Mcdonald Partners LLC Has $1.12 Million Stock Position in Netflix, Inc. $NFLX

Mcdonald Partners LLC boosted its stake in Netflix, Inc. (NASDAQ:NFLX) by 1,052.6% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 11,975 shares of the Internet television network’s stock after buying an additional 10,936 shares during the period. Mcdonald Partners LLC’s holdings in Netflix were worth $1,123,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Crews Bank & Trust grew its stake in Netflix by 5.8% in the 3rd quarter. Crews Bank & Trust now owns 164 shares of the Internet television network’s stock valued at $197,000 after buying an additional 9 shares during the last quarter. Apriem Advisors grew its stake in Netflix by 0.6% in the 3rd quarter. Apriem Advisors now owns 1,567 shares of the Internet television network’s stock valued at $1,879,000 after buying an additional 9 shares during the last quarter. Tortoise Investment Management LLC grew 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. Brass Tax Wealth Management Inc. grew its stake in Netflix by 3.2% in the 3rd quarter. Brass Tax Wealth Management Inc. now owns 288 shares of the Internet television network’s stock valued at $345,000 after buying an additional 9 shares during the last quarter. Finally, Pacific Sun Financial Corp grew its stake in Netflix by 1.6% in the 3rd quarter. Pacific Sun Financial Corp now owns 574 shares of the Internet television network’s stock valued at $688,000 after buying an additional 9 shares during the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Analyst Upgrades and Downgrades

NFLX has been the topic of a number of analyst reports. Wedbush restated an “outperform” rating and set a $118.00 target price on shares of Netflix in a research report on Thursday, April 16th. Barclays set a $110.00 target price on shares of Netflix and gave the stock an “equal weight” rating in a research report on Friday, April 17th. Robert W. Baird decreased their target price on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a research report on Friday, January 23rd. DZ Bank restated a “buy” rating on shares of Netflix in a research report on Friday, April 17th. Finally, Canaccord Genuity Group set a $125.00 target price on shares of Netflix and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and fifteen have issued a Hold rating to the company. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $114.82.

Netflix Stock Performance

NASDAQ NFLX opened at $92.06 on Friday. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43. The firm has a market capitalization of $387.65 billion, a price-to-earnings ratio of 29.74, a P/E/G ratio of 1.18 and a beta of 1.55. The firm’s 50 day simple moving average is $94.81 and its 200 day simple moving average is $96.77. Netflix, Inc. has a 1 year low of $75.01 and a 1 year 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 the consensus estimate of $0.76 by $0.47. The business had revenue of $12.25 billion for 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 for the quarter was up 16.2% on a year-over-year basis. During the same quarter last year, the business posted $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, research analysts expect that Netflix, Inc. will post 3.56 earnings per share for the current fiscal year.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Board authorized a large $25 billion share‑repurchase capacity, boosting optionality to reduce float and support the stock. Netflix, Inc. (NFLX) Expands Buyback Capacity with New $25B Authorization
• Positive Sentiment: Netflix is pushing mobile engagement with a TikTok‑style vertical “Clips” feed to increase viewing frequency and discovery on phones — a strategic product move to broaden usage. Netflix wants you to watch ‘Clips,’ its TikTok-like vertical video feed
• Positive Sentiment: TV/market commentators and some TV‑trade segments are still listing NFLX among buy/long ideas, keeping some investor interest intact. Netflix, Cisco, Zoom And A Health Care Stock On CNBC’s ‘Final Trades’
• Neutral Sentiment: Analysts modestly raised forward EPS estimates (Erste Group nudged FY2026/FY2027 numbers slightly), but ratings remain mixed — small upside to estimates rather than a broad upgrade. Erste Group raises Netflix EPS estimates (MarketBeat summary)
• Neutral Sentiment: Investor attention metrics and media writeups (Zacks) show heightened interest — more eyeballs can amplify moves but don’t guarantee direction. Netflix, Inc. (NFLX) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Market reaction remains focused on the company’s conservative near‑term guidance (Q2 EPS guidance lower than some expected), which prompted profit‑taking despite the Q1 EPS beat. That guidance is a principal reason for downward pressure. Why Is Netflix Stock Falling, and is it a Generational Buying Opportunity?
• Negative Sentiment: Shareholder activism and governance scrutiny have returned to the headlines, adding uncertainty around strategic choices and valuation — a potential headwind for sentiment until resolved. Netflix Shareholder Activism Puts Governance And Valuation In Focus

Insiders Place Their Bets

In related news, 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 value of $5,468,330.00. Following the completion of the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at $7,046,658.50. This represents a 43.69% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Cletus R. Willems sold 3,136 shares of the stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The SEC filing for this sale provides additional information. Insiders have sold 1,382,013 shares of company stock worth $127,482,296 over the last 90 days. Insiders own 1.37% of the company’s stock.

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.