Pointe Capital Management LLC Buys Shares of 11,436 Netflix, Inc. $NFLX

Pointe Capital Management LLC purchased a new position in shares of Netflix, Inc. (NASDAQ:NFLX) in the second quarter, HoldingsChannel reports. The firm purchased 11,436 shares of the Internet television network’s stock, valued at approximately $817,000.

A number of other hedge funds and other institutional investors have also recently modified their holdings of NFLX. BlackRock Inc. acquired a new position in Netflix in the second quarter valued at about $24,902,221,000. State Street Corp increased its position in shares of Netflix by 927.6% during the fourth quarter. State Street Corp now owns 176,780,995 shares of the Internet television network’s stock valued at $16,574,986,000 after acquiring an additional 159,578,053 shares during the last quarter. Geode Capital Management LLC increased its position in shares of Netflix by 892.0% during the fourth quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock valued at $9,305,336,000 after acquiring an additional 89,558,684 shares during the last quarter. Capital World Investors raised its stake in shares of Netflix by 859.1% in the 4th quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock valued at $8,376,656,000 after acquiring an additional 80,025,890 shares during the period. Finally, Price T Rowe Associates Inc. MD raised its stake in shares of Netflix by 685.8% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 86,058,878 shares of the Internet television network’s stock valued at $8,068,882,000 after acquiring an additional 75,107,069 shares during the period. 80.93% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix is reportedly exploring the ability to sell subscriptions to rival services such as Peacock and Fox One. Becoming a broader streaming-subscription hub could increase customer convenience, generate additional fees and strengthen Netflix’s position as a central entertainment platform. Netflix Stock Rises on Report It May Sell Subscriptions to Rival Streaming Services
• Positive Sentiment: Netflix’s growing NFL partnership and possible access to other streaming services could give viewers more reasons to remain within its app, supporting engagement and the company’s advertising business. Netflix Stock: NFL Growth and Rival Streaming Access Could Grow Its Ad Business
• Positive Sentiment: Investors are also focused on Netflix’s low-priced ad-supported tier, sports strategy and international expansion. Pershing Square’s increased stake has provided an additional vote of confidence in the company’s diversification and monetization plans. How Investors May Respond To Netflix Ad Tier, Sports Push, and Pershing Square’s Bigger Bet
• Neutral Sentiment: Reported short interest was listed at zero shares, making the data unreliable and offering little meaningful indication of short-covering activity.
• Neutral Sentiment: Netflix generated approximately $2.8 billion in 2025 UK revenue, surpassing ITV for the first time and highlighting its international scale. Netflix Posts $2.8B Revenues In UK To Overtake ITV For First Time
• Negative Sentiment: YouTube’s efforts to lock up prominent creators could trigger a bidding war for content, increasing Netflix’s programming costs and pressuring margins. YouTube Could Spark a Creator Bidding War That Hurts Netflix Stock
• Negative Sentiment: A leadership change in Netflix’s advertising division creates some execution uncertainty as the company works to scale its ad business. Netflix parts ways with a key ad executive

Wall Street Analyst Weigh In

Several equities analysts have recently commented on NFLX shares. Wells Fargo & Company set a $80.00 price objective on shares of Netflix and gave the stock an “equal weight” rating in a report on Friday, July 17th. CLSA assumed coverage on shares of Netflix in a report on Monday, July 20th. They issued an “outperform” rating for the company. Guggenheim set a $75.00 target price on Netflix and gave the company a “buy” rating in a research report on Friday, July 17th. UBS Group decreased their price target on Netflix from $130.00 to $115.00 and set a “buy” rating on the stock in a research note on Friday, July 17th. Finally, Wolfe Research restated an “outperform” rating and set a $95.00 price target (up from $84.00) on shares of Netflix in a research report on Tuesday. Four investment analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, seventeen have assigned a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $103.19.

Insider Buying and Selling at Netflix

In related news, Director Richard N. Barton sold 2,160 shares of the business’s stock in a transaction on Wednesday, August 5th. The stock was sold at an average price of $75.10, for a total transaction of $162,216.00. Following the completion of the transaction, the director directly owned 246 shares of the company’s stock, valued at $18,474.60. The trade was a 89.78% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Spencer Adam Neumann sold 9,248 shares of the company’s stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $75.79, for a total value of $700,905.92. Following the sale, the chief financial officer owned 73,787 shares in the company, valued at approximately $5,592,316.73. This trade represents a 11.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have sold 600,295 shares of company stock valued at $49,056,671. Insiders own 1.24% of the company’s stock.

Netflix Trading Up 2.8%

Shares of NFLX stock opened at $82.23 on Wednesday. Netflix, Inc. has a fifty-two week low of $65.08 and a fifty-two week high of $126.71. The company has a 50 day moving average price of $74.42 and a 200 day moving average price of $84.36. The stock has a market capitalization of $342.40 billion, a P/E ratio of 25.88, a price-to-earnings-growth ratio of 1.00 and a beta of 1.52. The company has a debt-to-equity ratio of 0.39, a quick ratio of 1.14 and a current ratio of 1.14.

Netflix (NASDAQ:NFLX) last released its earnings results on Thursday, July 16th. The Internet television network reported $0.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.01. Netflix had a net margin of 28.22% and a return on equity of 40.02%. The company had revenue of $12.56 billion for the quarter, compared to analyst estimates of $12.58 billion. During the same period in the prior year, the business earned $0.72 EPS. The firm’s quarterly revenue was up 13.4% on a year-over-year basis. Equities research analysts predict that Netflix, Inc. will post 3.59 EPS for the current fiscal year.

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.