Owlhouse Capital LP Takes $5.57 Million Position in Netflix, Inc. $NFLX

Owlhouse Capital LP purchased a new stake in shares of Netflix, Inc. (NASDAQ:NFLX) in the 1st quarter, HoldingsChannel.com reports. The firm purchased 57,971 shares of the Internet television network’s stock, valued at approximately $5,574,000. Netflix makes up 7.4% of Owlhouse Capital LP’s investment portfolio, making the stock its 5th largest holding.

Several other hedge funds have also added to or reduced their stakes in the stock. Checchi Capital Advisers LLC boosted its position in Netflix by 875.7% during the fourth quarter. Checchi Capital Advisers LLC now owns 31,143 shares of the Internet television network’s stock valued at $2,920,000 after buying an additional 27,951 shares during the period. BNC Wealth Management LLC increased its stake in shares of Netflix by 991.3% in the fourth 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 period. Crew Capital Management Ltd increased its stake in shares of Netflix by 1,021.9% in the fourth 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 period. Family Capital Trust Co raised its holdings in Netflix by 20,869.5% during the 4th quarter. Family Capital Trust Co now owns 27,470 shares of the Internet television network’s stock valued at $2,576,000 after buying an additional 27,339 shares during the last quarter. Finally, Vanguard Group Inc. raised its holdings in 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 buying an additional 351,493,659 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.

Analysts Set New Price Targets

A number of equities research analysts have issued reports on NFLX shares. Guggenheim set a $75.00 price target on shares of Netflix and gave the stock a “buy” rating in a report on Friday, July 17th. Deutsche Bank Aktiengesellschaft set a $110.00 target price on Netflix in a research note on Monday, July 20th. Erste Group Bank downgraded Netflix from a “buy” rating to a “hold” rating in a report on Monday, April 27th. Raymond James Financial reaffirmed a “market perform” rating on shares of Netflix in a research report on Thursday, May 14th. Finally, Robert W. Baird set a $90.00 price objective on Netflix and gave the stock an “outperform” rating in a report on Wednesday. Four investment analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, seventeen have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $103.48.

Netflix Stock Performance

NFLX opened at $70.09 on Monday. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.39. Netflix, Inc. has a 52 week low of $65.08 and a 52 week high of $126.71. The stock has a market cap of $291.85 billion, a PE ratio of 22.06, a PEG ratio of 0.88 and a beta of 1.52. The business has a 50 day moving average of $78.34 and a 200-day moving average of $86.01.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data on Thursday, July 16th. The Internet television network reported $0.80 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.79 by $0.01. The business had revenue of $12.56 billion during the quarter, compared to the consensus estimate of $12.58 billion. Netflix had a return on equity of 40.02% and a net margin of 28.22%.The firm’s quarterly revenue was up 13.4% compared to the same quarter last year. During the same quarter in the prior year, the company earned $0.72 earnings per share. Equities research analysts predict that Netflix, Inc. will post 3.59 earnings per share for the current fiscal year.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix’s expanding global content strategy, including local-language hits and major franchises, is helping broaden engagement and could support more durable revenue growth. Netflix’s Global Content Strategy Expands: Is Growth More Durable?
• Positive Sentiment: Some analysts and commentators are arguing the post-earnings selloff may have made NFLX more of a value opportunity than a growth stock, which could attract bargain hunters. Netflix (NFLX) Stock Has Become a Value Play Post Q2
• Neutral Sentiment: Netflix remains a central topic in streaming ETF discussions after its Q2 results, as investors weigh whether the company’s growth profile is still strong enough to support the broader streaming trade. ETFs in Spotlight Following Netflix’s Q2 Earnings Beat & Weak ’26 View
• Neutral Sentiment: Market commentary continues to frame Netflix as a company with strong fundamentals but challenged sentiment, with the stock still trading near recent lows. What’s Going on With Netflix Stock?
• Negative Sentiment: Investors are worried that slowing growth, weaker guidance, and rich valuation could limit upside for NFLX despite higher revenue and profit. Losing Wall Street binge premium! Why are Netflix shares in a freefall this year?
• Negative Sentiment: Competitive pressure is still a concern, with YouTube’s strong ad growth renewing questions about whether Netflix can maintain its lead in video entertainment monetization. Alphabet-Owned YouTube Ad Sales Hit a Record $11.06 Billion. Is YouTube Dangerously Close to Surpassing Netflix in Revenue?

Insiders Place Their Bets

In other Netflix news, insider David A. Hyman sold 5,722 shares of the firm’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $88.08, for a total transaction of $503,993.76. Following the completion of the transaction, the insider owned 316,100 shares of the company’s stock, valued at approximately $27,842,088. This trade represents a 1.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Reed Hastings sold 386,700 shares of Netflix stock in a transaction on 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 owned 3,940 shares of the company’s stock, valued at $338,721.80. The trade was a 98.99% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last quarter, insiders have sold 899,839 shares of company stock valued at $80,141,661. Insiders own 1.24% of the company’s stock.

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.