Night Squared LP Purchases 7,169 Shares of Netflix, Inc. $NFLX

Night Squared LP lifted its stake in Netflix, Inc. (NASDAQ:NFLX) by 104.0% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,063 shares of the Internet television network’s stock after buying an additional 7,169 shares during the quarter. Night Squared LP’s holdings in Netflix were worth $1,319,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors have also recently made changes to their positions in NFLX. Vanguard Group Inc. raised its stake in shares of Netflix by 912.5% in the fourth 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 during the period. State Street Corp raised its stake in shares of Netflix by 927.6% in the fourth quarter. State Street Corp now owns 176,780,995 shares of the Internet television network’s stock worth $16,574,986,000 after buying an additional 159,578,053 shares during the period. Geode Capital Management LLC raised its stake in shares of Netflix by 892.0% in the fourth quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock worth $9,305,336,000 after buying an additional 89,558,684 shares during the period. Capital World Investors raised its stake in shares of Netflix by 859.1% in the fourth quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock worth $8,376,656,000 after buying an additional 80,025,890 shares during the period. Finally, Morgan Stanley raised its stake in shares of Netflix by 903.0% in the fourth quarter. Morgan Stanley now owns 85,349,973 shares of the Internet television network’s stock worth $8,002,414,000 after buying an additional 76,840,318 shares during the period. Institutional investors own 80.93% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently commented on the company. Erste Group Bank downgraded Netflix from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. JPMorgan Chase & Co. reaffirmed a “buy” rating on shares of Netflix in a research note on Wednesday, April 22nd. Cfra raised Netflix from a “hold” rating to a “buy” rating and set a $115.00 price objective on the stock in a research note on Friday, March 6th. KeyCorp reaffirmed an “overweight” rating and issued a $115.00 price objective (up from $108.00) on shares of Netflix in a research note on Tuesday, April 14th. Finally, Citizens Jmp reaffirmed a “market perform” rating on shares of Netflix in a research note on Wednesday, April 15th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have assigned a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $114.39.

Key Netflix News

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 Stock Performance

NASDAQ NFLX opened at $78.72 on Wednesday. The stock has a market capitalization of $331.47 billion, a PE ratio of 25.43, a P/E/G ratio of 1.04 and a beta of 1.50. The business has a 50 day simple moving average of $90.19 and a two-hundred day simple moving average of $90.65. 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, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12.

Netflix (NASDAQ:NFLX) last released its quarterly 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 business had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.17 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The firm’s revenue for the quarter was up 16.2% compared to the same quarter last year. During the same quarter last year, the business posted $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, research 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, CEO Gregory K. Peters sold 27,312 shares of the firm’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 transaction of $2,422,301.28. Following the completion of the transaction, the chief executive officer owned 120,931 shares in the company, valued at $10,725,370.39. This trade represents a 18.42% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CEO Theodore A. Sarandos sold 27,312 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $87.97, for a total value of $2,402,636.64. Following the transaction, the chief executive officer owned 284,804 shares of the company’s stock, valued at $25,054,207.88. This represents a 8.75% decrease in their position. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 1,313,029 shares of company stock worth $120,315,776 over the last three months. 1.24% of the stock is owned by company insiders.

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.