&PARTNERS Purchases 324,774 Shares of Netflix, Inc. $NFLX

&PARTNERS grew its position in Netflix, Inc. (NASDAQ:NFLX) by 1,025.3% in the fourth quarter, HoldingsChannel.com reports. The firm owned 356,451 shares of the Internet television network’s stock after acquiring an additional 324,774 shares during the period. &PARTNERS’s holdings in Netflix were worth $33,431,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently modified their holdings of NFLX. Vanguard Group Inc. grew 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 in the last quarter. State Street Corp increased its stake in Netflix by 927.6% in the 4th quarter. State Street Corp now owns 176,780,995 shares of the Internet television network’s stock worth $16,574,986,000 after acquiring an additional 159,578,053 shares during the last quarter. Geode Capital Management LLC grew its position in Netflix by 892.0% in the fourth quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock worth $9,305,336,000 after acquiring an additional 89,558,684 shares in the last quarter. Capital World Investors increased its position in shares of Netflix by 859.1% during the 4th quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock valued at $8,376,656,000 after purchasing an additional 80,025,890 shares during the last quarter. Finally, Morgan Stanley boosted its stake in shares of Netflix by 903.0% during the 4th quarter. Morgan Stanley now owns 85,349,973 shares of the Internet television network’s stock worth $8,002,414,000 after purchasing an additional 76,840,318 shares during the period. 80.93% of the stock is currently owned by institutional investors.

Netflix News Roundup

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

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on NFLX. Wedbush reiterated an “outperform” rating and set a $118.00 target price on shares of Netflix in a research report on Thursday, April 16th. Rosenblatt Securities lowered their price objective on shares of Netflix from $96.00 to $95.00 and set a “neutral” rating for the company in a research report on Friday, April 17th. Citic Securities raised their target price on shares of Netflix from $95.00 to $107.00 and gave the stock a “hold” rating in a research report on Monday, April 27th. New Street Research increased their price objective on Netflix from $96.00 to $102.00 in a research note on Friday, April 17th. Finally, Sanford C. Bernstein reissued an “outperform” rating on shares of Netflix in a research report on Thursday, June 4th. Two 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 company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $114.39.

Netflix Stock Down 3.6%

Shares of Netflix stock opened at $78.72 on Wednesday. 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 company has a market cap of $331.47 billion, a P/E ratio of 25.43, a PEG ratio of 1.04 and a beta of 1.50. The firm’s 50 day moving average price is $90.19 and its 200-day moving average price is $90.65. Netflix, Inc. has a 52-week low of $75.01 and a 52-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 for the quarter, beating the consensus estimate 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 net margin of 28.52% and a return on equity of 40.92%. Netflix’s revenue was up 16.2% compared to the same quarter last year. During the same period last year, the firm earned $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, sell-side analysts predict that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

Insiders Place Their Bets

In other Netflix news, CEO Theodore A. Sarandos sold 27,312 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $87.97, for a total transaction of $2,402,636.64. Following the transaction, the chief executive officer owned 284,804 shares in the company, valued at approximately $25,054,207.88. This represents a 8.75% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Spencer Adam Neumann sold 9,253 shares of the firm’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 transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $6,563,353.65. This represents a 11.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,313,029 shares of company stock valued at $120,315,776. 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.