Mach 1 Financial Group LLC Boosts Stock Holdings in Netflix, Inc. $NFLX

Mach 1 Financial Group LLC lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 2,396.4% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,413 shares of the Internet television network’s stock after buying an additional 8,076 shares during the period. Mach 1 Financial Group LLC’s holdings in Netflix were worth $789,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its stake in shares of Netflix by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after buying an additional 142,238 shares in the last quarter. Checchi Capital Advisers LLC lifted its stake in Netflix by 875.7% in the 4th quarter. Checchi Capital Advisers LLC now owns 31,143 shares of the Internet television network’s stock worth $2,920,000 after purchasing an additional 27,951 shares in the last quarter. Contravisory Investment Management Inc. raised its holdings in shares of Netflix by 837.2% during the 4th quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock worth $10,443,000 after acquiring an additional 99,496 shares in the last quarter. BNC Wealth Management LLC raised its holdings in shares of Netflix by 991.3% during the 4th quarter. BNC Wealth Management LLC now owns 41,229 shares of the Internet television network’s stock worth $3,866,000 after acquiring an additional 37,451 shares in the last quarter. Finally, Crew Capital Management Ltd raised its position in shares of Netflix by 1,021.9% during the 4th quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network’s stock valued at $847,000 after buying an additional 8,226 shares in the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Wall Street Analyst Weigh In

NFLX has been the topic of several recent research reports. President Capital increased their price target on Netflix from $133.00 to $134.00 and gave the company a “buy” rating in a report on Tuesday, March 31st. Phillip Securities raised their target price on shares of Netflix from $100.00 to $110.00 in a research report on Monday, April 20th. UBS Group set a $104.00 price target on Netflix in a research note on Tuesday, January 27th. DZ Bank reiterated a “buy” rating on shares of Netflix in a research note on Friday, April 17th. Finally, Moffett Nathanson lifted their target price on Netflix from $115.00 to $120.00 and gave the company a “buy” rating in a research note on Tuesday, April 14th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have assigned a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $114.82.

Netflix Price Performance

Shares of NFLX stock opened at $89.30 on Friday. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The firm has a market capitalization of $376.02 billion, a price-to-earnings ratio of 28.84, a PEG ratio of 1.12 and a beta of 1.55. 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’s 50-day simple moving average is $94.00 and its 200-day simple moving average is $94.20.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, topping analysts’ consensus estimates of $0.76 by $0.47. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The business had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.17 billion. During the same quarter in the previous year, the firm earned $6.61 earnings per share. The company’s revenue was up 16.2% on a year-over-year basis. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, equities analysts forecast that Netflix, Inc. will post 3.6 earnings per share for the current fiscal year.

Insider Buying and Selling at Netflix

In other news, Director Reed Hastings sold 407,550 shares of the business’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $93.13, for a total transaction of $37,955,131.50. Following the sale, the director directly owned 3,940 shares of the company’s stock, valued at $366,932.20. The trade was a 99.04% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Spencer Adam Neumann sold 9,253 shares of the business’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $88.95, for a total transaction of $823,054.35. Following the sale, the chief financial officer directly owned 73,787 shares in the company, valued at $6,563,353.65. This trade represents a 11.14% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 1,422,769 shares of company stock valued at $135,144,073. Insiders own 1.24% of the company’s stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix and iHeartMedia announced that The Breakfast Club will stream live daily on Netflix, giving the service its first daily live program and strengthening its push into live and podcast-style content. iHeartMedia and Netflix Deepen Partnership with Daily Live Video Stream of Nationally Syndicated Hit Radio Show The Breakfast Club with Charlamagne tha God, DJ Envy and Jess Hilarious
• Positive Sentiment: Netflix’s ad-supported tier now reaches more than 250 million monthly active viewers globally, highlighting strong monetization potential as ad inventory expands across live sports, podcasts, and new formats. Netflix ad-supported tier tops 250M monthly viewers as sports push deepens
• Positive Sentiment: Reed Hastings said entertainment should be among the least affected industries by AI disruption, which may ease investor concerns about long-term content demand and the value of human-driven storytelling. Netflix Co-Founder Reed Hastings Says Entertainment Will Be ‘Least Affected’ As AI Fears Rise — ‘We Like Human Conflict’
• Positive Sentiment: Commentary around Netflix’s ad growth, live sports push, and consistent revenue performance versus Disney continues to support the case for durable growth and a premium valuation. Walt Disney vs. Netflix: What Recent Revenue Trends Reveal

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.