Netflix, Inc. $NFLX Shares Acquired by Mainstream Capital Management LLC

Mainstream Capital Management LLC lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 899.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 23,001 shares of the Internet television network’s stock after acquiring an additional 20,699 shares during the period. Netflix accounts for approximately 1.4% of Mainstream Capital Management LLC’s portfolio, making the stock its 20th biggest holding. Mainstream Capital Management LLC’s holdings in Netflix were worth $2,157,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in the stock. Vanguard Group Inc. boosted its stake in shares of Netflix by 0.4% during the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after acquiring an additional 142,238 shares during the last quarter. Nordea Investment Management AB boosted its stake in Netflix by 886.6% in the 4th quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock worth $902,798,000 after buying an additional 8,688,113 shares during the last quarter. Assenagon Asset Management S.A. boosted its stake in Netflix by 983.1% in the 4th quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock worth $584,529,000 after buying an additional 5,658,740 shares during the last quarter. Invesco Ltd. boosted its stake in Netflix by 7.2% in the 3rd quarter. Invesco Ltd. now owns 4,643,749 shares of the Internet television network’s stock worth $5,567,483,000 after buying an additional 313,014 shares during the last quarter. Finally, Aberdeen Group plc boosted its stake in Netflix by 878.7% in the 4th quarter. Aberdeen Group plc now owns 3,243,837 shares of the Internet television network’s stock worth $304,142,000 after buying an additional 2,912,392 shares during the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on NFLX shares. Rosenblatt Securities raised their price target on Netflix from $95.00 to $96.00 and gave the stock a “neutral” rating in a research note on Monday. Arete Research raised Netflix from a “neutral” rating to a “buy” rating in a research note on Friday, February 27th. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $98.00 price target (up from $95.00) on shares of Netflix in a research note on Wednesday, January 21st. Loop Capital set a $104.00 price target on Netflix in a research note on Tuesday, January 27th. Finally, Citic Securities decreased their price target on Netflix from $109.00 to $95.00 and set a “hold” rating on the stock in a research note on Monday, January 26th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $115.10.

Netflix Stock Performance

NASDAQ NFLX opened at $99.39 on Thursday. The firm has a market capitalization of $419.64 billion, a P/E ratio of 39.33, a P/E/G ratio of 1.50 and a beta of 1.67. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The business’s 50-day simple moving average is $89.11 and its 200-day simple moving average is $99.25.

Netflix (NASDAQ:NFLX) last released its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating the consensus estimate of $0.55 by $0.01. The business had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company’s revenue was up 17.6% compared to the same quarter last year. During the same period in the previous year, the company posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities analysts predict that Netflix, Inc. will post 24.58 EPS for the current year.

Insiders Place Their Bets

In other news, Director Reed Hastings sold 420,550 shares of Netflix 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 transaction, the director directly owned 3,940 shares of the company’s stock, valued at $376,230.60. The trade was a 99.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider David A. Hyman sold 23,439 shares of Netflix stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $88.11, for a total value of $2,065,210.29. Following the completion of the transaction, the insider directly owned 316,100 shares in the company, valued at $27,851,571. This represents a 6.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders sold 1,543,023 shares of company stock worth $141,145,842. 1.37% of the stock is owned by insiders.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Oppenheimer kept an “Outperform” on NFLX and raised its price target to $135, citing better revenue visibility as price hikes roll through and stronger margin prospects. Oppenheimer Bullish on Netflix
• Positive Sentiment: Goldman Sachs upgraded Netflix on improved growth outlook and raised its target (coverage highlighted by media), signaling renewed sell‑side confidence that supports the rally. Netflix Wins Goldman Upgrade
• Positive Sentiment: Jefferies reiterated a Buy and analysts (and other shops) expect recent subscription price increases to lift full‑year guidance and margins — a core reason funds are rotating back into the name. Netflix price increases expected to lift full-year guidance
• Positive Sentiment: Product/market expansion: Netflix launched “Playground,” an ad‑free kids’ gaming app, and is pushing partnerships (sports/dining, Argentina focus) that expand engagement and monetization levers beyond streaming. These initiatives support longer‑term ARPU and retention narratives. Netflix (NFLX) Kicks Off ‘Playground’ App for Ad-Free Kids Gaming
• Neutral Sentiment: Rosenblatt raised a price target to $96 — a modest call (below some other targets) that reflects mixed valuation views and keeps debate alive about fair value amid faster profitability. Rosenblatt Securities Raises Netflix Price Target to $96
• Neutral Sentiment: Investors are watching April 16 (next earnings/updates) as estimates and guidance will determine whether price increases and new products translate into sustained revenue/margin beats. Dear Netflix Stock Fans, Mark Your Calendars for April 16
• Negative Sentiment: Regulatory/legal risk: An Italian court ordered Netflix to refund subscribers over repeated price hikes, potentially meaning hundreds of euros per customer if the ruling stands — an appeal is pending but the headline raises consumer‑backlash and regulatory risk concerns. Netflix told by court to refund customers over repeated price hikes

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.