SevenBridge Financial Group LLC Purchases 12,899 Shares of Netflix, Inc. $NFLX

Key Points

• SevenBridge Financial Group increased its Netflix stake by 907.7% in Q4, buying 12,899 shares to hold 14,320 shares worth about $1.23 million, while several large institutions also materially boosted positions, leaving institutional ownership at 80.93%.
• Netflix beat Q1 estimates (EPS $1.23 vs. consensus $0.76; revenue $12.25B) but gave conservative Q2 EPS guidance of $0.78, a principal reason for recent profit‑taking, even as the company authorized a $25 billion buyback and rolls out a TikTok‑style "Clips" feed to drive mobile engagement.

SevenBridge Financial Group LLC grew its position in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 907.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,320 shares of the Internet television network's stock after buying an additional 12,899 shares during the quarter. SevenBridge Financial Group LLC's holdings in Netflix were worth $1,227,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in NFLX. Vanguard Group Inc. lifted its position in Netflix by 912.5% during the fourth 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 period. Baillie Gifford & Co. boosted its holdings in Netflix by 912.3% in the fourth quarter. Baillie Gifford & Co. now owns 36,940,035 shares of the Internet television network's stock worth $3,463,498,000 after purchasing an additional 33,290,988 shares during the last quarter. Jennison Associates LLC grew its position in Netflix by 639.9% in the 4th quarter. Jennison Associates LLC now owns 34,871,951 shares of the Internet television network's stock worth $3,269,594,000 after purchasing an additional 30,158,900 shares during the period. Sumitomo Mitsui Trust Group Inc. grew its position in Netflix by 891.3% in the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 12,099,908 shares of the Internet television network's stock worth $1,134,487,000 after purchasing an additional 10,879,276 shares during the period. Finally, Nordea Investment Management AB raised its stake in Netflix by 886.6% during the 4th quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network's stock valued at $902,798,000 after buying an additional 8,688,113 shares during the last quarter. Institutional investors own 80.93% of the company's stock.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the company. Argus lowered their price target on Netflix from $141.00 to $110.00 and set a "buy" rating on the stock in a report on Thursday, January 22nd. Citizens Jmp reiterated a "market perform" rating on shares of Netflix in a research report on Wednesday, April 15th. Morgan Stanley reissued an "overweight" rating on shares of Netflix in a report on Friday, April 17th. Weiss Ratings cut Netflix from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Thursday, January 22nd. Finally, BMO Capital Markets cut their price target on Netflix from $143.00 to $135.00 and set an "outperform" rating for the company in a research note on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and fifteen have given a Hold rating to the company's stock. According to MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $114.82.

Insider Transactions at Netflix

In related news, insider Cletus R. Willems sold 3,136 shares of the stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total value of $259,253.12. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, insider David A. Hyman sold 5,727 shares of the firm's stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the sale, the insider owned 316,100 shares in the company, valued at approximately $25,623,066. The trade was a 1.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 1,382,013 shares of company stock valued at $127,482,296. Company insiders own 1.37% of the company's stock.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Board authorized a large $25 billion share‑repurchase capacity, boosting optionality to reduce float and support the stock. Netflix, Inc. (NFLX) Expands Buyback Capacity with New $25B Authorization
• Positive Sentiment: Netflix is pushing mobile engagement with a TikTok‑style vertical "Clips" feed to increase viewing frequency and discovery on phones — a strategic product move to broaden usage. Netflix wants you to watch ‘Clips,' its TikTok-like vertical video feed
• Positive Sentiment: TV/market commentators and some TV‑trade segments are still listing NFLX among buy/long ideas, keeping some investor interest intact. Netflix, Cisco, Zoom And A Health Care Stock On CNBC's 'Final Trades'
• Neutral Sentiment: Analysts modestly raised forward EPS estimates (Erste Group nudged FY2026/FY2027 numbers slightly), but ratings remain mixed — small upside to estimates rather than a broad upgrade. Erste Group raises Netflix EPS estimates (MarketBeat summary)
• Neutral Sentiment: Investor attention metrics and media writeups (Zacks) show heightened interest — more eyeballs can amplify moves but don't guarantee direction. Netflix, Inc. (NFLX) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Market reaction remains focused on the company's conservative near‑term guidance (Q2 EPS guidance lower than some expected), which prompted profit‑taking despite the Q1 EPS beat. That guidance is a principal reason for downward pressure. Why Is Netflix Stock Falling, and is it a Generational Buying Opportunity?
• Negative Sentiment: Shareholder activism and governance scrutiny have returned to the headlines, adding uncertainty around strategic choices and valuation — a potential headwind for sentiment until resolved. Netflix Shareholder Activism Puts Governance And Valuation In Focus

Netflix Trading Down 1.7%

NASDAQ:NFLX opened at $92.06 on Friday. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. The firm has a market capitalization of $387.65 billion, a price-to-earnings ratio of 29.74, a price-to-earnings-growth ratio of 1.20 and a beta of 1.55. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The business has a fifty day moving average price of $94.81 and a 200-day moving average price of $96.77.

Netflix (NASDAQ:NFLX - Get Free Report) last released its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, beating the consensus estimate of $0.76 by $0.47. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The company had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.17 billion. During the same period in the previous year, the business earned $6.61 earnings per share. Netflix's quarterly 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. Sell-side analysts forecast that Netflix, Inc. will post 3.56 EPS for the current year.

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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