Mutual Advisors LLC Acquires 127,374 Shares of Netflix, Inc. $NFLX

Mutual Advisors LLC grew its holdings in Netflix, Inc. (NASDAQ:NFLX) by 891.7% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 141,659 shares of the Internet television network’s stock after purchasing an additional 127,374 shares during the period. Mutual Advisors LLC’s holdings in Netflix were worth $13,282,000 as of its most recent SEC filing.

Several other large investors also recently modified their holdings of the company. Seascape Capital Management grew its holdings in shares of Netflix by 1.6% in the third quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock worth $681,000 after acquiring an additional 9 shares during the period. Crews Bank & Trust lifted its position in Netflix by 5.8% during the third quarter. Crews Bank & Trust now owns 164 shares of the Internet television network’s stock valued at $197,000 after purchasing an additional 9 shares in the last quarter. Apriem Advisors lifted its position in shares of Netflix by 0.6% in the third quarter. Apriem Advisors now owns 1,567 shares of the Internet television network’s stock valued at $1,879,000 after acquiring an additional 9 shares in the last quarter. Tortoise Investment Management LLC lifted its position in shares of Netflix by 10.8% in the third quarter. Tortoise Investment Management LLC now owns 92 shares of the Internet television network’s stock valued at $110,000 after acquiring an additional 9 shares in the last quarter. Finally, Pacific Sun Financial Corp lifted its position in shares of Netflix by 1.6% in the third quarter. Pacific Sun Financial Corp now owns 574 shares of the Internet television network’s stock valued at $688,000 after acquiring an additional 9 shares in the last quarter. Institutional investors own 80.93% of the company’s stock.

Insider Buying and Selling at Netflix

In other news, insider Cletus R. Willems sold 3,136 shares of the stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total transaction of $259,253.12. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, 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 value of $40,158,319.50. Following the sale, the director owned 3,940 shares of the company’s stock, valued at approximately $376,230.60. This represents a 99.07% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 1,382,013 shares of company stock worth $127,482,296. 1.37% of the stock is currently owned by company insiders.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Board approved a large buyback capacity — Netflix expanded its share‑repurchase authorization by roughly $25 billion, which reduces float and supports EPS and the share price. InsiderMonkey: Buyback
• Positive Sentiment: Q1 fundamentals and earnings signals remain strong — Netflix reported solid Q1 results (revenue growth ~16% YoY and an EPS beat), and some analysts/commentators say the sell‑off overlooked bullish elements in the report. Fool: Sell‑off Is a Gift
• Positive Sentiment: Analyst model tweaks lifted forward EPS estimates — Erste Group modestly raised FY2026/27 EPS forecasts, which helps justify the stock after the post‑earnings repricing. (Estimates reported by market commentary.)
• Neutral Sentiment: Mobile product push (Clips/vertical feed) aims to boost engagement and discovery but monetization impact is uncertain near term. TechCrunch: Clips
• Neutral Sentiment: Programming slate: May content highlights (new originals and returns) help retention/engagement but are incremental vs. macro growth drivers. MarketWatch: May slate
• Neutral Sentiment: Relative valuation comparisons (e.g., SIRI vs. NFLX) are circulating; these frame Netflix as more expensive on absolute metrics but still attractive on growth-adjusted measures. Zacks: SIRI vs NFLX
• Negative Sentiment: Market reaction to the earnings update included a notable sell‑off that some say reflected disappointment around near‑term guidance, leaving sentiment fragile. Fool: Why Stock Falling
• Negative Sentiment: Shareholder activism is drawing attention to governance and valuation, which can create near‑term uncertainty even if it leads to constructive outcomes later. Yahoo Finance: Activism
• Negative Sentiment: Some analysts/journalists call the post‑earnings dip a “hold” scenario — arguing the stock isn’t cheap enough relative to other opportunities right after the drop. 247WallSt: Hold

Netflix Stock Up 1.6%

Shares of NASDAQ:NFLX opened at $93.61 on Friday. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The stock has a market cap of $394.17 billion, a P/E ratio of 30.24, a price-to-earnings-growth ratio of 1.18 and a beta of 1.67. The business’s 50 day moving average is $94.81 and its 200 day moving average is $96.77. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.43.

Netflix (NASDAQ:NFLX) last posted its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, topping analysts’ consensus estimates of $0.76 by $0.47. The company had revenue of $12.25 billion during the quarter, compared to analyst estimates of $12.17 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.Netflix’s revenue was up 16.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Sell-side analysts predict that Netflix, Inc. will post 3.56 EPS for the current year.

Analysts Set New Price Targets

Several equities analysts have recently commented on NFLX shares. Needham & Company LLC reiterated a “buy” rating on shares of Netflix in a research report on Friday, April 17th. TD Cowen decreased their target price on Netflix from $115.00 to $112.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Wedbush reiterated an “outperform” rating and issued a $118.00 target price on shares of Netflix in a research report on Thursday, April 16th. Seaport Research Partners boosted their target price on Netflix from $115.00 to $119.00 and gave the stock a “buy” rating in a research report on Friday, April 17th. Finally, New Street Research boosted their target price on Netflix from $96.00 to $102.00 in a research report on Friday, April 17th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fifteen have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $114.82.

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.