Netflix, Inc. $NFLX is Jericho Financial LLP’s 9th Largest Position

Jericho Financial LLP increased its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 957.3% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 75,372 shares of the Internet television network’s stock after purchasing an additional 68,243 shares during the period. Netflix makes up approximately 4.3% of Jericho Financial LLP’s portfolio, making the stock its 9th largest position. Jericho Financial LLP’s holdings in Netflix were worth $7,067,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in NFLX. Vanguard Group Inc. grew its position in shares of Netflix by 0.4% in the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after purchasing an additional 142,238 shares during the last quarter. Contravisory Investment Management Inc. grew its position in shares of Netflix by 837.2% in the fourth quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock valued at $10,443,000 after purchasing an additional 99,496 shares during the last quarter. Crew Capital Management Ltd grew its position in shares of Netflix by 1,021.9% in the fourth quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network’s stock valued at $847,000 after purchasing an additional 8,226 shares during the last quarter. Grove Bank & Trust grew its position in shares of Netflix by 1,379.8% in the fourth quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock valued at $2,392,000 after purchasing an additional 23,788 shares during the last quarter. Finally, Cidel Asset Management Inc. grew its position in shares of Netflix by 1,031.4% in the fourth quarter. Cidel Asset Management Inc. now owns 8,169 shares of the Internet television network’s stock valued at $766,000 after purchasing an additional 7,447 shares during the last quarter. 80.93% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have recently commented on NFLX shares. Citizens Jmp started coverage on shares of Netflix in a research report on Monday, March 30th. They issued a “market perform” rating on the stock. Arete Research upgraded shares of Netflix from a “neutral” rating to a “buy” rating in a research report on Friday, February 27th. Weiss Ratings lowered shares of Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 22nd. Morgan Stanley set a $110.00 price target on shares of Netflix and gave the company an “overweight” rating in a research report on Wednesday, January 21st. Finally, Oppenheimer raised their target price on shares of Netflix from $125.00 to $135.00 and gave the stock an “outperform” rating in a research report on Friday, March 27th. Two analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat, Netflix presently has a consensus rating of “Moderate Buy” and an average target price of $115.10.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Oppenheimer kept an “Outperform” on NFLX and raised its price target to $135, citing better revenue visibility as price hikes roll through and stronger margin prospects. Oppenheimer Bullish on Netflix
• Positive Sentiment: Goldman Sachs upgraded Netflix on improved growth outlook and raised its target (coverage highlighted by media), signaling renewed sell‑side confidence that supports the rally. Netflix Wins Goldman Upgrade
• Positive Sentiment: Jefferies reiterated a Buy and analysts (and other shops) expect recent subscription price increases to lift full‑year guidance and margins — a core reason funds are rotating back into the name. Netflix price increases expected to lift full-year guidance
• Positive Sentiment: Product/market expansion: Netflix launched “Playground,” an ad‑free kids’ gaming app, and is pushing partnerships (sports/dining, Argentina focus) that expand engagement and monetization levers beyond streaming. These initiatives support longer‑term ARPU and retention narratives. Netflix (NFLX) Kicks Off ‘Playground’ App for Ad-Free Kids Gaming
• Neutral Sentiment: Rosenblatt raised a price target to $96 — a modest call (below some other targets) that reflects mixed valuation views and keeps debate alive about fair value amid faster profitability. Rosenblatt Securities Raises Netflix Price Target to $96
• Neutral Sentiment: Investors are watching April 16 (next earnings/updates) as estimates and guidance will determine whether price increases and new products translate into sustained revenue/margin beats. Dear Netflix Stock Fans, Mark Your Calendars for April 16
• Negative Sentiment: Regulatory/legal risk: An Italian court ordered Netflix to refund subscribers over repeated price hikes, potentially meaning hundreds of euros per customer if the ruling stands — an appeal is pending but the headline raises consumer‑backlash and regulatory risk concerns. Netflix told by court to refund customers over repeated price hikes

Insider Activity

In other Netflix news, insider David A. Hyman sold 5,727 shares of Netflix stock in a transaction on Monday, February 9th. The shares were sold at an average price of $81.06, for a total value of $464,230.62. Following the transaction, the insider owned 316,100 shares in the company, valued at $25,623,066. This trade represents a 1.78% decrease in their position. 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 on Thursday, April 2nd. The shares were 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 in the company, valued at approximately $7,231,126. This trade represents a 27.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,543,023 shares of company stock valued at $141,145,842 in the last 90 days. Insiders own 1.37% of the company’s stock.

Netflix Stock Up 0.6%

Shares of NASDAQ NFLX opened at $99.39 on Thursday. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. The firm’s 50 day moving average price is $89.11 and its 200 day moving average price is $99.25. The firm has a market cap of $419.64 billion, a P/E ratio of 39.33, a price-to-earnings-growth ratio of 1.50 and a beta of 1.67. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19.

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