Netflix, Inc. $NFLX Shares Purchased by Farmers & Merchants Investments Inc.

Farmers & Merchants Investments Inc. boosted its stake in Netflix, Inc. (NASDAQ:NFLX) by 917.7% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 57,650 shares of the Internet television network’s stock after purchasing an additional 51,985 shares during the period. Farmers & Merchants Investments Inc.’s holdings in Netflix were worth $5,405,000 at the end of the most recent reporting period.

Several other large investors also recently modified their holdings of the business. Vanguard Group Inc. grew its stake in shares of Netflix by 912.5% during the fourth quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock valued at $36,567,805,000 after acquiring an additional 351,493,659 shares in the last quarter. Baillie Gifford & Co. grew its stake in Netflix by 912.3% in the fourth quarter. Baillie Gifford & Co. now owns 36,940,035 shares of the Internet television network’s stock worth $3,463,498,000 after purchasing an additional 33,290,988 shares in the last quarter. Jennison Associates LLC boosted its stake in Netflix by 639.9% in the fourth quarter. Jennison Associates LLC now owns 34,871,951 shares of the Internet television network’s stock valued at $3,269,594,000 after acquiring an additional 30,158,900 shares during the period. Sumitomo Mitsui Trust Group Inc. boosted its stake in Netflix by 891.3% in the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 12,099,908 shares of the Internet television network’s stock valued at $1,134,487,000 after acquiring an additional 10,879,276 shares during the period. Finally, Principal Financial Group Inc. boosted its stake in Netflix by 850.7% in the fourth quarter. Principal Financial Group Inc. now owns 10,858,157 shares of the Internet television network’s stock valued at $1,018,062,000 after acquiring an additional 9,716,017 shares during the period. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other Netflix news, CFO Spencer Adam Neumann sold 57,260 shares of the business’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the completion of the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at $7,046,658.50. The trade was a 43.69% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Gregory K. Peters sold 27,312 shares of the business’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the transaction, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at approximately $10,166,933.60. This represents a 18.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,458,944 shares of company stock worth $138,141,007 in the last 90 days. Insiders own 1.37% of the company’s stock.

Netflix Trading Down 0.9%

Shares of NASDAQ:NFLX opened at $87.45 on Friday. The stock has a market capitalization of $368.22 billion, a PE ratio of 28.25, a P/E/G ratio of 1.11 and a beta of 1.55. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. The firm has a fifty day moving average price of $95.44 and a 200 day moving average price of $95.92. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43.

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

Analysts Set New Price Targets

NFLX has been the topic of a number of recent analyst reports. Moffett Nathanson lifted their price target on Netflix from $115.00 to $120.00 and gave the company a “buy” rating in a report on Tuesday, April 14th. Rothschild & Co Redburn set a $120.00 target price on Netflix in a report on Wednesday, January 21st. Loop Capital set a $104.00 price target on Netflix in a report on Tuesday, January 27th. China Renaissance upped their price target on Netflix from $90.00 to $100.00 and gave the company a “hold” rating in a report on Friday, April 17th. Finally, Barclays set a $110.00 price objective on shares of Netflix and gave the stock an “equal weight” rating in a research report on Friday, April 17th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fifteen have given a Hold rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.82.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Strong early reviews for Netflix’s new drama Remarkably Bright Creatures suggest a programming win that could help engagement and subscriber retention. Remarkably Bright Creatures Review
• Positive Sentiment: Recent analyst commentary remains constructive, with several firms maintaining or raising price targets and broader coverage still pointing to a “Moderate Buy” view. Netflix, Pulte, and Mobileye Are Buying Their Own Dips—Should You?
• Neutral Sentiment: Warner Bros. Discovery’s large quarterly loss included a $2.8 billion Netflix-related termination fee, but this is primarily an M&A accounting item for WBD rather than a direct operating signal for Netflix. WBD Logs $2.92B Loss
• Neutral Sentiment: Jim Cramer said Netflix is “not a buy, buy, buy,” reflecting caution around competition in streaming, but it was more of a valuation/positioning comment than a formal downgrade. Jim Cramer on Netflix
• Negative Sentiment: CEO Gregory K. Peters sold 27,312 shares and CFO Spencer Adam Neumann sold 9,253 shares on May 7, adding to recent insider selling and likely weighing on investor sentiment. Netflix Insider Selling
• Negative Sentiment: Technical and trading commentary points to continued weakness after the recent pullback, with the stock still below key moving averages and some investors questioning near-term upside. Is It Time To Reassess Netflix?

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.