SOL Capital Management CO Buys 35,616 Shares of Netflix, Inc. $NFLX

SOL Capital Management CO boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 876.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 39,680 shares of the Internet television network’s stock after acquiring an additional 35,616 shares during the quarter. SOL Capital Management CO’s holdings in Netflix were worth $3,720,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the stock. Seascape Capital Management grew its holdings in Netflix by 1.6% during the 3rd quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock worth $681,000 after acquiring an additional 9 shares during the last quarter. Crews Bank & Trust grew its holdings in Netflix by 5.8% during the 3rd quarter. Crews Bank & Trust now owns 164 shares of the Internet television network’s stock worth $197,000 after acquiring an additional 9 shares during the last quarter. Apriem Advisors grew its holdings in Netflix by 0.6% during the 3rd quarter. Apriem Advisors now owns 1,567 shares of the Internet television network’s stock worth $1,879,000 after acquiring an additional 9 shares during the last quarter. Tortoise Investment Management LLC grew its holdings in Netflix by 10.8% during the 3rd quarter. Tortoise Investment Management LLC now owns 92 shares of the Internet television network’s stock worth $110,000 after acquiring an additional 9 shares during the last quarter. Finally, Brass Tax Wealth Management Inc. lifted its position in Netflix by 3.2% during the 3rd quarter. Brass Tax Wealth Management Inc. now owns 288 shares of the Internet television network’s stock valued at $345,000 after purchasing an additional 9 shares during the period. Institutional investors own 80.93% of the company’s stock.

Netflix Stock Up 1.0%

Netflix stock opened at $92.32 on Wednesday. The firm has a market capitalization of $388.72 billion, a price-to-earnings ratio of 29.82, a PEG ratio of 1.19 and a beta of 1.67. The company’s 50 day simple moving average is $94.19 and its 200 day simple moving average is $97.18. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12.

Netflix (NASDAQ:NFLX) last issued its 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. The firm had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The business’s quarterly revenue was up 16.2% on a year-over-year basis. During the same quarter in the prior year, the firm earned $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, sell-side analysts anticipate that Netflix, Inc. will post 3.53 EPS for the current year.

Insider Activity at Netflix

In other Netflix news, CEO Gregory K. Peters sold 105,781 shares of Netflix stock in a transaction that occurred on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total value of $8,773,476.14. Following the transaction, the chief executive officer owned 122,140 shares of the company’s stock, valued at approximately $10,130,291.60. The trade was a 46.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director Reed Hastings sold 420,550 shares of Netflix stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total transaction of $40,158,319.50. Following the completion of the transaction, the director directly owned 3,940 shares in the company, valued at approximately $376,230.60. The trade was a 99.07% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders sold 1,487,794 shares of company stock worth $136,255,772. Corporate insiders own 1.37% of the company’s stock.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Q1 results and profitability showing strength (revenue and EPS beat, healthy margins) supporting the bull case. Netflix (NASDAQ:NFLX) Posted Healthy Earnings But There Are Some Other Factors To Be Aware Of
• Positive Sentiment: Piper Sandler lifted its price target to $115 and kept an Overweight rating after Q1, signaling continued analyst confidence in the recovery trajectory. Netflix, Inc. (NFLX): One of the Best Big Name Stocks to Buy
• Positive Sentiment: Bullish commentary and feature pieces argue the pullback is a buying opportunity for long?term investors, reinforcing demand from value?oriented buyers. Netflix Stock Is Down 32%. Here’s Why It’s a Screaming Buy.
• Positive Sentiment: Standalone bullish takeaways (analyst/upside stories and price?target raises) and promotional pieces (e.g., “$25 billion reason to buy”) are adding incremental positive flow. A $25 Billion Reason to Buy Netflix Stock in April 2026
• Neutral Sentiment: Management is shifting capital allocation to prioritize profit discipline and diversify into ads, live sports, gaming and experiences — a strategic positive long term but a source of near?term uncertainty as margins reset. Netflix Weighs Profit Discipline Against Growth In Sports Gaming Experiences
• Neutral Sentiment: Market commentary offers mixed views — some investors say it’s a buy at current levels, others say valuation still looks rich versus near?term risk. I Want to Buy Netflix Stock, Just Not at This Price
• Neutral Sentiment: Regional viewing data: Netflix usage in Australia is strong overall, but viewers favor non?local content — a programming/market mix datapoint without immediate earnings impact. Netflix Audiences In Australia Are Booming, But Report Finds They Aren’t Watching Local Content
• Negative Sentiment: Bernstein trimmed its price target (from $115 to $110) citing near?term margin pressure — a reminder investors are watching cost control as Netflix scales content, ads and new initiatives. Bernstein Reduces PT on Netflix (NFLX) on Near Term Margin Concerns
• Negative Sentiment: Erste downgraded the stock from buy to hold, reflecting some analyst caution after the run and amid margin/growth tradeoffs. Finviz analyst note (Erste downgrade)
• Negative Sentiment: Co?founder Reed Hastings is stepping away from the company — a governance/leadership change that can introduce investor nervousness despite management continuity. Netflix Co-Founder Reed Hastings Is Leaving the Company. What Does This Mean for the Stock?
• Negative Sentiment: Q2 guidance and near?term EPS cadence remain modest (management set relatively low Q2 EPS guidance), which keeps focus on execution and margins and caps near?term upside.

Analysts Set New Price Targets

Several equities research analysts have recently commented on NFLX shares. Jefferies Financial Group lowered their price target on shares of Netflix from $134.00 to $128.00 and set a “buy” rating for the company in a research report on Friday, April 17th. Barclays set a $110.00 price objective on shares of Netflix and gave the company an “equal weight” rating in a report on Friday, April 17th. Deutsche Bank Aktiengesellschaft raised their price objective on shares of Netflix from $98.00 to $100.00 and gave the company a “hold” rating in a research note on Tuesday, April 14th. Piper Sandler reaffirmed an “overweight” rating and set a $115.00 target price (up from $103.00) on shares of Netflix in a report on Friday, April 17th. Finally, Royal Bank Of Canada reiterated a “hold” rating on shares of Netflix in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and fifteen have given a Hold rating to the company. According to MarketBeat, Netflix has an average rating of “Moderate Buy” and an average target price of $114.82.

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.