United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Buys 14,225 Shares of Netflix, Inc. $NFLX

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 711.3% during the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 16,225 shares of the Internet television network’s stock after buying an additional 14,225 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Netflix were worth $19,452,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of NFLX. Legacy Investment Solutions LLC bought a new position in Netflix during the second quarter valued at $31,000. Retirement Wealth Solutions LLC bought a new stake in shares of Netflix in the 3rd quarter worth about $28,000. Steph & Co. boosted its stake in shares of Netflix by 188.9% during the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after purchasing an additional 17 shares during the period. Bare Financial Services Inc boosted its stake in shares of Netflix by 93.3% during the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 14 shares during the period. Finally, Horizon Financial Services LLC grew its holdings in Netflix by 480.0% during the 3rd quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock valued at $35,000 after purchasing an additional 24 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors.

Netflix Price Performance

Shares of NFLX stock opened at $99.02 on Friday. The company has a market capitalization of $418.08 billion, a P/E ratio of 39.18, a P/E/G ratio of 1.41 and a beta of 1.68. The company’s 50-day simple moving average is $86.30 and its two-hundred day simple moving average is $103.69. 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 0.51, a current ratio of 1.19 and a quick ratio of 1.19.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating the consensus estimate of $0.55 by $0.01. The firm had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The company’s revenue was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, equities analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current year.

Analysts Set New Price Targets

A number of analysts recently weighed in on NFLX shares. Phillip Securities raised shares of Netflix from a “sell” rating to a “moderate buy” rating and increased their price objective for the stock from $95.00 to $100.00 in a research report on Monday, January 26th. Guggenheim dropped their target price on Netflix from $145.00 to $130.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. JPMorgan Chase & Co. initiated coverage on Netflix in a research note on Monday, March 2nd. They set an “overweight” rating and a $120.00 target price on the stock. Canaccord Genuity Group set a $125.00 price target on Netflix and gave the stock a “buy” rating in a report on Wednesday, January 21st. Finally, Wolfe Research raised their price target on Netflix from $95.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have given a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $115.79.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix walked away from its pursuit of Warner Bros. Discovery, securing a multi-billion-dollar breakup fee and removing an acquisition overhang that pressured the stock; management is refocusing on core streaming, ads and technology which investors view as capital-efficient. Netflix (NFLX) Is Up 16.6% After Walking Away From Warner Bros. Deal and Securing Breakup Fee
• Positive Sentiment: Netflix acquired InterPositive, Ben Affleck’s AI filmmaking startup, bringing the team in-house to build creator-focused production tools — a tech-forward move that supports cheaper, faster content production and reinforces Netflix’s AI strategy. Netflix buys Ben Affleck’s AI filmmaking company InterPositive
• Positive Sentiment: CFRA upgraded Netflix to a “buy” with a $115 price target, adding fresh analyst endorsement that supports further upside. Benzinga – CFRA Upgrade
• Positive Sentiment: Analysts and commentators argue walking away from the WBD deal may benefit shareholders by preserving capital and focusing management on margin-accretive growth rather than a massive, risky acquisition. Why Netflix Rejecting Warner Bros Discovery May Benefit Shareholders
• Neutral Sentiment: Bank of America lowered its price target (from $149 to $125) but kept a “buy” rating — a mixed read: still supportive but reflecting more conservative upside assumptions. Benzinga – BofA Lowers Price Target
• Neutral Sentiment: Reports show external investors (including filings tied to President Trump’s trust) bought Netflix debt during the M&A drama — notable market activity but not a direct equity catalyst. Trump Was Quietly Loading Up On Netflix Bonds — While Talking Down Its Warner Bid
• Negative Sentiment: Insider selling: the CFO and other insiders have recently sold shares (large director/Chairman sales were reported), which can create investor concern about timing and leadership selling into strength. Insider Selling: Netflix CFO Sells Stock Netflix Chairman Reed Hastings Cashed Out $39.8M

Insider Activity at Netflix

In other news, CFO Spencer Adam Neumann sold 57,260 shares of the stock in a transaction on Friday, February 27th. The stock was sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at approximately $7,046,658.50. This represents a 43.69% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Bradford L. Smith sold 31,790 shares of the firm’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $88.86, for a total value of $2,824,859.40. Following the transaction, the director owned 79,690 shares in the company, valued at approximately $7,081,253.40. This represents a 28.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,520,133 shares of company stock worth $137,259,786 over the last three months. Corporate insiders own 1.37% 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.