Birinyi Associates Inc Has $2.15 Million Stake in Netflix, Inc. $NFLX

Birinyi Associates Inc boosted its stake in Netflix, Inc. (NASDAQ:NFLX) by 301.8% during the 4th quarter, Holdings Channel.com reports. The institutional investor owned 22,885 shares of the Internet television network’s stock after buying an additional 17,190 shares during the period. Netflix accounts for approximately 0.5% of Birinyi Associates Inc’s holdings, making the stock its 25th largest position. Birinyi Associates Inc’s holdings in Netflix were worth $2,146,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Imprint Wealth LLC acquired a new stake in Netflix in the 3rd quarter valued at $25,000. Bare Financial Services Inc boosted its stake in Netflix by 93.3% in the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 14 shares in the last quarter. Horizon Financial Services LLC boosted its stake in Netflix by 480.0% in the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 24 shares in the last quarter. Redmont Wealth Advisors LLC acquired a new position in Netflix in the third quarter worth $36,000. Finally, Promus Capital LLC acquired a new position in Netflix in the third quarter worth $48,000. Institutional investors and hedge funds own 80.93% of the company’s stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Multiple reports say Netflix’s ad business is gaining traction, with 2026 ad revenue projected near $3 billion as new formats, live events, and ad-tech tools expand monetization. Netflix’s Ad Business Expansion Continues: More Upside Ahead?
• Positive Sentiment: Netflix reportedly acquired Ben Affleck’s AI startup InterPositive, which could automate parts of filmmaking and lower production costs, supporting margins over time. Netflix Buys Affleck AI Startup InterPositive To Reshape Content Economics
• Positive Sentiment: Several commentary pieces argue Netflix is a buying opportunity, citing upside from ad-tier growth and improving free cash flow, with some analysts reiterating bullish ratings and higher price targets. 3 Reasons to Buy Netflix Stock in June
• Neutral Sentiment: Other articles highlight Netflix as a laggard versus entertainment peers, suggesting the stock may need execution to catch up rather than already reflecting a clear fundamental breakout. How Is Netflix’s Stock Performance Compared to Other Entertainment Stocks?
• Neutral Sentiment: Coverage linking Netflix to streaming perks and broader media/advertising themes is supportive but not a direct company-specific catalyst. Best credit cards with streaming perks for June 2026: Save on Netflix, Hulu, and more

Wall Street Analyst Weigh In

NFLX has been the topic of a number of recent analyst reports. Oppenheimer set a $120.00 price objective on Netflix and gave the stock an “outperform” rating in a research note on Friday, April 17th. Sanford C. Bernstein reissued a “buy” rating on shares of Netflix in a research note on Thursday, May 14th. JPMorgan Chase & Co. reissued a “buy” rating on shares of Netflix in a research note on Wednesday, April 22nd. Piper Sandler reissued an “overweight” rating and issued a $115.00 price objective (up from $103.00) on shares of Netflix in a research note on Friday, April 17th. Finally, HSBC boosted their price objective on Netflix from $106.00 to $114.00 and gave the stock a “buy” rating in a research note on Friday, April 10th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have given a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $114.82.

Netflix Stock Performance

NFLX stock opened at $86.02 on Monday. The company has a market cap of $362.21 billion, a P/E ratio of 27.78, a PEG ratio of 1.09 and a beta of 1.50. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.43. The business has a fifty day moving average of $93.12 and a 200-day moving average of $93.14.

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

Insider Activity at Netflix

In other news, CEO Gregory K. Peters sold 27,312 shares of the business’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $88.69, for a total transaction of $2,422,301.28. Following the completion of the sale, the chief executive officer owned 120,931 shares in the company, valued at $10,725,370.39. The trade was a 18.42% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 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 value of $823,054.35. Following the sale, the chief financial officer 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. The SEC filing for this sale provides additional information. Insiders have sold a total of 926,329 shares of company stock valued at $87,071,177 over the last quarter. 1.24% of the stock is currently owned by corporate insiders.

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.