JTC Employer Solutions Trustee Ltd Raises Holdings in Netflix, Inc. $NFLX

JTC Employer Solutions Trustee Ltd increased its holdings in Netflix, Inc. (NASDAQ:NFLX) by 900.0% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 10,930 shares of the Internet television network’s stock after acquiring an additional 9,837 shares during the period. JTC Employer Solutions Trustee Ltd’s holdings in Netflix were worth $1,025,000 at the end of the most recent quarter.

Several other large investors have also recently made changes to their positions in the stock. Apriem Advisors lifted its holdings in shares of Netflix by 0.6% in the 3rd quarter. Apriem Advisors now owns 1,567 shares of the Internet television network’s stock worth $1,879,000 after acquiring an additional 9 shares during the last quarter. Tortoise Investment Management LLC lifted its holdings in shares of Netflix by 10.8% in the 3rd quarter. Tortoise Investment Management LLC now owns 92 shares of the Internet television network’s stock worth $110,000 after acquiring an additional 9 shares during the last quarter. Brass Tax Wealth Management Inc. lifted its holdings in shares of Netflix by 3.2% in the 3rd quarter. Brass Tax Wealth Management Inc. now owns 288 shares of the Internet television network’s stock worth $345,000 after acquiring an additional 9 shares during the last quarter. Pacific Sun Financial Corp lifted its holdings in shares of Netflix by 1.6% in the 3rd quarter. Pacific Sun Financial Corp now owns 574 shares of the Internet television network’s stock worth $688,000 after acquiring an additional 9 shares during the last quarter. Finally, Carl P. Sherr & Co. LLC lifted its holdings in shares of Netflix by 0.6% in the 3rd quarter. Carl P. Sherr & Co. LLC now owns 1,715 shares of the Internet television network’s stock worth $2,056,000 after acquiring an additional 10 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CFO Spencer Adam Neumann sold 9,253 shares of the firm’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $88.95, for a total value of $823,054.35. Following the sale, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $6,563,353.65. This trade represents a 11.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $88.69, for a total transaction of $2,422,301.28. Following the completion of the sale, the chief executive officer owned 120,931 shares in the company, valued at $10,725,370.39. The trade was a 18.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders sold 1,365,509 shares of company stock valued at $129,675,743. 1.24% of the stock is owned by company insiders.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Multiple analyst-style pieces argue that Netflix’s ad business is becoming a major growth driver, with 2026 ad revenue projections around $3 billion and new formats, live events, and ad-tech tools expanding monetization. Article Title
• Positive Sentiment: Several bullish writeups say Netflix could be in the early stages of a comeback, citing upside from advertising scale and stronger cash generation, with one piece raising a 12-month target far above current levels. Article Title
• Positive Sentiment: Another bullish note says Netflix’s ad empire story is “too good to ignore,” highlighting the scalability of the ad tier, higher ARPU, and the potential for ad revenue to become a meaningful share of total sales. Article Title
• Positive Sentiment: Netflix is also getting support from reports tied to the AI/content-efficiency narrative, including a $600 million deal involving Ben Affleck’s AI company and claims that Netflix could save billions over time through production efficiencies. Article Title
• Neutral Sentiment: Netflix-related mentions in broader entertainment coverage, including a new “60 Minutes” head who previously worked with Netflix projects, are not likely to have a direct material impact on the stock. Article Title
• Negative Sentiment: Some recent coverage still points out that NFLX has been trading well below its 52-week high and has had a difficult year, which keeps valuation concerns and skepticism alive. Article Title

Analysts Set New Price Targets

Several brokerages have recently commented on NFLX. Citizens Jmp restated a “market perform” rating on shares of Netflix in a report on Wednesday, April 15th. Oppenheimer set a $120.00 price objective on shares of Netflix and gave the stock an “outperform” rating in a report on Friday, April 17th. TD Cowen restated a “buy” rating on shares of Netflix in a report on Thursday, May 14th. Evercore started coverage on shares of Netflix in a research note on Friday, February 27th. They set an “outperform” rating and a $115.00 target price on the stock. Finally, Citigroup started coverage on shares of Netflix in a research note on Thursday, April 16th. They set a “market perform” rating on the stock. Two equities 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. According to data from MarketBeat.com, Netflix has an average rating of “Moderate Buy” and an average price target of $114.82.

Netflix Stock Down 1.1%

Shares of NASDAQ NFLX opened at $86.36 on Friday. The stock has a market cap of $363.64 billion, a P/E ratio of 27.89, a PEG ratio of 1.11 and a beta of 1.55. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12. The business’s fifty day simple moving average is $93.29 and its 200-day simple moving average is $93.43.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.76 by $0.47. The business had revenue of $12.25 billion for 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 revenue for the quarter was up 16.2% compared to the same quarter last year. During the same period last year, the firm earned $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, equities analysts predict that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

Netflix Company 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.