Oddo BHF Asset Management Sas Acquires 439,353 Shares of Netflix, Inc. $NFLX

Oddo BHF Asset Management Sas increased its holdings in Netflix, Inc. (NASDAQ:NFLX) by 1,109.0% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 478,971 shares of the Internet television network’s stock after acquiring an additional 439,353 shares during the quarter. Netflix makes up about 1.7% of Oddo BHF Asset Management Sas’ holdings, making the stock its 6th biggest position. Oddo BHF Asset Management Sas’ holdings in Netflix were worth $44,908,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of NFLX. Imprint Wealth LLC acquired a new stake in Netflix during the 3rd quarter worth approximately $25,000. Bare Financial Services Inc lifted its position in Netflix by 93.3% during the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after acquiring an additional 14 shares during the period. Horizon Financial Services LLC lifted its position in Netflix by 480.0% during the 3rd quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after acquiring an additional 24 shares during the period. Redmont Wealth Advisors LLC acquired a new stake in Netflix during the 3rd quarter worth approximately $36,000. Finally, Promus Capital LLC acquired a new stake in Netflix during the 3rd quarter worth approximately $48,000. 80.93% of the stock is owned by institutional investors and hedge funds.

Netflix Price Performance

Shares of NASDAQ NFLX opened at $78.72 on Wednesday. The firm has a market capitalization of $331.47 billion, a P/E ratio of 25.43, a PEG ratio of 1.04 and a beta of 1.50. 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 company’s fifty day moving average is $90.19 and its two-hundred day moving average is $90.65. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12.

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

Analyst Upgrades and Downgrades

A number of research firms have weighed in on NFLX. Citic Securities increased their price objective on Netflix from $95.00 to $107.00 and gave the stock a “hold” rating in a research report on Monday, April 27th. Wedbush reaffirmed an “outperform” rating and issued a $118.00 target price on shares of Netflix in a report on Thursday, April 16th. Morgan Stanley reiterated an “overweight” rating on shares of Netflix in a research note on Friday, April 17th. Barclays set a $110.00 price target on shares of Netflix and gave the stock an “equal weight” rating in a research note on Friday, April 17th. Finally, Pivotal Research set a $96.00 price target on shares of Netflix and gave the stock a “hold” rating in a research note on Friday, April 17th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have given a Hold rating to the company. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $114.39.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix’s reported interest in content assets like Lionsgate highlights that the company has financial flexibility and strategic optionality to expand its library if it chooses to pursue acquisitions. Netflix eyes Lionsgate after losing to Fox on Roku deal: report
• Positive Sentiment: Netflix’s expanded iHeartMedia podcast partnership adds more celebrity-driven content and live programming, which could help deepen engagement and broaden the service beyond traditional films and series. Netflix expands iHeartMedia partnership, adds Kate Hudson, Martha Stewart podcast shows
• Neutral Sentiment: Netflix confirmed it will announce second-quarter 2026 results on July 16, keeping investors focused on the next earnings update and forward guidance. Netflix to Announce Second Quarter 2026 Financial Results
• Neutral Sentiment: Several articles frame Netflix as a buy-the-dip candidate after its recent slide, but these are analyst/opinion pieces rather than company-specific operational news. Netflix vs Disney: What’s the Better Stock to Buy Right Now?
• Negative Sentiment: Netflix shares are being weighed down by the Fox-Roku deal, which could create a stronger streaming competitor and pressure Netflix’s growth narrative. Why Fox-Roku deal is hitting Netflix stock today
• Negative Sentiment: Rumors that Netflix missed out on a major bid for Roku and other acquisition opportunities are creating concern that the company could be losing strategic ground in the streaming consolidation race. Netflix (NFLX) Has Lost Out on Another Big Acquisition and Its Stock Is Being Punished

Insiders Place Their Bets

In other Netflix news, CFO Spencer Adam Neumann sold 9,253 shares of Netflix stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $88.95, for a total transaction of $823,054.35. Following the completion of the transaction, the chief financial officer owned 73,787 shares in the company, valued at approximately $6,563,353.65. The trade was a 11.14% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider David A. Hyman sold 5,722 shares of Netflix stock in a transaction dated Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total transaction of $503,993.76. Following the transaction, the insider owned 316,100 shares of the company’s stock, valued at approximately $27,842,088. The trade was a 1.78% decrease in their position. The disclosure for this sale is available in the SEC filing. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last quarter, insiders have sold 1,313,029 shares of company stock worth $120,315,776. 1.24% of the stock is owned by insiders.

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.