Van Lanschot Kempen Investment Management N.V. Purchases 196,553 Shares of Netflix, Inc. $NFLX

Van Lanschot Kempen Investment Management N.V. grew its position in Netflix, Inc. (NASDAQ:NFLX) by 1,311.8% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 211,537 shares of the Internet television network’s stock after acquiring an additional 196,553 shares during the period. Van Lanschot Kempen Investment Management N.V.’s holdings in Netflix were worth $19,834,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of 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 buying an additional 243 shares during the period. DiNuzzo Private Wealth Inc. grew its position in shares of Netflix by 885.2% in the 4th quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after buying an additional 239 shares during the last quarter. Turning Point Benefit Group Inc. grew its position in shares of Netflix by 13,400.0% in the 4th quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock valued at $25,000 after buying an additional 268 shares during the last quarter. Imprint Wealth LLC bought a new stake in shares of Netflix in the 3rd quarter valued at about $25,000. Finally, Jessup Wealth Management Inc bought a new stake in shares of Netflix in the 4th quarter valued at about $27,000. 80.93% of the stock is currently owned by institutional investors.

Netflix Stock Down 1.1%

Shares of NASDAQ:NFLX opened at $80.34 on Friday. The company has a market capitalization of $338.30 billion, a price-to-earnings ratio of 25.95, a P/E/G ratio of 1.03 and a beta of 1.50. 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 business’s 50-day moving average is $90.93 and its 200-day moving average is $91.11. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.76 by $0.47. The company had revenue of $12.25 billion for the quarter, compared to the consensus estimate 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 period in the previous year, the business 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.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Jim Cramer said, “I want to buy Netflix,” which can reinforce the view that the recent weakness is a buying opportunity rather than a sign of deteriorating fundamentals. Jim Cramer Says “I Want to Buy Netflix”
• Positive Sentiment: Analyst-focused articles noted that Netflix has fallen sharply since its last earnings report, but Wall Street still sees meaningful upside, suggesting valuation support if growth reaccelerates. Here’s What Dragging Netflix (NFLX) Down
• Positive Sentiment: Omdia forecast Netflix could approach 400 million subscribers by 2031, reinforcing the company’s long-term leadership in global streaming and supporting the bull case for future revenue growth. Omdia: Netflix to Reach 400 Million Subscribers by 2031
• Positive Sentiment: Netflix’s new FIFA gaming partnership adds another engagement lever, which could help reduce churn and strengthen subscriber retention over time. FIFA Deal Tests How Netflix Uses Games To Deepen Subscriber Engagement
• Neutral Sentiment: Commentary that Netflix remains a “high-quality compounder back on sale” reflects a favorable long-term view, but it does not add a new near-term catalyst. Netflix: A High-Quality Compounder Back On Sale
• Neutral Sentiment: Multiple articles framed Netflix as one of the better long-term stock ideas in the media space, but these are mostly opinion pieces rather than hard business updates. Netflix (NFLX): 10 Best Stocks to Buy Now For Next 3 Months
• Negative Sentiment: A price-target cut due to a lack of fresh catalysts points to investor concern that Netflix may need a clearer near-term driver to regain momentum. Netflix Stock Gets Price-Target Cut On Lack Of Catalysts
• Negative Sentiment: The proposed Paramount Skydance/Warner Bros. Discovery deal could create a larger streaming competitor, which is one reason Netflix publicly opposed the transaction. DOJ Clears Paramount Skydance’s $110 Billion Warner Bros. Discovery Acquisition Without Conditions

Analyst Ratings Changes

A number of equities research analysts have commented on NFLX shares. Wells Fargo & Company started coverage on Netflix in a research report on Monday, March 9th. They issued an “equal weight” rating and a $105.00 price target on the stock. Piper Sandler reiterated 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. TD Cowen reiterated a “buy” rating on shares of Netflix in a research report on Thursday, May 14th. Moffett Nathanson upped their price target on Netflix from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Tuesday, April 14th. Finally, Bank of America reiterated a “buy” rating and issued a $125.00 price target on shares of Netflix in a research report on Monday, May 18th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and sixteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Netflix has an average rating of “Moderate Buy” and a consensus target price of $114.39.

Insider Buying and Selling

In other news, CEO Theodore A. Sarandos sold 27,312 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $87.97, for a total value of $2,402,636.64. Following the completion of the sale, the chief executive officer directly owned 284,804 shares in the company, valued at $25,054,207.88. This trade represents a 8.75% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at 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 firm’s 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 completion of the sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at approximately $7,231,126. This represents a 27.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,313,029 shares of company stock worth $120,315,776 over the last three months. Insiders own 1.24% of the company’s stock.

Netflix Company 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.