Netflix, Inc. $NFLX Shares Bought by Tsfg LLC

Tsfg LLC grew its stake in Netflix, Inc. (NASDAQ:NFLX) by 918.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 12,390 shares of the Internet television network’s stock after purchasing an additional 11,174 shares during the quarter. Tsfg LLC’s holdings in Netflix were worth $1,162,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of the stock. Vanguard Group Inc. boosted its holdings in Netflix by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after purchasing an additional 142,238 shares during the last quarter. Checchi Capital Advisers LLC boosted its holdings in Netflix by 875.7% in the 4th quarter. Checchi Capital Advisers LLC now owns 31,143 shares of the Internet television network’s stock valued at $2,920,000 after purchasing an additional 27,951 shares during the last quarter. Contravisory Investment Management Inc. boosted its holdings in Netflix by 837.2% in the 4th quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock valued at $10,443,000 after purchasing an additional 99,496 shares during the last quarter. Crew Capital Management Ltd raised its stake in shares of Netflix by 1,021.9% in the 4th quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network’s stock valued at $847,000 after acquiring an additional 8,226 shares during the period. Finally, BNC Wealth Management LLC raised its stake in shares of Netflix by 991.3% in the 4th quarter. BNC Wealth Management LLC now owns 41,229 shares of the Internet television network’s stock valued at $3,866,000 after acquiring an additional 37,451 shares during the period. Institutional investors and hedge funds own 80.93% of the company’s stock.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix said it has spent more than $135 billion on film and TV over the past decade, reinforcing its scale, content dominance, and position as the leader in streaming. Netflix spent over $135 billion on film, TV over last decade
• Positive Sentiment: Netflix’s recent earnings were solid, with revenue and EPS beating expectations, showing that the business still has strong profitability and growth momentum.
• Neutral Sentiment: Commentary around Wall Street’s view of Netflix suggests investors are still debating the stock’s near-term direction, with sentiment not clearly one-sided. Is Wall Street Bullish or Bearish on Netflix Stock?
• Neutral Sentiment: Media coverage around Netflix’s presence at TV upfronts and higher pricing reflects ongoing monetization efforts, but this is more of a longer-term strategic theme than an immediate stock driver. At TV upfronts, AI is in and corporate shuffles are reshaping the line-up
• Negative Sentiment: Texas Attorney General Ken Paxton sued Netflix, accusing it of illegally collecting user data, spying on consumers, and designing the platform to be addictive; the lawsuit could create legal, regulatory, and reputational pressure on the company. Netflix sued by Texas for allegedly spying on consumers

Netflix Trading Down 2.3%

Shares of Netflix stock opened at $85.45 on Tuesday. The company has a fifty day simple moving average of $95.55 and a 200-day simple moving average of $95.62. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43. The stock has a market cap of $359.81 billion, a price-to-earnings ratio of 27.60, a PEG ratio of 1.11 and a beta of 1.55.

Netflix (NASDAQ:NFLX) last issued its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The business had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.17 billion. During the same quarter in the prior year, the business posted $6.61 EPS. The company’s revenue for the quarter was up 16.2% on a year-over-year basis. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, equities analysts forecast that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

Analyst Ratings Changes

NFLX has been the topic of a number of research analyst reports. Citigroup initiated coverage on shares of Netflix in a research note on Thursday, April 16th. They issued a “market perform” rating on the stock. President Capital boosted their price target on shares of Netflix from $133.00 to $134.00 and gave the company a “buy” rating in a research note on Tuesday, March 31st. Cfra raised shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 price target on the stock in a research note on Friday, March 6th. UBS Group set a $104.00 price target on shares of Netflix in a research note on Tuesday, January 27th. Finally, Evercore initiated coverage on shares of Netflix in a research note on Friday, February 27th. They issued an “outperform” rating and a $115.00 price target on the stock. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and fifteen have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $114.82.

Insider Activity

In related news, Director Reed Hastings sold 407,550 shares of the stock in a transaction on Friday, May 1st. The shares were sold at an average price of $93.13, for a total transaction of $37,955,131.50. Following the completion of the sale, the director owned 3,940 shares in the company, valued at $366,932.20. This represents a 99.04% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider David A. Hyman sold 5,722 shares of the company’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total transaction of $503,993.76. Following the transaction, the insider owned 316,100 shares of the company’s stock, valued at approximately $27,842,088. The trade was a 1.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 1,422,769 shares of company stock worth $135,144,073 over the last 90 days. 1.37% of the stock is owned by corporate 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.