Generali Asset Management SPA SGR Buys 174,295 Shares of Netflix, Inc. $NFLX

Generali Asset Management SPA SGR boosted its stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 893.0% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 193,814 shares of the Internet television network's stock after purchasing an additional 174,295 shares during the quarter. Generali Asset Management SPA SGR's holdings in Netflix were worth $18,172,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Asset Planning Inc increased its holdings in Netflix by 909.3% in the fourth quarter. Asset Planning Inc now owns 21,770 shares of the Internet television network's stock valued at $2,041,000 after purchasing an additional 19,613 shares during the last quarter. FSB Premier Wealth Management Inc. increased its holdings in Netflix by 1,171.6% in the fourth quarter. FSB Premier Wealth Management Inc. now owns 2,683 shares of the Internet television network's stock valued at $252,000 after purchasing an additional 2,472 shares during the last quarter. ASR Vermogensbeheer N.V. increased its holdings in Netflix by 817.3% in the fourth quarter. ASR Vermogensbeheer N.V. now owns 737,271 shares of the Internet television network's stock valued at $69,126,000 after purchasing an additional 656,901 shares during the last quarter. Winch Advisory Services LLC increased its holdings in Netflix by 899.6% in the fourth quarter. Winch Advisory Services LLC now owns 52,710 shares of the Internet television network's stock valued at $4,942,000 after purchasing an additional 47,437 shares during the last quarter. Finally, MGO One Seven LLC grew its stake in Netflix by 896.4% in the fourth quarter. MGO One Seven LLC now owns 143,515 shares of the Internet television network's stock valued at $13,456,000 after acquiring an additional 129,112 shares during the period. Institutional investors own 80.93% of the company's stock.

Netflix Stock Up 0.0%

NFLX stock opened at $88.27 on Friday. 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 stock has a market capitalization of $371.70 billion, a P/E ratio of 28.51, a P/E/G ratio of 1.13 and a beta of 1.55. The business has a 50-day moving average of $95.44 and a 200-day moving average of $96.08. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12.

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

Analysts Set New Price Targets

A number of research analysts have issued reports on NFLX shares. Citigroup started coverage on Netflix in a research note on Thursday, April 16th. They issued a "market perform" rating for the company. Arete Research raised Netflix from a "neutral" rating to a "buy" rating in a research note on Friday, February 27th. Citic Securities boosted their target price on Netflix from $95.00 to $107.00 and gave the company a "hold" rating in a research note on Monday, April 27th. Robert W. Baird decreased their target price on Netflix from $150.00 to $120.00 and set an "outperform" rating for the company in a research note on Friday, January 23rd. Finally, TD Cowen decreased their target price on Netflix from $115.00 to $112.00 and set a "buy" rating for the company in a research note on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and fifteen have assigned a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $114.82.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Sector/company buyback talk could provide support to the shares over time as buybacks reduce float and signal capital‑return discipline. Netflix, Pulte, and Mobileye Are Buying Their Own Dips—Should You?
• Positive Sentiment: Some analyst pieces argue Netflix’s near term is “soft” but the bull case is stronger in H2 (timing of content, ad revenue cadence and margin improvements), which can support a recovery if execution meets expectations. Netflix’s First Half Is Soft. The Second Half Is Where the Bull Case Lives
• Neutral Sentiment: Warner Bros. Discovery reported a large one‑time charge tied to a termination fee connected to the almost‑acquisition saga (coverage highlights the fee and WBD’s resulting loss). This is an M&A accounting item in the wider media sector—relevant to Netflix’s cash/settlement story but not a recurring revenue signal. Warner Bros. Discovery Logs $2.92 Billion Loss Tied to Netflix Termination Fee
• Neutral Sentiment: Market commentary and technical analyses are mixed — some argue the post‑earnings pullback is overdone while others point to continued volatility; these views temper but do not eliminate near‑term downside risk. Is It Time To Reassess Netflix After Recent Share Price Weakness
• Negative Sentiment: Significant insider selling this week: CEO Greg Peters sold 27,312 shares (~$88.69 avg) and CFO Spencer Neumann sold 9,253 shares (~$88.95 avg) (SEC filings), plus other insider sales including a large, pre‑arranged sale by co‑founder Reed Hastings and a tax‑related sale by David Hyman. Large, visible insider exits increase perceived supply pressure and amplify short‑term selling. Gregory K. Peters Form 4 Spencer A. Neumann Form 4
• Negative Sentiment: Analyst/technical pressure — several notes and market comments point to clustered price targets under previous highs and resistance near ~$100, which, together with short positioning, helps explain intraday weakness. What's Going On With Netflix Stock?

Insider Transactions at Netflix

In other news, CEO Theodore A. Sarandos sold 27,312 shares of the company's stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $87.97, for a total transaction of $2,402,636.64. Following the completion of the transaction, the chief executive officer directly owned 284,804 shares of the company's stock, valued at $25,054,207.88. This represents a 8.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Spencer Adam Neumann sold 57,260 shares of the company's stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $95.50, for a total value of $5,468,330.00. Following the transaction, the chief financial officer directly owned 73,787 shares of the company's stock, valued at $7,046,658.50. This represents a 43.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,458,944 shares of company stock valued at $138,141,007 over the last three months. 1.37% of the stock is currently owned by corporate insiders.

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.

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