Mizuho Markets Cayman LP increased its position in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 10,575.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 17,080 shares of the Internet television network's stock after buying an additional 16,920 shares during the period. Mizuho Markets Cayman LP's holdings in Netflix were worth $1,601,000 at the end of the most recent reporting period.
Several other large investors also recently made changes to their positions in the company. Vanguard Group Inc. boosted its stake in Netflix by 912.5% during the 4th quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network's stock valued at $36,567,805,000 after purchasing an additional 351,493,659 shares during the last quarter. Baillie Gifford & Co. boosted its stake in Netflix by 912.3% during the 4th quarter. Baillie Gifford & Co. now owns 36,940,035 shares of the Internet television network's stock valued at $3,463,498,000 after purchasing an additional 33,290,988 shares during the last quarter. Jennison Associates LLC boosted its stake in Netflix by 639.9% during the 4th quarter. Jennison Associates LLC now owns 34,871,951 shares of the Internet television network's stock valued at $3,269,594,000 after purchasing an additional 30,158,900 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. boosted its stake in Netflix by 891.3% during the 4th 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 purchasing an additional 10,879,276 shares during the last quarter. Finally, Principal Financial Group Inc. boosted its stake in Netflix by 850.7% during the 4th quarter. Principal Financial Group Inc. now owns 10,858,157 shares of the Internet television network's stock valued at $1,018,062,000 after purchasing an additional 9,716,017 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.
Netflix Price Performance
Shares of NASDAQ NFLX opened at $88.60 on Friday. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The stock's 50 day moving average price is $93.88 and its 200-day moving average price is $94.06. The company has a market capitalization of $373.08 billion, a PE ratio of 28.62, a PEG ratio of 1.13 and a beta of 1.55. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.43.
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 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 the consensus estimate of $12.17 billion. During the same quarter in the previous year, the business earned $6.61 EPS. The company's revenue was up 16.2% compared to the same quarter last year. 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 EPS for the current year.
Wall Street Analyst Weigh In
A number of equities analysts have issued reports on the company. Cfra upgraded Netflix from a "hold" rating to a "buy" rating and set a $115.00 price target for the company in a research note on Friday, March 6th. Pivotal Research set a $96.00 price target on Netflix and gave the company a "hold" rating in a research note on Friday, April 17th. Huber Research upgraded Netflix from a "strong sell" rating to a "strong-buy" rating in a research note on Friday, February 27th. Seaport Research Partners lifted their price target on Netflix from $115.00 to $119.00 and gave the company a "buy" rating in a research note on Friday, April 17th. Finally, Arete Research upgraded Netflix from a "neutral" rating to a "buy" rating in a research note on Friday, February 27th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have assigned a Hold rating to the stock. According to data from MarketBeat, Netflix has an average rating of "Moderate Buy" and a consensus target price of $114.82.
Check Out Our Latest Research Report on NFLX
Trending Headlines about Netflix
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Netflix’s ad-supported tier has surpassed 250 million monthly viewers, reinforcing the company’s advertising growth story and supporting the bull case for future revenue expansion. Netflix ad-supported tier tops 250M monthly viewers as sports push deepens
- Positive Sentiment: Netflix is deepening its partnership with iHeartMedia by streaming “The Breakfast Club” live daily, a sign it is pushing further into live and podcast-style programming that could broaden engagement and ad inventory. iHeartMedia and Netflix Deepen Partnership with Daily Live Video Stream of The Breakfast Club
- Positive Sentiment: CNBC highlighted Netflix as a “final trade,” suggesting some short-term trading interest from market watchers. IBM, ServiceNow, Netflix And A Basic Materials Stock: CNBC's 'Final Trades'
- Neutral Sentiment: BetterInvesting questioned whether Netflix is fairly valued after its recent report, which keeps the stock in “show-me” territory even after strong earnings and revenue growth. BetterInvesting™ Magazine Update on Netflix NASDAQ: NFLX and ExlService Holdings Inc. NASDAQ: EXLS
- Neutral Sentiment: Analyst commentary noted Netflix as a possible suitor if IMAX is sold, but this is speculative and not a confirmed deal driver. IMAX Potential Suitors Include Netflix, Apple, Wedbush Says
- Negative Sentiment: Canada’s new streaming rules would require Netflix to contribute a larger share of domestic revenue to Canadian content, raising compliance costs for the business. Canada Raises Streaming Content Requirement to 15% for Netflix, Disney, Amazon
- Negative Sentiment: Separate reporting also flagged higher costs from the same Canadian policy change, adding a modest regulatory headwind for Netflix and other streamers. Netflix, Spotify to face higher costs as CRTC changes rules
Insider Transactions at Netflix
In other news, Director Reed Hastings sold 420,550 shares of the business's stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $95.49, for a total value of $40,158,319.50. Following the transaction, the director owned 3,940 shares in the company, valued at $376,230.60. The trade was a 99.07% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Theodore A. Sarandos sold 27,312 shares of the business's stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $87.97, for a total value of $2,402,636.64. Following the completion of the transaction, the chief executive officer owned 284,804 shares in the company, valued at $25,054,207.88. The trade was a 8.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders have sold 1,422,769 shares of company stock worth $135,144,073. 1.24% of the stock is owned by insiders.
About Netflix
(
Free Report)
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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