Hudson Canyon Capital Management Has $3.85 Million Stock Holdings in Netflix, Inc. $NFLX

Hudson Canyon Capital Management grew its position in Netflix, Inc. (NASDAQ:NFLX) by 900.0% in the fourth quarter, HoldingsChannel.com reports. The fund owned 41,070 shares of the Internet television network’s stock after buying an additional 36,963 shares during the quarter. Netflix comprises 2.3% of Hudson Canyon Capital Management’s portfolio, making the stock its 10th biggest position. Hudson Canyon Capital Management’s holdings in Netflix were worth $3,851,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently modified their holdings of the company. Apriem Advisors raised its stake in shares of Netflix by 0.6% in the third quarter. Apriem Advisors now owns 1,567 shares of the Internet television network’s stock valued at $1,879,000 after acquiring an additional 9 shares during the last quarter. Tortoise Investment Management LLC raised its stake in shares of Netflix by 10.8% in the third quarter. Tortoise Investment Management LLC now owns 92 shares of the Internet television network’s stock worth $110,000 after acquiring an additional 9 shares during the last quarter. Brass Tax Wealth Management Inc. raised its stake in shares of Netflix by 3.2% in the third quarter. Brass Tax Wealth Management Inc. now owns 288 shares of the Internet television network’s stock worth $345,000 after acquiring an additional 9 shares during the last quarter. Pacific Sun Financial Corp raised its stake in shares of Netflix by 1.6% in the third quarter. Pacific Sun Financial Corp now owns 574 shares of the Internet television network’s stock worth $688,000 after acquiring an additional 9 shares during the last quarter. Finally, CVA Family Office LLC raised its stake in shares of Netflix by 1.0% in the third quarter. CVA Family Office LLC now owns 1,043 shares of the Internet television network’s stock worth $1,250,000 after acquiring an additional 10 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.

Insider Transactions at Netflix

In other Netflix news, CFO Spencer Adam Neumann sold 9,253 shares of the company’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $88.95, for a total value of $823,054.35. Following the completion of the sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at approximately $6,563,353.65. This represents a 11.14% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $88.69, for a total transaction of $2,422,301.28. Following the completion of the sale, the chief executive officer directly owned 120,931 shares of the company’s stock, valued at $10,725,370.39. The trade was a 18.42% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 1,422,769 shares of company stock valued at $135,144,073. Corporate insiders own 1.24% of the company’s stock.

Netflix Trading Down 0.4%

NFLX opened at $89.33 on Wednesday. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. The company has a market cap of $376.15 billion, a price-to-earnings ratio of 28.85, a price-to-earnings-growth ratio of 1.14 and a beta of 1.55. The firm has a 50 day simple moving average of $94.36 and a 200 day simple moving average of $94.50. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, topping analysts’ consensus estimates of $0.76 by $0.47. The business had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. Netflix’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 firm posted $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, sell-side analysts anticipate that Netflix, Inc. will post 3.6 earnings per share for the current year.

Analysts Set New Price Targets

A number of equities analysts have weighed in on NFLX shares. Loop Capital set a $104.00 target price on shares of Netflix in a research note on Tuesday, January 27th. Sanford C. Bernstein reaffirmed a “buy” rating on shares of Netflix in a research note on Thursday, May 14th. UBS Group set a $104.00 target price on shares of Netflix in a research note on Tuesday, January 27th. Citizens Jmp reaffirmed a “market perform” rating on shares of Netflix in a research note on Wednesday, April 15th. Finally, Canaccord Genuity Group set a $125.00 target price on shares of Netflix and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have issued a Hold rating to the stock. According to MarketBeat, Netflix currently has a consensus rating of “Moderate Buy” and a consensus target price of $114.82.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Bank of America reiterated a Buy rating and a $125 price target, citing Netflix’s advertising business, expanding live sports strategy, and long-term subscriber growth potential. Article Title
• Positive Sentiment: Analysts are becoming more constructive after Netflix’s advertiser presentation, suggesting the company’s ad tier is gaining credibility with Wall Street. Article Title
• Positive Sentiment: Omdia projected connected TV advertising revenue will nearly double by 2030, with Amazon, Netflix, and Google expected to capture a large share, reinforcing the long-term upside in Netflix’s ad business. Article Title
• Positive Sentiment: Netflix is expanding further into consumer products, including candy and toys, which could create additional brand-monetization opportunities beyond streaming. Article Title
• Neutral Sentiment: Several commentary pieces focused on whether Netflix is now “cheap” relative to its history, but these were largely valuation debates rather than fresh fundamental catalysts. Article Title
• Neutral Sentiment: Other articles highlighted long-term upside targets and comparisons to prior performance, but they mainly echoed existing bullish sentiment instead of adding new information. Article Title
• Negative Sentiment: Netflix remains below its 50-day and 200-day moving averages and has lagged the broader market over the past year, showing that investors still have concerns about growth durability and near-term execution. Article Title
• Negative Sentiment: Some coverage noted recent pullbacks tied to weaker guidance and investor skepticism, which continues to weigh on the stock despite solid underlying fundamentals. Article Title

About Netflix

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.