Netflix, Inc. $NFLX Shares Acquired by Mitsubishi UFJ Asset Management Co. Ltd.

Mitsubishi UFJ Asset Management Co. Ltd. increased its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 953.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 9,339,674 shares of the Internet television network’s stock after purchasing an additional 8,452,859 shares during the period. Netflix accounts for approximately 0.6% of Mitsubishi UFJ Asset Management Co. Ltd.’s portfolio, making the stock its 27th largest position. Mitsubishi UFJ Asset Management Co. Ltd.’s holdings in Netflix were worth $849,817,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. First Financial Corp IN increased its stake in Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 243 shares during the last quarter. DiNuzzo Private Wealth Inc. lifted its position in shares of Netflix by 885.2% during the 4th quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after buying an additional 239 shares during the last quarter. Turning Point Benefit Group Inc. boosted its holdings in shares of Netflix by 13,400.0% in the 4th quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock valued at $25,000 after buying an additional 268 shares in the last quarter. Imprint Wealth LLC purchased a new position in shares of Netflix in the 3rd quarter valued at $25,000. Finally, MB Levis & Associates LLC grew its position in shares of Netflix by 177.8% in the 4th quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock valued at $28,000 after buying an additional 192 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, insider David A. Hyman sold 5,727 shares of the business’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $81.06, for a total value of $464,230.62. Following the transaction, the insider owned 316,100 shares in the company, valued at approximately $25,623,066. The trade was a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CFO Spencer Adam Neumann sold 57,260 shares of the stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $95.50, for a total value of $5,468,330.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $7,046,658.50. This represents a 43.69% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,431,627 shares of company stock worth $135,647,236 over the last quarter. Company insiders own 1.37% of the company’s stock.

Netflix Price Performance

NFLX opened at $87.89 on Wednesday. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The company has a 50 day moving average of $94.99 and a two-hundred day moving average of $96.53. The company has a market cap of $370.09 billion, a P/E ratio of 28.39, a P/E/G ratio of 1.17 and a beta of 1.55. 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 (NASDAQ:NFLX) last posted its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.76 by $0.47. The company had revenue of $12.25 billion for the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same quarter last year, the firm posted $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, analysts expect that Netflix, Inc. will post 3.56 earnings per share for the current year.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on NFLX. Loop Capital set a $104.00 price target on shares of Netflix in a research report on Tuesday, January 27th. Susquehanna upgraded Netflix to a “positive” rating and set a $112.00 price target on the stock in a research report on Wednesday, January 21st. Jefferies Financial Group decreased their price objective on shares of Netflix from $134.00 to $128.00 and set a “buy” rating on the stock in a research report on Friday, April 17th. Deutsche Bank Aktiengesellschaft lifted their target price on shares of Netflix from $98.00 to $100.00 and gave the stock a “hold” rating in a research note on Tuesday, April 14th. Finally, Royal Bank Of Canada reiterated a “hold” rating on shares of Netflix in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and fifteen have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $114.82.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Company and sector buyback talk — Netflix is listed among consumer-discretionary names adding buyback capacity, which could provide support to the share price over time. Netflix, Pulte, and Mobileye Are Buying Their Own Dips—Should You?
• Positive Sentiment: Partnership news with theaters (mentioned in coverage of AMC) is attracting investor interest and signals distribution/collaboration opportunities that may boost content reach. Why Is AMC Entertainment Stock Surging On Tuesday?
• Neutral Sentiment: Market commentary argues some post-earnings reactions are “unfair” and that longer-term fundamentals remain strong, which tempers short-term pessimism but may not stop volatility. Microsoft and 11 More Stocks That Were Unfairly Punished After Earnings
• Neutral Sentiment: Analysis pieces suggest Netflix may be technically positioned for another leg higher, but the commentary coexists with today’s weakness — signalling mixed near-term momentum. Streaming Stock Looks Positioned for Next Leg Higher
• Neutral Sentiment: Feature write-ups about Netflix’s strategic choices (what it learned from an almost-acquisition) provide useful context on capital allocation and strategy but are unlikely to move the stock immediately. What Did Netflix Learn From the Almost-Acquisition of a Major Rival?
• Negative Sentiment: Large insider selling — co-founder/director Reed Hastings sold 407,550 shares under a 10b5-1 plan (average price ~$93), a high-value transaction that can be read as supply pressure even though it was pre‑arranged. Reed Hastings Sells 407,550 Shares of Netflix Stock
• Negative Sentiment: Analyst/technical pressure — coverage notes price targets clustered below earlier highs and a key resistance near $100; that, combined with shorts/positioning, helps explain the intraday drop. Benzinga’s market note cites the $114 target but emphasizes resistance and the current decline. What’s Going On With Netflix Stock Tuesday?

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.