Netflix, Inc. $NFLX Position Boosted by Jefferies Financial Group Inc.

Jefferies Financial Group Inc. grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 12,044.9% in the 4th quarter, HoldingsChannel.com reports. The firm owned 268,523 shares of the Internet television network’s stock after purchasing an additional 266,312 shares during the period. Jefferies Financial Group Inc.’s holdings in Netflix were worth $25,177,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in NFLX. First Financial Corp IN boosted its position in shares of Netflix by 900.0% during the 4th 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 in the last quarter. DiNuzzo Private Wealth Inc. boosted 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 valued at $25,000 after purchasing an additional 239 shares in the last quarter. Turning Point Benefit Group Inc. boosted its position in shares of 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 purchasing an additional 268 shares in the last quarter. Imprint Wealth LLC bought a new position in shares of Netflix during the 3rd quarter valued at about $25,000. Finally, MB Levis & Associates LLC lifted its stake in Netflix by 177.8% during the fourth 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 in the last quarter. Institutional investors own 80.93% of the company’s stock.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix’s ad-supported tier has surpassed 250 million monthly viewers, reinforcing the company’s advertising growth story and supporting the bull case for future revenue expansion. Netflix ad-supported tier tops 250M monthly viewers as sports push deepens
• Positive Sentiment: Netflix is deepening its partnership with iHeartMedia by streaming “The Breakfast Club” live daily, a sign it is pushing further into live and podcast-style programming that could broaden engagement and ad inventory. iHeartMedia and Netflix Deepen Partnership with Daily Live Video Stream of The Breakfast Club
• Positive Sentiment: CNBC highlighted Netflix as a “final trade,” suggesting some short-term trading interest from market watchers. IBM, ServiceNow, Netflix And A Basic Materials Stock: CNBC’s ‘Final Trades’
• Neutral Sentiment: BetterInvesting questioned whether Netflix is fairly valued after its recent report, which keeps the stock in “show-me” territory even after strong earnings and revenue growth. BetterInvesting™ Magazine Update on Netflix (NASDAQ: NFLX) and ExlService Holdings Inc. (NASDAQ: EXLS)
• Neutral Sentiment: Analyst commentary noted Netflix as a possible suitor if IMAX is sold, but this is speculative and not a confirmed deal driver. IMAX Potential Suitors Include Netflix, Apple, Wedbush Says
• Negative Sentiment: Canada’s new streaming rules would require Netflix to contribute a larger share of domestic revenue to Canadian content, raising compliance costs for the business. Canada Raises Streaming Content Requirement to 15% for Netflix, Disney, Amazon
• Negative Sentiment: Separate reporting also flagged higher costs from the same Canadian policy change, adding a modest regulatory headwind for Netflix and other streamers. Netflix, Spotify to face higher costs as CRTC changes rules

Netflix Price Performance

NASDAQ NFLX opened at $88.60 on Friday. The company has a 50 day simple moving average of $93.88 and a 200-day simple moving average of $93.93. 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 firm has a market capitalization of $373.08 billion, a price-to-earnings ratio of 28.62, a price-to-earnings-growth ratio of 1.13 and a beta of 1.55. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results 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 business had revenue of $12.25 billion during 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 firm’s revenue was up 16.2% compared to the same quarter last year. During the same period in the prior year, the firm earned $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Equities research analysts predict that Netflix, Inc. will post 3.6 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts have commented on NFLX shares. Huber Research raised shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, February 27th. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Netflix from $98.00 to $100.00 and gave the company a “hold” rating in a research note on Tuesday, April 14th. Erste Group Bank lowered shares of Netflix from a “buy” rating to a “hold” rating in a research note on Monday, April 27th. Wells Fargo & Company started coverage on shares of Netflix in a research note on Monday, March 9th. They set an “equal weight” rating and a $105.00 price objective for the company. Finally, Citic Securities upped their price objective on shares of Netflix from $95.00 to $107.00 and gave the company a “hold” rating in a research note on Monday, April 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $114.82.

Insiders Place Their Bets

In other news, insider David A. Hyman sold 5,722 shares of the stock in a transaction that occurred on Tuesday, May 5th. The shares were sold at an average price of $88.08, for a total value of $503,993.76. Following the completion of the sale, the insider directly owned 316,100 shares of the company’s stock, valued at $27,842,088. This represents a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Gregory K. Peters sold 27,312 shares of the stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $88.69, for a total transaction of $2,422,301.28. Following the completion of the sale, the chief executive officer directly owned 120,931 shares of the company’s stock, valued at $10,725,370.39. This trade represents a 18.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,422,769 shares of company stock valued at $135,144,073 over the last ninety days. Insiders own 1.24% of the company’s stock.

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.