Lazard Freres Gestion S.A.S. Buys 39,428 Shares of Netflix, Inc. $NFLX

Lazard Freres Gestion S.A.S. lifted its stake in Netflix, Inc. (NASDAQ:NFLX) by 877.7% during the fourth quarter, Holdings Channel reports. The fund owned 43,920 shares of the Internet television network’s stock after acquiring an additional 39,428 shares during the quarter. Lazard Freres Gestion S.A.S.’s holdings in Netflix were worth $4,117,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in NFLX. Brighton Jones LLC grew its holdings in Netflix by 5.0% in the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock valued at $4,804,000 after buying an additional 257 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Netflix by 16.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after buying an additional 144 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Netflix by 21.2% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after buying an additional 246 shares during the last quarter. Strategic Investment Advisors MI grew its holdings in Netflix by 18.9% in the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock valued at $1,036,000 after buying an additional 123 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its holdings in Netflix by 12.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after buying an additional 228 shares during the last quarter. 80.93% of the stock is owned by institutional investors.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Bank of America reiterated a Buy rating and a $125 price target, citing Netflix’s advertising business, expanding live sports strategy, and long-term subscriber growth potential. Article Title
• Positive Sentiment: Analysts are becoming more constructive after Netflix’s advertiser presentation, suggesting the company’s ad tier is gaining credibility with Wall Street. Article Title
• Positive Sentiment: Omdia projected connected TV advertising revenue will nearly double by 2030, with Amazon, Netflix, and Google expected to capture a large share, reinforcing the long-term upside in Netflix’s ad business. Article Title
• Positive Sentiment: Netflix is expanding further into consumer products, including candy and toys, which could create additional brand-monetization opportunities beyond streaming. Article Title
• Neutral Sentiment: Several commentary pieces focused on whether Netflix is now “cheap” relative to its history, but these were largely valuation debates rather than fresh fundamental catalysts. Article Title
• Neutral Sentiment: Other articles highlighted long-term upside targets and comparisons to prior performance, but they mainly echoed existing bullish sentiment instead of adding new information. Article Title
• Negative Sentiment: Netflix remains below its 50-day and 200-day moving averages and has lagged the broader market over the past year, showing that investors still have concerns about growth durability and near-term execution. Article Title
• Negative Sentiment: Some coverage noted recent pullbacks tied to weaker guidance and investor skepticism, which continues to weigh on the stock despite solid underlying fundamentals. Article Title

Netflix Price Performance

Netflix stock opened at $89.33 on Wednesday. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. The company has a market capitalization of $376.15 billion, a PE ratio of 28.85, a price-to-earnings-growth ratio of 1.14 and a beta of 1.55. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The business has a 50 day simple moving average of $94.36 and a 200 day simple moving average of $94.50.

Netflix (NASDAQ:NFLX) last posted its earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, topping the consensus estimate of $0.76 by $0.47. The business 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 revenue was up 16.2% on a year-over-year basis. During the same quarter last year, the company earned $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, sell-side analysts forecast that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

Insider Buying and Selling at Netflix

In related news, CFO Spencer Adam Neumann sold 57,260 shares of the firm’s stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the completion of the transaction, the chief financial officer owned 73,787 shares in the company, valued at $7,046,658.50. This trade represents a 43.69% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $88.69, for a total value of $2,422,301.28. Following the transaction, the chief executive officer owned 120,931 shares of the company’s stock, valued at $10,725,370.39. This trade represents a 18.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,422,769 shares of company stock worth $135,144,073 over the last three months. 1.24% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on NFLX. Citic Securities raised their target price on Netflix from $95.00 to $107.00 and gave the company a “hold” rating in a report on Monday, April 27th. Oppenheimer set a $120.00 target price on Netflix and gave the company an “outperform” rating in a report on Friday, April 17th. President Capital raised their target price on Netflix from $133.00 to $134.00 and gave the company a “buy” rating in a report on Tuesday, March 31st. Royal Bank Of Canada reaffirmed a “hold” rating on shares of Netflix in a report on Wednesday, January 21st. Finally, Citizens Jmp reaffirmed a “market perform” rating on shares of Netflix in a report on Wednesday, April 15th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Netflix has a consensus rating of “Moderate Buy” and an average price target of $114.82.

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.