Blair William & Co. IL Raises Stock Position in Netflix, Inc. $NFLX

Blair William & Co. IL boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 902.3% in the fourth quarter, HoldingsChannel reports. The firm owned 1,495,695 shares of the Internet television network’s stock after buying an additional 1,346,463 shares during the period. Blair William & Co. IL’s holdings in Netflix were worth $140,236,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently added to or reduced their stakes in the business. Imprint Wealth LLC acquired a new position in shares of Netflix in the 3rd quarter valued at about $25,000. Bare Financial Services Inc grew its holdings in Netflix by 93.3% during the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after acquiring an additional 14 shares during the period. Horizon Financial Services LLC raised its position in Netflix by 480.0% during the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock valued at $35,000 after acquiring an additional 24 shares in the last quarter. Redmont Wealth Advisors LLC purchased a new position in Netflix during the third quarter valued at approximately $36,000. Finally, Promus Capital LLC acquired a new position in Netflix in the third quarter valued at approximately $48,000. 80.93% of the stock is owned by hedge funds and other institutional investors.

Netflix Price Performance

Netflix stock opened at $78.72 on Wednesday. The company’s fifty day moving average price is $90.19 and its 200 day moving average price is $90.65. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. The stock has a market capitalization of $331.47 billion, a P/E ratio of 25.43, a P/E/G ratio of 1.04 and a beta of 1.50. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.41 and a current ratio of 1.41.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data 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 analysts’ expectations of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The firm’s revenue for the quarter was up 16.2% on a year-over-year basis. During the same period in the prior year, the business posted $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, equities research analysts anticipate that Netflix, Inc. will post 3.6 earnings per share for the current fiscal year.

Insider Buying and Selling at Netflix

In related news, CEO Theodore A. Sarandos sold 27,312 shares of Netflix stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $87.97, for a total value of $2,402,636.64. Following the sale, the chief executive officer directly owned 284,804 shares in the company, valued at approximately $25,054,207.88. The trade was a 8.75% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Gregory K. Peters sold 27,312 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $88.69, for a total value of $2,422,301.28. Following the sale, the chief executive officer owned 120,931 shares of the company’s stock, valued at approximately $10,725,370.39. This trade represents a 18.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 1,313,029 shares of company stock valued at $120,315,776. Corporate insiders own 1.24% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have commented on NFLX shares. HSBC upped their price objective on Netflix from $106.00 to $114.00 and gave the stock a “buy” rating in a research report on Friday, April 10th. Evercore began coverage on shares of Netflix in a research note on Friday, February 27th. They issued an “outperform” rating and a $115.00 target price for the company. Needham & Company LLC reissued a “buy” rating on shares of Netflix in a report on Friday, April 17th. China Renaissance raised their price target on shares of Netflix from $90.00 to $100.00 and gave the company a “hold” rating in a research report on Friday, April 17th. Finally, Citizens Jmp reaffirmed a “market perform” rating on shares of Netflix in a report on Wednesday, April 15th. 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 stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $114.39.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix’s reported interest in content assets like Lionsgate highlights that the company has financial flexibility and strategic optionality to expand its library if it chooses to pursue acquisitions. Netflix eyes Lionsgate after losing to Fox on Roku deal: report
• Positive Sentiment: Netflix’s expanded iHeartMedia podcast partnership adds more celebrity-driven content and live programming, which could help deepen engagement and broaden the service beyond traditional films and series. Netflix expands iHeartMedia partnership, adds Kate Hudson, Martha Stewart podcast shows
• Neutral Sentiment: Netflix confirmed it will announce second-quarter 2026 results on July 16, keeping investors focused on the next earnings update and forward guidance. Netflix to Announce Second Quarter 2026 Financial Results
• Neutral Sentiment: Several articles frame Netflix as a buy-the-dip candidate after its recent slide, but these are analyst/opinion pieces rather than company-specific operational news. Netflix vs Disney: What’s the Better Stock to Buy Right Now?
• Negative Sentiment: Netflix shares are being weighed down by the Fox-Roku deal, which could create a stronger streaming competitor and pressure Netflix’s growth narrative. Why Fox-Roku deal is hitting Netflix stock today
• Negative Sentiment: Rumors that Netflix missed out on a major bid for Roku and other acquisition opportunities are creating concern that the company could be losing strategic ground in the streaming consolidation race. Netflix (NFLX) Has Lost Out on Another Big Acquisition and Its Stock Is Being Punished

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.