Sustainable Insight Capital Management LLC Purchases 36,035 Shares of Netflix, Inc. $NFLX

Sustainable Insight Capital Management LLC raised its position in Netflix, Inc. (NASDAQ:NFLX) by 1,762.1% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 38,080 shares of the Internet television network’s stock after purchasing an additional 36,035 shares during the period. Netflix makes up about 1.2% of Sustainable Insight Capital Management LLC’s investment portfolio, making the stock its 26th biggest holding. Sustainable Insight Capital Management LLC’s holdings in Netflix were worth $3,570,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in NFLX. First Financial Corp IN increased its position in shares of Netflix by 900.0% during the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after acquiring an additional 243 shares in the last quarter. DiNuzzo Private Wealth Inc. increased its position in shares of Netflix by 885.2% during the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after acquiring an additional 239 shares in the last quarter. Turning Point Benefit Group Inc. increased its position in shares of Netflix by 13,400.0% during the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock worth $25,000 after acquiring an additional 268 shares in the last quarter. Imprint Wealth LLC bought a new stake in shares of Netflix during the third quarter worth $25,000. Finally, Jessup Wealth Management Inc bought a new stake in shares of Netflix during the fourth quarter worth $27,000. Institutional investors own 80.93% of the company’s stock.

Analysts Set New Price Targets

NFLX has been the subject of several research reports. TD Cowen reissued a “buy” rating on shares of Netflix in a research report on Thursday, May 14th. Wells Fargo & Company initiated coverage on shares of Netflix in a research report on Monday, March 9th. They set an “equal weight” rating and a $105.00 price objective for the company. Guggenheim reissued a “buy” rating and set a $120.00 price objective on shares of Netflix in a research report on Friday, May 15th. Jefferies Financial Group lowered their price objective on shares of Netflix from $128.00 to $110.00 and set a “buy” rating for the company in a research report on Wednesday. Finally, Citizens Jmp reissued a “market perform” rating on shares of Netflix in a research report on Wednesday, April 15th. Two investment 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. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $114.39.

Netflix Stock Performance

Shares of NFLX opened at $81.27 on Friday. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The firm has a fifty day simple moving average of $91.23 and a 200 day simple moving average of $91.19. The stock 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. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43.

Netflix (NASDAQ:NFLX) last announced its earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, topping the consensus estimate of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The business had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.17 billion. During the same quarter in the prior year, the company posted $6.61 earnings per share. The firm’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. Research analysts forecast that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

Key Netflix News

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

Insider Transactions at Netflix

In other Netflix news, CFO Spencer Adam Neumann sold 9,253 shares of the stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $88.95, for a total value of $823,054.35. Following the completion of the sale, the chief financial officer 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 sale was disclosed in a legal filing with the SEC, which is available through this link. Also, CEO Theodore A. Sarandos sold 27,312 shares of the stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $87.97, for a total transaction of $2,402,636.64. Following the completion of the sale, the chief executive officer owned 284,804 shares of the company’s stock, valued at approximately $25,054,207.88. This represents a 8.75% decrease in their position. 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. Over the last quarter, insiders have sold 1,313,029 shares of company stock valued at $120,315,776. 1.24% of the stock is owned by company insiders.

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.