Seeds Investor LLC Grows Stock Holdings in Netflix, Inc. $NFLX

Seeds Investor LLC grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 917.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,970 shares of the Internet television network’s stock after purchasing an additional 8,088 shares during the quarter. Seeds Investor LLC’s holdings in Netflix were worth $841,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Baillie Gifford & Co. increased its holdings in Netflix by 912.3% during the 4th quarter. Baillie Gifford & Co. now owns 36,940,035 shares of the Internet television network’s stock worth $3,463,498,000 after purchasing an additional 33,290,988 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. raised its stake in Netflix by 891.3% during the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 12,099,908 shares of the Internet television network’s stock worth $1,134,487,000 after acquiring an additional 10,879,276 shares during the period. Nordea Investment Management AB lifted its holdings in shares of Netflix by 886.6% in 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 during the last quarter. Assenagon Asset Management S.A. boosted its holdings in shares of Netflix by 983.1% during the fourth quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock valued at $584,529,000 after acquiring an additional 5,658,740 shares during the period. Finally, Massachusetts Financial Services Co. MA grew its position in Netflix by 430.6% in the 4th quarter. Massachusetts Financial Services Co. MA now owns 6,738,241 shares of the Internet television network’s stock worth $631,777,000 after purchasing an additional 5,468,262 shares during the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Insiders Place Their Bets

In related news, CEO Gregory K. Peters sold 105,781 shares of the stock in a transaction that occurred on Thursday, January 29th. The stock was sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the sale, the chief executive officer directly owned 122,140 shares in the company, valued at $10,130,291.60. This represents a 46.41% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Reed Hastings sold 420,550 shares of Netflix 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 completion of the transaction, the director owned 3,940 shares of the company’s stock, valued at approximately $376,230.60. The trade was a 99.07% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,487,794 shares of company stock valued at $136,255,772 over the last quarter. 1.37% of the stock is owned by insiders.

Netflix Stock Down 9.7%

NFLX opened at $97.31 on Friday. The firm has a market cap of $410.86 billion, a price-to-earnings ratio of 31.43, a PEG ratio of 1.60 and a beta of 1.67. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. The firm’s 50-day simple moving average is $92.20 and its 200-day simple moving average is $98.55. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12.

Netflix (NASDAQ:NFLX) last released its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, beating analysts’ consensus estimates of $0.76 by $0.47. The firm had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 43.01%. The company’s revenue for the quarter was up 16.2% compared to the same quarter last year. During the same period in the previous year, the business earned $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Equities research analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Q1 results beat expectations — revenue of $12.25B and GAAP EPS of $1.23 topped consensus, driven by subscription pricing, ad revenue growth and margin expansion; these fundamentals underpin many analyst “buy the dip” calls. Q1 results detail
• Positive Sentiment: Longer‑term growth levers remain: management emphasized live sports discussions (NFL interest) and continued ad‑tier expansion; analysts who stayed bullish point to strong cash generation and ad upside. Live sports / NFL rights
• Neutral Sentiment: Product/tech roadmap: Netflix plans a TikTok‑style vertical feed and broader AI use for recommendations — positive for engagement but not an immediate revenue catalyst. TechCrunch: vertical feed
• Negative Sentiment: Q2 guidance disappointed — the company issued Q2 EPS/revenue guidance below consensus (management cited slower near‑term growth and margin pressure), which shifted focus from the quarter to the outlook and trimmed near‑term expectations. Reuters: downbeat Q2 forecast
• Negative Sentiment: Leadership change spooked the market — Reed Hastings announced he will not stand for re‑election to the board, prompting concern about governance continuity amid a strategic pivot after the failed Warner Bros. bid. That exit amplified the selloff. Deadline: Hastings exit
• Negative Sentiment: Analyst reaction and price‑target moves were mixed-to-negative — several firms trimmed targets or moved to neutral/hold citing valuation and near‑term growth deceleration, increasing downward pressure. Invezz: analyst reactions

Analyst Ratings Changes

A number of analysts have recently weighed in on the stock. Sanford C. Bernstein reduced their price target on shares of Netflix from $115.00 to $110.00 and set an “outperform” rating for the company in a research note on Friday. Guggenheim set a $120.00 price target on shares of Netflix in a research report on Friday. Susquehanna raised Netflix to a “positive” rating and set a $112.00 target price on the stock in a research note on Wednesday, January 21st. BMO Capital Markets cut their price objective on Netflix from $143.00 to $135.00 and set an “outperform” rating for the company in a report on Wednesday, January 21st. Finally, Phillip Securities raised shares of Netflix from a “sell” rating to a “moderate buy” rating and boosted their target price for the stock from $95.00 to $100.00 in a research report on Monday, January 26th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and fourteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $114.73.

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.