Jefferies Financial Group Reiterates Buy Rating for Netflix (NASDAQ:NFLX)

Key Points

• Jefferies Financial Group reiterated its Buy rating on Netflix, and the sell‑side consensus remains a Moderate Buy with an average price target of $130.51 (2 Strong Buy, 29 Buy, 13 Hold, 1 Sell).
• Netflix reported a blockbuster EPS of $5.87 (vs. $0.69 expected) but slightly missed revenue at $11.32B, showed a 24.05% net margin and set Q4 2025 guidance at 5.450 EPS; the stock trades near $94.57 with a $400.7B market cap.
• Company insiders have been net sellers — including CEO Gregory Peters (20,270 shares) — with ~1.62M shares sold (~$181.6M) over the last 90 days, while institutional investors hold about 80.9% of the stock.

Netflix (NASDAQ:NFLX - Get Free Report)'s stock had its "buy" rating restated by equities researchers at Jefferies Financial Group in a research note issued to investors on Wednesday,MarketScreener reports.

NFLX has been the topic of a number of other research reports. Wells Fargo & Company reduced their target price on Netflix from $156.00 to $151.00 and set an "overweight" rating on the stock in a report on Wednesday, October 22nd. Wall Street Zen downgraded shares of Netflix from a "buy" rating to a "hold" rating in a research note on Saturday, October 4th. Morgan Stanley set a $150.00 target price on shares of Netflix in a report on Monday, October 13th. DZ Bank reissued a "buy" rating on shares of Netflix in a report on Friday, December 5th. Finally, KGI Securities upgraded shares of Netflix from a "neutral" rating to an "outperform" rating and set a $135.00 price objective for the company in a research report on Monday, November 3rd. Two research analysts have rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, thirteen have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus price target of $130.51.

Netflix Trading Up 0.9%

NFLX opened at $94.57 on Wednesday. The firm has a 50 day simple moving average of $109.64 and a 200 day simple moving average of $117.92. Netflix has a fifty-two week low of $82.11 and a fifty-two week high of $134.12. The company has a market cap of $400.72 billion, a price-to-earnings ratio of 39.50 and a beta of 1.71. The company has a debt-to-equity ratio of 0.56, a current ratio of 1.33 and a quick ratio of 1.33.

Netflix (NASDAQ:NFLX - Get Free Report) last released its earnings results on Tuesday, October 21st. The Internet television network reported $5.87 EPS for the quarter, topping analysts' consensus estimates of $0.69 by $5.18. The firm had revenue of $11.32 billion during the quarter, compared to analyst estimates of $11.52 billion. Netflix had a net margin of 24.05% and a return on equity of 41.86%. The business's quarterly revenue was up 17.2% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.54 EPS. Netflix has set its Q4 2025 guidance at 5.450-5.450 EPS. On average, sell-side analysts anticipate that Netflix will post 24.58 earnings per share for the current year.

Insider Transactions at Netflix

In other news, insider Cletus R. Willems sold 2,380 shares of the firm's stock in a transaction that occurred on Thursday, November 6th. The stock was sold at an average price of $110.03, for a total value of $261,878.54. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Gregory K. Peters sold 20,270 shares of Netflix stock in a transaction on Tuesday, November 4th. The stock was sold at an average price of $109.57, for a total transaction of $2,220,943.36. Following the transaction, the chief executive officer directly owned 127,810 shares of the company's stock, valued at approximately $14,003,886.08. This trade represents a 13.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 1,619,840 shares of company stock valued at $181,648,613. Company insiders own 1.37% of the company's stock.

Institutional Investors Weigh In On Netflix

A number of hedge funds and other institutional investors have recently made changes to their positions in NFLX. Imprint Wealth LLC acquired a new stake in shares of Netflix during the 3rd quarter worth $25,000. Legacy Investment Solutions LLC bought a new position in Netflix in the 2nd quarter valued at about $31,000. Retirement Wealth Solutions LLC bought a new stake in shares of Netflix during the 3rd quarter worth approximately $28,000. Stephens Consulting LLC boosted its position in shares of Netflix by 150.0% during the 2nd quarter. Stephens Consulting LLC now owns 25 shares of the Internet television network's stock worth $33,000 after acquiring an additional 15 shares in the last quarter. Finally, Rossby Financial LCC bought a new position in Netflix in the second quarter valued at approximately $35,000. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Netflix Company Profile

Netflix, Inc provides entertainment services. It offers TV series, documentaries, feature films, and games across various genres and languages. The company also provides members the ability to receive streaming content through a host of internet-connected devices, including TVs, digital video players, TV set-top boxes, and mobile devices.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.