Netflix, Inc. $NFLX Stock Holdings Raised by Northwestern Mutual Investment Management Company LLC

Northwestern Mutual Investment Management Company LLC raised its stake in Netflix, Inc. (NASDAQ:NFLX) by 899.7% in the 4th quarter, according to its most recent filing with the SEC. The fund owned 135,390 shares of the Internet television network’s stock after purchasing an additional 121,847 shares during the period. Northwestern Mutual Investment Management Company LLC’s holdings in Netflix were worth $12,694,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Vanguard Group Inc. increased its position in shares of Netflix by 912.5% in 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 purchasing an additional 351,493,659 shares during the last quarter. Baillie Gifford & Co. grew 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 valued at $3,463,498,000 after buying an additional 33,290,988 shares during the last quarter. Jennison Associates LLC grew 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 valued at $3,269,594,000 after buying an additional 30,158,900 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. grew its position in shares of Netflix by 891.3% during the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 12,099,908 shares of the Internet television network’s stock valued at $1,134,487,000 after buying an additional 10,879,276 shares during the last quarter. Finally, Principal Financial Group Inc. grew its position in shares of Netflix by 850.7% during the 4th quarter. Principal Financial Group Inc. now owns 10,858,157 shares of the Internet television network’s stock valued at $1,018,062,000 after buying an additional 9,716,017 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Several analysts reaffirmed bullish ratings and targets, citing Netflix’s expanding ad tier, strong engagement, and improving monetization outlook.
• Positive Sentiment: Netflix extended its relationship with the NFL and will stream more games, adding another high-profile live content driver that could help attract viewers and advertisers.
• Positive Sentiment: Netflix is also building out event-based programming, including its first live MMA card and a concert tour tied to KPop Demon Hunters, which reinforces its push beyond traditional streaming.

Netflix Price Performance

NASDAQ NFLX opened at $87.02 on Friday. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43. The stock has a market cap of $366.42 billion, a price-to-earnings ratio of 28.11, a price-to-earnings-growth ratio of 1.10 and a beta of 1.55. The company has a 50-day moving average price of $94.74 and a two-hundred day moving average price of $94.78.

Netflix (NASDAQ:NFLX) last posted its earnings results 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 firm 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 firm earned $6.61 EPS. 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. Analysts forecast that Netflix, Inc. will post 3.6 EPS for the current year.

Analyst Ratings Changes

NFLX has been the subject of a number of recent research reports. Bank of America lowered their price objective on shares of Netflix from $149.00 to $125.00 and set a “buy” rating for the company in a research report on Friday, March 6th. BMO Capital Markets lowered their price objective on shares of Netflix from $143.00 to $135.00 and set an “outperform” rating for the company in a research report on Wednesday, January 21st. Wells Fargo & Company initiated coverage on shares of Netflix in a research report on Monday, March 9th. They set an “equal weight” rating and a $105.00 price objective for the company. Susquehanna raised shares of Netflix to a “positive” rating and set a $112.00 price objective for the company in a research report on Wednesday, January 21st. Finally, TD Cowen reaffirmed a “buy” rating on shares of Netflix in a research report on Thursday. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have given a Hold rating to the stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $114.82.

Insider Transactions at Netflix

In other news, CFO Spencer Adam Neumann sold 57,260 shares of the stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $95.50, for a total value of $5,468,330.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at $7,046,658.50. This trade represents a 43.69% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Reed Hastings sold 420,550 shares of the stock in a transaction that occurred on Wednesday, April 1st. The shares were 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 of the company’s stock, valued at $376,230.60. This trade represents a 99.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 1,422,769 shares of company stock worth $135,144,073 in the last quarter. 1.37% of the stock is currently owned by corporate insiders.

Netflix 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.