Bessemer Group Inc. Increases Holdings in Netflix, Inc. $NFLX

Bessemer Group Inc. grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 772.0% during the 4th quarter, Holdings Channel reports. The institutional investor owned 1,309,233 shares of the Internet television network’s stock after acquiring an additional 1,159,091 shares during the quarter. Bessemer Group Inc.’s holdings in Netflix were worth $122,754,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in the business. Vanguard Group Inc. raised its position in shares of 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. Baillie Gifford & Co. raised its position in Netflix by 912.3% in the 4th 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 during the period. Jennison Associates LLC raised its position in Netflix by 639.9% in the 4th quarter. Jennison Associates LLC now owns 34,871,951 shares of the Internet television network’s stock worth $3,269,594,000 after purchasing an additional 30,158,900 shares during the period. Sumitomo Mitsui Trust Group Inc. raised its position in Netflix by 891.3% in the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 12,099,908 shares of the Internet television network’s stock worth $1,134,487,000 after purchasing an additional 10,879,276 shares during the period. Finally, Principal Financial Group Inc. raised its position in Netflix by 850.7% in the 4th quarter. Principal Financial Group Inc. now owns 10,858,157 shares of the Internet television network’s stock worth $1,018,062,000 after purchasing an additional 9,716,017 shares during the period. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Netflix Price Performance

Shares of NFLX stock opened at $87.02 on Friday. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. The company has a market capitalization of $366.42 billion, a P/E ratio of 28.11, a P/E/G ratio of 1.10 and a beta of 1.55. The company’s 50-day simple moving average is $94.74 and its two-hundred day simple moving average is $94.78. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12.

Netflix (NASDAQ:NFLX) last issued its earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, topping analysts’ consensus estimates 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 company’s revenue for the quarter was up 16.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, equities analysts anticipate that Netflix, Inc. will post 3.6 EPS for the current year.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Several analysts reaffirmed bullish ratings and targets, citing Netflix’s expanding ad tier, strong engagement, and improving monetization outlook.
• Positive Sentiment: Netflix extended its relationship with the NFL and will stream more games, adding another high-profile live content driver that could help attract viewers and advertisers.
• Positive Sentiment: Netflix is also building out event-based programming, including its first live MMA card and a concert tour tied to KPop Demon Hunters, which reinforces its push beyond traditional streaming.

Insiders Place Their Bets

In other Netflix news, insider David A. Hyman sold 5,722 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $88.08, for a total value of $503,993.76. Following the transaction, the insider directly owned 316,100 shares in the company, valued at $27,842,088. This represents a 1.78% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Spencer Adam Neumann sold 57,260 shares of the stock in a transaction that occurred 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 transaction, the chief financial officer owned 73,787 shares in the company, valued at approximately $7,046,658.50. This represents a 43.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,422,769 shares of company stock worth $135,144,073. 1.37% of the stock is owned by company insiders.

Analysts Set New Price Targets

NFLX has been the topic of a number of recent analyst reports. Wolfe Research reissued an “outperform” rating and issued a $107.00 price objective on shares of Netflix in a research report on Friday, April 17th. Citizens Jmp reissued a “market perform” rating on shares of Netflix in a research report on Wednesday, April 15th. 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. Needham & Company LLC reissued a “buy” rating on shares of Netflix in a research report on Friday, April 17th. Finally, Susquehanna raised shares of Netflix to a “positive” rating and set a $112.00 price objective on the stock in a research report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have given a Hold rating to the company. Based on data from MarketBeat.com, Netflix presently has a consensus rating of “Moderate Buy” and an average target price of $114.82.

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.