OMERS ADMINISTRATION Corp Increases Stock Holdings in Netflix, Inc. $NFLX

OMERS ADMINISTRATION Corp raised its stake in Netflix, Inc. (NASDAQ:NFLX) by 861.3% during the 4th quarter, HoldingsChannel.com reports. The firm owned 1,203,749 shares of the Internet television network’s stock after acquiring an additional 1,078,529 shares during the period. OMERS ADMINISTRATION Corp’s holdings in Netflix were worth $112,864,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the stock. Seneschal Advisors LLC increased its stake in Netflix by 1,030.4% in the fourth quarter. Seneschal Advisors LLC now owns 780 shares of the Internet television network’s stock valued at $73,000 after purchasing an additional 711 shares during the last quarter. Sienna Gestion increased its stake in Netflix by 2,441.1% in the fourth quarter. Sienna Gestion now owns 14,840 shares of the Internet television network’s stock valued at $1,385,000 after purchasing an additional 14,256 shares during the last quarter. Silvant Capital Management LLC increased its stake in Netflix by 908.2% in the fourth quarter. Silvant Capital Management LLC now owns 628,500 shares of the Internet television network’s stock valued at $58,928,000 after purchasing an additional 566,163 shares during the last quarter. Slotnik Capital LLC purchased a new position in Netflix in the fourth quarter valued at approximately $1,313,000. Finally, Strategic Global Advisors LLC grew its position in shares of Netflix by 879.5% during the fourth quarter. Strategic Global Advisors LLC now owns 124,470 shares of the Internet television network’s stock worth $11,670,000 after acquiring an additional 111,763 shares during the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Netflix News Roundup

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?

Insider Transactions at Netflix

In related news, CEO Theodore A. Sarandos sold 27,312 shares of Netflix stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $87.97, for a total value of $2,402,636.64. Following the transaction, the chief executive officer directly owned 284,804 shares in the company, valued at $25,054,207.88. This trade represents a 8.75% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Reed Hastings sold 420,550 shares of Netflix stock in a transaction 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 owned 3,940 shares in the company, valued at approximately $376,230.60. This trade represents a 99.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,313,029 shares of company stock worth $120,315,776 over the last quarter. 1.24% of the stock is currently owned by corporate insiders.

Netflix Stock Performance

NASDAQ:NFLX opened at $81.67 on Tuesday. The firm’s fifty day moving average price is $90.59 and its 200 day moving average price is $90.84. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. The firm has a market cap of $343.90 billion, a price-to-earnings ratio of 26.38, a price-to-earnings-growth ratio of 1.02 and a beta of 1.50.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, beating analysts’ consensus estimates of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The firm had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.17 billion. During the same period last year, the firm posted $6.61 EPS. Netflix’s quarterly revenue was up 16.2% on a year-over-year basis. 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 EPS for the current year.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the stock. President Capital raised their target price on shares of Netflix from $133.00 to $134.00 and gave the stock a “buy” rating in a research report on Tuesday, March 31st. Deutsche Bank Aktiengesellschaft raised their target price on shares of Netflix from $98.00 to $100.00 and gave the stock a “hold” rating in a research report on Tuesday, April 14th. The Goldman Sachs Group upgraded shares of Netflix from a “neutral” rating to a “buy” rating in a research report on Monday, April 13th. Raymond James Financial restated a “market perform” rating on shares of Netflix in a research report on Thursday, May 14th. Finally, New Street Research raised their target price on shares of Netflix from $96.00 to $102.00 in a research report 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 a consensus rating of “Moderate Buy” and a consensus target price of $114.39.

Netflix Company 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.