SBI Securities Co. Ltd. Buys 30,611 Shares of Netflix, Inc. $NFLX

SBI Securities Co. Ltd. boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 18.3% in the third quarter, HoldingsChannel reports. The firm owned 197,813 shares of the Internet television network’s stock after purchasing an additional 30,611 shares during the quarter. SBI Securities Co. Ltd.’s holdings in Netflix were worth $13,764,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Reyes Financial Architecture Inc. increased its position in Netflix by 332.9% in the third quarter. Reyes Financial Architecture Inc. now owns 1,498 shares of the Internet television network’s stock worth $104,000 after buying an additional 1,152 shares during the period. Aire Advisors LLC lifted its stake in Netflix by 7.4% in the third quarter. Aire Advisors LLC now owns 8,632 shares of the Internet television network’s stock valued at $601,000 after buying an additional 592 shares during the last quarter. Pinnacle Bancorp Inc. lifted its stake in Netflix by 50.1% in the third quarter. Pinnacle Bancorp Inc. now owns 2,989 shares of the Internet television network’s stock valued at $208,000 after buying an additional 998 shares during the last quarter. Woodward Diversified Capital LLC lifted its stake in Netflix by 3.5% in the third quarter. Woodward Diversified Capital LLC now owns 10,737 shares of the Internet television network’s stock valued at $747,000 after buying an additional 362 shares during the last quarter. Finally, Lmcg Investments LLC lifted its stake in Netflix by 19.0% in the third quarter. Lmcg Investments LLC now owns 71,154 shares of the Internet television network’s stock valued at $4,951,000 after buying an additional 11,372 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Netflix

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction that occurred on Thursday, August 6th. The stock was sold at an average price of $73.54, for a total value of $2,008,524.48. Following the completion of the sale, the chief executive officer directly owned 120,931 shares in the company, valued at $8,893,265.74. This represents a 18.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Theodore A. Sarandos sold 105,850 shares of the company’s stock in a transaction that occurred on Monday, August 3rd. The stock was sold at an average price of $73.03, for a total value of $7,730,225.50. Following the completion of the sale, the chief executive officer owned 206,266 shares of the company’s stock, valued at $15,063,605.98. This trade represents a 33.91% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last ninety days, insiders have sold 179,045 shares of company stock valued at $13,132,194. 1.24% of the stock is currently owned by company insiders.

Netflix Stock Up 3.1%

Netflix stock opened at $67.05 on Friday. The stock has a market cap of $279.19 billion, a price-to-earnings ratio of 19.38, a PEG ratio of 0.92 and a beta of 1.62. The company has a current ratio of 1.07, a quick ratio of 1.14 and a debt-to-equity ratio of 0.43. The company’s 50-day moving average price is $74.52 and its two-hundred day moving average price is $79.74. Netflix, Inc. has a 52 week low of $64.10 and a 52 week high of $116.73.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Tuesday, October 20th. The Internet television network reported $0.87 earnings per share for the quarter, topping analysts’ consensus estimates of $0.82 by $0.05. The company had revenue of $12.87 billion during the quarter, compared to analyst estimates of $12.87 billion. Netflix had a net margin of 29.69% and a return on equity of 42.69%. The business’s revenue for the quarter was up 11.9% compared to the same quarter last year. During the same period in the prior year, the business posted $0.59 EPS. On average, analysts expect that Netflix, Inc. will post 3.58 EPS for the current fiscal year.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Investors are treating the sell-off as a potential buying opportunity. Netflix beat third-quarter EPS expectations, generated $12.87 billion in revenue, and increased operating income 34.6% year over year. Several analysts—including UBS, JPMorgan, Bank of America, and TD Cowen—retained positive ratings despite lowering price targets. Stock Market Today, Oct. 22: Netflix Rises as Investors Capitalize on Post-Earnings Sell-Off
• Positive Sentiment: Netflix’s valuation has become more attractive after the decline, with investors emphasizing rising profits, more than 300 million subscribers, pricing power, and potential long-term growth from advertising, live events, and international content. The company’s buybacks are substantial, although management appears to follow a systematic rather than opportunistic repurchase strategy. The Truth About Netflix’s Massive Stock Buybacks
• Neutral Sentiment: Management continues to target double-digit revenue growth and expects advertising revenue to grow more than 80% in 2026. Netflix is investing in original programming, theatrical releases, live sports, and events such as NFL games, but executives acknowledge that viewer-hour growth and content execution need to improve.
• Negative Sentiment: The principal pressure is Netflix’s fourth-quarter outlook: EPS guidance of $0.67 trails the $0.73 consensus, while projected revenue of $13.4 billion is below the $13.5 billion estimate. Full-year revenue guidance was also slightly reduced. ETFs in Focus as Netflix Shares Tumble Amid Q3 Earnings Beat, Guidance Cut
• Negative Sentiment: Netflix cut its 2026 advertising-revenue forecast from approximately $3 billion to $2.7 billion, reinforcing concerns about slower growth, delayed ad execution, weaker engagement, and competition from YouTube, TikTok, and lower-cost streaming options. Multiple analysts consequently lowered price targets, while Needham downgraded the stock to Hold. Why Netflix Stock Dropped Today

Analyst Ratings Changes

Several equities analysts have recently issued reports on NFLX shares. Needham & Company LLC downgraded shares of Netflix from a “buy” rating to a “hold” rating in a report on Wednesday. Jefferies Financial Group set a $85.00 price objective on shares of Netflix and gave the stock a “buy” rating in a report on Thursday, October 15th. Citizens Jmp reiterated a “market perform” rating on shares of Netflix in a research report on Wednesday. President Capital cut their price objective on shares of Netflix from $134.00 to $83.00 and set a “buy” rating on the stock in a research report on Monday, July 20th. Finally, Guggenheim reduced their target price on shares of Netflix from $80.00 to $78.00 and set a “buy” rating for the company in a research note on Wednesday. Three analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, seventeen have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, Netflix presently has a consensus rating of “Moderate Buy” and an average target price of $89.59.

Netflix Profile

Netflix, Inc (NASDAQ:NFLX) is a global entertainment company that provides subscription-based streaming services. Its platform offers a broad selection of television series, films, documentaries, stand-up specials and other programming, including content produced by Netflix and licensed from third-party studios and creators.

The company also develops and distributes original productions under the Netflix brand and has expanded into additional entertainment offerings, including mobile and cloud-based games in select markets and live programming.