Netflix, Inc. $NFLX Shares Bought by Bell Bank

Bell Bank grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 916.0% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 21,296 shares of the Internet television network’s stock after buying an additional 19,200 shares during the period. Bell Bank’s holdings in Netflix were worth $1,997,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in NFLX. Brighton Jones LLC grew its position 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 acquiring an additional 257 shares during the period. Revolve Wealth Partners LLC increased its stake in Netflix by 16.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after acquiring an additional 144 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in shares of Netflix by 21.2% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock worth $1,883,000 after purchasing an additional 246 shares during the period. Strategic Investment Advisors MI raised its holdings in shares of Netflix by 18.9% in the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after purchasing an additional 123 shares during the period. Finally, Schnieders Capital Management LLC. lifted its stake in shares of Netflix by 12.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after purchasing an additional 228 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Netflix

In related news, Director Reed Hastings sold 426,290 shares of Netflix stock in a transaction 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 sale, the director owned 3,940 shares of the company’s stock, valued at $361,179.80. The trade was a 99.08% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Spencer Adam Neumann sold 57,260 shares of the business’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the completion of the transaction, the chief financial officer owned 73,787 shares in the company, valued at $7,046,658.50. This represents a 43.69% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of analysts have recently issued reports on NFLX shares. Loop Capital set a $104.00 target price on Netflix in a report on Tuesday, January 27th. Royal Bank Of Canada restated a “hold” rating on shares of Netflix in a report on Wednesday, January 21st. Argus reduced their price target on shares of Netflix from $141.00 to $110.00 and set a “buy” rating on the stock in a research report on Thursday, January 22nd. Bank of America decreased their price objective on shares of Netflix from $149.00 to $125.00 and set a “buy” rating for the company in a research note on Friday, March 6th. Finally, Barclays assumed coverage on shares of Netflix in a research report on Monday, March 2nd. They issued an “equal weight” rating and a $115.00 price objective for the company. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and twelve have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $114.55.

Netflix Stock Performance

Shares of NASDAQ:NFLX opened at $93.43 on Friday. The business’s 50-day simple moving average is $87.25 and its 200 day simple moving average is $100.77. The company has a market cap of $394.48 billion, a P/E ratio of 36.97, a PEG ratio of 1.43 and a beta of 1.68. 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 one year low of $75.01 and a one year high of $134.12.

Netflix (NASDAQ:NFLX) last released its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The firm had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same quarter in the prior year, the business earned $0.43 EPS. Netflix’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, sell-side analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analysts say the price increases should drive meaningful revenue upside (estimates cite as much as ~$1.7B potential incremental revenue) with limited churn risk — a direct boost to near‑term top‑line and profit leverage. Netflix Price Hikes Could Unlock $1.7 Billion
• Positive Sentiment: Multiple firms (including Jefferies, Citi, JPMorgan and Oppenheimer) responded with upgraded views or higher targets, arguing strong engagement and low churn give Netflix room to raise prices — this analyst support is pro‑stock. Jefferies Commentary on Price Hike
• Positive Sentiment: Research upgrades and modest EPS estimate bumps (e.g., Erste Group raising EPS and issuing a Buy) reinforce the view that higher ARPU will flow through to earnings. Erste Group Upgrade / Marketbeat
• Neutral Sentiment: Price changes: ad tier to $8.99 (+$1), standard to $19.99 (+$2), premium to $26.99 (+$2). Netflix says the increases help fund a $20B content budget (up ~$2B yr/yr). This is the direct rationale investors are pricing in. Reuters: Netflix raises subscription prices
• Neutral Sentiment: Widespread media coverage details the new rates and compares competitors; useful for gauging consumer reaction but not immediately decisive for fundamentals. Investopedia Pricing Summary
• Negative Sentiment: Political and consumer backlash: critics (including Senator Elizabeth Warren) flagged the hike soon after a large payout, which could pressure PR and invite scrutiny — a headline risk. Benzinga: Warren Criticism
• Negative Sentiment: Longer‑term risk: repeated “stream‑flation” could push price‑sensitive subscribers toward free alternatives (YouTube, ad‑supported platforms), so the revenue upside depends on continued low churn. Some commentators remain cautious. Business Insider: Stream‑flation

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.