Keeler Thomas Management LLC Sells 13,144 Shares of Netflix, Inc. $NFLX

Keeler Thomas Management LLC reduced its position in Netflix, Inc. (NASDAQ:NFLX) by 29.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 31,774 shares of the Internet television network’s stock after selling 13,144 shares during the period. Keeler Thomas Management LLC’s holdings in Netflix were worth $2,211,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. American Capital Advisory LLC boosted its holdings in shares of Netflix by 0.8% during the first quarter. American Capital Advisory LLC now owns 13,990 shares of the Internet television network’s stock worth $1,345,000 after purchasing an additional 109 shares during the last quarter. Warner Group LLC grew its position in shares of Netflix by 2.2% in the first quarter. Warner Group LLC now owns 5,230 shares of the Internet television network’s stock valued at $503,000 after purchasing an additional 114 shares during the period. Financial Avengers Inc. grew its position in shares of Netflix by 9.8% in the first quarter. Financial Avengers Inc. now owns 1,290 shares of the Internet television network’s stock valued at $124,000 after purchasing an additional 115 shares during the period. UNIVEST FINANCIAL Corp grew its position in shares of Netflix by 0.5% in the first quarter. UNIVEST FINANCIAL Corp now owns 27,315 shares of the Internet television network’s stock valued at $2,626,000 after purchasing an additional 128 shares during the period. Finally, Granite Bay Wealth Management LLC grew its position in shares of Netflix by 5.8% in the first quarter. Granite Bay Wealth Management LLC now owns 2,365 shares of the Internet television network’s stock valued at $227,000 after purchasing an additional 130 shares during the period. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Insider Transactions at Netflix

In other news, Director Richard Barton sold 720 shares of the business’s stock in a transaction dated Thursday, September 10th. The stock was sold at an average price of $75.27, for a total transaction of $54,194.40. Following the completion of the sale, the director owned 2,460 shares in the company, valued at approximately $185,164.20. The trade was a 22.64% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Bradford Smith sold 17,980 shares of the stock in a transaction that occurred on Monday, October 26th. The stock was sold at an average price of $64.03, for a total transaction of $1,151,259.40. Following the sale, the director directly owned 79,690 shares of the company’s stock, valued at approximately $5,102,550.70. This trade represents a 18.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 58,140 shares of company stock worth $4,132,972 over the last 90 days. Company insiders own 1.24% of the company’s stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix continues to post strong financial results: third-quarter revenue reached approximately $12.87 billion, net income was $3.66 billion, and earnings exceeded consensus estimates. Management also projects more than 20% operating-income growth and a 31.5% full-year operating margin. How Investors May Respond To Netflix Lower Ad Revenue Guidance
• Positive Sentiment: The appointment of former Google executive Darshan Kantak to lead Netflix’s advertising platform could strengthen the company’s ad technology and execution as it seeks to build a larger, higher-margin advertising business. Netflix hires Darshan Kantak to lead ads platform
• Positive Sentiment: Some analysts and investors view Netflix’s valuation as comparatively attractive after the selloff, citing double-digit regional growth, lower churn, successful price increases and the potential for substantial long-term returns. Why Netflix Stock Could Double From This Dip
• Neutral Sentiment: A proposal that Netflix could initiate a dividend in 2027 is speculative rather than a company announcement. A dividend could appeal to shareholders, but it would also signal that management sees fewer high-return reinvestment opportunities. Prediction: Netflix Will Begin Paying a Dividend in 2027
• Negative Sentiment: Netflix lowered its 2026 advertising-revenue outlook to roughly $2.7 billion and reported softer engagement. Because advertising growth depends on viewing hours, stalled audience activity raises concerns about the pace of monetization. Netflix Needs You to Watch, Not Just Pay
• Negative Sentiment: The company is reportedly cutting 2% to 3% of its London workforce and recently announced approximately 1,000 global job eliminations. The restructuring may reduce costs, but it also highlights pressure to improve efficiency and concerns about growth. Netflix cuts UK staff and parts with production head
• Negative Sentiment: Commentary has identified Netflix’s U.S. audience engagement and broader streaming-market complexity as key problems, suggesting that strong margins alone may not offset slower viewing growth and tougher competition. Netflix’s U.S. Audience Engagement Problem Is Hurting the Stock

Analysts Set New Price Targets

Several equities analysts recently commented on the company. TD Cowen reiterated a “buy” rating and set a $100.00 target price on shares of Netflix in a research report on Wednesday, October 21st. The Goldman Sachs Group set a $84.00 price target on Netflix in a research note on Wednesday, October 21st. Wells Fargo & Company cut Netflix from a “neutral” rating to an “underweight” rating and lowered their price target for the company from $80.00 to $57.00 in a report on Friday, September 18th. Moffett Nathanson reaffirmed a “buy” rating and set a $90.00 price objective on shares of Netflix in a research note on Wednesday, October 21st. Finally, Yorkville Ives initiated coverage on shares of Netflix in a research note on Monday, October 5th. They set an “in-line” rating and a $75.00 price objective for the company. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating, seventeen have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $89.14.

Netflix Price Performance

NFLX stock opened at $62.34 on Tuesday. The company has a market cap of $255.99 billion, a PE ratio of 18.02, a price-to-earnings-growth ratio of 0.91 and a beta of 1.62. The company has a current ratio of 1.07, a quick ratio of 1.07 and a debt-to-equity ratio of 0.43. The stock has a 50-day moving average price of $72.33 and a two-hundred day moving average price of $81.43. Netflix, Inc. has a 12-month low of $61.39 and a 12-month high of $116.73.

Netflix (NASDAQ:NFLX) last released its quarterly earnings data on Tuesday, October 20th. The Internet television network reported $0.87 EPS for the quarter, topping analysts’ consensus estimates of $0.82 by $0.05. The company had revenue of $12.87 billion for the quarter, compared to the consensus estimate of $12.87 billion. Netflix had a return on equity of 42.69% and a net margin of 29.69%. The company’s quarterly revenue was up 11.9% compared to the same quarter last year. During the same period last year, the business posted $0.59 EPS. As a group, research analysts predict that Netflix, Inc. will post 3.59 EPS for the current year.

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.