Netflix, Inc. $NFLX Shares Purchased by Silvant Capital Management LLC

Silvant Capital Management LLC boosted its stake in Netflix, Inc. (NASDAQ:NFLX) by 908.2% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 628,500 shares of the Internet television network’s stock after purchasing an additional 566,163 shares during the period. Netflix makes up about 2.0% of Silvant Capital Management LLC’s investment portfolio, making the stock its 12th biggest holding. Silvant Capital Management LLC’s holdings in Netflix were worth $58,928,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also recently added to or reduced their stakes in NFLX. Brighton Jones LLC increased its holdings in Netflix by 5.0% in the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock valued at $4,804,000 after purchasing an additional 257 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in Netflix by 16.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after purchasing an additional 144 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in Netflix by 21.2% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after purchasing an additional 246 shares in the last quarter. Strategic Investment Advisors MI increased its holdings in Netflix by 18.9% in the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock valued at $1,036,000 after purchasing an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its holdings in Netflix by 12.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after purchasing an additional 228 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Netflix Stock Performance

NASDAQ:NFLX opened at $81.67 on Tuesday. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. The firm has a 50-day moving average of $90.59 and a two-hundred day moving average of $90.84. The stock has a market cap of $343.90 billion, a P/E ratio of 26.38, a PEG ratio of 1.02 and a beta of 1.50. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share 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 analysts’ expectations of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The firm’s revenue for the quarter was up 16.2% on a year-over-year basis. During the same period in the prior year, the company posted $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, research analysts expect that Netflix, Inc. will post 3.6 earnings per share for the current fiscal year.

Insider Buying and Selling at Netflix

In other news, 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 transaction of $2,805,740.00. Following the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at approximately $7,231,126. This trade represents a 27.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, 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 $27,842,088. The trade was a 1.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders have sold 1,313,029 shares of company stock valued at $120,315,776. Corporate insiders own 1.24% of the company’s stock.

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?

Analyst Upgrades and Downgrades

Several analysts recently issued reports on NFLX shares. Jefferies Financial Group lowered their price target on Netflix from $128.00 to $110.00 and set a “buy” rating for the company in a report on Wednesday, June 10th. TD Cowen reiterated a “buy” rating on shares of Netflix in a report on Thursday, May 14th. Pivotal Research set a $96.00 price target on Netflix and gave the company a “hold” rating in a report on Friday, April 17th. Raymond James Financial reissued a “market perform” rating on shares of Netflix in a research report on Thursday, May 14th. Finally, New Street Research upped their price objective on shares of Netflix from $96.00 to $102.00 in a research report on Friday, April 17th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have assigned a Hold rating to the company. Based on data from MarketBeat, Netflix has a consensus rating of “Moderate Buy” and an average price target of $114.39.

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.