Netflix, Inc. $NFLX Shares Bought by AIA Group Ltd

AIA Group Ltd boosted its stake in Netflix, Inc. (NASDAQ:NFLX) by 28.8% during the third quarter, according to its most recent 13F filing with the SEC. The firm owned 38,261 shares of the Internet television network’s stock after acquiring an additional 8,554 shares during the quarter. Netflix accounts for about 0.8% of AIA Group Ltd’s portfolio, making the stock its 18th biggest holding. AIA Group Ltd’s holdings in Netflix were worth $45,872,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in NFLX. Imprint Wealth LLC purchased a new stake in shares of Netflix in the 3rd quarter valued at approximately $25,000. Retirement Wealth Solutions LLC purchased a new stake in shares of Netflix during the 3rd quarter valued at approximately $28,000. Steph & Co. lifted its holdings in Netflix by 188.9% in the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after acquiring an additional 17 shares during the last quarter. Bare Financial Services Inc lifted its holdings in Netflix by 93.3% in the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after acquiring an additional 14 shares during the last quarter. Finally, Horizon Financial Services LLC grew its position in Netflix by 480.0% in the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after acquiring an additional 24 shares during the period. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Insider Transactions at Netflix

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the completion of the sale, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at $10,166,933.60. This represents a 18.27% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Spencer Adam Neumann sold 28,630 shares of Netflix stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $97.00, for a total value of $2,777,110.00. Following the completion of the transaction, the chief financial officer owned 73,787 shares in the company, valued at $7,157,339. This trade represents a 27.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 1,520,133 shares of company stock worth $137,259,786. Insiders own 1.37% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts have issued reports on NFLX shares. Oppenheimer set a $125.00 target price on Netflix and gave the stock an “outperform” rating in a research note on Wednesday, January 21st. Loop Capital set a $104.00 price target on Netflix in a report on Tuesday, January 27th. KeyCorp set a $110.00 price objective on Netflix and gave the stock an “overweight” rating in a research report on Friday, January 16th. Benchmark restated a “hold” rating on shares of Netflix in a report on Tuesday, January 13th. Finally, Robert W. Baird lowered their target price on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating for the company in a research note on Friday, January 23rd. Two analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $114.35.

Netflix Stock Up 0.4%

Shares of NASDAQ NFLX opened at $94.70 on Thursday. The business has a 50-day moving average of $86.80 and a two-hundred day moving average of $102.09. The company has a market capitalization of $399.84 billion, a price-to-earnings ratio of 37.48, a price-to-earnings-growth ratio of 1.45 and a beta of 1.68. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19.

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, topping the consensus estimate of $0.55 by $0.01. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The business had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same quarter last year, the company earned $0.43 EPS. The business’s quarterly revenue was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Citi reinstated coverage with a Buy and a roughly $115 price target, citing margin upside, expected U.S. price increases and stronger shareholder-return optionality — a clear analyst catalyst supporting upside. Citi Reinstates Netflix (NFLX) Stock with Buy Rating — 3 Key Catalysts Revealed
• Positive Sentiment: Citi also argues Netflix is better positioned to push through subscription price increases now that M&A and regulatory attention around the Warner Bros. pursuit are behind it — this supports revenue-per-subscriber upside. Netflix more likely to raise prices with Warner Bros deal out of the way, Citi says
• Positive Sentiment: Netflix is pursuing new monetization for breakout IP: Bloomberg/Reuters report plans for a global “KPop Demon Hunters” concert tour tied to its hit movie, which would boost ancillary revenue and engagement. Netflix plans ‘KPop Demon Hunters’ global concert tour, Bloomberg News reports
• Positive Sentiment: Netflix is also using limited theatrical releases to amplify tentpole franchises (e.g., a theatrical push for a Stranger Things animated spinoff), helping discoverability and potential box-office/streaming lift. Netflix turns theaters to launch ‘Stranger Things’ animated spino‑off
• Neutral Sentiment: Wells Fargo initiated coverage with an Equal Weight, reflecting mixed views on growth versus valuation — another data point for investors but not an immediate directional catalyst. Wells Fargo Initiates Netflix (NFLX) with Equal Weight
• Neutral Sentiment: Analyst and media comparisons (Netflix vs. Disney) are driving debate about which streamer offers better long-term upside; useful context but not an immediate stock mover. Netflix vs. Disney: Which Streaming Giant Is the Better Buy for 2026 and Beyond?
• Negative Sentiment: Coverage flagged that CEO Ted Sarandos’ political remarks have pressured sentiment recently — political headlines can prompt short-term selling or multiple compression. Netflix Stock (NASDAQ:NFLX) Slips as Ted Sarandos Talks Politics
• Negative Sentiment: Ongoing celebrity/PR stories (coverage about Meghan Markle/Prince Harry’s relationship with Netflix) create distracting headline risk that can amplify short-term volatility. Why Meghan Markle and Prince Harry Have Reportedly “Struggled” to Find Their Footing in Hollywood

Netflix Company 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.