Meiji Yasuda America Inc Buys Shares of 15,840 Netflix, Inc. $NFLX

Meiji Yasuda America Inc bought a new stake in shares of Netflix, Inc. (NASDAQ:NFLX) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 15,840 shares of the Internet television network’s stock, valued at approximately $1,485,000.

Several other hedge funds and other institutional investors have also bought and sold shares of NFLX. Apriem Advisors raised its stake in Netflix by 0.6% during the 3rd quarter. Apriem Advisors now owns 1,567 shares of the Internet television network’s stock worth $1,879,000 after acquiring an additional 9 shares during the period. Tortoise Investment Management LLC raised its stake in Netflix by 10.8% during the 3rd quarter. Tortoise Investment Management LLC now owns 92 shares of the Internet television network’s stock worth $110,000 after acquiring an additional 9 shares during the period. Pacific Sun Financial Corp raised its stake in Netflix by 1.6% during the 3rd quarter. Pacific Sun Financial Corp now owns 574 shares of the Internet television network’s stock worth $688,000 after acquiring an additional 9 shares during the period. Brass Tax Wealth Management Inc. raised its stake in Netflix by 3.2% during the 3rd quarter. Brass Tax Wealth Management Inc. now owns 288 shares of the Internet television network’s stock worth $345,000 after acquiring an additional 9 shares during the period. Finally, RS Crum Inc. raised its stake in Netflix by 3.6% during the 3rd quarter. RS Crum Inc. now owns 288 shares of the Internet television network’s stock worth $345,000 after acquiring an additional 10 shares during the period. Institutional investors own 80.93% of the company’s stock.

Insider Buying and Selling

In related news, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $88.69, for a total value of $2,422,301.28. Following the completion of the sale, the chief executive officer directly owned 120,931 shares in the company, valued at $10,725,370.39. This trade represents a 18.42% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Theodore A. Sarandos sold 27,312 shares of the firm’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $87.97, for a total value of $2,402,636.64. Following the completion of the sale, the chief executive officer owned 284,804 shares of the company’s stock, valued at approximately $25,054,207.88. This represents a 8.75% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 1,313,029 shares of company stock valued at $120,315,776 over the last 90 days. 1.24% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have commented on NFLX shares. Pivotal Research set a $96.00 target price on shares of Netflix and gave the stock a “hold” rating in a research note on Friday, April 17th. Phillip Securities raised their target price on shares of Netflix from $100.00 to $110.00 in a research note on Monday, April 20th. JPMorgan Chase & Co. restated a “buy” rating on shares of Netflix in a research note on Wednesday, April 22nd. Wolfe Research reaffirmed an “outperform” rating and set a $107.00 price objective on shares of Netflix in a report on Friday, April 17th. Finally, HSBC increased their price objective on shares of Netflix from $106.00 to $114.00 and gave the company a “buy” rating in a report on Friday, April 10th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and sixteen have given a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $114.39.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Omdia forecasts Netflix could reach nearly 400 million subscribers by 2031, reinforcing its leadership in global streaming and supporting the long-term bull case. Omdia: Netflix to Reach 400 Million Subscribers by 2031, Maintaining Global Streaming Lead Despite Industry Consolidation
• Positive Sentiment: Netflix is expanding its gaming and mobile strategy, including a FIFA World Cup football game exclusive to Netflix Games and a revamped mobile app rollout in Asia, which could improve subscriber engagement. FIFA Deal Tests How Netflix Uses Games To Deepen Subscriber Engagement
• Positive Sentiment: Several recent articles argue the pullback could be a buying opportunity, citing expected upside from ad revenue growth, cash flow strength, and international expansion. Netflix (NFLX) Pullback Offers a Long-Term Opportunity
• Neutral Sentiment: Jim Cramer’s remarks that tech stocks may no longer be clear market leaders included Netflix, adding to the broader cautious sentiment around the sector. Jim Cramer Discussed 15 Stocks, Including Broadcom, Netflix, and His Skepticism Toward Tech Stocks
• Neutral Sentiment: One article compares Netflix with Roku and frames the stock as a relative value debate rather than a clear near-term catalyst for NFLX. Netflix Is Down 12% in 2026, While Roku Is Up 11%. Which Streaming Stock Is the Better Buy in June?
• Negative Sentiment: Jefferies cut its price target on Netflix to $110 from $128, saying the stock lacks near-term catalysts even though it kept a Buy rating. Mahaney Reiterates Buy on Netflix, Maintains $115 Price Target Amid Ad-Tier and International Expansion Upside Ratings News
• Negative Sentiment: Paramount Skydance’s accusations that Netflix interfered in its Warner Bros. Discovery merger dispute could keep competitive and regulatory concerns in focus. Paramount Skydance Clash Puts Netflix Competition And Regulatory Role In Focus

Netflix Trading Down 0.9%

NFLX stock opened at $81.27 on Friday. The firm has a fifty day moving average price of $91.23 and a 200 day moving average price of $91.19. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.41 and a current ratio of 1.41. The firm has a market cap of $342.21 billion, a PE ratio of 26.25, a price-to-earnings-growth ratio of 1.04 and a beta of 1.50.

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

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.