Netflix, Inc. $NFLX Shares Purchased by Arthur M. Cohen & Associates LLC

Arthur M. Cohen & Associates LLC increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 901.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 121,068 shares of the Internet television network’s stock after acquiring an additional 108,974 shares during the quarter. Netflix comprises approximately 1.9% of Arthur M. Cohen & Associates LLC’s portfolio, making the stock its 14th largest holding. Arthur M. Cohen & Associates LLC’s holdings in Netflix were worth $11,351,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. State of Wisconsin Investment Board raised its stake in Netflix by 861.8% during the 4th quarter. State of Wisconsin Investment Board now owns 2,245,114 shares of the Internet television network’s stock worth $210,502,000 after acquiring an additional 2,011,694 shares in the last quarter. Captrust Financial Advisors grew its position in Netflix by 932.2% during the 4th quarter. Captrust Financial Advisors now owns 1,142,511 shares of the Internet television network’s stock worth $107,122,000 after purchasing an additional 1,031,820 shares during the last quarter. Artisan Partners Limited Partnership grew its position in Netflix by 360.6% during the 4th quarter. Artisan Partners Limited Partnership now owns 4,510,397 shares of the Internet television network’s stock worth $422,895,000 after purchasing an additional 3,531,194 shares during the last quarter. Fred Alger Management LLC grew its position in Netflix by 688.5% during the 4th quarter. Fred Alger Management LLC now owns 2,752,067 shares of the Internet television network’s stock worth $258,034,000 after purchasing an additional 2,403,053 shares during the last quarter. Finally, Howard Hughes Medical Institute grew its position in Netflix by 892.4% during the 4th quarter. Howard Hughes Medical Institute now owns 913 shares of the Internet television network’s stock worth $86,000 after purchasing an additional 821 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

NFLX has been the topic of several research reports. Cfra raised shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 price objective on the stock in a research report on Friday, March 6th. Bank of America reissued a “buy” rating and set a $125.00 price objective on shares of Netflix in a research report on Monday, May 18th. Rosenblatt Securities lowered their price objective on shares of Netflix from $96.00 to $95.00 and set a “neutral” rating on the stock in a research report on Friday, April 17th. The Goldman Sachs Group raised shares of Netflix from a “neutral” rating to a “buy” rating in a research report on Monday, April 13th. Finally, JPMorgan Chase & Co. reissued a “buy” rating on shares of Netflix in a research report on Wednesday, April 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $114.39.

Insiders Place Their Bets

In other news, CEO Theodore A. Sarandos sold 27,312 shares of Netflix stock in a transaction dated 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 sale, the chief executive officer owned 284,804 shares of the company’s stock, valued at $25,054,207.88. The trade was a 8.75% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Gregory K. Peters sold 27,312 shares of Netflix stock in a transaction dated Thursday, May 7th. The shares were 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 directly owned 120,931 shares in the company, valued at approximately $10,725,370.39. The trade was a 18.42% decrease in their position. The SEC filing for this sale provides additional information. Over the last quarter, insiders have sold 1,313,029 shares of company stock valued at $120,315,776. Corporate insiders own 1.24% of the company’s stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix’s reported interest in content assets like Lionsgate highlights that the company has financial flexibility and strategic optionality to expand its library if it chooses to pursue acquisitions. Netflix eyes Lionsgate after losing to Fox on Roku deal: report
• Positive Sentiment: Netflix’s expanded iHeartMedia podcast partnership adds more celebrity-driven content and live programming, which could help deepen engagement and broaden the service beyond traditional films and series. Netflix expands iHeartMedia partnership, adds Kate Hudson, Martha Stewart podcast shows
• Neutral Sentiment: Netflix confirmed it will announce second-quarter 2026 results on July 16, keeping investors focused on the next earnings update and forward guidance. Netflix to Announce Second Quarter 2026 Financial Results
• Neutral Sentiment: Several articles frame Netflix as a buy-the-dip candidate after its recent slide, but these are analyst/opinion pieces rather than company-specific operational news. Netflix vs Disney: What’s the Better Stock to Buy Right Now?
• Negative Sentiment: Netflix shares are being weighed down by the Fox-Roku deal, which could create a stronger streaming competitor and pressure Netflix’s growth narrative. Why Fox-Roku deal is hitting Netflix stock today
• Negative Sentiment: Rumors that Netflix missed out on a major bid for Roku and other acquisition opportunities are creating concern that the company could be losing strategic ground in the streaming consolidation race. Netflix (NFLX) Has Lost Out on Another Big Acquisition and Its Stock Is Being Punished

Netflix Stock Down 3.6%

Shares of NASDAQ:NFLX opened at $78.72 on Wednesday. The company has a market cap of $331.47 billion, a price-to-earnings ratio of 25.43, a PEG ratio of 1.04 and a beta of 1.50. The firm’s 50-day simple moving average is $90.19 and its 200-day simple moving average is $90.65. 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 fifty-two week low of $75.01 and a fifty-two week high of $134.12.

Netflix (NASDAQ:NFLX) last issued its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, beating the consensus estimate of $0.76 by $0.47. The business had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The business’s quarterly 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 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, equities research analysts predict 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.