Netflix, Inc. $NFLX Position Lifted by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 65.4% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 642,266 shares of the Internet television network’s stock after acquiring an additional 253,995 shares during the period. Jefferies Financial Group Inc.’s holdings in Netflix were worth $44,689,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also recently modified their holdings of the business. BlackRock Inc. bought a new position in Netflix in the 2nd quarter worth $24,902,221,000. State Street Corp grew its holdings in Netflix by 4.9% during the second quarter. State Street Corp now owns 180,129,582 shares of the Internet television network’s stock valued at $12,861,252,000 after purchasing an additional 8,474,820 shares during the period. Bank of America Corp DE grew its holdings in Netflix by 4.3% during the first quarter. Bank of America Corp DE now owns 57,942,812 shares of the Internet television network’s stock valued at $5,571,201,000 after purchasing an additional 2,376,349 shares during the period. Bank of New York Mellon Corp bought a new stake in Netflix during the second quarter valued at about $1,906,482,000. Finally, Legal & General Group Plc bought a new stake in Netflix during the second quarter valued at about $1,886,526,000. Institutional investors own 80.93% of the company’s stock.

Analysts Set New Price Targets

A number of brokerages have commented on NFLX. Argus set a $95.00 price target on Netflix and gave the stock a “buy” rating in a research report on Thursday, October 22nd. Huber Research downgraded Netflix from a “buy” rating to an “underweight” rating in a research note on Tuesday, October 13th. Wolfe Research downgraded Netflix from an “outperform” rating to a “peer perform” rating in a research note on Thursday, October 22nd. Citizens Jmp reissued a “market perform” rating on shares of Netflix in a report on Wednesday, October 21st. Finally, Yorkville Ives initiated coverage on shares of Netflix in a research note on Monday, October 5th. They set an “in-line” rating and a $75.00 target price on the stock. Two analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating, seventeen have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat.com, Netflix has a consensus rating of “Moderate Buy” and a consensus price target of $89.14.

Netflix Trading Up 2.0%

Shares of Netflix stock opened at $64.54 on Thursday. The company has a market capitalization of $265.02 billion, a P/E ratio of 18.65, a P/E/G ratio of 0.93 and a beta of 1.62. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.07 and a current ratio of 1.07. The company has a fifty day moving average of $70.00 and a 200 day moving average of $80.65. Netflix, Inc. has a fifty-two week low of $61.39 and a fifty-two week high of $116.73.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Tuesday, October 20th. The Internet television network reported $0.87 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.82 by $0.05. The business had revenue of $12.87 billion during the quarter, compared to analyst estimates of $12.87 billion. Netflix had a return on equity of 42.69% and a net margin of 29.69%. Netflix’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.59 EPS. On average, sell-side analysts anticipate that Netflix, Inc. will post 3.59 earnings per share for the current fiscal year.

Insider Transactions at Netflix

In related news, CFO Spencer Neumann sold 9,253 shares of the business’s stock in a transaction that occurred on Wednesday, November 4th. The stock was sold at an average price of $66.15, for a total value of $612,085.95. Following the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $4,881,010.05. The trade was a 11.14% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Theodore A. Sarandos sold 27,312 shares of the business’s stock in a transaction that occurred on Wednesday, November 4th. The stock was sold at an average price of $66.20, for a total value of $1,808,054.40. Following the completion of the transaction, the chief executive officer directly owned 178,954 shares in the company, valued at approximately $11,846,754.80. This represents a 13.24% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders have sold 89,024 shares of company stock valued at $5,788,733. 1.24% of the stock is owned by corporate insiders.

Recent Netflix Headlines

Investors following NFLX have been watching these headlines:

• Positive Sentiment: A steep valuation reset has brought NFLX below 18 times earnings, which some investors may view as an attractive entry point if growth stabilizes. Article: Netflix trades under 18x earnings after a steep valuation reset
• Neutral Sentiment: A lender is marketing a loan tied to a Hollywood office campus fully leased to Netflix through 2031. The loan is associated with the property owner, Clarion Partners, rather than being reported as Netflix’s own debt. Article: Clarion Partners’ loan on Netflix-occupied Hollywood campus hits market
• Negative Sentiment: Reports say NFLX has fallen 53% from its June 2025 peak, amid slowing viewer engagement, YouTube competition and investor doubts about the expense of its content strategy. The stock is near its 52-week low, reinforcing concerns about its growth outlook. Article: Netflix Wipes Out Five Years of Gains

About Netflix

Netflix, Inc. is an entertainment company that offers subscription-based streaming of television series, films, documentaries and other programming. Its service also includes mobile games and, in some markets, advertising-supported viewing plans. Netflix produces and licenses content, including titles made under its Netflix brand. Founded in 1997 by Reed Hastings and Marc Randolph as a DVD-by-mail rental business, the company launched its streaming service in 2007 and later expanded into original programming.