Jupiter Asset Management Ltd. Raises Position in Netflix, Inc. $NFLX

Jupiter Asset Management Ltd. boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 626.4% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 777,299 shares of the Internet television network’s stock after buying an additional 670,289 shares during the period. Jupiter Asset Management Ltd.’s holdings in Netflix were worth $72,880,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Apriem Advisors boosted its position in shares of Netflix by 0.6% during the 3rd 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 increased its position 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 purchasing an additional 9 shares during the last quarter. Brass Tax Wealth Management Inc. increased its position 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 purchasing an additional 9 shares during the last quarter. Pacific Sun Financial Corp raised its stake in Netflix by 1.6% in the third quarter. Pacific Sun Financial Corp now owns 574 shares of the Internet television network’s stock valued at $688,000 after purchasing an additional 9 shares in the last quarter. Finally, Carl P. Sherr & Co. LLC raised its stake in Netflix by 0.6% in the third quarter. Carl P. Sherr & Co. LLC now owns 1,715 shares of the Internet television network’s stock valued at $2,056,000 after purchasing an additional 10 shares in the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of equities analysts have commented on the stock. Citic Securities boosted their price target on shares of Netflix from $95.00 to $107.00 and gave the stock a “hold” rating in a research note on Monday, April 27th. Wedbush restated an “outperform” rating and set a $118.00 price objective on shares of Netflix in a research report on Thursday, April 16th. Piper Sandler reaffirmed an “overweight” rating and set a $115.00 price objective (up from $103.00) on shares of Netflix in a report on Friday, April 17th. Evercore assumed coverage on shares of Netflix in a research report on Friday, February 27th. They issued an “outperform” rating and a $115.00 target price for the company. Finally, Seaport Research Partners increased their target price on Netflix from $115.00 to $119.00 and gave the company a “buy” rating in a research note on Friday, April 17th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $114.82.

Insider Buying and Selling at Netflix

In other news, insider David A. Hyman sold 5,722 shares of the firm’s stock in a transaction dated 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 directly owned 316,100 shares of the company’s stock, valued at approximately $27,842,088. This trade represents a 1.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Reed Hastings sold 407,550 shares of Netflix stock in a transaction dated Friday, May 1st. The stock was sold at an average price of $93.13, for a total value of $37,955,131.50. Following the completion of the transaction, the director owned 3,940 shares in the company, valued at approximately $366,932.20. This represents a 99.04% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 1,365,509 shares of company stock valued at $129,675,743. 1.24% of the stock is currently owned by insiders.

Netflix Trading Down 1.1%

NFLX stock opened at $86.36 on Friday. The company has a market capitalization of $363.64 billion, a PE ratio of 27.89, a price-to-earnings-growth ratio of 1.11 and a beta of 1.55. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.41 and a current ratio of 1.41. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The company’s 50 day moving average price is $93.29 and its two-hundred day moving average price is $93.43.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The company 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 company earned $6.61 EPS. The firm’s 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 predict that Netflix, Inc. will post 3.6 earnings per share for the current fiscal year.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Multiple analyst-style pieces argue that Netflix’s ad business is becoming a major growth driver, with 2026 ad revenue projections around $3 billion and new formats, live events, and ad-tech tools expanding monetization. Article Title
• Positive Sentiment: Several bullish writeups say Netflix could be in the early stages of a comeback, citing upside from advertising scale and stronger cash generation, with one piece raising a 12-month target far above current levels. Article Title
• Positive Sentiment: Another bullish note says Netflix’s ad empire story is “too good to ignore,” highlighting the scalability of the ad tier, higher ARPU, and the potential for ad revenue to become a meaningful share of total sales. Article Title
• Positive Sentiment: Netflix is also getting support from reports tied to the AI/content-efficiency narrative, including a $600 million deal involving Ben Affleck’s AI company and claims that Netflix could save billions over time through production efficiencies. Article Title
• Neutral Sentiment: Netflix-related mentions in broader entertainment coverage, including a new “60 Minutes” head who previously worked with Netflix projects, are not likely to have a direct material impact on the stock. Article Title
• Negative Sentiment: Some recent coverage still points out that NFLX has been trading well below its 52-week high and has had a difficult year, which keeps valuation concerns and skepticism alive. 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.