Diversified Trust Co. boosted its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 594.0% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 72,283 shares of the Internet television network’s stock after buying an additional 61,868 shares during the quarter. Diversified Trust Co.’s holdings in Netflix were worth $6,777,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also modified their holdings of NFLX. Brighton Jones LLC increased its position in shares of Netflix by 5.0% in the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock valued at $4,804,000 after buying an additional 257 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in Netflix by 16.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after buying an additional 144 shares during the period. Sivia Capital Partners LLC lifted its stake in Netflix by 21.2% in the second 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 in the last quarter. Strategic Investment Advisors MI lifted its stake in Netflix by 18.9% in the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock valued at $1,036,000 after buying an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its holdings in shares of Netflix by 12.1% in the second quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after buying an additional 228 shares during the period. 80.93% of the stock is owned by institutional investors.
Insider Buying and Selling at Netflix
In other Netflix news, Director Reed Hastings sold 426,290 shares of the firm’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $91.67, for a total value of $39,078,004.30. Following the completion of the sale, the director directly owned 3,940 shares in the company, valued at approximately $361,179.80. This trade represents a 99.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider David A. Hyman sold 23,439 shares of Netflix stock in a transaction on Friday, January 16th. The shares were sold at an average price of $88.11, for a total transaction of $2,065,210.29. Following the completion of 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,520,133 shares of company stock valued at $137,259,786 over the last three months. 1.37% of the stock is currently owned by corporate insiders.
Netflix Trading Up 1.7%
Netflix (NASDAQ:NFLX – Get Free Report) last announced its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.01. The firm had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The company’s revenue was up 17.6% on a year-over-year basis. During the same period in the prior year, the company posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities analysts predict that Netflix, Inc. will post 24.58 EPS for the current fiscal year.
Netflix News Summary
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Citi resumes coverage, reiterates Buy and $115 price objective — Citi points to improving profitability, pricing power and enhanced capital returns as upside catalysts for Netflix. Citi Resumes Coverage of Netflix (NFLX) Stock
- Positive Sentiment: Ad business momentum — reports highlight Netflix’s ad revenue surge ( ~$1.5B and estimates up to $3B in 2026) and its investment in an in‑house ad platform, which supports higher monetization per user and recurring revenue diversification. Netflix’s Ad Revenue Surges to $1.5 Billion: Is the Stock a No-Brainer Buy Today With $2,000?
- Positive Sentiment: Live events and cultural hits driving engagement — Netflix streamed BTS’s Seoul concert (positioning it as a leader in live concert streaming) and launched a successful second season of “Culinary Class Wars,” which drove restaurant bookings and demonstrates content’s real‑world economic and engagement impact. These signal subscriber engagement and event‑driven monetization upside. BTS Comeback Becomes Netflix’s Biggest Live Bet Yet A Netflix cooking show is changing how people travel — and restaurants are seeing bookings jump 303%
- Negative Sentiment: Price sensitivity among consumers — a report on Canadian streaming behavior shows cash‑strapped consumers gravitating to lower‑cost ad tiers, which could limit ARPU upside in pressured markets even as ad revenue grows. NFLX, DIS, PSKY: New ‘Couch Potato Report’ Shows Cash-Strapped Canadians Choose to Stream with Ads
Analysts Set New Price Targets
A number of research firms have weighed in on NFLX. JPMorgan Chase & Co. assumed coverage on Netflix in a report on Monday, March 2nd. They issued an “overweight” rating and a $120.00 price objective for the company. Piper Sandler reissued a “positive” rating and set a $103.00 price target (down from $140.00) on shares of Netflix in a research report on Wednesday, January 21st. TD Cowen decreased their target price on shares of Netflix from $115.00 to $112.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. KeyCorp set a $110.00 target price on shares of Netflix and gave the stock an “overweight” rating in a report on Friday, January 16th. Finally, Benchmark reiterated a “hold” rating on shares of Netflix in a research note on Tuesday, January 13th. Two research 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 stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $114.35.
Read Our Latest Analysis on NFLX
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.
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