Netflix, Inc. $NFLX Shares Bought by Groupe la Francaise

Key Points

• Groupe la Française increased its Netflix stake by 16% in the second quarter, acquiring 99,428 additional shares and bringing its holdings to 720,653 shares valued at approximately $51.4 million. Institutional investors and hedge funds collectively own 80.93% of Netflix.
• Netflix reported quarterly EPS of $0.80, slightly exceeding estimates, while revenue reached $12.56 billion and rose 13.4% year over year. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $96.65.
• Netflix’s outlook is supported by subscription price increases and growing advertising opportunities, but investors face risks from potential subscriber cancellations, higher interest rates and recent analyst price-target reductions. Insiders have also sold shares, including CEO Ted Sarandos under a pre-arranged plan.

Groupe la Francaise grew its position in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 16.0% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 720,653 shares of the Internet television network's stock after acquiring an additional 99,428 shares during the period. Groupe la Francaise's holdings in Netflix were worth $51,373,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC grew its stake in shares of 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 purchasing an additional 257 shares during the period. Revolve Wealth Partners LLC grew its position in Netflix by 16.4% during the fourth 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 period. Sivia Capital Partners LLC grew its position in Netflix by 21.2% during the second 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 period. Strategic Investment Advisors MI increased its holdings in Netflix by 18.9% in the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network's stock valued at $1,036,000 after buying an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its position in shares of Netflix by 12.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network's stock valued at $2,832,000 after acquiring an additional 228 shares during the period. 80.93% of the stock is currently owned by institutional investors and hedge funds.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix raised subscription prices in the U.K., a market that generates roughly 20% of the company’s EMEA revenue. The increase could boost average revenue per member and profitability if subscriber retention remains strong. Netflix hikes UK prices for the second time in 2026
• Positive Sentiment: Netflix’s advertising business continues to attract investor interest, with advertiser growth, programmatic access and artificial-intelligence tools potentially creating a second monetization engine beyond subscriptions. Netflix Stock Rebound Fuels Ad Growth Talk
• Positive Sentiment: Recent bullish commentary points to Netflix’s roughly 325 million paid memberships, strong margins and potential for additional monetization. The stock also benefited previously from bargain buying after reaching a 52-week low. Why Netflix Stock Gained 13% in August
• Neutral Sentiment: Speculation about possible streaming acquisitions has drawn attention, but regulatory barriers, controlling shareholders and potentially high purchase prices make a deal uncertain and provide no immediate earnings benefit. Netflix’s Acquisition Wishlist
• Negative Sentiment: Investors appear focused on the risk that repeated U.K. price increases could weigh on subscriber growth or increase cancellations, particularly after Netflix raised U.S. prices earlier this year. Netflix Stock Falls as Streamer Raises U.K. Price
• Negative Sentiment: Higher interest rates are pressuring long-duration growth companies and higher-multiple media stocks, creating a valuation-driven headwind for Netflix even as its operating outlook remains solid. Netflix Falls as Rate Repricing Pressures Growth Stocks

Netflix Price Performance

NFLX stock opened at $78.25 on Monday. The company has a market cap of $325.83 billion, a PE ratio of 24.63, a price-to-earnings-growth ratio of 1.10 and a beta of 1.53. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.39. The stock has a 50-day moving average price of $75.52 and a two-hundred day moving average price of $84.45. Netflix, Inc. has a 12-month low of $65.08 and a 12-month high of $126.71.

Netflix (NASDAQ:NFLX - Get Free Report) last released its quarterly earnings data on Thursday, July 16th. The Internet television network reported $0.80 EPS for the quarter, topping analysts' consensus estimates of $0.79 by $0.01. The company had revenue of $12.56 billion for the quarter, compared to the consensus estimate of $12.58 billion. Netflix had a return on equity of 40.02% and a net margin of 28.22%.The company's quarterly revenue was up 13.4% compared to the same quarter last year. During the same period last year, the business posted $0.72 EPS. As a group, research analysts predict that Netflix, Inc. will post 3.59 EPS for the current year.

Insider Activity

In other Netflix news, Director Richard Barton sold 2,160 shares of Netflix stock in a transaction that occurred on Wednesday, August 5th. The shares were sold at an average price of $75.10, for a total transaction of $162,216.00. Following the transaction, the director directly owned 246 shares of the company's stock, valued at $18,474.60. The trade was a 89.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Theodore Sarandos sold 27,312 shares of the business's stock in a transaction that occurred on Tuesday, August 4th. The stock was sold at an average price of $73.35, for a total transaction of $2,003,335.20. Following the sale, the chief executive officer owned 178,954 shares of the company's stock, valued at approximately $13,126,275.90. This represents a 13.24% decrease in their ownership of the stock. 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last 90 days, insiders have sold 213,595 shares of company stock worth $15,812,072. Insiders own 1.24% of the company's stock.

Analyst Upgrades and Downgrades

NFLX has been the subject of a number of recent analyst reports. Moffett Nathanson lowered their price objective on Netflix from $115.00 to $100.00 and set a "buy" rating for the company in a research report on Friday, July 17th. China Renaissance decreased their price target on Netflix from $100.00 to $80.00 and set a "hold" rating on the stock in a research note on Friday, July 17th. Barclays lowered their price target on Netflix from $85.00 to $80.00 and set an "equal weight" rating for the company in a report on Friday, July 17th. Itau BBA Securities dropped their price objective on shares of Netflix from $151.40 to $96.00 and set an "outperform" rating for the company in a research note on Wednesday, August 5th. Finally, BMO Capital Markets reiterated an "outperform" rating on shares of Netflix in a report on Friday, August 14th. Four research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, sixteen have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, Netflix presently has a consensus rating of "Moderate Buy" and an average target price of $96.65.

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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