period in the previous year, the business earned $6.61 earnings per share. The firm’s quarterly 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. As a group, research analysts anticipate that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

Analyst Ratings Changes

A number of analysts recently issued reports on NFLX shares. President Capital increased their price objective on Netflix from $133.00 to $134.00 and gave the stock a “buy” rating in a report on Tuesday, March 31st. Piper Sandler reissued an “overweight” rating and set a $115.00 price objective (up from $103.00) on shares of Netflix in a report on Friday, April 17th. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of Netflix in a report on Wednesday, April 22nd. Wolfe Research reaffirmed an “outperform” rating and issued a $107.00 price target on shares of Netflix in a report on Friday, April 17th. Finally, Deutsche Bank Aktiengesellschaft raised their price target on Netflix from $98.00 to $100.00 and gave the company a “hold” rating in a report on Tuesday, April 14th. 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 company. According to data from MarketBeat.com, Netflix currently has an average rating of “Moderate Buy” and a consensus price target of $114.39.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix expanded its iHeartMedia deal to add new celebrity-led video podcasts and live programming, including exclusive live video launches and on-demand episodes, which could boost user engagement and deepen its content ecosystem. Netflix Expands Its iHeart Podcast Bet
• Positive Sentiment: Several commentary pieces argued that Netflix looks inexpensive after its pullback, with some analysts and investors framing the stock as a quality growth name at a more attractive valuation. Netflix And IHeartMedia Expand Their Exclusive Video Podcast Partnership
• Positive Sentiment: Industry coverage highlighted Netflix’s scale and the possibility that it could reach roughly one billion monthly viewers over time, reinforcing the long-term growth narrative. Netflix has a stunning milestone in sight for 2027
• Neutral Sentiment: Netflix said it will report second-quarter 2026 results on July 16, setting up the next major earnings catalyst for the stock. Netflix to Announce Second Quarter 2026 Financial Results
• Negative Sentiment: Tyra Banks is suing Netflix over alleged deceptive editing in an “America’s Next Top Model” documentary, creating a potential legal distraction and headline risk. Tyra Banks is taking Netflix to court
• Negative Sentiment: Some market commentary noted that Netflix has fallen well below prior highs amid concerns about slower growth, stronger competition, and broader skepticism toward streaming valuations. NFLX Stock Is Down 40% From All-Time High: Are Retail Investors Buying The Dip Or Leaving Battered Streamer?

Insider Activity

In other news, insider David A. Hyman sold 5,722 shares of the stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total transaction of $503,993.76. Following the transaction, the insider directly 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 document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Spencer Adam Neumann sold 28,630 shares of the stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $98.00, for a total value of $2,805,740.00. Following the transaction, the chief financial officer owned 73,787 shares in the company, valued at $7,231,126. This trade represents a 27.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 1,313,029 shares of company stock worth $120,315,776. 1.24% of the stock is currently owned by insiders.

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.