Joel Isaacson & Co. LLC Boosts Position in Netflix, Inc. $NFLX

Key Points

• Joel Isaacson & Co. LLC boosted its Netflix stake by 924.2% in Q4, buying 84,816 shares to hold 93,993 shares valued at about $8.81 million, and several other institutions also made large purchases, leaving institutional ownership at 80.93%.
• Netflix reported a strong Q1 beat—EPS $1.23 vs. $0.76 and revenue $12.25B vs. $12.17B (revenue +16.2%)—set Q2 guidance of $0.78 EPS, and carries a consensus analyst rating of Moderate Buy with an average price target of $114.82.
• Insider selling has accelerated: co‑founder Reed Hastings sold 420,550 shares for about $40.16 million under a Rule 10b5‑1 plan, and insiders have sold ~1.49 million shares (~$136.3 million) in the last 90 days, leaving insider ownership at 1.37%.

Joel Isaacson & Co. LLC increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 924.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 93,993 shares of the Internet television network's stock after purchasing an additional 84,816 shares during the quarter. Joel Isaacson & Co. LLC's holdings in Netflix were worth $8,813,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its stake in Netflix by 912.5% in the fourth quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network's stock valued at $36,567,805,000 after buying an additional 351,493,659 shares during the last quarter. Baillie Gifford & Co. lifted its stake in Netflix by 912.3% in the fourth 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. Sumitomo Mitsui Trust Group Inc. lifted its stake in Netflix by 891.3% in the fourth 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. Nordea Investment Management AB lifted its stake in Netflix by 886.6% in the fourth quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network's stock valued at $902,798,000 after buying an additional 8,688,113 shares during the last quarter. Finally, Assenagon Asset Management S.A. lifted its stake in Netflix by 983.1% in the fourth quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network's stock valued at $584,529,000 after buying an additional 5,658,740 shares during the last quarter. Hedge funds and other institutional investors own 80.93% of the company's stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have weighed in on NFLX shares. Cfra upgraded Netflix from a "hold" rating to a "buy" rating and set a $115.00 price objective for the company in a research note on Friday, March 6th. President Capital boosted their price objective on Netflix from $133.00 to $134.00 and gave the company a "buy" rating in a research note on Tuesday, March 31st. Wells Fargo & Company started coverage on Netflix in a research note on Monday, March 9th. They issued an "equal weight" rating and a $105.00 price objective for the company. Wolfe Research reiterated an "outperform" rating and issued a $107.00 price objective on shares of Netflix in a research note on Friday, April 17th. Finally, Deutsche Bank Aktiengesellschaft boosted their price objective on Netflix from $98.00 to $100.00 and gave the company a "hold" rating in a research note on Tuesday, April 14th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fifteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $114.82.

Insider Activity at Netflix

In other news, Director Reed Hastings sold 420,550 shares of the firm's 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 sale, the director owned 3,940 shares of the company's stock, valued at approximately $376,230.60. This trade represents a 99.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Cletus R. Willems sold 3,136 shares of the company's stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The disclosure for this sale is available in the SEC filing. Insiders sold 1,487,794 shares of company stock valued at $136,255,772 in the last 90 days. 1.37% of the stock is owned by corporate insiders.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix reported a solid Q1 beat (double‑digit revenue growth and EPS above Street estimates), which supports the company’s long‑term subscription and margin recovery story. Netflix, Inc. (NFLX): One of the Best Big Name Stocks to Buy
• Positive Sentiment: Piper Sandler raised its price target to $115 and kept an Overweight rating after Q1, giving investors a bullish analyst voice amid the volatility. Netflix, Inc. (NFLX): One of the Best Big Name Stocks to Buy
• Neutral Sentiment: Engagement in growth markets: Netflix is dominating viewing in Australia, but most viewing is non‑local content — a programming mix note that matters for regional content strategy but isn’t an immediate cash‑flow concern. Netflix Audiences In Australia Are Booming, But Report Finds They Aren't Watching Local Content
• Neutral Sentiment: Several bullish op‑eds argue Netflix is a long‑term buy at current levels, highlighting the pullback as a buying opportunity for patient investors; these are opinion pieces reinforcing a buy thesis but not new fundamentals. Netflix Stock Is Down 32%. Here's Why It's a Screaming Buy.
• Negative Sentiment: Bernstein lowered its price target (from $115 to $110) citing near‑term margin pressures — a direct analyst signal that margin concerns may pressure the stock until cost or price actions are clearer. Bernstein Reduces PT on Netflix (NFLX) on Near Term Margin Concerns
• Negative Sentiment: Corporate/governance uncertainty: co‑founder Reed Hastings is leaving, which raises questions about leadership continuity and strategy execution even after the company dropped merger talks — a factor that can unsettle investors. Netflix Co-Founder Reed Hastings Is Leaving the Company. What Does This Mean for the Stock?
• Negative Sentiment: Mixed analyst moves and downgrades (Erste cut to Hold; some firms trimmed targets) plus commentary that investors were “disappointed” despite strong profits suggest short‑term selling as expectations are re‑priced. Netflix NASDAQ: NFLX Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of

Netflix Trading Up 1.0%

Shares of NFLX stock opened at $92.32 on Wednesday. The business's fifty day moving average price is $94.19 and its 200 day moving average price is $97.18. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The firm has a market capitalization of $388.72 billion, a PE ratio of 29.82, a P/E/G ratio of 1.19 and a beta of 1.67. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41.

Netflix (NASDAQ:NFLX - Get Free Report) last announced its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, topping analysts' consensus estimates of $0.76 by $0.47. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The firm had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.17 billion. During the same quarter in the prior year, the company posted $6.61 earnings per share. 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. As a group, sell-side analysts forecast that Netflix, Inc. will post 3.53 EPS for the current fiscal year.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.