Netflix, Inc. $NFLX Position Boosted by Taylor Financial Group Inc.

Taylor Financial Group Inc. grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 1,245.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,120 shares of the Internet television network’s stock after purchasing an additional 9,368 shares during the period. Taylor Financial Group Inc.’s holdings in Netflix were worth $949,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the business. Vanguard Group Inc. boosted its position in shares of Netflix by 912.5% during the 4th quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock valued at $36,567,805,000 after purchasing an additional 351,493,659 shares in the last quarter. Baillie Gifford & Co. boosted its position in shares of Netflix by 912.3% during the 4th quarter. Baillie Gifford & Co. now owns 36,940,035 shares of the Internet television network’s stock valued at $3,463,498,000 after purchasing an additional 33,290,988 shares in the last quarter. Jennison Associates LLC boosted its position in shares of Netflix by 639.9% during the 4th quarter. Jennison Associates LLC now owns 34,871,951 shares of the Internet television network’s stock valued at $3,269,594,000 after purchasing an additional 30,158,900 shares in the last quarter. Sumitomo Mitsui Trust Group Inc. boosted its position in shares of Netflix by 891.3% during the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 12,099,908 shares of the Internet television network’s stock valued at $1,134,487,000 after purchasing an additional 10,879,276 shares in the last quarter. Finally, Principal Financial Group Inc. boosted its position in shares of Netflix by 850.7% during the 4th quarter. Principal Financial Group Inc. now owns 10,858,157 shares of the Internet television network’s stock valued at $1,018,062,000 after purchasing an additional 9,716,017 shares in the last quarter. Institutional investors own 80.93% of the company’s stock.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on NFLX shares. Oppenheimer set a $120.00 price objective on shares of Netflix and gave the company an “outperform” rating in a research report on Friday, April 17th. Huber Research upgraded shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 27th. Bank of America restated a “buy” rating and set a $125.00 price objective on shares of Netflix in a research report on Monday. Freedom Capital upgraded shares of Netflix from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. Finally, 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. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have issued a Hold rating to the company. According to data from MarketBeat.com, Netflix currently has an average rating of “Moderate Buy” and a consensus target price of $114.82.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Bank of America said Netflix’s ad-supported tier has surpassed 250 million monthly viewers globally, highlighting rapid growth in its advertising business as the company expands live sports, international markets, and new ad formats. Netflix ad-supported tier tops 250M monthly viewers as sports push deepens
• Positive Sentiment: Analysts are becoming more upbeat after Netflix’s recent advertiser presentation, suggesting stronger monetization potential from its ad business. Netflix Sentiment Improves After Video Streamer’s Upfront Presentation
• Positive Sentiment: Omdia projects Amazon, Netflix, and Google will capture half of the fast-growing connected TV advertising market by 2030, reinforcing the long-term opportunity for Netflix’s ad inventory. Omdia: Amazon, Netflix and Google to Capture Half of $81 Billion CTV Advertising Market by 2030
• Positive Sentiment: Coverage around Netflix’s NFL partnership suggests the streamer could use live football games to attract new subscribers and deepen engagement. Why Netflix and the NFL Could Be a Perfect Match
• Neutral Sentiment: Several articles discuss Netflix’s potential to become a trillion-dollar company, but these are opinion pieces rather than new business developments. Is Netflix the Next Trillion-Dollar Company?
• Neutral Sentiment: Entertainment and documentary headlines referencing Netflix content, including MMA and true-crime coverage, may help visibility but do not clearly change the company’s fundamentals. Trump’s Birthday UFC Event Faces More Pressure: Netflix Just Set MMA Viewership Record

Netflix Stock Performance

NFLX stock opened at $88.09 on Thursday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.41 and a current ratio of 1.41. The stock has a market cap of $370.93 billion, a P/E ratio of 28.45, a P/E/G ratio of 1.14 and a beta of 1.55. The firm has a 50 day simple moving average of $94.16 and a 200 day simple moving average of $94.34. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, beating the consensus estimate 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 net margin of 28.52% and a return on equity of 40.92%. The company’s revenue for the quarter was up 16.2% on a year-over-year basis. During the same quarter last year, the firm earned $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Research analysts anticipate that Netflix, Inc. will post 3.6 earnings per share for the current fiscal year.

Insider Activity

In related news, 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 transaction, the chief executive officer owned 284,804 shares of the company’s stock, valued at approximately $25,054,207.88. This trade represents a 8.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Spencer Adam Neumann sold 57,260 shares of the firm’s stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,046,658.50. The trade was a 43.69% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 1,422,769 shares of company stock valued at $135,144,073. 1.24% of the stock is currently owned by company insiders.

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.