IFM Investors Pty Ltd Buys 743,934 Shares of Netflix, Inc. $NFLX

IFM Investors Pty Ltd raised its stake in Netflix, Inc. (NASDAQ:NFLX) by 901.7% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 826,436 shares of the Internet television network’s stock after acquiring an additional 743,934 shares during the period. Netflix comprises about 0.6% of IFM Investors Pty Ltd’s investment portfolio, making the stock its 21st largest position. IFM Investors Pty Ltd’s holdings in Netflix were worth $77,487,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also recently bought and sold shares of the stock. Vanguard Group Inc. grew its position in Netflix by 912.5% in 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 acquiring an additional 351,493,659 shares during the period. Geode Capital Management LLC grew its position in Netflix by 892.0% in the fourth quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock valued at $9,305,336,000 after acquiring an additional 89,558,684 shares during the period. Capital World Investors grew its position in Netflix by 859.1% in the fourth quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock valued at $8,376,656,000 after acquiring an additional 80,025,890 shares during the period. Norges Bank bought a new stake in Netflix in the fourth quarter valued at $5,803,248,000. Finally, Capital Research Global Investors boosted its stake in Netflix by 800.2% in the fourth quarter. Capital Research Global Investors now owns 42,367,807 shares of the Internet television network’s stock worth $3,972,406,000 after purchasing an additional 37,661,365 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors.

Netflix Trading Down 0.9%

NASDAQ:NFLX opened at $81.27 on Friday. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The business’s 50-day moving average price is $91.23 and its two-hundred day moving average price is $91.19. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43. The firm has a market capitalization of $342.21 billion, a price-to-earnings ratio of 26.25, a PEG ratio of 1.04 and a beta of 1.50.

Netflix (NASDAQ:NFLX) 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 firm had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.17 billion. During the same quarter in the prior year, the firm posted $6.61 earnings per share. The company’s quarterly revenue was up 16.2% on a year-over-year basis. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, equities analysts expect that Netflix, Inc. will post 3.6 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of equities analysts have commented on the company. HSBC boosted their price objective on Netflix from $106.00 to $114.00 and gave the stock a “buy” rating in a research note on Friday, April 10th. Piper Sandler reissued an “overweight” rating and issued a $115.00 price objective (up from $103.00) on shares of Netflix in a research note on Friday, April 17th. Wedbush reissued an “outperform” rating and issued a $118.00 price objective on shares of Netflix in a research note on Thursday, April 16th. Moffett Nathanson boosted their price objective on Netflix from $115.00 to $120.00 and gave the stock a “buy” rating in a research note on Tuesday, April 14th. Finally, Huber Research raised Netflix from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, February 27th. Two analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have assigned a Hold rating to the company. According to data from MarketBeat, Netflix has a consensus rating of “Moderate Buy” and a consensus target price of $114.39.

Insider Activity at Netflix

In other news, insider David A. Hyman sold 5,722 shares of the firm’s stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total transaction of $503,993.76. Following the sale, the insider owned 316,100 shares of the company’s stock, valued at $27,842,088. This trade represents a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Theodore A. Sarandos sold 27,312 shares of the stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $87.97, for a total value of $2,402,636.64. Following the transaction, the chief executive officer owned 284,804 shares of the company’s stock, valued at approximately $25,054,207.88. The trade was a 8.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 1,313,029 shares of company stock valued at $120,315,776 over the last 90 days. Insiders own 1.24% of the company’s stock.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Omdia forecasts Netflix could reach nearly 400 million subscribers by 2031, reinforcing its leadership in global streaming and supporting the long-term bull case. Omdia: Netflix to Reach 400 Million Subscribers by 2031, Maintaining Global Streaming Lead Despite Industry Consolidation
• Positive Sentiment: Netflix is expanding its gaming and mobile strategy, including a FIFA World Cup football game exclusive to Netflix Games and a revamped mobile app rollout in Asia, which could improve subscriber engagement. FIFA Deal Tests How Netflix Uses Games To Deepen Subscriber Engagement
• Positive Sentiment: Several recent articles argue the pullback could be a buying opportunity, citing expected upside from ad revenue growth, cash flow strength, and international expansion. Netflix (NFLX) Pullback Offers a Long-Term Opportunity
• Neutral Sentiment: Jim Cramer’s remarks that tech stocks may no longer be clear market leaders included Netflix, adding to the broader cautious sentiment around the sector. Jim Cramer Discussed 15 Stocks, Including Broadcom, Netflix, and His Skepticism Toward Tech Stocks
• Neutral Sentiment: One article compares Netflix with Roku and frames the stock as a relative value debate rather than a clear near-term catalyst for NFLX. Netflix Is Down 12% in 2026, While Roku Is Up 11%. Which Streaming Stock Is the Better Buy in June?
• Negative Sentiment: Jefferies cut its price target on Netflix to $110 from $128, saying the stock lacks near-term catalysts even though it kept a Buy rating. Mahaney Reiterates Buy on Netflix, Maintains $115 Price Target Amid Ad-Tier and International Expansion Upside Ratings News
• Negative Sentiment: Paramount Skydance’s accusations that Netflix interfered in its Warner Bros. Discovery merger dispute could keep competitive and regulatory concerns in focus. Paramount Skydance Clash Puts Netflix Competition And Regulatory Role In Focus

Netflix Company 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.