Netflix, Inc. $NFLX Position Boosted by Silvant Capital Management LLC

Silvant Capital Management LLC lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 908.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 628,500 shares of the Internet television network’s stock after buying an additional 566,163 shares during the quarter. Netflix accounts for about 2.0% of Silvant Capital Management LLC’s holdings, making the stock its 12th biggest holding. Silvant Capital Management LLC’s holdings in Netflix were worth $58,928,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of the stock. First Financial Corp IN lifted its holdings in Netflix by 900.0% in 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 during the last quarter. DiNuzzo Private Wealth Inc. lifted its holdings in Netflix by 885.2% in 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 during the last quarter. Turning Point Benefit Group Inc. lifted its holdings in Netflix by 13,400.0% in 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 during the last quarter. Imprint Wealth LLC bought a new position in Netflix in the third quarter worth about $25,000. Finally, Cornerstone Financial Management LLC bought a new position in Netflix in the fourth quarter worth about $26,000. Institutional investors own 80.93% of the company’s stock.

Insider Buying and Selling

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $88.69, for a total value of $2,422,301.28. Following the sale, the chief executive officer owned 120,931 shares in the company, valued at approximately $10,725,370.39. This trade represents a 18.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Theodore A. Sarandos sold 27,312 shares of the firm’s stock in a transaction that occurred 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 in the company, valued at $25,054,207.88. The trade was a 8.75% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 1,313,029 shares of company stock valued at $120,315,776 in the last ninety days. Insiders own 1.24% of the company’s stock.

Netflix Price Performance

Shares of NASDAQ:NFLX opened at $81.67 on Tuesday. The firm’s 50 day moving average is $90.59 and its two-hundred day moving average is $90.84. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12. The firm has a market capitalization of $343.90 billion, a P/E ratio of 26.38, a PEG ratio of 1.02 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 quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, beating 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 company had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.17 billion. During the same quarter last year, the business earned $6.61 earnings per share. Netflix’s 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. Analysts anticipate that Netflix, Inc. will post 3.6 earnings per share for the current year.

Analyst Upgrades and Downgrades

NFLX has been the topic of a number of recent research reports. Seaport Research Partners raised their target price on shares of Netflix from $115.00 to $119.00 and gave the stock a “buy” rating in a report on Friday, April 17th. Morgan Stanley reissued an “overweight” rating on shares of Netflix in a report on Friday, April 17th. Rosenblatt Securities cut their target price on shares of Netflix from $96.00 to $95.00 and set a “neutral” rating on the stock in a report on Friday, April 17th. Barclays set a $110.00 target price on shares of Netflix and gave the stock an “equal weight” rating in a report on Friday, April 17th. Finally, Daiwa Securities Group raised their target price on shares of Netflix from $97.00 to $102.00 and gave the stock an “outperform” rating in a report on Thursday, April 23rd. 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. According to MarketBeat.com, Netflix presently has an average rating of “Moderate Buy” and a consensus price target of $114.39.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix expanded its iHeartMedia deal to add new celebrity-led video podcasts and live programming, including exclusive live video launches and on-demand episodes, which could boost user engagement and deepen its content ecosystem. Netflix Expands Its iHeart Podcast Bet
• Positive Sentiment: Several commentary pieces argued that Netflix looks inexpensive after its pullback, with some analysts and investors framing the stock as a quality growth name at a more attractive valuation. Netflix And IHeartMedia Expand Their Exclusive Video Podcast Partnership
• Positive Sentiment: Industry coverage highlighted Netflix’s scale and the possibility that it could reach roughly one billion monthly viewers over time, reinforcing the long-term growth narrative. Netflix has a stunning milestone in sight for 2027
• Neutral Sentiment: Netflix said it will report second-quarter 2026 results on July 16, setting up the next major earnings catalyst for the stock. Netflix to Announce Second Quarter 2026 Financial Results
• Negative Sentiment: Tyra Banks is suing Netflix over alleged deceptive editing in an “America’s Next Top Model” documentary, creating a potential legal distraction and headline risk. Tyra Banks is taking Netflix to court
• Negative Sentiment: Some market commentary noted that Netflix has fallen well below prior highs amid concerns about slower growth, stronger competition, and broader skepticism toward streaming valuations. NFLX Stock Is Down 40% From All-Time High: Are Retail Investors Buying The Dip Or Leaving Battered Streamer?

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.