Clifford Swan Investment Counsel LLC Increases Holdings in Netflix, Inc. $NFLX

06 Jun 2026, 08:01 by Renee Jackson · The Cerbat Gem

Clifford Swan Investment Counsel LLC grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,020.8% during the 4th quarter, Holdings Channel.com reports. The fund owned 7,532 shares of the Internet television network’s stock after acquiring an additional 6,860 shares during the period. Clifford Swan Investment Counsel LLC’s holdings in Netflix were worth $706,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the business. Imprint Wealth LLC purchased a new stake in shares of Netflix in the third quarter worth about $25,000. First Financial Corp IN lifted its position in shares of Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after buying an additional 243 shares in the last quarter. DiNuzzo Private Wealth Inc. lifted its position in shares of Netflix by 885.2% in the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after buying an additional 239 shares in the last quarter. Turning Point Benefit Group Inc. lifted its position in shares of Netflix by 13,400.0% in the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock worth $25,000 after buying an additional 268 shares in the last quarter. Finally, MB Levis & Associates LLC lifted its position in shares of Netflix by 177.8% in the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock worth $28,000 after buying an additional 192 shares in the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Netflix Trading Up 0.8%

NFLX opened at $82.18 on Friday. The stock has a market cap of $346.04 billion, a price-to-earnings ratio of 26.54, a P/E/G ratio of 1.04 and a beta of 1.50. The stock’s 50 day moving average price is $92.21 and its 200-day moving average price is $92.20. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.41 and a current ratio of 1.41.

Netflix (NASDAQ:NFLX – Get Free Report) last released its earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, beating analysts’ consensus estimates of $0.76 by $0.47. The firm 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 quarterly revenue was up 16.2% on a year-over-year basis. During the same quarter in the prior year, the firm posted $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, equities analysts forecast that Netflix, Inc. will post 3.6 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Needham & Company LLC reiterated a “buy” rating on shares of Netflix in a research report on Friday, April 17th. New Street Research boosted their target price on Netflix from $96.00 to $102.00 in a research report on Friday, April 17th. Daiwa Securities Group boosted their target price on Netflix from $97.00 to $102.00 and gave the stock an “outperform” rating in a research report on Thursday, April 23rd. Seaport Research Partners boosted their target price on Netflix from $115.00 to $119.00 and gave the stock a “buy” rating in a research report on Friday, April 17th. Finally, Barclays set a $110.00 price objective on Netflix and gave the stock an “equal weight” rating in a research note on Friday, April 17th. Two analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have assigned a Hold rating to the company. According to MarketBeat, Netflix presently has an average rating of “Moderate Buy” and a consensus price target of $114.82.

Get Our Latest Stock Analysis on NFLX

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

Positive Sentiment: Netflix is getting a boost from reports that Canada reversed a requirement that U.S. streaming services contribute part of local revenue to Canadian content, removing a potential cost/regulatory headwind. Netflix Stock Rises After Eight-Day Losing Streak. What’s Fueling the Move.
Positive Sentiment: Netflix is expanding AI-driven viewing tools and content discovery features, including more personalized recommendations and a voice-based interface, which could improve engagement and retention. Netflix Bets On AI Tools As Stock Trades Below Analyst Targets
Positive Sentiment: Bernstein said Netflix’s core business remains strong, reinforcing the view that the company’s underlying growth engine is intact despite recent weakness in the stock. “Don’t Ignore This,” Bernstein Analyst Says Netflix’s (NFLX) Core Engine Remains Strong
Positive Sentiment: Wall Street commentary remains broadly optimistic, with analysts keeping a constructive view on Netflix after its strong earnings and revenue beat last quarter. Wall Street Bulls Look Optimistic About Netflix (NFLX): Should You Buy?

Insider Activity

In other news, CEO Theodore A. Sarandos sold 27,312 shares of the company’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $87.97, for a total transaction of $2,402,636.64. Following the transaction, the chief executive officer owned 284,804 shares of the company’s stock, valued at approximately $25,054,207.88. This represents a 8.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Gregory K. Peters sold 27,312 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $88.69, for a total value of $2,422,301.28. Following the completion of the sale, the chief executive officer owned 120,931 shares of the company’s stock, valued at $10,725,370.39. The trade was a 18.42% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 1,313,029 shares of company stock valued at $120,315,776. 1.24% of the stock is currently owned by corporate insiders.

Netflix Profile

(Free Report)

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.