Netflix, Inc. $NFLX Shares Bought by Y.D. More Investments Ltd

Key Points

• Y.D. More Investments Ltd boosted its Netflix stake by 862.6% in Q4 to 35,038 shares, worth $3.285M, while institutional investors now own about 80.93% of the stock.
• Significant insider selling: Director Reed Hastings sold 420,550 shares for roughly $40.16M (under a Rule 10b5‑1 plan) and CFO Spencer Neumann sold $2.8M, with insiders disposing of 1,543,023 shares ($141.15M) in the past 90 days.
• Bullish analyst and product catalysts: Goldman Sachs upgraded NFLX to Buy with a $120 target and Netflix launched a kids’ gaming app as rising ad revenue, price increases and live‑sports rights support a profitability narrative; the consensus price target is $115.10 and the stock trades near $99 with a PE around 39.

Y.D. More Investments Ltd grew its position in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 862.6% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 35,038 shares of the Internet television network's stock after acquiring an additional 31,398 shares during the quarter. Y.D. More Investments Ltd's holdings in Netflix were worth $3,285,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of NFLX. Brighton Jones LLC grew its holdings 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 lifted 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 valued at $912,000 after buying an additional 144 shares in the last quarter. Sivia Capital Partners LLC lifted 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 valued at $1,883,000 after buying an additional 246 shares in the last quarter. Strategic Investment Advisors MI grew its stake in Netflix by 18.9% during the second 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 period. Finally, Schnieders Capital Management LLC. grew its stake in Netflix by 12.1% during the second 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 period. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Netflix

In related news, Director Reed Hastings sold 420,550 shares of the stock in a transaction dated 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 completion of the transaction, the director owned 3,940 shares of the company's stock, valued at approximately $376,230.60. This represents a 99.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Spencer Adam Neumann sold 28,630 shares of the firm'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 sale, the chief financial officer owned 73,787 shares of the company's stock, valued at approximately $7,231,126. This trade represents a 27.95% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 1,543,023 shares of company stock valued at $141,145,842. Company insiders own 1.37% of the company's stock.

Netflix Price Performance

Shares of NFLX stock opened at $98.93 on Tuesday. The firm has a fifty day simple moving average of $88.55 and a 200-day simple moving average of $99.57. The company has a market capitalization of $417.70 billion, a PE ratio of 39.15, a price-to-earnings-growth ratio of 1.50 and a beta of 1.67. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51.

Netflix (NASDAQ:NFLX - Get Free Report) last released its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. During the same quarter in the previous year, the firm posted $0.43 EPS. The firm's quarterly revenue was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities research analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Analyst Ratings Changes

NFLX has been the subject of several recent research reports. UBS Group set a $104.00 price objective on shares of Netflix in a research report on Tuesday, January 27th. Wedbush reaffirmed an "outperform" rating and set a $115.00 price target on shares of Netflix in a research report on Friday, February 20th. Weiss Ratings downgraded Netflix from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, January 22nd. Sanford C. Bernstein reissued a "buy" rating on shares of Netflix in a research report on Wednesday, February 18th. Finally, Barclays began coverage on Netflix in a research note on Monday, March 2nd. They set an "equal weight" rating and a $115.00 price objective on the stock. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and a consensus price target of $115.10.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Goldman Sachs upgraded NFLX to Buy and lifted its 12‑month target to $120, citing stronger ad revenue, improving margins and better capital returns — a major driver of today’s rally. Goldman Sachs resets Netflix stock price target for rest of 2026
• Positive Sentiment: Netflix launched "Netflix Playground," an ad‑free, standalone kids’ gaming app built around IP like Peppa Pig and Sesame Street — expanding monetizable ecosystems beyond video and aiming to boost engagement and family retention. Netflix Playground Puts Kids’ Gaming At The Center Of Growth Story
• Positive Sentiment: Investors are rewarding Netflix’s profitability pivot — recent price increases, growing ad revenue and selective live‑sports rights are being viewed as durable margin enhancers rather than subscriber‑growth gambits. That narrative is underpinning multiple bullish analyst notes. Netflix Rises as Price Hikes, Ad Revenue Growth, and Live Sports Signal a New Phase of Profitability
• Positive Sentiment: Several pieces argue Netflix benefits from stepping back after losing the Warner Bros. bidding — avoiding a large acquisition price and keeping balance‑sheet optionality for shareholder returns or targeted investments. Why Netflix stands to get richer after losing Warner Bros. bidding war
• Neutral Sentiment: Minor analyst moves: Rosenblatt nudged its target slightly, reflecting mixed views on near‑term upside versus valuation — useful for gauging divergent Wall Street expectations heading into earnings. Rosenblatt adjusts price target on Netflix to $96 from $95
• Neutral Sentiment: Q1 2026 earnings are due Apr. 16; consensus estimates and guidance will dictate whether the current optimism (on margins and ARPU) holds through into results — this is a decisive near‑term event. Will Netflix Inc (NFLX) beat quarterly earnings?
• Negative Sentiment: Insider selling: Netflix’s CFO reported a roughly $2.8M stock sale; while common and not necessarily a red flag, insider disposals can invite short‑term scrutiny. Insider Selling: Netflix NASDAQ: NFLX CFO Sells $2,805,740.00 in Stock

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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