Darrow Company Inc. Purchases 5,979 Shares of Netflix, Inc. $NFLX

Darrow Company Inc. boosted its position in Netflix, Inc. (NASDAQ:NFLX) by 994.8% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 6,580 shares of the Internet television network’s stock after acquiring an additional 5,979 shares during the period. Darrow Company Inc.’s holdings in Netflix were worth $617,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in NFLX. Vanguard Group Inc. grew its holdings in Netflix by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after buying an additional 142,238 shares in the last quarter. Contravisory Investment Management Inc. grew its holdings in Netflix by 837.2% during 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 in the last quarter. Crew Capital Management Ltd grew its holdings in 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 valued at $847,000 after buying an additional 8,226 shares in the last quarter. BNC Wealth Management LLC grew its holdings in Netflix by 991.3% during the 4th quarter. BNC Wealth Management LLC now owns 41,229 shares of the Internet television network’s stock valued at $3,866,000 after buying an additional 37,451 shares in the last quarter. Finally, Family Capital Trust Co grew its holdings in Netflix by 20,869.5% during the 4th quarter. Family Capital Trust Co now owns 27,470 shares of the Internet television network’s stock valued at $2,576,000 after buying an additional 27,339 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: JPMorgan says the pullback is a buying opportunity, calling the post‑earnings dip attractive for long‑term investors given Netflix’s cash flow and growth roadmap. Buy the Dip in Netflix Stock Now, Says JPMorgan
• Positive Sentiment: ARK Invest / Cathie Wood has been buying into the weakness, adding to Netflix positions after the earnings‑driven drop — a vote of confidence that can support the stock during volatility. ARK Invest Snaps Up Netflix After Earnings Drop
• Positive Sentiment: Some buy‑side analysts remain constructive: Phillip Securities raised its price target to $110 and other shops reiterated Buy ratings, highlighting multi‑year growth potential and valuation upside. Phillip Securities Adjusts Price Target on Netflix to $110
• Neutral Sentiment: Longer‑term analyses stress Netflix’s durable competitive advantages (brand, scale, FCF) and international/ads runway; these argue for upside beyond short‑term noise. Netflix’s Durable Competitive Advantage
• Neutral Sentiment: Research pieces point to international revenue and untapped broadband penetration (esp. Asia‑Pacific) as key drivers to monitor — important context for earnings multiples and longer‑term forecasts. Why Netflix International Revenue Trends Deserve Attention
• Negative Sentiment: An Italian court ruled that Netflix’s past subscription price hikes (2017–2024) were unlawful and ordered refunds to affected subscribers — a near‑term legal and PR risk that raises questions about pricing mechanics in Europe. Italian court rules Netflix refunds price hikes illegal
• Negative Sentiment: Investors sold after Q1 due to tepid Q2 guidance and the announced board exit of co‑founder Reed Hastings — headlines that directly pressured sentiment and triggered downgrades. Netflix Shares Drop As Soft Outlook, Reed Hastings Exit Weigh On Sentiment
• Negative Sentiment: Several firms trimmed targets or downgraded after the guidance miss (examples include Rosenblatt and JPMorgan cuts), adding selling pressure even as other analysts raised targets — a mixed but net‑negative near‑term analyst response. Rosenblatt Securities Cuts Netflix Price Target

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. China Renaissance boosted their price objective on Netflix from $90.00 to $100.00 and gave the stock a “hold” rating in a report on Friday. Barclays set a $110.00 price objective on Netflix and gave the stock an “equal weight” rating in a report on Friday. Needham & Company LLC reissued a “buy” rating on shares of Netflix in a report on Friday. William Blair reissued an “outperform” rating on shares of Netflix in a report on Wednesday, January 21st. Finally, Citigroup assumed coverage on Netflix in a report on Thursday. They set a “market perform” rating for the company. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and fourteen have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $114.85.

Insider Buying and Selling

In related news, insider David A. Hyman sold 5,727 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $81.06, for a total value of $464,230.62. Following the completion of the sale, the insider owned 316,100 shares in the company, valued at $25,623,066. The trade was a 1.78% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Cletus R. Willems sold 3,136 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total value of $259,253.12. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,487,794 shares of company stock worth $136,255,772 over the last ninety days. Corporate insiders own 1.37% of the company’s stock.

Netflix Stock Performance

NASDAQ:NFLX opened at $94.83 on Tuesday. The business has a 50 day moving average of $92.47 and a 200 day moving average of $98.23. The company has a market capitalization of $399.31 billion, a price-to-earnings ratio of 30.63, a PEG ratio of 1.44 and a beta of 1.67. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.19.

Netflix (NASDAQ:NFLX) last released its 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 company had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.17 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.Netflix’s quarterly revenue was up 16.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, sell-side analysts predict that Netflix, Inc. will post 3.19 earnings per share for the current fiscal year.

About Netflix

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.