Nadler Financial Group Inc. Purchases 12,172 Shares of Netflix, Inc. $NFLX

Nadler Financial Group Inc. raised its position in Netflix, Inc. (NASDAQ:NFLX) by 896.3% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 13,530 shares of the Internet television network’s stock after purchasing an additional 12,172 shares during the period. Nadler Financial Group Inc.’s holdings in Netflix were worth $1,269,000 as of its most recent filing with the SEC.

Several other large investors have also recently bought and sold shares of the company. Brighton Jones LLC boosted its holdings in shares of Netflix by 5.0% in the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock valued at $4,804,000 after buying an additional 257 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of Netflix by 16.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after buying an additional 144 shares during the period. Sivia Capital Partners LLC boosted its holdings in shares of Netflix by 21.2% in the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after buying an additional 246 shares during the period. Strategic Investment Advisors MI boosted its holdings in shares of Netflix by 18.9% in the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock valued at $1,036,000 after buying an additional 123 shares during the period. Finally, Schnieders Capital Management LLC. boosted its holdings in shares of Netflix by 12.1% in the second quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after buying an additional 228 shares during the period. Institutional investors own 80.93% of the company’s stock.

Netflix Stock Performance

Shares of NFLX opened at $92.82 on Friday. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The firm has a fifty day simple moving average of $93.29 and a 200 day simple moving average of $97.74. The stock has a market capitalization of $390.85 billion, a price-to-earnings ratio of 29.98, a PEG ratio of 1.21 and a beta of 1.67. The company has a current ratio of 1.41, a quick ratio of 1.19 and a debt-to-equity ratio of 0.43.

Netflix (NASDAQ:NFLX) last announced its earnings results on Thursday, April 16th. The Internet television network reported $1.23 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 business had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.17 billion. During the same quarter in the prior year, the company posted $6.61 earnings per share. The firm’s revenue was up 16.2% on a year-over-year basis. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Research analysts forecast that Netflix, Inc. will post 3.53 EPS for the current fiscal year.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Board authorizes an additional $25 billion share buyback (adds to December 2024 buyback, no expiration). The large repurchase boosts capital returns, supports EPS and float, and was cited by markets as the primary near-term catalyst for the stock lift. Netflix announces $25 billion share buyback (Reuters)
• Positive Sentiment: Analyst and investor support: Daiwa raised its price target and kept an outperform stance; JPMorgan reaffirmed its buy rating; noted active purchases from high-profile investors (e.g., Cathie Wood) reinforce institutional confidence. These endorsements can underpin further upside if fundamentals recover. Daiwa raises price target (MarketScreener) Cathie Wood keeps buying (Barchart)
• Positive Sentiment: Product/engagement initiatives: Netflix plans a TikTok-style vertical video feed to drive mobile engagement and discoverability — a strategic push to capture “snackable” viewing that could boost retention/monetization over time. Netflix eyes TikTok-style feed (Benzinga)
• Neutral Sentiment: Analyst commentary and valuation debate: Coverage highlights a pullback that some see as a buying opportunity while others caution on near-term risk; mixed views mean sentiment could swing with subsequent results or guidance. Valuation debate after pullback (Yahoo Finance)
• Neutral Sentiment: Strategic real estate/production expansion: Reports Netflix is in talks to buy LA studio space — could expand content capacity but would be a capital-intensive move. Netflix in talks to buy studio space (Yahoo Market Chatter)
• Neutral Sentiment: Corporate governance: Netflix’s board recommended “no” votes on two shareholder proposals tied to cultural/content disputes—governance item that may matter to some investors but is unlikely to move fundamentals. Board recommends no votes (Forbes)
• Negative Sentiment: Failed bid / industry consolidation: Warner Bros. shareholders approved a $110B sale to Paramount Skydance, closing off the acquisition Netflix pursued; consolidation reduces one strategic growth pathway and underscores competition for assets. Warner Bros sale approved (Yahoo Finance)
• Negative Sentiment: Q1 guidance and selloff risk: The stock plunged after softer-than-expected Q2 guidance and margin/earnings concerns; until growth or margins re-accelerate, downside risk remains despite the buyback. Q1 guidance selloff (Seeking Alpha)

Insider Buying and Selling at Netflix

In related news, Director Reed Hastings sold 420,550 shares of the stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total transaction of $40,158,319.50. Following the completion of the transaction, the director owned 3,940 shares in the company, valued at approximately $376,230.60. This represents a 99.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider David A. Hyman sold 5,727 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the transaction, the insider owned 316,100 shares of the company’s stock, valued at $25,623,066. The trade was a 1.78% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 1,487,794 shares of company stock worth $136,255,772. Company insiders own 1.37% of the company’s stock.

Analyst Ratings Changes

Several research firms have recently weighed in on NFLX. Erste Group Bank upgraded shares of Netflix from a “hold” rating to a “buy” rating in a report on Tuesday, March 24th. Arete Research upgraded shares of Netflix from a “neutral” rating to a “buy” rating in a report on Friday, February 27th. Barclays set a $110.00 price target on shares of Netflix and gave the company an “equal weight” rating in a report on Friday, April 17th. BMO Capital Markets reduced their price target on shares of Netflix from $143.00 to $135.00 and set an “outperform” rating for the company in a report on Wednesday, January 21st. Finally, Wells Fargo & Company began coverage on shares of Netflix in a report on Monday, March 9th. They issued an “equal weight” rating and a $105.00 price target for the company. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and fourteen have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $114.53.

About Netflix

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.