Perpetual Ltd Has $25.46 Million Holdings in Netflix, Inc. $NFLX

Perpetual Ltd lifted its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 768.9% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 271,496 shares of the Internet television network’s stock after purchasing an additional 240,251 shares during the quarter. Perpetual Ltd’s holdings in Netflix were worth $25,455,000 at the end of the most recent reporting period.

A number of other large investors also recently modified their holdings of NFLX. Vanguard Group Inc. boosted its holdings in Netflix by 0.4% during the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after purchasing an additional 142,238 shares during the last quarter. Contravisory Investment Management Inc. increased its stake in Netflix by 837.2% in the 4th quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock valued at $10,443,000 after buying an additional 99,496 shares during the last quarter. Crew Capital Management Ltd lifted its position in shares of Netflix by 1,021.9% during the 4th quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network’s stock worth $847,000 after buying an additional 8,226 shares in the last quarter. Grove Bank & Trust boosted its stake in shares of Netflix by 1,379.8% in the 4th quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock worth $2,392,000 after buying an additional 23,788 shares during the last quarter. Finally, CIBC Capital Markets Europe S.A. boosted its stake in shares of Netflix by 171.4% in the 3rd quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock worth $79,732,000 after buying an additional 42,000 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Recent subscription price increases are expected to lift ARPU and near‑term revenue, and most analysts/media expect limited churn — this supports earnings upside. Netflix Is Raising Prices Again: What It Means for Investors
• Positive Sentiment: Large institutional buying and some price‑target lifts (one firm raised NFLX to $134) provide demand/support beneath the share price, signaling confidence from major investors and some analysts. Netflix (NASDAQ:NFLX) Price Target Raised to $134.00
• Neutral Sentiment: Options and near‑term earnings positioning: traders are pricing a meaningful move into Q1 results (options strategies like iron condors are being discussed) — raises short‑term volatility but not directional conviction for the stock itself. Trade Netflix Stock with This Iron Condor Strategy to See a 23% Return in Just 3 Weeks
• Neutral Sentiment: New commercial distribution deals (e.g., EverPass for a major boxing event) slightly expand non‑subscription revenue channels but are modest relative to core business. EverPass Media Expands Relationship with Netflix
• Negative Sentiment: Italian court ruled Netflix’s 2017–2024 price‑hike clauses void and ordered refunds to subscribers — this creates potential one‑time liability, reputational risk in Europe and could spur similar claims elsewhere. Netflix will appeal. Italian court rules Netflix price‑hike clauses are void, orders refunds
• Negative Sentiment: Board chair Reed Hastings sold ~420,550 shares under a pre‑arranged 10b5‑1 plan (≈$40M) — large insider sales can spook some investors even if pre‑planned, since they reduce insider exposure. Reed Hastings Sells 420,550 Shares of Netflix (NASDAQ:NFLX) Stock
• Negative Sentiment: Deal speculation (a reported US$42.2B Warner‑style acquisition) and commentary about derating/ acquisition concerns pressure views on capital discipline and potential leverage — raises risk premium if pursued. Netflix’s US$42.2b Warner Bros. Deal Tests Growth And Discipline

Netflix Stock Performance

NASDAQ:NFLX opened at $98.66 on Friday. The company has a market capitalization of $416.56 billion, a P/E ratio of 39.04, a P/E/G ratio of 1.50 and a beta of 1.67. The business has a fifty day simple moving average of $88.28 and a two-hundred day simple moving average of $99.86. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.01. The firm had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current year.

Insider Buying and Selling at Netflix

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of the stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the completion of the transaction, the chief executive officer owned 122,140 shares in the company, valued at $10,166,933.60. This trade represents a 18.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Spencer Adam Neumann sold 28,630 shares of Netflix stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $98.00, for a total transaction of $2,805,740.00. Following the completion of the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at $7,231,126. The trade was a 27.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 1,543,023 shares of company stock valued at $141,145,842. Insiders own 1.37% of the company’s stock.

Analyst Upgrades and Downgrades

A number of analysts recently commented on NFLX shares. Susquehanna upgraded Netflix to a “positive” rating and set a $112.00 price target on the stock in a report on Wednesday, January 21st. Wells Fargo & Company started coverage on Netflix in a research note on Monday, March 9th. They issued an “equal weight” rating and a $105.00 price objective for the company. Rothschild & Co Redburn set a $120.00 target price on Netflix in a research note on Wednesday, January 21st. Royal Bank Of Canada reissued a “hold” rating on shares of Netflix in a report on Wednesday, January 21st. Finally, William Blair restated an “outperform” rating on shares of Netflix in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have assigned a Hold rating to the company. According to MarketBeat.com, Netflix has an average rating of “Moderate Buy” and an average target price of $114.57.

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.