First Dallas Securities Inc. Buys 6,738 Shares of Netflix, Inc. $NFLX

First Dallas Securities Inc. increased its position in Netflix, Inc. (NASDAQ:NFLX) by 143.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,438 shares of the Internet television network’s stock after buying an additional 6,738 shares during the period. First Dallas Securities Inc.’s holdings in Netflix were worth $1,100,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in NFLX. Tortoise Investment Management LLC increased its stake in Netflix by 10.8% in the 3rd quarter. Tortoise Investment Management LLC now owns 92 shares of the Internet television network’s stock valued at $110,000 after buying an additional 9 shares during the last quarter. Pacific Sun Financial Corp boosted its stake in shares of Netflix by 1.6% in the 3rd quarter. Pacific Sun Financial Corp now owns 574 shares of the Internet television network’s stock worth $688,000 after buying an additional 9 shares during the last quarter. Brass Tax Wealth Management Inc. grew its holdings in shares of Netflix by 3.2% in the third quarter. Brass Tax Wealth Management Inc. now owns 288 shares of the Internet television network’s stock valued at $345,000 after acquiring an additional 9 shares in the last quarter. Beaird Harris Wealth Management LLC increased its position in shares of Netflix by 9.6% during the third quarter. Beaird Harris Wealth Management LLC now owns 114 shares of the Internet television network’s stock valued at $137,000 after acquiring an additional 10 shares during the last quarter. Finally, Monograph Wealth Advisors LLC increased its position in shares of Netflix by 1.8% during the second quarter. Monograph Wealth Advisors LLC now owns 682 shares of the Internet television network’s stock valued at $913,000 after acquiring an additional 12 shares during the last quarter. 80.93% of the stock is owned by institutional investors and hedge funds.

Insider Activity at Netflix

In related news, Director Reed Hastings sold 386,700 shares of the firm’s stock in a transaction dated Monday, June 1st. The stock was sold at an average price of $85.97, for a total value of $33,244,599.00. Following the transaction, the director owned 3,940 shares in the company, valued at $338,721.80. This trade represents a 98.99% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Bradford L. Smith sold 35,990 shares of Netflix stock in a transaction dated Wednesday, June 17th. The stock was sold at an average price of $77.52, for a total value of $2,789,944.80. Following the completion of the sale, the director owned 79,690 shares of the company’s stock, valued at approximately $6,177,568.80. The trade was a 31.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 899,839 shares of company stock valued at $80,141,661 over the last quarter. 1.24% of the stock is currently owned by corporate insiders.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix rallied after reports clarified that a large-scale NBCUniversal acquisition was not an imminent goal, easing takeover-related anxiety and helping investors focus back on fundamentals. Why Netflix (NFLX) Stock Is Up Today
• Positive Sentiment: Analyst commentary and investor coverage highlighted Netflix’s ad growth, pricing power, and improving free cash flow outlook as key drivers that could support the stock into earnings. Netflix Gears Up to Report Q2 Earnings: Buy, Sell or Hold the Stock?
• Positive Sentiment: Netflix’s recent AI advertising partnership with Omnicom Media Group boosted sentiment by reinforcing the company’s monetization strategy for its ad-supported tier. Netflix (NFLX) Is Up 9.5% After AI Ad Tie-Up With Omnicom Media Group – Has The Bull Case Changed?
• Neutral Sentiment: Several articles framed Netflix as a potential value or turnaround idea after a sharp six-month decline, but these were mostly opinion pieces rather than new company-specific catalysts. Netflix Stock Is Near 2021 Levels, and Bulls See 4 Reasons to Care
• Neutral Sentiment: Coverage from Jim Cramer and other commentators argued the market may be too pessimistic about Netflix’s growth, but this did not reflect a new operating update. Jim Cramer Believes the Market Is Wrong About Netflix
• Negative Sentiment: A TipRanks AI Analyst downgrade and reduced price target added caution, citing growing near-term risks for Netflix (NFLX). AI Analyst Downgrades Netflix Stock, Cuts Price Target as Near-Term Risks Grow
• Negative Sentiment: Broader commentary still notes Netflix’s stock has lagged the market over the past six months, with softer quarterly results contributing to investor disappointment. Netflix (NFLX): 3 Reasons We Love This Stock

Netflix Price Performance

Shares of NASDAQ NFLX opened at $77.65 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 stock has a market capitalization of $326.97 billion, a PE ratio of 25.08, a P/E/G ratio of 0.99 and a beta of 1.52. Netflix, Inc. has a one year low of $70.86 and a one year high of $130.23. The business’s fifty day moving average price is $83.46 and its 200-day moving average price is $88.29.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, topping the consensus estimate of $0.76 by $0.47. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The company had revenue of $12.25 billion during the quarter, compared to analyst estimates of $12.17 billion. During the same quarter last year, the firm posted $6.61 EPS. The firm’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. On average, equities research analysts anticipate that Netflix, Inc. will post 3.6 EPS for the current year.

Wall Street Analysts Forecast Growth

NFLX has been the topic of a number of recent analyst reports. Phillip Securities lifted their price target on Netflix from $100.00 to $110.00 in a report on Monday, April 20th. Barclays set a $110.00 target price on Netflix and gave the company an “equal weight” rating in a research report on Friday, April 17th. Citizens Jmp reiterated a “market perform” rating on shares of Netflix in a research note on Wednesday, April 15th. Needham & Company LLC reissued a “buy” rating on shares of Netflix in a report on Friday, April 17th. Finally, China Renaissance increased their price target on shares of Netflix from $90.00 to $100.00 and gave the company a “hold” rating in a research report on Friday, April 17th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, sixteen have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, Netflix presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.26.

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.