J. L. Bainbridge & Co. Inc. Buys 12,547 Shares of Netflix, Inc. $NFLX

J. L. Bainbridge & Co. Inc. increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 232.4% during the first quarter, according to its most recent filing with the SEC. The institutional investor owned 17,946 shares of the Internet television network’s stock after purchasing an additional 12,547 shares during the period. Netflix accounts for 0.2% of J. L. Bainbridge & Co. Inc.’s investment portfolio, making the stock its 29th largest position. J. L. Bainbridge & Co. Inc.’s holdings in Netflix were worth $1,726,000 as of its most recent filing with the SEC.

Other large investors have also added to or reduced their stakes in the company. Brighton Jones LLC increased its position in shares of Netflix by 5.0% during the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock valued at $4,804,000 after buying an additional 257 shares during the period. Revolve Wealth Partners LLC boosted its position in shares of Netflix by 16.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after acquiring an additional 144 shares during the period. Sivia Capital Partners LLC grew 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 valued at $1,883,000 after acquiring an additional 246 shares in the last quarter. Strategic Investment Advisors MI grew 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 valued at $1,036,000 after acquiring an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its holdings in Netflix by 12.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock worth $2,832,000 after acquiring an additional 228 shares during the period. Institutional investors own 80.93% of the company’s stock.

Insider Activity

In other news, CFO Spencer Adam Neumann sold 9,253 shares of the stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $88.95, for a total transaction of $823,054.35. Following the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $6,563,353.65. This represents a 11.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Reed Hastings sold 386,700 shares of the firm’s stock in a transaction dated Monday, June 1st. The shares were sold at an average price of $85.97, for a total value of $33,244,599.00. Following the transaction, the director directly owned 3,940 shares in the company, valued at approximately $338,721.80. This represents a 98.99% 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. Over the last 90 days, insiders have sold 1,349,019 shares of company stock valued at $123,105,721. 1.24% of the stock is owned by insiders.

Netflix Stock Performance

Netflix stock opened at $73.81 on Friday. The firm’s fifty day moving average price is $85.69 and its 200-day moving average price is $89.00. 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 $310.80 billion, a P/E ratio of 23.84, a price-to-earnings-growth ratio of 0.94 and a beta of 1.50. Netflix, Inc. has a fifty-two week low of $70.86 and a fifty-two week high of $134.12.

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, 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 quarterly revenue was up 16.2% compared to the same quarter last year. During the same period in the previous year, the business earned $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, equities research analysts expect that Netflix, Inc. will post 3.6 earnings per share for the current fiscal year.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix is leaning harder into AI-driven personalization, creator tools, and ad-tech, which could improve engagement, reduce churn, and support higher monetization over time. Netflix Bets Bigger on AI Strategy: Can It Strengthen User Retention?
• Positive Sentiment: Investors also appear encouraged by Netflix’s growing push into live sports and events, plus AI initiatives, which could strengthen user retention and widen the company’s growth runway. Why is Netflix stock rising 5% on Friday?
• Positive Sentiment: Netflix’s monthly subscriber churn remains relatively low at about 2%, suggesting the platform is still retaining customers better than peers even as competition stays intense. Netflix Monthly Subscriber Churn Still Best At 2%
• Positive Sentiment: Netflix’s recent ad-tech partnership with Omnicom Media adds another potential revenue lever by bringing more personalized ads onto the platform. Netflix (NFLX) Teams Up With Omnicom Media To Bring AI Ads Onto The Platform
• Neutral Sentiment: Analysts are looking ahead to next month’s earnings report, with expectations for modest profit growth; that keeps attention on execution rather than creating a clear near-term surprise. What to Expect From Netflix’s Next Quarterly Earnings Report
• Negative Sentiment: The stock is still under heavy technical pressure, with reports noting it has fallen sharply from its peak and hit a weak technical level, which may keep some investors cautious. Netflix Stock Plunges 45% From Peak, Hit Worst Technical Level in Four Years
• Negative Sentiment: Several recent stories also highlight that NFLX remains well below its prior highs and faces lingering negative sentiment, suggesting sentiment-driven volatility may continue. Netflix Stock Craters To Lowest Level In 20 Months

Analysts Set New Price Targets

Several research firms have issued reports on NFLX. Needham & Company LLC reiterated a “buy” rating on shares of Netflix in a research note on Friday, April 17th. Oppenheimer set a $120.00 price target on shares of Netflix and gave the company an “outperform” rating in a research report on Friday, April 17th. Rosenblatt Securities decreased their price target on shares of Netflix from $96.00 to $95.00 and set a “neutral” rating on the stock in a report on Friday, April 17th. Weiss Ratings downgraded Netflix from a “hold (c+)” rating to a “hold (c)” rating in a research report on Friday. Finally, Daiwa Securities Group increased their price objective on Netflix from $97.00 to $102.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. Two analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, sixteen have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Netflix presently has an average rating of “Moderate Buy” and an average price target of $114.26.

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.