Netflix, Inc. $NFLX Shares Bought by Motley Fool Asset Management LLC

Motley Fool Asset Management LLC increased its stake in Netflix, Inc. (NASDAQ:NFLX) by 1,321.5% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 474,104 shares of the Internet television network’s stock after purchasing an additional 440,752 shares during the period. Netflix accounts for about 1.7% of Motley Fool Asset Management LLC’s portfolio, making the stock its 13th largest position. Motley Fool Asset Management LLC’s holdings in Netflix were worth $44,452,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors also recently bought and sold shares of NFLX. Vanguard Group Inc. raised its position in Netflix by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after buying an additional 142,238 shares during the last quarter. Checchi Capital Advisers LLC raised its position in Netflix by 875.7% during the 4th quarter. Checchi Capital Advisers LLC now owns 31,143 shares of the Internet television network’s stock worth $2,920,000 after buying an additional 27,951 shares during the last quarter. Contravisory Investment Management Inc. raised its position in Netflix by 837.2% during the 4th quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock worth $10,443,000 after buying an additional 99,496 shares during the last quarter. BNC Wealth Management LLC raised its position in Netflix by 991.3% during the 4th quarter. BNC Wealth Management LLC now owns 41,229 shares of the Internet television network’s stock worth $3,866,000 after buying an additional 37,451 shares during the last quarter. Finally, Crew Capital Management Ltd raised its position in Netflix by 1,021.9% during the 4th quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network’s stock worth $847,000 after buying an additional 8,226 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CEO Gregory K. Peters sold 27,312 shares of the business’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $88.69, for a total value of $2,422,301.28. Following the completion of the sale, the chief executive officer owned 120,931 shares of the company’s stock, valued at approximately $10,725,370.39. The trade was a 18.42% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Spencer Adam Neumann sold 9,253 shares of the business’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $88.95, for a total transaction of $823,054.35. Following the completion of the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $6,563,353.65. The trade was a 11.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,313,029 shares of company stock worth $120,315,776 in the last 90 days. 1.24% of the stock is owned by insiders.

Netflix Price Performance

Shares of NASDAQ NFLX opened at $81.41 on Wednesday. The firm has a market cap of $342.80 billion, a PE ratio of 26.30, a PEG ratio of 1.05 and a beta of 1.50. The firm has a fifty day moving average of $91.75 and a 200 day moving average of $91.52. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.41 and a current ratio of 1.41. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, topping the consensus estimate of $0.76 by $0.47. The company had revenue of $12.25 billion during 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 firm’s revenue was up 16.2% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, research analysts predict that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix is getting attention for new growth-oriented content initiatives, including a FIFA World Cup-themed mobile game launch on Netflix Games and related soccer specials/docuseries, which could support engagement and strengthen the company’s entertainment ecosystem. Netflix Leans Into World Cup With New Specials And FIFA World Cup Game
• Positive Sentiment: Additional coverage highlighted Netflix’s long-term appeal as a blue-chip growth stock and pointed to continued investor optimism around its ad-supported tier, password-sharing crackdown, and expanding live-event strategy. Here’s Why Netflix (NFLX) Is One of the Best Blue Chip Stocks Under $100 to Buy Now
• Positive Sentiment: Netflix also drew upbeat commentary after a board leadership transition, with Reed Hastings stepping down as chairman and Jay Hoag taking over; the market appeared to view the change as orderly rather than disruptive. Netflix Board Shift Puts Jay Hoag At Center Of Investor Oversight
• Neutral Sentiment: One article framed Netflix as a long-term winner but also noted that the stock’s massive run-up leaves investors debating whether there is still room for more upside. Will Netflix Become a Trillion-Dollar Stock by 2030?
• Neutral Sentiment: Short-interest data showed no meaningful change, so it does not appear to be driving the stock move.
• Negative Sentiment: Netflix is facing renewed competitive and deal-related scrutiny after reports said Paramount accused it of trying to derail Warner Bros. Discovery’s deal, adding a headline overhang. Paramount Accuses Netflix Of Waging ‘Scorched-Earth Campaign’ To Derail Warner Bros. Discovery Deal: Report
• Negative Sentiment: A separate market wrap noted Netflix “suffers a larger drop than the general market,” reinforcing that shares have been weak relative to broader indexes as traders reassess valuation and near-term momentum. Netflix (NFLX) Suffers a Larger Drop Than the General Market: Key Insights

Analyst Upgrades and Downgrades

Several equities analysts have recently weighed in on NFLX shares. 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. Citigroup started coverage on shares of Netflix in a report on Thursday, April 16th. They set a “market perform” rating for the company. Phillip Securities lifted their target price on shares of Netflix from $100.00 to $110.00 in a report on Monday, April 20th. China Renaissance lifted their target price on shares of Netflix from $90.00 to $100.00 and gave the company a “hold” rating in a report on Friday, April 17th. Finally, DZ Bank reaffirmed a “buy” rating on shares of Netflix in a report on Friday, April 17th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and sixteen have assigned a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $114.82.

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.