Integrity Investment Advisors LLC Grows Stock Position in Netflix, Inc. $NFLX

Integrity Investment Advisors LLC lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 3,370.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 14,437 shares of the Internet television network’s stock after purchasing an additional 14,021 shares during the quarter. Netflix comprises approximately 0.7% of Integrity Investment Advisors LLC’s portfolio, making the stock its 26th biggest position. Integrity Investment Advisors LLC’s holdings in Netflix were worth $1,354,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of NFLX. Brighton Jones LLC raised its position in Netflix by 5.0% in the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after acquiring an additional 257 shares in the last quarter. Revolve Wealth Partners LLC raised its position in Netflix by 16.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after acquiring an additional 144 shares in the last quarter. Sivia Capital Partners LLC raised its position in Netflix by 21.2% in the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock worth $1,883,000 after acquiring an additional 246 shares in the last quarter. Strategic Investment Advisors MI raised its position in Netflix by 18.9% in the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after acquiring an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. raised its position in Netflix by 12.1% in the second quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock worth $2,832,000 after acquiring an additional 228 shares in the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Netflix News Roundup

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

Netflix Stock Down 1.1%

Netflix stock opened at $80.34 on Friday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.41 and a current ratio of 1.41. The firm has a market capitalization of $338.30 billion, a price-to-earnings ratio of 25.95, a price-to-earnings-growth ratio of 1.03 and a beta of 1.50. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The stock’s fifty day moving average is $90.93 and its two-hundred day moving average is $91.11.

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, beating the consensus estimate of $0.76 by $0.47. The company 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%.Netflix’s revenue was up 16.2% compared to the same quarter last year. During the same quarter in the prior year, the company earned $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Analysts predict that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

Insider Buying and Selling at Netflix

In other Netflix news, CFO Spencer Adam Neumann sold 9,253 shares of the firm’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $88.95, for a total value of $823,054.35. Following the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $6,563,353.65. This trade represents a 11.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider David A. Hyman sold 5,722 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total value of $503,993.76. Following the completion of the sale, the insider directly owned 316,100 shares in the company, valued at approximately $27,842,088. The trade was a 1.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 1,313,029 shares of company stock valued at $120,315,776. 1.24% of the stock is owned by company insiders.

Analyst Upgrades and Downgrades

Several research firms have issued reports on NFLX. Needham & Company LLC reiterated a “buy” rating on shares of Netflix in a research report on Friday, April 17th. Oppenheimer set a $120.00 price objective on Netflix and gave the stock an “outperform” rating in a research report on Friday, April 17th. Raymond James Financial reiterated a “market perform” rating on shares of Netflix in a research report on Thursday, May 14th. Cfra upgraded Netflix from a “hold” rating to a “buy” rating and set a $115.00 price objective for the company in a research report on Friday, March 6th. Finally, JPMorgan Chase & Co. reiterated a “buy” rating on shares of Netflix in a research report on Wednesday, April 22nd. Two 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 company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $114.39.

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.