One Wealth Advisors LLC increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 803.6% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,382 shares of the Internet television network’s stock after acquiring an additional 9,233 shares during the period. One Wealth Advisors LLC’s holdings in Netflix were worth $973,000 at the end of the most recent quarter.
Several other large investors have also recently bought and sold shares of NFLX. Vanguard Group Inc. lifted its holdings in Netflix by 912.5% during the 4th quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock worth $36,567,805,000 after buying an additional 351,493,659 shares in the last quarter. Baillie Gifford & Co. increased its position in shares of Netflix by 912.3% in the 4th quarter. Baillie Gifford & Co. now owns 36,940,035 shares of the Internet television network’s stock valued at $3,463,498,000 after buying an additional 33,290,988 shares in the last quarter. Jennison Associates LLC increased its position in shares of Netflix by 639.9% in the 4th quarter. Jennison Associates LLC now owns 34,871,951 shares of the Internet television network’s stock valued at $3,269,594,000 after buying an additional 30,158,900 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. increased its position in shares of Netflix by 891.3% in the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 12,099,908 shares of the Internet television network’s stock valued at $1,134,487,000 after buying an additional 10,879,276 shares in the last quarter. Finally, Nordea Investment Management AB increased its holdings in Netflix by 886.6% during the 4th quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock worth $902,798,000 after purchasing an additional 8,688,113 shares in the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.
Wall Street Analysts Forecast Growth
A number of equities analysts have issued reports on NFLX shares. Piper Sandler reiterated an “overweight” rating and set a $115.00 target price (up from $103.00) on shares of Netflix in a report on Friday, April 17th. Freedom Capital upgraded shares of Netflix from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Wells Fargo & Company initiated coverage on shares of Netflix in a research note on Monday, March 9th. They issued an “equal weight” rating and a $105.00 target price for the company. Huber Research upgraded shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 27th. Finally, HSBC raised their price objective on shares of Netflix from $106.00 to $114.00 and gave the stock a “buy” rating in a research report on Friday, April 10th. Two analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and fifteen have assigned a Hold rating to the company’s stock. According to MarketBeat, Netflix currently has an average rating of “Moderate Buy” and an average price target of $114.82.
Netflix Stock Performance
Shares of NASDAQ:NFLX opened at $92.06 on Friday. The company’s 50 day simple moving average is $94.81 and its 200 day simple moving average is $96.77. The stock has a market capitalization of $387.65 billion, a price-to-earnings ratio of 29.74, a price-to-earnings-growth ratio of 1.20 and a beta of 1.55. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41.
Netflix (NASDAQ:NFLX – Get Free Report) 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 firm had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The company’s revenue was up 16.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, research analysts predict that Netflix, Inc. will post 3.56 EPS for the current fiscal year.
Insider Activity
In other news, insider Cletus R. Willems sold 3,136 shares of Netflix stock in a transaction on Tuesday, February 10th. The shares were 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 SEC, which is accessible through the SEC website. Also, insider David A. Hyman sold 5,727 shares of Netflix 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 in the company, valued at approximately $25,623,066. This trade represents a 1.78% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 1,382,013 shares of company stock valued at $127,482,296. 1.37% of the stock is currently owned by insiders.
More Netflix News
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Board authorized a large $25 billion share‑repurchase capacity, boosting optionality to reduce float and support the stock. Netflix, Inc. (NFLX) Expands Buyback Capacity with New $25B Authorization
- Positive Sentiment: Netflix is pushing mobile engagement with a TikTok‑style vertical “Clips” feed to increase viewing frequency and discovery on phones — a strategic product move to broaden usage. Netflix wants you to watch ‘Clips,’ its TikTok-like vertical video feed
- Positive Sentiment: TV/market commentators and some TV‑trade segments are still listing NFLX among buy/long ideas, keeping some investor interest intact. Netflix, Cisco, Zoom And A Health Care Stock On CNBC’s ‘Final Trades’
- Neutral Sentiment: Analysts modestly raised forward EPS estimates (Erste Group nudged FY2026/FY2027 numbers slightly), but ratings remain mixed — small upside to estimates rather than a broad upgrade. Erste Group raises Netflix EPS estimates (MarketBeat summary)
- Neutral Sentiment: Investor attention metrics and media writeups (Zacks) show heightened interest — more eyeballs can amplify moves but don’t guarantee direction. Netflix, Inc. (NFLX) is Attracting Investor Attention: Here is What You Should Know
- Negative Sentiment: Market reaction remains focused on the company’s conservative near‑term guidance (Q2 EPS guidance lower than some expected), which prompted profit‑taking despite the Q1 EPS beat. That guidance is a principal reason for downward pressure. Why Is Netflix Stock Falling, and is it a Generational Buying Opportunity?
- Negative Sentiment: Shareholder activism and governance scrutiny have returned to the headlines, adding uncertainty around strategic choices and valuation — a potential headwind for sentiment until resolved. Netflix Shareholder Activism Puts Governance And Valuation In Focus
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.
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