Netflix, Inc. $NFLX Shares Purchased by IFM Investors Pty Ltd

IFM Investors Pty Ltd raised its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 4.5% in the first quarter, Holdings Channel.com reports. The institutional investor owned 863,717 shares of the Internet television network’s stock after purchasing an additional 37,281 shares during the quarter. Netflix comprises about 0.7% of IFM Investors Pty Ltd’s holdings, making the stock its 20th biggest position. IFM Investors Pty Ltd’s holdings in Netflix were worth $83,046,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Vanguard Group Inc. raised its holdings in Netflix by 912.5% in the 4th 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 last quarter. State Street Corp grew its position in shares of Netflix by 927.6% in the fourth quarter. State Street Corp now owns 176,780,995 shares of the Internet television network’s stock valued at $16,574,986,000 after purchasing an additional 159,578,053 shares in the last quarter. Geode Capital Management LLC grew its position in shares of 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 purchasing an additional 89,558,684 shares in the last quarter. Capital World Investors increased its holdings in shares of 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 purchasing an additional 80,025,890 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD increased its holdings in shares of Netflix by 685.8% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 86,058,878 shares of the Internet television network’s stock valued at $8,068,882,000 after purchasing an additional 75,107,069 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Netflix Trading Down 3.2%

Shares of Netflix stock opened at $71.40 on Wednesday. The firm has a market capitalization of $300.65 billion, a price-to-earnings ratio of 23.06, a PEG ratio of 0.94 and a beta of 1.50. Netflix, Inc. has a fifty-two week low of $70.86 and a fifty-two week high of $133.88. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.41 and a current ratio of 1.41. The stock has a 50 day moving average of $84.49 and a 200 day moving average of $88.63.

Netflix (NASDAQ:NFLX) last posted its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $12.17 billion. During the same quarter last year, the firm earned $6.61 earnings per share. The firm’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. As a group, research analysts predict that Netflix, Inc. will post 3.6 earnings per share for the current year.

Wall Street Analysts Forecast Growth

NFLX has been the topic of a number of recent research reports. Morgan Stanley reissued an “overweight” rating on shares of Netflix in a research note on Friday, April 17th. Pivotal Research set a $96.00 target price on Netflix and gave the stock a “hold” rating in a research note on Friday, April 17th. Citic Securities lifted their price target on Netflix from $95.00 to $107.00 and gave the stock a “hold” rating in a report on Monday, April 27th. Guggenheim reissued a “buy” rating and set a $120.00 price target on shares of Netflix in a research report on Friday, May 15th. Finally, Wells Fargo & Company assumed coverage on shares of Netflix in a report on Monday, March 9th. They issued an “equal weight” rating and a $105.00 price objective for the company. Two analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, sixteen have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $114.26.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix is expanding its advertising platform with new tools and broader advertiser access, which could support a faster-growing revenue stream over time. NFLX Continues to Expand Its Advertising Platform: What’s Ahead?
• Positive Sentiment: Netflix’s “Nemesis” has been renewed for a second season, reinforcing that the company continues to produce breakout content that can drive subscriber engagement. Netflix’s ‘Nemesis’ Season 2 Renewal Could Be A Major Win For Los Angeles
• Positive Sentiment: Netflix is expanding distribution through Charter’s Spectrum App Store, making it easier for customers to buy, activate, or upgrade subscriptions through a major cable platform. Netflix (NFLX) Lands Spectrum App Store Deal To Widen Streaming Access
• Neutral Sentiment: Several articles note that Netflix’s recent decline appears tied to broader market volatility and “market drama,” with no major negative change in fundamentals cited. Should You Buy Netflix Stock Right Now?
• Neutral Sentiment: Analysts and market commentators are debating whether NFLX is now undervalued after the selloff, highlighting valuation support but not a clear near-term catalyst. Netflix Inc (NFLX) Stock Down 3.2% — Now Undervalued? GF Score: 95/100
• Negative Sentiment: Netflix has continued to slide in recent sessions, with articles pointing to the stock’s weak technical performance and investor concern after a sharp run-down toward its 52-week low. Netflix (NFLX) Stock Slides as Market Rises: Facts to Know Before You Trade
• Negative Sentiment: Multiple reports about a director being jailed for defrauding Netflix out of $11 million may add a small overhang, though the direct business impact looks limited. Hollywood director jailed for defrauding Netflix out of $11m for unfinished show

Insider Activity

In related news, CFO Spencer Adam Neumann sold 9,253 shares of the firm’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $88.95, for a total transaction of $823,054.35. Following the completion of the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $6,563,353.65. This trade represents a 11.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider David A. Hyman sold 5,722 shares of the business’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $88.08, for a total transaction of $503,993.76. Following the completion of the sale, the insider owned 316,100 shares in the company, valued at approximately $27,842,088. This trade represents a 1.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 928,469 shares of company stock worth $82,947,401. 1.24% of the stock is currently owned by corporate insiders.

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.