Netflix, Inc. $NFLX Shares Bought by SFE Investment Counsel

SFE Investment Counsel raised its holdings in Netflix, Inc. (NASDAQ:NFLX) by 1,074.5% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 17,160 shares of the Internet television network’s stock after purchasing an additional 15,699 shares during the quarter. SFE Investment Counsel’s holdings in Netflix were worth $1,609,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. First Financial Corp IN lifted its position in Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after buying an additional 243 shares during the last quarter. DiNuzzo Private Wealth Inc. increased its position in shares of Netflix by 885.2% during the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 239 shares during the last quarter. Turning Point Benefit Group Inc. increased its position in shares of Netflix by 13,400.0% during the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 268 shares during the last quarter. Imprint Wealth LLC purchased a new stake in shares of Netflix in the 3rd quarter valued at approximately $25,000. Finally, MB Levis & Associates LLC raised its stake in shares of Netflix by 177.8% in the 4th quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock valued at $28,000 after acquiring an additional 192 shares during the period. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, Director Reed Hastings sold 420,550 shares of the business’s stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $95.49, for a total transaction of $40,158,319.50. Following the completion of the transaction, the director directly owned 3,940 shares of the company’s stock, valued at $376,230.60. The trade was a 99.07% 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, insider David A. Hyman sold 5,722 shares of the company’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total value of $503,993.76. Following the sale, the insider owned 316,100 shares in the company, valued at approximately $27,842,088. This trade represents 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 sold a total of 1,422,769 shares of company stock worth $135,144,073 over the last three months. Company insiders own 1.37% of the company’s stock.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix expanded its NFL relationship by adding more live football games, reinforcing its push into selective live events without taking on the cost of full-season sports rights. Article Title
• Positive Sentiment: The company is also leaning into event-driven entertainment with its first live MMA fight and a global world tour tied to KPop Demon Hunters, which could deepen engagement and create new monetization opportunities. Article Title
• Positive Sentiment: Evercore ISI reiterated a Buy rating on Netflix, citing an undemanding valuation and an outlook for 20%–25% earnings growth, which supports the bullish long-term thesis. Article Title
• Positive Sentiment: Netflix highlighted a reported $325 billion economic impact and over 425,000 jobs supported by its productions, while reaffirming heavy content investment that underpins future growth and valuation. Article Title
• Neutral Sentiment: Media coverage continues to frame Netflix as a leader in the streaming war, with investors focusing on ad-tier momentum, pricing power, and the company’s large content slate rather than a single catalyst. Article Title
• Negative Sentiment: Texas Attorney General Ken Paxton sued Netflix over alleged unauthorized data collection on children and claims the platform is designed to be addictive, creating potential legal, regulatory, and reputational risk. Article Title

Netflix Price Performance

Netflix stock opened at $87.56 on Thursday. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.43. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The firm has a market cap of $368.70 billion, a PE ratio of 28.28, a price-to-earnings-growth ratio of 1.11 and a beta of 1.55. The company’s 50 day moving average is $95.19 and its two-hundred day moving average is $95.12.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, topping 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 the consensus estimate of $12.17 billion. During the same quarter in the previous year, the firm posted $6.61 earnings per share. The company’s quarterly revenue was up 16.2% compared to the same quarter last year. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, research analysts expect that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

Wall Street Analyst Weigh In

NFLX has been the subject of a number of research analyst reports. HSBC increased their price objective on shares of Netflix from $106.00 to $114.00 and gave the stock a “buy” rating in a research report on Friday, April 10th. Weiss Ratings upgraded Netflix from a “hold (c)” rating to a “hold (c+)” rating in a research note on Monday, May 4th. DZ Bank restated a “buy” rating on shares of Netflix in a research report on Friday, April 17th. Morgan Stanley reaffirmed an “overweight” rating on shares of Netflix in a research note on Friday, April 17th. Finally, Robert W. Baird cut their price objective on Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a report on Friday, January 23rd. Two analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and fifteen have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $114.82.

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.