Barton Investment Management Sells 28,755 Shares of Netflix, Inc. $NFLX

Barton Investment Management reduced its stake in Netflix, Inc. (NASDAQ:NFLX) by 1.2% in the 1st quarter, HoldingsChannel.com reports. The firm owned 2,342,962 shares of the Internet television network’s stock after selling 28,755 shares during the period. Netflix comprises about 28.3% of Barton Investment Management’s holdings, making the stock its biggest position. Barton Investment Management’s holdings in Netflix were worth $225,276,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the stock. Imprint Wealth LLC purchased a new position in Netflix in the 3rd quarter worth $25,000. First Financial Corp IN raised its position in Netflix by 900.0% during the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after buying an additional 243 shares during the last quarter. DiNuzzo Private Wealth Inc. lifted its stake in Netflix by 885.2% during the 4th quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 239 shares during the period. Turning Point Benefit Group Inc. lifted its stake in Netflix by 13,400.0% during the 4th quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 268 shares during the period. Finally, Atlas Capital Advisors Inc. purchased a new stake in shares of Netflix in the 4th quarter valued at $26,000. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Netflix Stock Performance

Shares of NASDAQ NFLX opened at $70.90 on Friday. The company’s fifty day moving average price is $86.36 and its 200 day moving average price is $89.10. Netflix, Inc. has a 1 year low of $70.86 and a 1 year high of $134.12. The company has a market capitalization of $298.55 billion, a PE ratio of 22.90, a price-to-earnings-growth ratio of 0.91 and a beta of 1.50. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.41 and a current ratio of 1.41.

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

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on NFLX shares. Citic Securities increased their price objective on shares of Netflix from $95.00 to $107.00 and gave the stock a “hold” rating in a research note on Monday, April 27th. Huber Research upgraded shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 27th. Cfra raised shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 price target on the stock in a report on Friday, March 6th. Seaport Research Partners increased their price target on Netflix from $115.00 to $119.00 and gave the stock a “buy” rating in a research report on Friday, April 17th. Finally, Citizens Jmp reiterated a “market perform” rating on shares of Netflix in a research note on Wednesday, April 15th. Two equities research 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 company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $114.26.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix announced a new AI advertising partnership with Omnicom Media, combining Acxiom audience data with Netflix’s ad tech to create hyper-personalized, dynamically generated ads. The deal supports Netflix’s push to grow its ad-supported business and could open a new revenue stream. Netflix (NFLX) Teams Up With Omnicom Media To Bring AI Ads Onto The Platform
• Positive Sentiment: Netflix continues expanding beyond core streaming, with recent coverage highlighting growth opportunities in advertising, live events, and gaming. Investors looking for a turnaround may see these initiatives as long-term catalysts. Netflix’s Next Act: Beyond Streaming
• Positive Sentiment: Netflix previewed a new slate of animated projects at the Annecy International Animation Film Festival, reinforcing that its content pipeline remains active and that hits from animation could support engagement and subscriber retention. Netflix Previews New Slate At Annecy International Animation Film Fest
• Neutral Sentiment: Recent commentary from analysts and media outlets has focused on Netflix’s weak share performance, its 18-20 month lows, and speculation about acquisitions or “future” growth strategies; these articles reflect sentiment rather than a specific operational update. Netflix is growing but its stock price is shrinking, as the specter of M&A spooks investors
• Neutral Sentiment: Short-interest data showed no meaningful change, so it does not appear to be a major driver of the stock’s move today.
• Negative Sentiment: Multiple reports emphasized that NFLX has fallen sharply from recent highs and is trading near its 52-week low, underscoring investor concern about slowing momentum and valuation risk. Netflix Stock Craters To Lowest Level In 20 Months
• Negative Sentiment: Ongoing criticism that Netflix may be “desperate” to pursue major acquisitions or other big strategic moves is weighing on sentiment, as investors worry about execution and capital allocation. ‘Think About the Future,’ Says Investor About Netflix Stock

Insider Buying and Selling at Netflix

In related news, CFO Spencer Adam Neumann sold 9,253 shares of the company’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $88.95, for a total value of $823,054.35. Following the completion of the transaction, the chief financial officer 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. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider David A. Hyman sold 5,722 shares of the stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total value of $503,993.76. Following the transaction, the insider owned 316,100 shares in the company, valued at $27,842,088. This represents a 1.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last 90 days, insiders sold 1,349,019 shares of company stock worth $123,105,721. 1.24% of the stock is currently owned by company insiders.

Netflix 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.