Netflix, Inc. $NFLX Shares Acquired by Operose Advisors LLC

Operose Advisors LLC raised its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 943.5% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 23,990 shares of the Internet television network’s stock after acquiring an additional 21,691 shares during the quarter. Operose Advisors LLC’s holdings in Netflix were worth $2,249,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also made changes to their positions in the company. Brighton Jones LLC lifted its stake in Netflix by 5.0% during the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after purchasing an additional 257 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in Netflix by 16.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after purchasing an additional 144 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in Netflix by 21.2% during the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock worth $1,883,000 after purchasing an additional 246 shares during the last quarter. Strategic Investment Advisors MI lifted its stake in Netflix by 18.9% during the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after purchasing an additional 123 shares during the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in Netflix by 12.1% during the second quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock worth $2,832,000 after purchasing an additional 228 shares during the last quarter. 80.93% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

NFLX has been the subject of several recent analyst reports. Bank of America restated a “buy” rating and set a $125.00 target price on shares of Netflix in a research note on Monday, May 18th. China Renaissance upped their target price on Netflix from $90.00 to $100.00 and gave the company a “hold” rating in a research report on Friday, April 17th. The Goldman Sachs Group raised Netflix from a “neutral” rating to a “buy” rating in a research report on Monday, April 13th. Wolfe Research reissued an “outperform” rating and issued a $107.00 target price on shares of Netflix in a research report on Friday, April 17th. Finally, DZ Bank reissued a “buy” rating on shares of Netflix in a research report on Friday, April 17th. Two 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’s stock. Based on data from MarketBeat.com, Netflix has an average rating of “Moderate Buy” and an average price target of $114.82.

Netflix News Roundup

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

Insiders Place Their Bets

In other news, insider David A. Hyman sold 5,722 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total value of $503,993.76. Following the transaction, the insider owned 316,100 shares of the company’s stock, valued at approximately $27,842,088. The trade was a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Theodore A. Sarandos sold 27,312 shares of the business’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 value of $2,402,636.64. Following the completion of the transaction, the chief executive officer directly owned 284,804 shares in the company, valued at approximately $25,054,207.88. The trade was a 8.75% 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. In the last 90 days, insiders have sold 1,365,509 shares of company stock valued at $129,675,743. 1.24% of the stock is owned by company insiders.

Netflix Stock Down 1.1%

Shares of NASDAQ NFLX opened at $86.36 on Friday. The stock has a market cap of $363.64 billion, a PE ratio of 27.89, a price-to-earnings-growth ratio of 1.11 and a beta of 1.55. 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, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The business has a 50-day moving average price of $93.29 and a 200 day moving average price of $93.43.

Netflix (NASDAQ:NFLX) last announced its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.76 by $0.47. The firm had revenue of $12.25 billion during the quarter, compared to analysts’ expectations of $12.17 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The business’s revenue was up 16.2% on a year-over-year basis. During the same period in the prior year, the firm earned $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Equities research analysts forecast that Netflix, Inc. will post 3.6 earnings per share for the current year.

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.