Insight Advisors LLC PA Buys 21,448 Shares of Netflix, Inc. $NFLX

Insight Advisors LLC PA boosted its stake in Netflix, Inc. (NASDAQ:NFLX) by 792.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 24,154 shares of the Internet television network’s stock after acquiring an additional 21,448 shares during the period. Insight Advisors LLC PA’s holdings in Netflix were worth $2,265,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in NFLX. Vanguard Group Inc. boosted its holdings 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 boosted its holdings 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. Capital World Investors boosted its holdings in shares of Netflix by 859.1% during the 4th quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock worth $8,376,656,000 after buying an additional 80,025,890 shares in the last quarter. Norges Bank bought a new position in shares of Netflix during the 4th quarter worth approximately $5,803,248,000. Finally, Capital Research Global Investors boosted its holdings in shares of Netflix by 800.2% during the 4th quarter. Capital Research Global Investors now owns 42,367,807 shares of the Internet television network’s stock worth $3,972,406,000 after buying an additional 37,661,365 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Netflix

In other Netflix news, CFO Spencer Adam Neumann sold 28,630 shares of the firm’s stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $98.00, for a total transaction of $2,805,740.00. Following the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,231,126. This trade represents a 27.95% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider David A. Hyman sold 5,722 shares of the firm’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $88.08, for a total value of $503,993.76. Following the transaction, the insider owned 316,100 shares in the company, valued at approximately $27,842,088. This trade represents a 1.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last quarter, insiders sold 1,313,029 shares of company stock worth $120,315,776. 1.24% of the stock is currently owned by insiders.

Analyst Ratings Changes

NFLX has been the topic of a number of research analyst reports. Cfra upgraded Netflix from a “hold” rating to a “buy” rating and set a $115.00 price target on the stock in a report on Friday, March 6th. Arete Research upgraded Netflix from a “neutral” rating to a “buy” rating in a report on Friday, February 27th. Sanford C. Bernstein restated an “outperform” rating on shares of Netflix in a report on Thursday, June 4th. Morgan Stanley reaffirmed an “overweight” rating on shares of Netflix in a research note on Friday, April 17th. Finally, Rosenblatt Securities dropped their price target on Netflix from $96.00 to $95.00 and set a “neutral” rating on the stock in a research note on Friday, April 17th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and sixteen have issued a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $114.82.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix is getting attention for new growth-oriented content initiatives, including a FIFA World Cup-themed mobile game launch on Netflix Games and related soccer specials/docuseries, which could support engagement and strengthen the company’s entertainment ecosystem. Netflix Leans Into World Cup With New Specials And FIFA World Cup Game
• Positive Sentiment: Additional coverage highlighted Netflix’s long-term appeal as a blue-chip growth stock and pointed to continued investor optimism around its ad-supported tier, password-sharing crackdown, and expanding live-event strategy. Here’s Why Netflix (NFLX) Is One of the Best Blue Chip Stocks Under $100 to Buy Now
• Positive Sentiment: Netflix also drew upbeat commentary after a board leadership transition, with Reed Hastings stepping down as chairman and Jay Hoag taking over; the market appeared to view the change as orderly rather than disruptive. Netflix Board Shift Puts Jay Hoag At Center Of Investor Oversight
• Neutral Sentiment: One article framed Netflix as a long-term winner but also noted that the stock’s massive run-up leaves investors debating whether there is still room for more upside. Will Netflix Become a Trillion-Dollar Stock by 2030?
• Neutral Sentiment: Short-interest data showed no meaningful change, so it does not appear to be driving the stock move.
• Negative Sentiment: Netflix is facing renewed competitive and deal-related scrutiny after reports said Paramount accused it of trying to derail Warner Bros. Discovery’s deal, adding a headline overhang. Paramount Accuses Netflix Of Waging ‘Scorched-Earth Campaign’ To Derail Warner Bros. Discovery Deal: Report
• Negative Sentiment: A separate market wrap noted Netflix “suffers a larger drop than the general market,” reinforcing that shares have been weak relative to broader indexes as traders reassess valuation and near-term momentum. Netflix (NFLX) Suffers a Larger Drop Than the General Market: Key Insights

Netflix Price Performance

Shares of NFLX opened at $81.41 on Wednesday. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12. The business’s fifty day moving average is $91.75 and its 200 day moving average is $91.52. 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 stock has a market cap of $342.80 billion, a P/E ratio of 26.30, a P/E/G ratio of 1.05 and a beta of 1.50.

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, beating the consensus estimate of $0.76 by $0.47. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The business had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.17 billion. During the same period last year, the business earned $6.61 EPS. The business’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. Sell-side analysts anticipate that Netflix, Inc. will post 3.6 earnings per share 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.