Netflix, Inc. $NFLX Shares Acquired by ING Groep NV

ING Groep NV raised its position in Netflix, Inc. (NASDAQ:NFLX) by 89.0% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 125,482 shares of the Internet television network’s stock after acquiring an additional 59,089 shares during the period. Netflix makes up 0.8% of ING Groep NV’s investment portfolio, making the stock its 27th largest holding. ING Groep NV’s holdings in Netflix were worth $150,443,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the business. Rosenberg Matthew Hamilton boosted its position in shares of Netflix by 2.1% in the second quarter. Rosenberg Matthew Hamilton now owns 448 shares of the Internet television network’s stock worth $600,000 after buying an additional 9 shares during the period. One Day In July LLC lifted its position in Netflix by 3.3% during the 2nd quarter. One Day In July LLC now owns 278 shares of the Internet television network’s stock worth $372,000 after acquiring an additional 9 shares during the last quarter. Able Wealth Management LLC grew its stake in shares of Netflix by 1.2% in the second quarter. Able Wealth Management LLC now owns 763 shares of the Internet television network’s stock worth $1,022,000 after acquiring an additional 9 shares during the last quarter. One Wealth Capital Management LLC increased its stake in Netflix by 0.5% during the second quarter. One Wealth Capital Management LLC now owns 1,767 shares of the Internet television network’s stock valued at $2,366,000 after acquiring an additional 9 shares during the period. Finally, Bell Investment Advisors Inc lifted its stake in Netflix by 3.1% during the second quarter. Bell Investment Advisors Inc now owns 298 shares of the Internet television network’s stock worth $399,000 after purchasing an additional 9 shares during the period. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Insider Buying and Selling at Netflix

In other news, CFO Spencer Adam Neumann sold 9,248 shares of the business’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $81.27, for a total transaction of $751,584.96. Following the completion of the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $5,996,669.49. The trade was a 11.14% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider David A. Hyman sold 23,439 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $88.11, for a total value of $2,065,210.29. Following the sale, the insider directly owned 316,100 shares of the company’s stock, valued at approximately $27,851,571. This trade represents a 6.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 1,362,988 shares of company stock valued at $126,902,168. 1.37% of the stock is currently owned by insiders.

Analysts Set New Price Targets

NFLX has been the subject of several research reports. Sanford C. Bernstein reissued a “buy” rating on shares of Netflix in a report on Thursday, January 22nd. Robert W. Baird lowered their price objective on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating for the company in a research report on Friday, January 23rd. Jefferies Financial Group reiterated a “buy” rating on shares of Netflix in a report on Wednesday, January 21st. KeyCorp set a $110.00 target price on shares of Netflix and gave the company an “overweight” rating in a report on Friday, January 16th. Finally, Huber Research downgraded Netflix to a “buy” rating in a research note on Friday, December 5th. One research analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating and seventeen have issued a Hold rating to the company. According to MarketBeat.com, Netflix has a consensus rating of “Moderate Buy” and an average target price of $116.08.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Market-position reminder — Coverage highlighting Netflix as a subscription-economy leader reinforces its long-term franchise and gives value-seeking investors a buy-the-dip narrative. 2 Subscription Economy Winners That Still Dominate Their Niches
• Positive Sentiment: Options activity concentrated after earnings — Elevated options flow signals that traders are positioning for a directional move, which can amplify short-term rallies. Options Traders Have Been Eyeing Netflix Stock After Earnings
• Neutral Sentiment: Management downplays regulatory risk — Netflix’s chief global affairs officer characterized the DOJ antitrust probe into its Warner Bros. deal as “ordinary course of business,” a calming message but not a change to the regulatory timeline. Netflix exec calls DOJ probe into $82.7B Warner Bros deal ‘ordinary course of business’
• Neutral Sentiment: Public messaging repeated on TV — Senior execs reiterated the same framing on broadcast interviews; useful for sentiment but unlikely to alter regulatory outcomes. DOJ antitrust probe on Netflix’s Warner Bros bid ‘TOTALLY ORDINARY,’ exec says
• Negative Sentiment: Competing bid raises deal risk — Paramount Skydance sweetened its hostile offer for Warner Bros. Discovery, outbidding Netflix’s $27.75 cash proposal and increasing the chance Netflix loses the asset or faces a higher acquisition price; this is the biggest near-term negative catalyst for NFLX. Paramount Skydance enhances Warner Bros acquisition offer to compete with Netflix
• Negative Sentiment: Insider sale — CFO Spencer Neumann sold ~9,248 shares in early February, a disclosed $751k sale that may be read negatively by some investors despite being a small portion of total holdings. Netflix (NASDAQ:NFLX) CFO Sells $751,584.96 in Stock
• Negative Sentiment: Analyst caution & macro narratives — Opinion pieces and analyst notes flag slowing growth risks, historical sharp drawdowns, and continued volatility, feeding a bear/short narrative that can keep downside pressure elevated. Is The Netflix Party Over? Watch Out For These 3 Red Flags

Netflix Price Performance

Shares of NASDAQ NFLX opened at $82.21 on Wednesday. Netflix, Inc. has a twelve month low of $79.22 and a twelve month high of $134.12. The stock has a market cap of $347.10 billion, a P/E ratio of 32.53, a P/E/G ratio of 1.45 and a beta of 1.71. The stock has a 50 day moving average of $90.17 and a two-hundred day moving average of $107.83. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51.

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

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.