Netflix, Inc. $NFLX Shares Acquired by Congress Asset Management Co.

Congress Asset Management Co. increased its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 886.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,381,176 shares of the Internet television network’s stock after purchasing an additional 1,241,124 shares during the period. Netflix accounts for approximately 0.9% of Congress Asset Management Co.’s portfolio, making the stock its 27th largest position. Congress Asset Management Co.’s holdings in Netflix were worth $129,499,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of NFLX. Overbrook Management Corp raised its stake in Netflix by 1,189.8% in the fourth quarter. Overbrook Management Corp now owns 63,664 shares of the Internet television network’s stock valued at $5,969,000 after buying an additional 58,728 shares in the last quarter. Capital Asset Advisory Services LLC boosted its position in shares of Netflix by 933.3% during the 4th quarter. Capital Asset Advisory Services LLC now owns 6,830 shares of the Internet television network’s stock worth $619,000 after acquiring an additional 6,169 shares in the last quarter. Westwind Capital boosted its position in shares of Netflix by 913.9% during the 4th quarter. Westwind Capital now owns 137,419 shares of the Internet television network’s stock worth $12,884,000 after acquiring an additional 123,865 shares in the last quarter. BDF Gestion increased its holdings in shares of Netflix by 837.5% in the 4th quarter. BDF Gestion now owns 65,627 shares of the Internet television network’s stock valued at $6,153,000 after acquiring an additional 58,627 shares during the last quarter. Finally, Central Bank & Trust Co. increased its holdings in shares of Netflix by 871.6% in the 4th quarter. Central Bank & Trust Co. now owns 31,090 shares of the Internet television network’s stock valued at $2,915,000 after acquiring an additional 27,890 shares during the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Insider Buying and Selling

In other news, insider David A. Hyman sold 23,439 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $88.11, for a total value of $2,065,210.29. Following the transaction, the insider owned 316,100 shares of the company’s stock, valued at approximately $27,851,571. The trade was a 6.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Spencer Adam Neumann sold 57,260 shares of the company’s stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $95.50, for a total value of $5,468,330.00. Following the sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at $7,046,658.50. This trade represents a 43.69% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is currently owned by insiders.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. TD Cowen decreased their target price on Netflix from $115.00 to $112.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. Susquehanna upgraded shares of Netflix to a “positive” rating and set a $112.00 price target on the stock in a research note on Wednesday, January 21st. HSBC reduced their price objective on shares of Netflix from $107.00 to $106.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $98.00 target price (up from $95.00) on shares of Netflix in a report on Wednesday, January 21st. Finally, BMO Capital Markets dropped their target price on shares of Netflix from $143.00 to $135.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have given a Hold rating to the company. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $114.35.

Netflix Stock Performance

NASDAQ NFLX opened at $93.38 on Tuesday. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The business’s 50-day moving average price is $86.95 and its 200 day moving average price is $101.49. The firm has a market cap of $394.27 billion, a P/E ratio of 36.95, a P/E/G ratio of 1.41 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last issued 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 for 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 for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities research analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current year.

Trending Headlines about Netflix

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

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.