Nadler Financial Group Inc. Has $1.27 Million Holdings in Netflix, Inc. $NFLX

Key Points

• Nadler Financial Group increased its Netflix stake by 896.3% in Q4, owning 13,530 shares valued at about $1.27 million after buying an additional 12,172 shares.
• Corporate insiders have been large net sellers recently: CFO Spencer Neumann sold 28,630 shares and director Reed Hastings sold 420,550 shares, with insiders offloading 1,487,794 shares worth roughly $136.3 million in the last three months.
• Netflix beat Q1 estimates with $1.23 EPS (vs. $0.76 expected) and $12.25B revenue, and the board authorized an additional $25 billion share buyback—highlighted as a near-term catalyst amid mixed guidance and analyst views.

Nadler Financial Group Inc. raised its position in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 896.3% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,530 shares of the Internet television network's stock after buying an additional 12,172 shares during the period. Nadler Financial Group Inc.'s holdings in Netflix were worth $1,269,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Arizona State Retirement System boosted its position in Netflix by 855.8% in the fourth quarter. Arizona State Retirement System now owns 1,187,920 shares of the Internet television network's stock valued at $111,379,000 after buying an additional 1,063,638 shares in the last quarter. Mowery & Schoenfeld Wealth Management LLC raised its stake in shares of Netflix by 1,136.4% in the fourth quarter. Mowery & Schoenfeld Wealth Management LLC now owns 2,040 shares of the Internet television network's stock worth $191,000 after acquiring an additional 1,875 shares during the last quarter. AGP Franklin LLC raised its stake in shares of Netflix by 900.0% in the fourth quarter. AGP Franklin LLC now owns 2,180 shares of the Internet television network's stock worth $204,000 after acquiring an additional 1,962 shares during the last quarter. N.E.W. Advisory Services LLC raised its stake in shares of Netflix by 1,157.1% in the fourth quarter. N.E.W. Advisory Services LLC now owns 1,056 shares of the Internet television network's stock worth $99,000 after acquiring an additional 972 shares during the last quarter. Finally, LifeSteps Financial Inc. raised its stake in shares of Netflix by 925.1% in the fourth quarter. LifeSteps Financial Inc. now owns 5,310 shares of the Internet television network's stock worth $498,000 after acquiring an additional 4,792 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Netflix

In other Netflix news, CFO Spencer Adam Neumann sold 28,630 shares of the company's stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $98.00, for a total value of $2,805,740.00. Following the completion of the sale, the chief financial officer owned 73,787 shares of the company's stock, valued at approximately $7,231,126. This represents a 27.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Reed Hastings sold 420,550 shares of the company'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 directly owned 3,940 shares of the company's stock, valued at $376,230.60. The trade was a 99.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 1,487,794 shares of company stock valued at $136,255,772. Corporate insiders own 1.37% of the company's stock.

Netflix Trading Down 0.5%

NFLX opened at $92.82 on Friday. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.19. The company has a market cap of $390.85 billion, a price-to-earnings ratio of 29.98, a price-to-earnings-growth ratio of 1.21 and a beta of 1.67. The firm has a 50 day simple moving average of $93.29 and a 200 day simple moving average of $97.74. 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 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. The business had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. Netflix's revenue for the quarter was up 16.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $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 3.53 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on NFLX shares. Rosenblatt Securities dropped their target price on shares of Netflix from $96.00 to $95.00 and set a "neutral" rating for the company in a research note on Friday, April 17th. JPMorgan Chase & Co. reaffirmed a "buy" rating on shares of Netflix in a research note on Wednesday. Weiss Ratings downgraded shares of Netflix from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Thursday, January 22nd. Rothschild & Co Redburn set a $120.00 target price on shares of Netflix in a research note on Wednesday, January 21st. Finally, William Blair reaffirmed an "outperform" rating on shares of Netflix in a research note on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and fourteen have given a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $114.53.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Board authorizes an additional $25 billion share buyback (adds to December 2024 buyback, no expiration). The large repurchase boosts capital returns, supports EPS and float, and was cited by markets as the primary near-term catalyst for the stock lift. Netflix announces $25 billion share buyback (Reuters)
• Positive Sentiment: Analyst and investor support: Daiwa raised its price target and kept an outperform stance; JPMorgan reaffirmed its buy rating; noted active purchases from high-profile investors (e.g., Cathie Wood) reinforce institutional confidence. These endorsements can underpin further upside if fundamentals recover. Daiwa raises price target (MarketScreener) Cathie Wood keeps buying (Barchart)
• Positive Sentiment: Product/engagement initiatives: Netflix plans a TikTok-style vertical video feed to drive mobile engagement and discoverability — a strategic push to capture “snackable” viewing that could boost retention/monetization over time. Netflix eyes TikTok-style feed (Benzinga)
• Neutral Sentiment: Analyst commentary and valuation debate: Coverage highlights a pullback that some see as a buying opportunity while others caution on near-term risk; mixed views mean sentiment could swing with subsequent results or guidance. Valuation debate after pullback (Yahoo Finance)
• Neutral Sentiment: Strategic real estate/production expansion: Reports Netflix is in talks to buy LA studio space — could expand content capacity but would be a capital-intensive move. Netflix in talks to buy studio space (Yahoo Market Chatter)
• Neutral Sentiment: Corporate governance: Netflix’s board recommended “no” votes on two shareholder proposals tied to cultural/content disputes—governance item that may matter to some investors but is unlikely to move fundamentals. Board recommends no votes (Forbes)
• Negative Sentiment: Failed bid / industry consolidation: Warner Bros. shareholders approved a $110B sale to Paramount Skydance, closing off the acquisition Netflix pursued; consolidation reduces one strategic growth pathway and underscores competition for assets. Warner Bros sale approved (Yahoo Finance)
• Negative Sentiment: Q1 guidance and selloff risk: The stock plunged after softer-than-expected Q2 guidance and margin/earnings concerns; until growth or margins re-accelerate, downside risk remains despite the buyback. Q1 guidance selloff (Seeking Alpha)

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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