Louisbourg Investments Inc. Has $4.14 Million Stock Holdings in Netflix, Inc. $NFLX

Key Points

• Louisbourg Investments Inc. boosted its Netflix stake by 261.4% in Q1, ending with 43,101 shares valued at about $4.14 million.
• Several institutional investors also significantly increased their Netflix positions, and institutions now own 80.93% of the company’s stock, signaling strong ongoing professional interest.
• Netflix remains a mixed story for investors: recent news highlights AI, ad-tech, live sports, and low churn as growth drivers, but the stock is still under technical pressure and well below prior highs.

Louisbourg Investments Inc. raised its stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 261.4% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 43,101 shares of the Internet television network's stock after purchasing an additional 31,175 shares during the quarter. Louisbourg Investments Inc.'s holdings in Netflix were worth $4,144,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. Vanguard Group Inc. increased its holdings in Netflix by 912.5% during the fourth 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 during the last quarter. State Street Corp raised its position in Netflix by 927.6% during the fourth quarter. State Street Corp now owns 176,780,995 shares of the Internet television network's stock worth $16,574,986,000 after acquiring an additional 159,578,053 shares in the last quarter. Geode Capital Management LLC lifted its stake in Netflix by 892.0% in the fourth quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network's stock valued at $9,305,336,000 after acquiring an additional 89,558,684 shares during the last quarter. Capital World Investors lifted its stake in Netflix by 859.1% in the fourth quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network's stock valued at $8,376,656,000 after acquiring an additional 80,025,890 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD grew its position in shares of Netflix by 685.8% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 86,058,878 shares of the Internet television network's stock valued at $8,068,882,000 after acquiring an additional 75,107,069 shares during the period. Institutional investors and hedge funds own 80.93% of the company's stock.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix is leaning harder into AI-driven personalization, creator tools, and ad-tech, which could improve engagement, reduce churn, and support higher monetization over time. Netflix Bets Bigger on AI Strategy: Can It Strengthen User Retention?
• Positive Sentiment: Investors also appear encouraged by Netflix’s growing push into live sports and events, plus AI initiatives, which could strengthen user retention and widen the company’s growth runway. Why is Netflix stock rising 5% on Friday?
• Positive Sentiment: Netflix’s monthly subscriber churn remains relatively low at about 2%, suggesting the platform is still retaining customers better than peers even as competition stays intense. Netflix Monthly Subscriber Churn Still Best At 2%
• Positive Sentiment: Netflix’s recent ad-tech partnership with Omnicom Media adds another potential revenue lever by bringing more personalized ads onto the platform. Netflix (NFLX) Teams Up With Omnicom Media To Bring AI Ads Onto The Platform
• Neutral Sentiment: Analysts are looking ahead to next month’s earnings report, with expectations for modest profit growth; that keeps attention on execution rather than creating a clear near-term surprise. What to Expect From Netflix's Next Quarterly Earnings Report
• Negative Sentiment: The stock is still under heavy technical pressure, with reports noting it has fallen sharply from its peak and hit a weak technical level, which may keep some investors cautious. Netflix Stock Plunges 45% From Peak, Hit Worst Technical Level in Four Years
• Negative Sentiment: Several recent stories also highlight that NFLX remains well below its prior highs and faces lingering negative sentiment, suggesting sentiment-driven volatility may continue. Netflix Stock Craters To Lowest Level In 20 Months

Wall Street Analysts Forecast Growth

A number of brokerages have recently issued reports on NFLX. Citic Securities upped their target price on shares of Netflix from $95.00 to $107.00 and gave the company a "hold" rating in a report on Monday, April 27th. TD Cowen reiterated a "buy" rating on shares of Netflix in a report on Thursday, May 14th. New Street Research upped their price objective on Netflix from $96.00 to $102.00 in a research note on Friday, April 17th. Jefferies Financial Group dropped their price objective on Netflix from $128.00 to $110.00 and set a "buy" rating on the stock in a research note on Wednesday, June 10th. Finally, Citizens Jmp reiterated a "market perform" rating on shares of Netflix in a research note on Wednesday, April 15th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, sixteen have assigned a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, Netflix currently has an average rating of "Moderate Buy" and a consensus price target of $114.26.

Netflix Stock Up 4.1%

NFLX stock opened at $73.81 on Friday. Netflix, Inc. has a fifty-two week low of $70.86 and a fifty-two week high of $134.12. 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 $310.80 billion, a price-to-earnings ratio of 23.84, a PEG ratio of 0.94 and a beta of 1.50. The business's fifty day moving average price is $85.69 and its two-hundred day moving average price is $89.00.

Netflix (NASDAQ:NFLX - Get Free Report) last announced its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The company had revenue of $12.25 billion during the quarter, compared to analysts' expectations of $12.17 billion. During the same quarter in the previous year, the business 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. On average, equities analysts anticipate that Netflix, Inc. will post 3.6 earnings per share for the current year.

Insider Buying and Selling at Netflix

In other Netflix news, Director Bradford L. Smith sold 35,990 shares of the firm's stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $77.52, for a total transaction of $2,789,944.80. Following the transaction, the director owned 79,690 shares in the company, valued at $6,177,568.80. This trade represents a 31.11% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Reed Hastings sold 386,700 shares of the firm's stock in a transaction on Monday, June 1st. The stock was sold at an average price of $85.97, for a total value of $33,244,599.00. Following the completion of the transaction, the director owned 3,940 shares in the company, valued at $338,721.80. The trade was a 98.99% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,349,019 shares of company stock valued at $123,105,721 over the last ninety days. 1.24% of the stock is 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.

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