Bigelow Investment Advisors LLC Buys 10,466 Shares of Netflix, Inc. $NFLX

Bigelow Investment Advisors LLC raised its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 944.6% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 11,574 shares of the Internet television network’s stock after acquiring an additional 10,466 shares during the quarter. Bigelow Investment Advisors LLC’s holdings in Netflix were worth $1,085,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in NFLX. Baillie Gifford & Co. raised its stake in shares of Netflix by 912.3% in the fourth quarter. Baillie Gifford & Co. now owns 36,940,035 shares of the Internet television network’s stock valued at $3,463,498,000 after acquiring an additional 33,290,988 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. raised its stake in shares of Netflix by 891.3% in the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 12,099,908 shares of the Internet television network’s stock valued at $1,134,487,000 after acquiring an additional 10,879,276 shares during the last quarter. Nordea Investment Management AB raised its stake in shares of Netflix by 886.6% in the fourth quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock valued at $902,798,000 after acquiring an additional 8,688,113 shares during the last quarter. Assenagon Asset Management S.A. raised its stake in shares of Netflix by 983.1% in the fourth quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock valued at $584,529,000 after acquiring an additional 5,658,740 shares during the last quarter. Finally, Massachusetts Financial Services Co. MA raised its stake in shares of Netflix by 430.6% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 6,738,241 shares of the Internet television network’s stock valued at $631,777,000 after acquiring an additional 5,468,262 shares during the last quarter. 80.93% of the stock is owned by institutional investors.

Netflix Stock Performance

Shares of NASDAQ:NFLX opened at $92.58 on Wednesday. The stock has a market capitalization of $389.84 billion, a P/E ratio of 29.90, a P/E/G ratio of 1.25 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 current ratio of 1.41, a quick ratio of 1.19 and a debt-to-equity ratio of 0.43. The business has a 50-day moving average price of $92.68 and a two-hundred day moving average price of $98.06.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, topping the consensus estimate of $0.76 by $0.47. The firm had revenue of $12.25 billion during 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 quarterly revenue was up 16.2% compared to the same quarter last year. During the same period in the previous year, the business posted $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Equities analysts predict that Netflix, Inc. will post 3.19 earnings per share for the current year.

Wall Street Analysts Forecast Growth

A number of research analysts recently issued reports on NFLX shares. Oppenheimer set a $120.00 price target on Netflix and gave the company an “outperform” rating in a report on Friday. TD Cowen cut their price target on Netflix from $115.00 to $112.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. KeyCorp reaffirmed an “overweight” rating and issued a $115.00 price target (up from $108.00) on shares of Netflix in a report on Tuesday, April 14th. Wolfe Research reaffirmed an “outperform” rating and issued a $107.00 price target on shares of Netflix in a report on Friday. Finally, Weiss Ratings cut Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and fourteen have issued a Hold rating to the stock. Based on data from MarketBeat, Netflix presently has an average rating of “Moderate Buy” and an average target price of $114.85.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Q1 beat and strong free cash flow bolster the bull case — analysts and investors point to robust FCF/margins as support for higher long‑term valuation and improved earnings leverage. Netflix Generates Massive FCF and FCF Margins
• Positive Sentiment: Netflix is negotiating to buy the historic Radford Studio Center — owning production real estate could lower content costs over time and improve control of supply. Netflix plans to buy historic Radford Studio Center
• Positive Sentiment: Buy‑the‑dip demand from notable investors and upbeat analyst notes (e.g., Guggenheim, JPMorgan commentary, ARK purchases) provide short‑term support and suggest some firms view the pullback as a buying opportunity. ‘Attractively Valued’: Analyst Bets Big On Netflix’s Multi-Year Growth Run ARK Invest Snaps Up Netflix (NFLX) After Earnings Drop
• Neutral Sentiment: The Obamas’ production company signaled it will pursue non‑exclusive distribution after an awards win — this reduces guaranteed exclusivity but could expand production opportunities and revenue streams. Obamas Say No More Netflix Exclusivity After Academy Award Win
• Negative Sentiment: Softer Q2 guidance and a murky forward subscriber outlook triggered the initial selloff — investors are focused on near‑term growth and margin trajectory. Netflix Shares Drop As Soft Outlook, Reed Hastings Exit Weigh On Sentiment
• Negative Sentiment: Board changes (Reed Hastings’ exit) and leadership transition headlines add uncertainty around strategic direction. Netflix Shares Drop As Soft Outlook, Reed Hastings Exit Weigh On Sentiment
• Negative Sentiment: Italian court ruled past price hikes unlawful and ordered refunds, creating regulatory/PR risk around pricing policy in Europe. Italian court rules every Netflix price hike from 2017 to 2024 unlawful
• Negative Sentiment: Mixed analyst actions and several price‑target cuts add downward pressure on sentiment despite some raises — the tape is volatile as models are re‑priced to reflect the guidance miss. Buy the Dip in Netflix Stock Now, Says JPMorgan

Insider Activity at Netflix

In other Netflix news, insider Cletus R. Willems sold 3,136 shares of the company’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $81.06, for a total transaction of $464,230.62. Following the sale, the insider owned 316,100 shares of the company’s stock, valued at $25,623,066. The trade was a 1.78% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 1,487,794 shares of company stock worth $136,255,772. 1.37% of the stock is owned by company 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.