Netflix, Inc. $NFLX Shares Acquired by Mitsubishi UFJ Trust & Banking Corp

Key Points

• Mitsubishi UFJ Trust & Banking boosted its Netflix stake by 870.6% in Q4, adding ~2.95 million shares to hold 3,288,211 shares worth about $308.3 million, making Netflix its 18th-largest position.
• Company insiders sold heavily last quarter — CEO Gregory K. Peters sold 27,312 shares (~$2.27M) and Reed Hastings sold 420,550 shares (~$40.16M), with insiders offloading 1,487,794 shares (~$136.3M) in total.
• Netflix beat estimates with Q (reported Apr 16) EPS of $1.23 (vs. $0.76 est.) and $12.25B revenue, and announced a massive $25 billion buyback, while analysts' consensus is a "Moderate Buy" with a $114.82 price target.

Mitsubishi UFJ Trust & Banking Corp increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 870.6% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,288,211 shares of the Internet television network's stock after buying an additional 2,949,433 shares during the quarter. Netflix comprises approximately 0.7% of Mitsubishi UFJ Trust & Banking Corp's holdings, making the stock its 18th largest position. Mitsubishi UFJ Trust & Banking Corp owned 0.08% of Netflix worth $308,303,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently added to or reduced their stakes in NFLX. Brighton Jones LLC grew its stake in Netflix by 5.0% during the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network's stock worth $4,804,000 after buying an additional 257 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in Netflix by 16.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network's stock worth $912,000 after buying an additional 144 shares during the last quarter. Sivia Capital Partners LLC grew its stake in Netflix by 21.2% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network's stock worth $1,883,000 after buying an additional 246 shares during the last quarter. Strategic Investment Advisors MI grew its stake in Netflix by 18.9% during the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network's stock worth $1,036,000 after buying an additional 123 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in Netflix by 12.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network's stock worth $2,832,000 after buying an additional 228 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors.

Insider Transactions at Netflix

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of the business's stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $83.24, for a total value of $2,273,450.88. Following the sale, the chief executive officer directly owned 122,140 shares in the company, valued at approximately $10,166,933.60. The trade was a 18.27% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Reed Hastings sold 420,550 shares of the business's stock in a transaction dated Wednesday, April 1st. The stock was 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 in the company, valued at approximately $376,230.60. This trade represents a 99.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,487,794 shares of company stock valued at $136,255,772 in the last quarter. 1.37% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on NFLX shares. BMO Capital Markets lowered their price objective on Netflix from $143.00 to $135.00 and set an "outperform" rating for the company in a research note on Wednesday, January 21st. Rosenblatt Securities lowered their price objective on Netflix from $96.00 to $95.00 and set a "neutral" rating for the company in a research note on Friday, April 17th. Pivotal Research set a $96.00 price objective on Netflix and gave the stock a "hold" rating in a research note on Friday, April 17th. Susquehanna upgraded Netflix to a "positive" rating and set a $112.00 price objective for the company in a research note on Wednesday, January 21st. Finally, Freedom Capital raised Netflix from a "hold" rating to a "strong-buy" rating in a research note on Tuesday, January 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and fifteen have given a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus price target of $114.82.

Netflix Price Performance

Shares of Netflix stock opened at $91.36 on Tuesday. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43. The company's 50-day moving average price is $93.89 and its two-hundred day moving average price is $97.38. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12. The stock has a market cap of $384.72 billion, a PE ratio of 29.51, a price-to-earnings-growth ratio of 1.20 and a beta of 1.67.

Netflix (NASDAQ:NFLX - Get Free Report) last issued its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, topping the consensus estimate of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The firm had revenue of $12.25 billion for the quarter, compared to analysts' expectations of $12.17 billion. During the same period in the previous year, the business earned $6.61 earnings per share. Netflix's revenue for the quarter was up 16.2% compared to the same quarter last year. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, sell-side analysts anticipate that Netflix, Inc. will post 3.53 EPS for the current fiscal year.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix unveiled a massive $25 billion buyback that exceeds its 2026 content budget, signaling strong capital returns and management confidence — a major catalyst for longer‑term valuation upside. Netflix's New Stock Buyback Is Bigger Than Its Entire 2026 Content Budget
• Positive Sentiment: Multiple bullish retail/analysis pieces frame the buyback and ongoing margin focus as a buy case (e.g., a "25 billion reason" argument), reinforcing investor interest in share repurchases as a driver for returns. A $25 Billion Reason to Buy Netflix Stock in April 2026
• Positive Sentiment: Analysts and commentators (including Jim Cramer) continue to express conviction in Netflix’s long‑term growth prospects, which can support demand amid short‑term volatility. Jim Cramer Doesn’t Believe It’s Over With Netflix (NFLX)
• Neutral Sentiment: Citic Securities raised its price target to $107 (still a "hold"), implying upside but stopping short of a buy recommendation — a mixed signal for traders. Citic Securities Adjusts Price Target on Netflix
• Neutral Sentiment: Coverage comparing Netflix to other large tech winners (e.g., Nvidia) highlights differing risk/reward profiles; useful context but not an immediate price driver. Nvidia vs. Netflix: Wall Street Says This Large Tech Stock Will Make You Richer
• Neutral Sentiment: Management is emphasizing profit discipline and diversifying into ads, live sports, gaming and experiences — a strategic shift that supports margins but will take time to materialize. Netflix Weighs Profit Discipline Against Growth In Sports Gaming Experiences
• Negative Sentiment: Co‑founder Reed Hastings is leaving the company, creating leadership uncertainty and raising questions about strategic continuity after the decision not to pursue a Warner merger. That news is a key reason some investors are trimming exposure. Netflix Co-Founder Reed Hastings Is Leaving the Company
• Negative Sentiment: Some analysts and commentators argue the $25B buyback may not fully placate investors — expectations around growth and execution remain high and could pressure the stock if results lag. A $25 Billion Buyback, Even Bigger Expectations: Netflix Faces Investor Doubts
• Negative Sentiment: Erste Group downgraded NFLX from "buy" to "hold," adding selling pressure from some institutional investors. Finviz: Netflix Quote

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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