126,444 Shares in Netflix, Inc. $NFLX Purchased by Mar Vista Investment Partners LLC

Mar Vista Investment Partners LLC acquired a new position in Netflix, Inc. (NASDAQ:NFLX) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 126,444 shares of the Internet television network’s stock, valued at approximately $11,855,000. Netflix accounts for about 1.1% of Mar Vista Investment Partners LLC’s portfolio, making the stock its 29th biggest holding.

Other large investors have also added to or reduced their stakes in the company. Apriem Advisors increased its holdings 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 in the last quarter. Tortoise Investment Management LLC increased its holdings 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 valued at $110,000 after acquiring an additional 9 shares in the last quarter. Brass Tax Wealth Management Inc. increased its holdings 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 valued at $345,000 after acquiring an additional 9 shares in the last quarter. Pacific Sun Financial Corp increased its holdings 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 valued at $688,000 after acquiring an additional 9 shares in the last quarter. Finally, RS Crum Inc. increased its holdings in shares of Netflix by 3.6% during the third quarter. RS Crum Inc. now owns 288 shares of the Internet television network’s stock valued at $345,000 after acquiring an additional 10 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix’s reported interest in content assets like Lionsgate highlights that the company has financial flexibility and strategic optionality to expand its library if it chooses to pursue acquisitions. Netflix eyes Lionsgate after losing to Fox on Roku deal: report
• Positive Sentiment: Netflix’s expanded iHeartMedia podcast partnership adds more celebrity-driven content and live programming, which could help deepen engagement and broaden the service beyond traditional films and series. Netflix expands iHeartMedia partnership, adds Kate Hudson, Martha Stewart podcast shows
• Neutral Sentiment: Netflix confirmed it will announce second-quarter 2026 results on July 16, keeping investors focused on the next earnings update and forward guidance. Netflix to Announce Second Quarter 2026 Financial Results
• Neutral Sentiment: Several articles frame Netflix as a buy-the-dip candidate after its recent slide, but these are analyst/opinion pieces rather than company-specific operational news. Netflix vs Disney: What’s the Better Stock to Buy Right Now?
• Negative Sentiment: Netflix shares are being weighed down by the Fox-Roku deal, which could create a stronger streaming competitor and pressure Netflix’s growth narrative. Why Fox-Roku deal is hitting Netflix stock today
• Negative Sentiment: Rumors that Netflix missed out on a major bid for Roku and other acquisition opportunities are creating concern that the company could be losing strategic ground in the streaming consolidation race. Netflix (NFLX) Has Lost Out on Another Big Acquisition and Its Stock Is Being Punished

Netflix Trading Down 3.6%

Shares of NASDAQ:NFLX opened at $78.72 on Wednesday. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. The firm has a market capitalization of $331.47 billion, a price-to-earnings ratio of 25.43, a price-to-earnings-growth ratio of 1.04 and a beta of 1.50. 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 business’s 50 day moving average price is $90.19 and its 200-day moving average price is $90.65.

Netflix (NASDAQ:NFLX) last announced its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) 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 firm had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.17 billion. During the same quarter last year, the firm posted $6.61 EPS. The business’s revenue 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 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on NFLX shares. TD Cowen restated a “buy” rating on shares of Netflix in a report on Thursday, May 14th. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Netflix from $98.00 to $100.00 and gave the company a “hold” rating in a report on Tuesday, April 14th. Rosenblatt Securities cut their price objective on shares of Netflix from $96.00 to $95.00 and set a “neutral” rating on the stock in a report on Friday, April 17th. Pivotal Research set a $96.00 price objective on shares of Netflix and gave the company a “hold” rating in a report on Friday, April 17th. Finally, Huber Research upgraded shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a report on Friday, February 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.39.

Insider Activity

In other news, insider David A. Hyman sold 5,722 shares of the stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total transaction of $503,993.76. Following the transaction, the insider owned 316,100 shares in the company, valued at $27,842,088. This trade represents a 1.78% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 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 stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total value of $40,158,319.50. Following the transaction, the director owned 3,940 shares in the company, valued at $376,230.60. This trade represents a 99.07% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders have sold 1,313,029 shares of company stock worth $120,315,776. Insiders own 1.24% of the company’s stock.

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.