FUKOKU MUTUAL LIFE INSURANCE Co Boosts Stock Position in Netflix, Inc. $NFLX

FUKOKU MUTUAL LIFE INSURANCE Co raised its stake in Netflix, Inc. (NASDAQ:NFLX) by 782.6% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 15,525 shares of the Internet television network’s stock after purchasing an additional 13,766 shares during the period. FUKOKU MUTUAL LIFE INSURANCE Co’s holdings in Netflix were worth $1,456,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Concord Investment Counsel Inc. grew its stake in Netflix by 897.0% in the fourth quarter. Concord Investment Counsel Inc. now owns 130,447 shares of the Internet television network’s stock valued at $12,231,000 after purchasing an additional 117,363 shares during the last quarter. National Pension Service grew its stake in Netflix by 910.6% in the fourth quarter. National Pension Service now owns 9,372,071 shares of the Internet television network’s stock valued at $878,725,000 after purchasing an additional 8,444,703 shares during the last quarter. South Street Advisors LLC grew its stake in shares of Netflix by 900.0% during the fourth quarter. South Street Advisors LLC now owns 2,500 shares of the Internet television network’s stock worth $234,000 after acquiring an additional 2,250 shares during the last quarter. Mitsubishi UFJ Morgan Stanley Securities Co. Ltd. purchased a new stake in shares of Netflix during the fourth quarter worth about $482,000. Finally, Operose Advisors LLC grew its stake in shares of Netflix by 943.5% during the fourth quarter. Operose Advisors LLC now owns 23,990 shares of the Internet television network’s stock worth $2,249,000 after acquiring an additional 21,691 shares during the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Multiple analyst-style pieces argue that Netflix’s ad business is becoming a major growth driver, with 2026 ad revenue projections around $3 billion and new formats, live events, and ad-tech tools expanding monetization. Article Title
• Positive Sentiment: Several bullish writeups say Netflix could be in the early stages of a comeback, citing upside from advertising scale and stronger cash generation, with one piece raising a 12-month target far above current levels. Article Title
• Positive Sentiment: Another bullish note says Netflix’s ad empire story is “too good to ignore,” highlighting the scalability of the ad tier, higher ARPU, and the potential for ad revenue to become a meaningful share of total sales. Article Title
• Positive Sentiment: Netflix is also getting support from reports tied to the AI/content-efficiency narrative, including a $600 million deal involving Ben Affleck’s AI company and claims that Netflix could save billions over time through production efficiencies. Article Title
• Neutral Sentiment: Netflix-related mentions in broader entertainment coverage, including a new “60 Minutes” head who previously worked with Netflix projects, are not likely to have a direct material impact on the stock. Article Title
• Negative Sentiment: Some recent coverage still points out that NFLX has been trading well below its 52-week high and has had a difficult year, which keeps valuation concerns and skepticism alive. Article Title

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on the company. Rosenblatt Securities dropped their price target on Netflix from $96.00 to $95.00 and set a “neutral” rating on the stock in a research note on Friday, April 17th. Moffett Nathanson boosted their price target on Netflix from $115.00 to $120.00 and gave the stock a “buy” rating in a research note on Tuesday, April 14th. TD Cowen restated a “buy” rating on shares of Netflix in a research note on Thursday, May 14th. KeyCorp restated an “overweight” rating and set a $115.00 price target (up from $108.00) on shares of Netflix in a research note on Tuesday, April 14th. Finally, Jefferies Financial Group dropped their price target on Netflix from $134.00 to $128.00 and set a “buy” rating on the stock in a research note on Friday, April 17th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have assigned a Hold rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $114.82.

Insider Transactions at Netflix

In related news, Director Reed Hastings sold 407,550 shares of the company’s stock in a transaction that occurred on Friday, May 1st. The stock was sold at an average price of $93.13, for a total value of $37,955,131.50. Following the sale, the director owned 3,940 shares in the company, valued at $366,932.20. This represents 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 at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider David A. Hyman sold 5,722 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $88.08, for a total value of $503,993.76. Following the completion of the sale, the insider owned 316,100 shares in the company, valued at approximately $27,842,088. This represents a 1.78% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold 1,365,509 shares of company stock valued at $129,675,743 over the last quarter. Company insiders own 1.24% of the company’s stock.

Netflix Price Performance

Shares of NASDAQ NFLX opened at $86.36 on Friday. The business’s 50 day moving average price is $93.29 and its 200 day moving average price is $93.43. The firm has a market cap of $363.64 billion, a P/E ratio of 27.89, a P/E/G ratio of 1.11 and a beta of 1.55. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.43.

Netflix (NASDAQ:NFLX) last issued its earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, beating analysts’ consensus estimates of $0.76 by $0.47. The firm had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.17 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.Netflix’s revenue for the quarter 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. On average, sell-side analysts expect that Netflix, Inc. will post 3.6 earnings per share for the current year.

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.