Netflix, Inc. $NFLX Shares Bought by UniSuper Management Pty Ltd

UniSuper Management Pty Ltd lifted its stake in Netflix, Inc. (NASDAQ:NFLX) by 1,034.2% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 1,776,075 shares of the Internet television network’s stock after acquiring an additional 1,619,478 shares during the period. Netflix accounts for approximately 1.0% of UniSuper Management Pty Ltd’s holdings, making the stock its 17th biggest position. UniSuper Management Pty Ltd’s holdings in Netflix were worth $166,525,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in the stock. Canopy Partners LLC lifted its stake in shares of Netflix by 886.1% in the 4th quarter. Canopy Partners LLC now owns 11,478 shares of the Internet television network’s stock worth $1,076,000 after acquiring an additional 10,314 shares during the period. Keel Point LLC lifted its stake in shares of Netflix by 889.1% in the 4th quarter. Keel Point LLC now owns 656,265 shares of the Internet television network’s stock worth $61,531,000 after acquiring an additional 589,916 shares during the period. IFM Investors Pty Ltd lifted its stake in shares of Netflix by 901.7% in the 4th quarter. IFM Investors Pty Ltd now owns 826,436 shares of the Internet television network’s stock worth $77,487,000 after acquiring an additional 743,934 shares during the period. TCTC Holdings LLC lifted its stake in shares of Netflix by 900.0% in the 4th quarter. TCTC Holdings LLC now owns 3,180 shares of the Internet television network’s stock worth $298,000 after acquiring an additional 2,862 shares during the period. Finally, Coastwise Capital Group LLC lifted its stake in shares of Netflix by 897.5% in the 4th quarter. Coastwise Capital Group LLC now owns 7,980 shares of the Internet television network’s stock worth $748,000 after acquiring an additional 7,180 shares during the period. 80.93% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, insider David A. Hyman sold 5,722 shares of the business’s 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 sale, the insider directly owned 316,100 shares in the company, valued at $27,842,088. The trade was a 1.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Spencer Adam Neumann sold 9,253 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $88.95, for a total transaction of $823,054.35. Following the sale, the chief financial officer owned 73,787 shares in the company, valued at $6,563,353.65. This represents a 11.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,313,029 shares of company stock worth $120,315,776. Company insiders own 1.24% of the company’s stock.

Key Headlines 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 Stock Down 0.9%

NASDAQ NFLX opened at $81.27 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’s 50 day simple moving average is $91.23 and its 200 day simple moving average is $91.19. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The company has a market capitalization of $342.21 billion, a P/E ratio of 26.25, a PEG ratio of 1.04 and a beta of 1.50.

Netflix (NASDAQ:NFLX) last released 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. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The business had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.17 billion. During the same period in the previous year, the firm earned $6.61 EPS. The business’s revenue for the quarter was up 16.2% on a year-over-year basis. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Equities research analysts expect that Netflix, Inc. will post 3.6 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the stock. Huber Research raised shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, February 27th. KeyCorp reaffirmed an “overweight” rating and issued a $115.00 price target (up from $108.00) on shares of Netflix in a research note on Tuesday, April 14th. Cfra raised shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 price target for the company in a research note on Friday, March 6th. Daiwa Securities Group upped their price target on shares of Netflix from $97.00 to $102.00 and gave the stock an “outperform” rating in a research note on Thursday, April 23rd. Finally, Wolfe Research reaffirmed an “outperform” rating and issued a $107.00 price target on shares of Netflix in a research note on Friday, April 17th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have given a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $114.39.

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.