Netflix, Inc. $NFLX Stock Position Increased by CFS Investment Advisory Services LLC

CFS Investment Advisory Services LLC grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 861.3% during the fourth quarter, Holdings Channel reports. The institutional investor owned 8,094 shares of the Internet television network’s stock after acquiring an additional 7,252 shares during the period. CFS Investment Advisory Services LLC’s holdings in Netflix were worth $759,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in NFLX. Vanguard Group Inc. raised its position in shares of Netflix by 912.5% during the 4th quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock worth $36,567,805,000 after buying an additional 351,493,659 shares in the last quarter. Geode Capital Management LLC raised its position in shares of Netflix by 892.0% during the 4th quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock worth $9,305,336,000 after buying an additional 89,558,684 shares in the last quarter. Baillie Gifford & Co. raised its position in shares of Netflix by 912.3% during the 4th quarter. Baillie Gifford & Co. now owns 36,940,035 shares of the Internet television network’s stock worth $3,463,498,000 after buying an additional 33,290,988 shares in the last quarter. Jennison Associates LLC raised its position in shares of Netflix by 639.9% during the 4th quarter. Jennison Associates LLC now owns 34,871,951 shares of the Internet television network’s stock worth $3,269,594,000 after buying an additional 30,158,900 shares in the last quarter. Finally, Legal & General Group Plc raised its position in shares of Netflix by 916.1% during the 4th quarter. Legal & General Group Plc now owns 26,522,252 shares of the Internet television network’s stock worth $2,486,726,000 after buying an additional 23,912,151 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms recently commented on NFLX. Guggenheim reiterated a “buy” rating and issued a $120.00 target price on shares of Netflix in a report on Friday, May 15th. Bank of America reiterated a “buy” rating and issued a $125.00 target price on shares of Netflix in a report on Monday, May 18th. Seaport Research Partners boosted their target price on shares of Netflix from $115.00 to $119.00 and gave the stock a “buy” rating in a report on Friday, April 17th. DZ Bank reiterated a “buy” rating on shares of Netflix in a report on Friday, April 17th. Finally, Erste Group Bank downgraded shares of Netflix from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Two investment 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.com, Netflix currently has a consensus rating of “Moderate Buy” and an average target price of $114.82.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Multiple reports say Netflix’s ad business is gaining traction, with 2026 ad revenue projected near $3 billion as new formats, live events, and ad-tech tools expand monetization. Netflix’s Ad Business Expansion Continues: More Upside Ahead?
• Positive Sentiment: Netflix reportedly acquired Ben Affleck’s AI startup InterPositive, which could automate parts of filmmaking and lower production costs, supporting margins over time. Netflix Buys Affleck AI Startup InterPositive To Reshape Content Economics
• Positive Sentiment: Several commentary pieces argue Netflix is a buying opportunity, citing upside from ad-tier growth and improving free cash flow, with some analysts reiterating bullish ratings and higher price targets. 3 Reasons to Buy Netflix Stock in June
• Neutral Sentiment: Other articles highlight Netflix as a laggard versus entertainment peers, suggesting the stock may need execution to catch up rather than already reflecting a clear fundamental breakout. How Is Netflix’s Stock Performance Compared to Other Entertainment Stocks?
• Neutral Sentiment: Coverage linking Netflix to streaming perks and broader media/advertising themes is supportive but not a direct company-specific catalyst. Best credit cards with streaming perks for June 2026: Save on Netflix, Hulu, and more

Netflix Stock Performance

NFLX stock opened at $86.02 on Friday. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.43. The company has a market capitalization of $362.21 billion, a price-to-earnings ratio of 27.78, a P/E/G ratio of 1.10 and a beta of 1.55. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The firm has a 50 day moving average of $93.12 and a two-hundred day moving average of $93.26.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings data 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. 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 period in the previous year, the company earned $6.61 earnings per share. Netflix’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. As a group, equities analysts anticipate that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CEO Theodore A. Sarandos sold 27,312 shares of the company’s stock in a transaction dated 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 sale, the chief executive officer owned 284,804 shares of the company’s stock, valued at approximately $25,054,207.88. This represents a 8.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. 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 stock in a transaction dated 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 sale, the director directly 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 1,365,509 shares of company stock worth $129,675,743. Insiders own 1.24% of the company’s stock.

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.