FourThought Financial Partners LLC Grows Stock Holdings in Netflix, Inc. $NFLX

FourThought Financial Partners LLC raised its position in Netflix, Inc. (NASDAQ:NFLX) by 806.1% during the fourth quarter, Holdings Channel.com reports. The fund owned 9,269 shares of the Internet television network’s stock after purchasing an additional 8,246 shares during the quarter. FourThought Financial Partners LLC’s holdings in Netflix were worth $869,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the company. Brighton Jones LLC increased its position in shares of Netflix by 5.0% during the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock valued at $4,804,000 after buying an additional 257 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Netflix by 16.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after buying an additional 144 shares during the period. Sivia Capital Partners LLC increased its position in shares of Netflix by 21.2% during the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after buying an additional 246 shares during the period. Strategic Investment Advisors MI increased its position in shares of Netflix by 18.9% during the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock valued at $1,036,000 after buying an additional 123 shares during the period. Finally, Schnieders Capital Management LLC. increased its position in shares of Netflix by 12.1% during the second quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after buying an additional 228 shares during the period. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix and iHeartMedia announced that The Breakfast Club will stream live daily on Netflix, giving the service its first daily live program and strengthening its push into live and podcast-style content. iHeartMedia and Netflix Deepen Partnership with Daily Live Video Stream of Nationally Syndicated Hit Radio Show The Breakfast Club with Charlamagne tha God, DJ Envy and Jess Hilarious
• Positive Sentiment: Netflix’s ad-supported tier now reaches more than 250 million monthly active viewers globally, highlighting strong monetization potential as ad inventory expands across live sports, podcasts, and new formats. Netflix ad-supported tier tops 250M monthly viewers as sports push deepens
• Positive Sentiment: Reed Hastings said entertainment should be among the least affected industries by AI disruption, which may ease investor concerns about long-term content demand and the value of human-driven storytelling. Netflix Co-Founder Reed Hastings Says Entertainment Will Be ‘Least Affected’ As AI Fears Rise — ‘We Like Human Conflict’
• Positive Sentiment: Commentary around Netflix’s ad growth, live sports push, and consistent revenue performance versus Disney continues to support the case for durable growth and a premium valuation. Walt Disney vs. Netflix: What Recent Revenue Trends Reveal

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on NFLX. Moffett Nathanson boosted their price target on shares of Netflix from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Tuesday, April 14th. Piper Sandler reiterated an “overweight” rating and set a $115.00 price target (up from $103.00) on shares of Netflix in a research report on Friday, April 17th. Barclays set a $110.00 price target on shares of Netflix and gave the company an “equal weight” rating in a research report on Friday, April 17th. Jefferies Financial Group dropped their price objective on shares of Netflix from $134.00 to $128.00 and set a “buy” rating on the stock in a research note on Friday, April 17th. Finally, Sanford C. Bernstein reissued a “buy” rating on shares of Netflix in a research note on Thursday, May 14th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and sixteen have given a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $114.82.

Insider Transactions at Netflix

In other news, CEO Theodore A. Sarandos sold 27,312 shares of the company’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 in the company, valued at approximately $25,054,207.88. This represents a 8.75% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Reed Hastings sold 420,550 shares of the company’s stock in a transaction that occurred 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 owned 3,940 shares in the company, valued at approximately $376,230.60. This represents a 99.07% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 1,422,769 shares of company stock valued at $135,144,073. 1.24% of the stock is currently owned by insiders.

Netflix Trading Up 1.4%

NASDAQ:NFLX opened at $89.30 on Friday. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. 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’s 50-day simple moving average is $94.00 and its 200 day simple moving average is $94.20. The firm has a market capitalization of $376.02 billion, a P/E ratio of 28.84, a PEG ratio of 1.12 and a beta of 1.55.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data 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 for the quarter, compared to analyst estimates of $12.17 billion. During the same quarter in the previous year, the firm posted $6.61 earnings per share. Netflix’s quarterly revenue was up 16.2% on a year-over-year basis. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, analysts forecast that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

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.