Compound Planning Inc. Sells 8,270 Shares of Netflix, Inc. $NFLX

Compound Planning Inc. reduced its position in Netflix, Inc. (NASDAQ:NFLX) by 9.0% in the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 83,380 shares of the Internet television network’s stock after selling 8,270 shares during the quarter. Compound Planning Inc.’s holdings in Netflix were worth $8,017,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Pacific Sun Financial Corp lifted its holdings in shares of Netflix by 1.6% in the 3rd quarter. Pacific Sun Financial Corp now owns 574 shares of the Internet television network’s stock worth $688,000 after acquiring an additional 9 shares during the last quarter. Beaird Harris Wealth Management LLC raised its position in Netflix by 9.6% in the 3rd quarter. Beaird Harris Wealth Management LLC now owns 114 shares of the Internet television network’s stock worth $137,000 after purchasing an additional 10 shares during the period. Monograph Wealth Advisors LLC raised its position in Netflix by 1.8% in the 2nd quarter. Monograph Wealth Advisors LLC now owns 682 shares of the Internet television network’s stock worth $913,000 after purchasing an additional 12 shares during the period. Resources Management Corp CT ADV lifted its stake in Netflix by 2.0% in the second quarter. Resources Management Corp CT ADV now owns 829 shares of the Internet television network’s stock worth $1,110,000 after purchasing an additional 16 shares during the last quarter. Finally, Sompo Asset Management Co. Ltd. lifted its stake in Netflix by 1.4% in the second quarter. Sompo Asset Management Co. Ltd. now owns 1,500 shares of the Internet television network’s stock worth $2,009,000 after purchasing an additional 20 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors.

Insider Activity

In related news, CFO Spencer Adam Neumann sold 9,253 shares of the company’s stock in a transaction that occurred on 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 transaction, the chief financial officer owned 73,787 shares in the company, valued at $6,563,353.65. This represents a 11.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Bradford L. Smith sold 35,990 shares of the firm’s stock in a transaction on Wednesday, June 17th. The stock was sold at an average price of $77.52, for a total value of $2,789,944.80. Following the completion of the sale, the director directly owned 79,690 shares of the company’s stock, valued at $6,177,568.80. The trade was a 31.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last ninety days, insiders sold 899,839 shares of company stock valued at $80,141,661. 1.24% of the stock is owned by insiders.

Netflix Stock Performance

Netflix stock opened at $68.89 on Friday. The company has a current ratio of 1.14, a quick ratio of 1.41 and a debt-to-equity ratio of 0.39. The firm has a 50-day moving average of $78.67 and a 200-day moving average of $86.16. The firm has a market cap of $286.85 billion, a P/E ratio of 21.68, a P/E/G ratio of 0.86 and a beta of 1.52. Netflix, Inc. has a 1-year low of $65.08 and a 1-year high of $126.71.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings results on Thursday, July 16th. The Internet television network reported $0.80 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. The company had revenue of $12.56 billion for the quarter, compared to the consensus estimate of $12.58 billion. Netflix had a return on equity of 40.02% and a net margin of 28.22%.Netflix’s revenue was up 13.4% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.72 EPS. Sell-side analysts expect that Netflix, Inc. will post 3.59 EPS for the current year.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Multiple analysts and commentators argue the post-earnings pullback has made Netflix look like a value opportunity, pointing to continued profitable growth, strong margins, and a cheaper valuation after the sell-off. Netflix (NFLX) Stock Has Become a Value Play Post Q2
• Positive Sentiment: Netflix’s latest debt refinancing move, issuing $1 billion in senior notes, may support liquidity and balance-sheet management rather than signal distress. Netflix Issues $1 Billion Senior Notes to Refinance Debt
• Positive Sentiment: Some coverage says the company’s old catalog remains a secret weapon, suggesting engagement from legacy hits can offset worries about the pace of new blockbuster releases. Wall Street is worried about Netflix’s new shows. Its old ones are its secret weapon.
• Neutral Sentiment: Industry M&A chatter around Netflix and Lionsgate reflects a broader shift toward digital distribution power, but the article frames it more as a sector trend than a confirmed deal catalyst. The Netflix-Lionsgate Rumor Exposed a Bigger Shift in Media M&A (NFLX)
• Neutral Sentiment: Other commentary remains mixed, with some analysts saying Netflix is still exposed to a “microdrama” content challenge and others urging investors to hold rather than buy aggressively, reinforcing the uncertainty around near-term sentiment. Netflix: The Microdrama Challenge And The Case To Stay Neutral
• Negative Sentiment: Investors remain concerned that Netflix may be struggling to create the next wave of big hits, which could limit subscriber and engagement momentum if new originals fail to break out. Wall Street is worried about Netflix’s new shows. Its old ones are its secret weapon.
• Negative Sentiment: Broader streaming competition is intensifying, highlighted by Comcast’s Peacock turning profitable, which underscores that rivals are becoming more efficient and could pressure Netflix’s growth narrative. Comcast’s Peacock records first ever profit on World Cup, ‘Love Island USA’ boost

Analyst Ratings Changes

NFLX has been the topic of a number of recent research reports. Citigroup cut Netflix from a “buy” rating to a “positive” rating in a research note on Monday. HSBC increased their target price on Netflix from $106.00 to $114.00 and gave the company a “buy” rating in a report on Friday, April 10th. Pivotal Research reduced their price target on Netflix from $96.00 to $70.00 and set a “hold” rating on the stock in a research report on Friday, July 17th. Guggenheim set a $75.00 price target on Netflix and gave the stock a “buy” rating in a research note on Friday, July 17th. Finally, CLSA started coverage on Netflix in a research report on Monday. They issued an “outperform” rating for the company. Four research analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, seventeen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $103.48.

About Netflix

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.