Atlantic Union Bankshares Corp Boosts Holdings in Netflix, Inc. $NFLX

Atlantic Union Bankshares Corp boosted its stake in Netflix, Inc. (NASDAQ:NFLX) by 154.3% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 13,073 shares of the Internet television network’s stock after acquiring an additional 7,932 shares during the period. Atlantic Union Bankshares Corp’s holdings in Netflix were worth $15,673,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in NFLX. Brighton Jones LLC grew its holdings in Netflix by 5.0% during the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock valued at $4,804,000 after purchasing an additional 257 shares during the period. Revolve Wealth Partners LLC lifted its position in shares of Netflix by 16.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after buying an additional 144 shares during the last quarter. Sivia Capital Partners LLC lifted its position in shares of Netflix by 21.2% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after buying an additional 246 shares during the last quarter. Strategic Investment Advisors MI grew its stake in shares of Netflix by 18.9% during the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after acquiring an additional 123 shares during the period. Finally, NTV Asset Management LLC purchased a new stake in Netflix in the 2nd quarter worth about $492,000. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Netflix

In related news, CEO Theodore A. Sarandos sold 20,270 shares of the company’s stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $109.21, for a total value of $2,213,646.16. Following the transaction, the chief executive officer directly owned 151,680 shares in the company, valued at approximately $16,564,669.44. This represents a 11.79% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Reed Hastings sold 426,290 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the completion of the sale, the director directly owned 3,940 shares in the company, valued at $361,179.80. This represents a 99.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,322,690 shares of company stock valued at $133,015,275 in the last ninety days. Insiders own 1.37% of the company’s stock.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Q4 earnings beat and signs of a bottom — Netflix topped revenue and EPS expectations, showed strong free cash flow and put in technical support after the report, prompting some analysts to call a recovery and lift bullish sentiment. Netflix Just Set a Hard Low—Is This The Start of a 40% Rally?
• Positive Sentiment: Analyst buy-the-dip thesis — A visible buy-the-dip narrative has emerged after the post‑earnings pullback, with some firms reiterating Buys and suggesting material upside if execution continues. This Analyst Thinks It’s Finally Time to Buy the Dip in Netflix. Here’s Why
• Positive Sentiment: Institutional/strategic support — High‑profile investors and upgrades (including an upgrade at Freedom Capital and interest from Ark Invest) are providing conviction that the selloff has attracted long‑term buyers. Netflix (NASDAQ:NFLX) Upgraded at Freedom Capital Ark Invest Is Betting on Netflix Stock Amid Warner Bros. Deal Drama. Should You?
• Neutral Sentiment: New content and live sports initiatives — Positive headlines about live sports/Olympics possibilities support growth narrative but are longer‑term catalysts rather than immediate upside. Netflix Stock (NASDAQ:NFLX) Notches Up as the Olympics Become a Possibility
• Negative Sentiment: WBD acquisition overhang — The proposed $72B deal for Warner Bros. Discovery remains the biggest overhang: concerns about leverage, financing structure (possible all‑cash), regulatory scrutiny and execution risk are keeping buyers cautious. Netflix (NFLX) Risks Balance Sheet Health in Pursuit of Warner Bros. (WBD)
• Negative Sentiment: Guidance and growth slowdown — Management’s outlook and commentary signaled slower near‑term growth despite rising ad revenue expectations, fueling caution and analyst downgrades/position exits. Could This Be a Sign of Trouble for Netflix’s Stock? Polen Focus Growth Strategy Exited Netflix (NFLX) Amid Rising Regulatory and Leverage Concerns
• Negative Sentiment: Bear case persists — Some analysts still argue valuation and macro/competitive risks mean shares could fall further until the WBD deal outcome and growth trajectory are clarified. Netflix Has Further To Fall

Wall Street Analysts Forecast Growth

Several equities research analysts have commented on the stock. Jefferies Financial Group reaffirmed a “buy” rating on shares of Netflix in a report on Wednesday, January 21st. Arete Research boosted their price target on shares of Netflix from $83.30 to $108.40 and gave the company a “neutral” rating in a research report on Tuesday, October 28th. Canaccord Genuity Group set a $125.00 price objective on shares of Netflix and gave the stock a “buy” rating in a report on Wednesday, January 21st. William Blair reiterated an “outperform” rating on shares of Netflix in a research note on Wednesday, January 21st. Finally, Cfra Research downgraded Netflix from a “strong-buy” rating to a “hold” rating in a research report on Monday, January 5th. Two research analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating and seventeen have assigned a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $116.17.

Netflix Trading Up 0.4%

Netflix stock opened at $83.49 on Monday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. Netflix, Inc. has a fifty-two week low of $81.93 and a fifty-two week high of $134.12. The stock has a market cap of $352.51 billion, a P/E ratio of 33.04, a PEG ratio of 1.48 and a beta of 1.71. The firm’s fifty day moving average price is $93.77 and its 200-day moving average price is $109.84.

Netflix (NASDAQ:NFLX) last posted its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping the consensus estimate of $0.55 by $0.01. The business had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The firm’s revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the business earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities research analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

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.