Strs Ohio Grows Stock Position in Netflix, Inc. $NFLX

Strs Ohio boosted its stake in Netflix, Inc. (NASDAQ:NFLX) by 863.6% in the fourth quarter, Holdings Channel reports. The fund owned 1,820,399 shares of the Internet television network’s stock after buying an additional 1,631,491 shares during the quarter. Netflix makes up about 0.6% of Strs Ohio’s holdings, making the stock its 19th biggest holding. Strs Ohio’s holdings in Netflix were worth $170,681,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of NFLX. Imprint Wealth LLC purchased a new position in shares of Netflix during the 3rd quarter valued at approximately $25,000. Bare Financial Services Inc boosted its stake in shares of Netflix by 93.3% during the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 14 shares during the last quarter. Horizon Financial Services LLC boosted its stake in shares of Netflix by 480.0% during the 3rd quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 24 shares during the last quarter. Redmont Wealth Advisors LLC purchased a new position in shares of Netflix during the 3rd quarter valued at approximately $36,000. Finally, Marquette Asset Management LLC purchased a new position in shares of Netflix during the 3rd quarter valued at approximately $44,000. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Insider Buying and Selling at Netflix

In related news, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction that occurred 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 sale, the insider directly owned 316,100 shares of the company’s stock, valued at approximately $25,623,066. This represents a 1.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Reed Hastings sold 420,550 shares of the stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $95.49, for a total value of $40,158,319.50. Following the completion of the sale, the director directly owned 3,940 shares in the company, valued at $376,230.60. This represents a 99.07% decrease in their ownership of the stock. 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 90 days, insiders sold 1,382,013 shares of company stock worth $127,482,296. 1.37% of the stock is owned by insiders.

Netflix Stock Performance

NFLX stock opened at $92.06 on Friday. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43. The firm has a market cap of $387.65 billion, a P/E ratio of 29.74, a P/E/G ratio of 1.20 and a beta of 1.55. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12. The stock’s 50 day simple moving average is $94.81 and its 200 day simple moving average is $96.77.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.76 by $0.47. The business had revenue of $12.25 billion for 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%.The business’s revenue was up 16.2% compared to the same quarter last year. During the same period in the prior year, the company posted $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, equities research analysts predict that Netflix, Inc. will post 3.56 EPS for the current year.

Trending Headlines about Netflix

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

Wall Street Analyst Weigh In

Several equities analysts have recently commented on NFLX shares. Royal Bank Of Canada reiterated a “hold” rating on shares of Netflix in a research note on Wednesday, January 21st. Guggenheim set a $120.00 target price on Netflix and gave the company a “buy” rating in a research note on Friday, April 17th. Benchmark reiterated a “hold” rating on shares of Netflix in a research note on Tuesday, January 13th. Moffett Nathanson increased their target price on Netflix from $115.00 to $120.00 and gave the company a “buy” rating in a research note on Tuesday, April 14th. Finally, HSBC increased their target price on Netflix from $106.00 to $114.00 and gave the company a “buy” rating in a research note on Friday, April 10th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fifteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target 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.