Netflix, Inc. $NFLX Shares Acquired by Rakuten Investment Management Inc.

Rakuten Investment Management Inc. raised its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 9.3% during the 3rd quarter, Holdings Channel.com reports. The fund owned 1,108,593 shares of the Internet television network’s stock after acquiring an additional 94,068 shares during the period. Rakuten Investment Management Inc.’s holdings in Netflix were worth $77,934,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the company. Nykredit A S purchased a new position in Netflix in the second quarter worth $105,697,000. Rockland Trust Co. increased its position in shares of Netflix by 27.5% during the 3rd quarter. Rockland Trust Co. now owns 219,221 shares of the Internet television network’s stock valued at $15,253,000 after purchasing an additional 47,339 shares during the last quarter. Boomfish Wealth Group LLC raised its stake in shares of Netflix by 91.5% during the 3rd quarter. Boomfish Wealth Group LLC now owns 34,547 shares of the Internet television network’s stock worth $2,404,000 after purchasing an additional 16,510 shares during the period. Welch & Forbes LLC raised its stake in shares of Netflix by 3,464.5% during the 1st quarter. Welch & Forbes LLC now owns 118,448 shares of the Internet television network’s stock worth $11,389,000 after purchasing an additional 115,125 shares during the period. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new position in shares of Netflix in the 2nd quarter worth about $37,743,000. 80.93% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the stock. JPMorgan Chase & Co. reduced their price target on shares of Netflix from $85.00 to $81.00 and set an “overweight” rating for the company in a research report on Wednesday, October 21st. Loop Capital lowered their price objective on shares of Netflix from $115.00 to $95.00 and set a “buy” rating on the stock in a research report on Friday, July 24th. China Renaissance dropped their target price on shares of Netflix from $100.00 to $80.00 and set a “hold” rating on the stock in a research note on Friday, July 17th. Deutsche Bank Aktiengesellschaft set a $93.00 target price on shares of Netflix in a research note on Wednesday, October 21st. Finally, Daiwa Securities Group reduced their target price on shares of Netflix from $102.00 to $76.00 and set an “outperform” rating for the company in a research report on Wednesday, July 22nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating, seventeen have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $89.14.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix is rolling out an “AI Discover” tab, beginning with recommendations based on users’ moods. Better content discovery could encourage more viewing and support the company’s advertising ambitions. Article: Netflix’s new AI Discover tab helps you find something to watch based on your mood
• Positive Sentiment: Netflix hired former Google executive Darshan Kantak to lead its ads platform, a move that may strengthen its push to grow advertising revenue. Article: Netflix hires Darshan Kantak to lead ads platform
• Neutral Sentiment: Some commentary argues Netflix’s valuation is comparatively low and that continued revenue growth could offer long-term upside. These are investor opinions, not new company guidance or confirmed catalysts. Article: Netflix Trades at a Discount to the S&P 500’s Valuation. Is It Deserved?
• Negative Sentiment: Netflix trimmed its 2026 advertising-revenue forecast to about $2.7 billion and flagged softer engagement. The concerns may weigh on expectations for ad growth, even as the company forecasts a 31.5% full-year operating margin. Article: How Investors May Respond To Netflix Lower Ad Revenue Guidance
• Negative Sentiment: Reports say Netflix is cutting roughly 2%–3% of staff at its London hub, following a broader plan to eliminate about 1,000 roles. The restructuring adds to uncertainty about the company’s operations and growth outlook. Article: Netflix cuts UK staff and parts with production head Anna Mallett, report says

Insider Buying and Selling at Netflix

In other news, Director Bradford Smith sold 17,980 shares of Netflix stock in a transaction dated Monday, October 26th. The shares were sold at an average price of $64.03, for a total value of $1,151,259.40. Following the completion of the transaction, the director owned 79,690 shares in the company, valued at $5,102,550.70. This trade represents a 18.41% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Gregory Peters sold 27,312 shares of the business’s stock in a transaction that occurred on Thursday, August 6th. The shares were sold at an average price of $73.54, for a total transaction of $2,008,524.48. Following the completion of the sale, the chief executive officer directly owned 120,931 shares in the company, valued at approximately $8,893,265.74. This trade represents a 18.42% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 55,980 shares of company stock worth $3,970,756 over the last ninety days. Company insiders own 1.24% of the company’s stock.

Netflix Stock Up 1.7%

NFLX stock opened at $63.42 on Wednesday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.07 and a current ratio of 1.07. The company has a market capitalization of $260.42 billion, a price-to-earnings ratio of 18.33, a PEG ratio of 0.91 and a beta of 1.62. Netflix, Inc. has a fifty-two week low of $61.39 and a fifty-two week high of $116.73. The stock has a fifty day moving average of $72.00 and a 200-day moving average of $81.31.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Tuesday, October 20th. The Internet television network reported $0.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.82 by $0.05. Netflix had a return on equity of 42.69% and a net margin of 29.69%. The business had revenue of $12.87 billion for the quarter, compared to analysts’ expectations of $12.87 billion. During the same period in the previous year, the business posted $0.59 EPS. The firm’s quarterly revenue was up 11.9% compared to the same quarter last year. As a group, equities research analysts predict that Netflix, Inc. will post 3.59 earnings per share for the current year.

Netflix Profile

Netflix, Inc (NASDAQ:NFLX) is a global entertainment company that provides subscription-based streaming services. Its platform offers a broad selection of television series, films, documentaries, stand-up specials and other programming, including content produced by Netflix and licensed from third-party studios and creators.

The company also develops and distributes original productions under the Netflix brand and has expanded into additional entertainment offerings, including mobile and cloud-based games in select markets and live programming.