North Point Portfolio Managers Corp OH Makes New Investment in Netflix, Inc. $NFLX

North Point Portfolio Managers Corp OH purchased a new position in shares of Netflix, Inc. (NASDAQ:NFLX) in the first quarter, Holdings Channel.com reports. The firm purchased 114,529 shares of the Internet television network’s stock, valued at approximately $11,012,000. Netflix accounts for approximately 2.0% of North Point Portfolio Managers Corp OH’s holdings, making the stock its 28th largest holding.

Several other institutional investors have also made changes to their positions in NFLX. First Financial Corp IN lifted its stake in Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 243 shares during the last quarter. DiNuzzo Private Wealth Inc. increased its stake in shares of 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 during the last quarter. Turning Point Benefit Group Inc. increased its stake in shares of 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 during the last quarter. Imprint Wealth LLC acquired a new position in shares of Netflix during the 3rd quarter worth $25,000. Finally, Cornerstone Financial Management LLC bought a new position in shares of Netflix during the 4th quarter valued at $26,000. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix is expanding its advertising platform with new tools and broader advertiser access, which could support a faster-growing revenue stream over time. NFLX Continues to Expand Its Advertising Platform: What’s Ahead?
• Positive Sentiment: Netflix’s “Nemesis” has been renewed for a second season, reinforcing that the company continues to produce breakout content that can drive subscriber engagement. Netflix’s ‘Nemesis’ Season 2 Renewal Could Be A Major Win For Los Angeles
• Positive Sentiment: Netflix is expanding distribution through Charter’s Spectrum App Store, making it easier for customers to buy, activate, or upgrade subscriptions through a major cable platform. Netflix (NFLX) Lands Spectrum App Store Deal To Widen Streaming Access
• Neutral Sentiment: Several articles note that Netflix’s recent decline appears tied to broader market volatility and “market drama,” with no major negative change in fundamentals cited. Should You Buy Netflix Stock Right Now?
• Neutral Sentiment: Analysts and market commentators are debating whether NFLX is now undervalued after the selloff, highlighting valuation support but not a clear near-term catalyst. Netflix Inc (NFLX) Stock Down 3.2% — Now Undervalued? GF Score: 95/100
• Negative Sentiment: Netflix has continued to slide in recent sessions, with articles pointing to the stock’s weak technical performance and investor concern after a sharp run-down toward its 52-week low. Netflix (NFLX) Stock Slides as Market Rises: Facts to Know Before You Trade
• Negative Sentiment: Multiple reports about a director being jailed for defrauding Netflix out of $11 million may add a small overhang, though the direct business impact looks limited. Hollywood director jailed for defrauding Netflix out of $11m for unfinished show

Analyst Upgrades and Downgrades

A number of analysts have weighed in on NFLX shares. Piper Sandler reaffirmed an “overweight” rating and issued a $115.00 price target (up from $103.00) on shares of Netflix in a research report on Friday, April 17th. Raymond James Financial reissued a “market perform” rating on shares of Netflix in a report on Thursday, May 14th. Sanford C. Bernstein reissued an “outperform” rating on shares of Netflix in a research note on Thursday, June 4th. Citigroup restated a “market perform” rating on shares of Netflix in a report on Thursday, June 18th. Finally, Cfra raised Netflix from a “hold” rating to a “buy” rating and set a $115.00 target price for the company in a research report on Friday, March 6th. Two research analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, sixteen have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.26.

Netflix Trading Down 3.2%

Shares of NASDAQ:NFLX opened at $71.40 on Wednesday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.41 and a current ratio of 1.41. The stock’s 50-day moving average is $84.49 and its 200-day moving average is $88.63. The company has a market cap of $300.65 billion, a P/E ratio of 23.06, a P/E/G ratio of 0.94 and a beta of 1.50. Netflix, Inc. has a 52-week low of $70.86 and a 52-week high of $133.88.

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, topping the consensus estimate of $0.76 by $0.47. The business had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.17 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The firm’s revenue was up 16.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Equities research analysts predict that Netflix, Inc. will post 3.6 earnings per share for the current year.

Insider Buying and Selling

In related news, CEO Gregory K. Peters sold 27,312 shares of the business’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $88.69, for a total transaction of $2,422,301.28. Following the transaction, the chief executive officer owned 120,931 shares of the company’s stock, valued at approximately $10,725,370.39. The trade was a 18.42% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, insider David A. Hyman sold 5,722 shares of the company’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $88.08, for a total transaction of $503,993.76. Following the transaction, the insider owned 316,100 shares of the company’s stock, valued at approximately $27,842,088. The trade was a 1.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 928,469 shares of company stock valued at $82,947,401 in the last ninety days. Company insiders own 1.24% of the company’s stock.

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.