33,426 Netflix, Inc. $NFLX Shares Sold by Howland Capital Management LLC

Howland Capital Management LLC cut its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 24.0% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 106,039 shares of the Internet television network’s stock after selling 33,426 shares during the period. Howland Capital Management LLC’s holdings in Netflix were worth $7,378,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Clal Insurance Enterprises Holdings Ltd acquired a new stake in shares of Netflix during the second quarter worth about $26,000. Sawyer & Company Inc bought a new position in shares of Netflix during the 3rd quarter valued at about $27,000. Compound Global Advisors LLC bought a new position in shares of Netflix during the 2nd quarter valued at about $29,000. Burnham & Co LLC bought a new position in shares of Netflix during the 2nd quarter valued at about $29,000. Finally, Merkkuri Wealth Advisors LLC acquired a new position in shares of Netflix in the 1st quarter valued at approximately $31,000. 80.93% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of analysts recently issued reports on the company. CLSA initiated coverage on Netflix in a research note on Monday, July 20th. They set an “outperform” rating for the company. Daiwa Securities Group reduced their price target on shares of Netflix from $102.00 to $76.00 and set an “outperform” rating for the company in a report on Wednesday, July 22nd. Bank of America lowered their price objective on shares of Netflix from $105.00 to $90.00 and set a “buy” rating for the company in a research report on Wednesday. Huber Research lowered shares of Netflix from a “buy” rating to an “underweight” rating in a report on Tuesday, October 13th. Finally, Sanford C. Bernstein reaffirmed an “outperform” rating and issued a $80.00 price objective (down from $95.00) on shares of Netflix in a research report on Wednesday. Three research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, seventeen have issued a Hold rating and two have assigned a Sell rating to the company. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $89.59.

Netflix Stock Up 3.1%

Netflix stock opened at $67.05 on Friday. The company has a market cap of $279.19 billion, a P/E ratio of 19.38, a price-to-earnings-growth ratio of 0.92 and a beta of 1.62. Netflix, Inc. has a 1-year low of $64.10 and a 1-year high of $116.73. The company has a fifty day simple moving average of $74.52 and a 200 day simple moving average of $79.74. The company has a current ratio of 1.07, a quick ratio of 1.14 and a debt-to-equity ratio of 0.43.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results on Tuesday, October 20th. The Internet television network reported $0.87 earnings per share for the quarter, topping the consensus estimate of $0.82 by $0.05. The firm had revenue of $12.87 billion for the quarter, compared to analyst estimates of $12.87 billion. Netflix had a return on equity of 42.69% and a net margin of 29.69%. The business’s quarterly revenue was up 11.9% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.59 EPS. Research analysts anticipate that Netflix, Inc. will post 3.58 earnings per share for the current fiscal year.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Investors are treating the sell-off as a potential buying opportunity. Netflix beat third-quarter EPS expectations, generated $12.87 billion in revenue, and increased operating income 34.6% year over year. Several analysts—including UBS, JPMorgan, Bank of America, and TD Cowen—retained positive ratings despite lowering price targets. Stock Market Today, Oct. 22: Netflix Rises as Investors Capitalize on Post-Earnings Sell-Off
• Positive Sentiment: Netflix’s valuation has become more attractive after the decline, with investors emphasizing rising profits, more than 300 million subscribers, pricing power, and potential long-term growth from advertising, live events, and international content. The company’s buybacks are substantial, although management appears to follow a systematic rather than opportunistic repurchase strategy. The Truth About Netflix’s Massive Stock Buybacks
• Neutral Sentiment: Management continues to target double-digit revenue growth and expects advertising revenue to grow more than 80% in 2026. Netflix is investing in original programming, theatrical releases, live sports, and events such as NFL games, but executives acknowledge that viewer-hour growth and content execution need to improve.
• Negative Sentiment: The principal pressure is Netflix’s fourth-quarter outlook: EPS guidance of $0.67 trails the $0.73 consensus, while projected revenue of $13.4 billion is below the $13.5 billion estimate. Full-year revenue guidance was also slightly reduced. ETFs in Focus as Netflix Shares Tumble Amid Q3 Earnings Beat, Guidance Cut
• Negative Sentiment: Netflix cut its 2026 advertising-revenue forecast from approximately $3 billion to $2.7 billion, reinforcing concerns about slower growth, delayed ad execution, weaker engagement, and competition from YouTube, TikTok, and lower-cost streaming options. Multiple analysts consequently lowered price targets, while Needham downgraded the stock to Hold. Why Netflix Stock Dropped Today

Insider Buying and Selling at Netflix

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $73.54, for a total transaction of $2,008,524.48. Following the completion of the sale, the chief executive officer owned 120,931 shares of the company’s stock, valued at $8,893,265.74. This trade represents a 18.42% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, insider David A. Hyman sold 5,723 shares of the company’s stock in a transaction on Tuesday, August 4th. The shares were sold at an average price of $72.85, for a total transaction of $416,920.55. Following the completion of the transaction, the insider owned 316,100 shares in the company, valued at approximately $23,027,885. This represents a 1.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 179,045 shares of company stock worth $13,132,194 in the last three months. 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 services. Its platform offers a broad selection of television series, films, documentaries, stand-up specials and other programming, including content produced by Netflix and licensed from third-party studios and creators.

The company also develops and distributes original productions under the Netflix brand and has expanded into additional entertainment offerings, including mobile and cloud-based games in select markets and live programming.