Dudley Capital Management LLC Buys 16,390 Shares of Netflix, Inc. $NFLX

Key Points

• Dudley Capital raised its Netflix stake by 1,060.8%, buying 16,390 shares to hold 17,935 shares valued at about $1.68M; institutional investors now own roughly 80.9% of the company.
• CEO Gregory K. Peters sold 27,312 shares for about $2.27M, and insiders have sold ~1,382,013 shares worth $127.48M over the past quarter, cutting insider ownership to 1.37%.
• Netflix authorized a $25 billion buyback and beat Q1 EPS estimates ($1.23 vs. $0.76), but conservative Q2 guidance (≈$0.78 EPS) prompted profit‑taking despite continued analyst interest and a "Moderate Buy" consensus.

Dudley Capital Management LLC boosted its stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 1,060.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 17,935 shares of the Internet television network's stock after acquiring an additional 16,390 shares during the period. Dudley Capital Management LLC's holdings in Netflix were worth $1,682,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. First Financial Corp IN lifted its position in Netflix by 900.0% during the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network's stock valued at $25,000 after buying an additional 243 shares during the period. DiNuzzo Private Wealth Inc. lifted its position in Netflix by 885.2% during the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network's stock valued at $25,000 after buying an additional 239 shares during the period. Turning Point Benefit Group Inc. lifted its position in Netflix by 13,400.0% during the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network's stock valued at $25,000 after buying an additional 268 shares during the period. Imprint Wealth LLC purchased a new position in Netflix during the third quarter valued at $25,000. Finally, MB Levis & Associates LLC lifted its position in Netflix by 177.8% during the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network's stock valued at $28,000 after buying an additional 192 shares during the period. Institutional investors own 80.93% of the company's stock.

Insider Transactions at Netflix

In other news, CEO Gregory K. Peters sold 27,312 shares of Netflix stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total value of $2,273,450.88. Following the completion of the transaction, the chief executive officer owned 122,140 shares of the company's stock, valued at $10,166,933.60. The trade was a 18.27% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider Cletus R. Willems sold 3,136 shares of Netflix stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total value of $259,253.12. The SEC filing for this sale provides additional information. Insiders have sold 1,382,013 shares of company stock worth $127,482,296 over the last quarter. Corporate insiders own 1.37% of the company's stock.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Board authorized a large $25 billion share‑repurchase capacity, boosting optionality to reduce float and support the stock. Netflix, Inc. (NFLX) Expands Buyback Capacity with New $25B Authorization
• Positive Sentiment: Netflix is pushing mobile engagement with a TikTok‑style vertical "Clips" feed to increase viewing frequency and discovery on phones — a strategic product move to broaden usage. Netflix wants you to watch ‘Clips,' its TikTok-like vertical video feed
• Positive Sentiment: TV/market commentators and some TV‑trade segments are still listing NFLX among buy/long ideas, keeping some investor interest intact. Netflix, Cisco, Zoom And A Health Care Stock On CNBC's 'Final Trades'
• Neutral Sentiment: Analysts modestly raised forward EPS estimates (Erste Group nudged FY2026/FY2027 numbers slightly), but ratings remain mixed — small upside to estimates rather than a broad upgrade. Erste Group raises Netflix EPS estimates (MarketBeat summary)
• Neutral Sentiment: Investor attention metrics and media writeups (Zacks) show heightened interest — more eyeballs can amplify moves but don't guarantee direction. Netflix, Inc. (NFLX) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Market reaction remains focused on the company's conservative near‑term guidance (Q2 EPS guidance lower than some expected), which prompted profit‑taking despite the Q1 EPS beat. That guidance is a principal reason for downward pressure. Why Is Netflix Stock Falling, and is it a Generational Buying Opportunity?
• Negative Sentiment: Shareholder activism and governance scrutiny have returned to the headlines, adding uncertainty around strategic choices and valuation — a potential headwind for sentiment until resolved. Netflix Shareholder Activism Puts Governance And Valuation In Focus

Wall Street Analysts Forecast Growth

Several equities analysts have commented on the company. Moffett Nathanson raised their price objective on Netflix from $115.00 to $120.00 and gave the company a "buy" rating in a research report on Tuesday, April 14th. UBS Group set a $104.00 price objective on Netflix in a research report on Tuesday, January 27th. Argus lowered their price objective on Netflix from $141.00 to $110.00 and set a "buy" rating for the company in a research report on Thursday, January 22nd. China Renaissance raised their price objective on Netflix from $90.00 to $100.00 and gave the company a "hold" rating in a research report on Friday, April 17th. Finally, Wolfe Research reissued an "outperform" rating and set a $107.00 price objective on shares of Netflix in a research report on Friday, April 17th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fifteen have given a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $114.82.

Netflix Price Performance

NFLX opened at $92.06 on Friday. The stock has a 50-day moving average price of $94.81 and a 200-day moving average price of $96.77. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. The firm has a market cap of $387.65 billion, a PE ratio of 29.74, a P/E/G ratio of 1.18 and a beta of 1.55. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12.

Netflix (NASDAQ:NFLX - Get Free Report) last posted its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.76 by $0.47. The firm had revenue of $12.25 billion during the quarter, compared to analyst estimates of $12.17 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.Netflix's quarterly revenue was up 16.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Sell-side analysts predict that Netflix, Inc. will post 3.56 earnings per share for the current fiscal year.

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.

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