United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund Acquires 218,895 Shares of Netflix, Inc. $NFLX

United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 1,349.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 235,120 shares of the Internet television network’s stock after purchasing an additional 218,895 shares during the period. United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund’s holdings in Netflix were worth $22,045,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of the business. Apriem Advisors raised its stake in shares of Netflix by 0.6% during the third quarter. Apriem Advisors now owns 1,567 shares of the Internet television network’s stock valued at $1,879,000 after acquiring an additional 9 shares during the last quarter. Tortoise Investment Management LLC increased its position in shares of Netflix by 10.8% during the third quarter. Tortoise Investment Management LLC now owns 92 shares of the Internet television network’s stock worth $110,000 after buying an additional 9 shares during the period. Brass Tax Wealth Management Inc. increased its position in shares of Netflix by 3.2% during the third quarter. Brass Tax Wealth Management Inc. now owns 288 shares of the Internet television network’s stock worth $345,000 after buying an additional 9 shares during the period. Pacific Sun Financial Corp increased its position in shares of Netflix by 1.6% during the third quarter. Pacific Sun Financial Corp now owns 574 shares of the Internet television network’s stock worth $688,000 after buying an additional 9 shares during the period. Finally, Carl P. Sherr & Co. LLC increased its position in shares of Netflix by 0.6% during the third quarter. Carl P. Sherr & Co. LLC now owns 1,715 shares of the Internet television network’s stock worth $2,056,000 after buying an additional 10 shares during the period. Institutional investors own 80.93% of the company’s stock.

Key Netflix News

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

Netflix Stock Down 1.1%

Shares of NASDAQ NFLX opened at $86.36 on Friday. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. 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 50-day moving average price of $93.29 and a 200-day moving average price of $93.43. The stock has a market capitalization of $363.64 billion, a P/E ratio of 27.89, a P/E/G ratio of 1.11 and a beta of 1.55.

Netflix (NASDAQ:NFLX) last posted its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, beating analysts’ consensus estimates of $0.76 by $0.47. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The company had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.17 billion. During the same quarter last year, the company earned $6.61 earnings per share. The company’s revenue for the quarter was up 16.2% on a year-over-year basis. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, equities research analysts forecast that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

Wall Street Analyst Weigh In

NFLX has been the subject of several recent analyst reports. Oppenheimer set a $120.00 price objective on shares of Netflix and gave the stock an “outperform” rating in a research report on Friday, April 17th. Moffett Nathanson increased their price objective on shares of Netflix from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Tuesday, April 14th. TD Cowen reiterated a “buy” rating on shares of Netflix in a research report on Thursday, May 14th. Citizens Jmp reiterated a “market perform” rating on shares of Netflix in a research report on Wednesday, April 15th. Finally, Citic Securities increased their price objective on shares of Netflix from $95.00 to $107.00 and gave the stock a “hold” rating in a research report on Monday, April 27th. Two analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and sixteen have given a Hold rating to the stock. According to data from MarketBeat.com, Netflix currently has an average rating of “Moderate Buy” and a consensus price target of $114.82.

Insider Buying and Selling at Netflix

In other Netflix news, insider David A. Hyman sold 5,722 shares of Netflix stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $88.08, for a total value of $503,993.76. Following the sale, the insider owned 316,100 shares of the company’s stock, valued at approximately $27,842,088. The trade was a 1.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Reed Hastings sold 420,550 shares of the firm’s stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $95.49, for a total value of $40,158,319.50. Following the completion of the sale, the director directly owned 3,940 shares of the company’s stock, valued at $376,230.60. This represents a 99.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,365,509 shares of company stock valued at $129,675,743 in the last quarter. 1.24% 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.