Bank Pictet & Cie Europe AG Grows Position in Netflix, Inc. $NFLX

Bank Pictet & Cie Europe AG increased its position in Netflix, Inc. (NASDAQ:NFLX) by 1,370.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 103,202 shares of the Internet television network’s stock after buying an additional 96,183 shares during the quarter. Bank Pictet & Cie Europe AG’s holdings in Netflix were worth $9,676,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in NFLX. Nordea Investment Management AB raised its stake in shares of Netflix by 886.6% during the fourth quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock valued at $902,798,000 after acquiring an additional 8,688,113 shares during the last quarter. Assenagon Asset Management S.A. grew its stake in shares of Netflix by 983.1% in the fourth quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock worth $584,529,000 after purchasing an additional 5,658,740 shares during the last quarter. Allspring Global Investments Holdings LLC increased its holdings in Netflix by 870.2% during the 4th quarter. Allspring Global Investments Holdings LLC now owns 3,014,717 shares of the Internet television network’s stock valued at $274,309,000 after purchasing an additional 2,703,997 shares during the period. Sarasin & Partners LLP increased its holdings in Netflix by 2,758.1% during the 4th quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network’s stock valued at $221,430,000 after purchasing an additional 2,279,032 shares during the period. Finally, SG Americas Securities LLC raised its position in Netflix by 456.5% during the 4th quarter. SG Americas Securities LLC now owns 1,890,836 shares of the Internet television network’s stock valued at $177,285,000 after purchasing an additional 1,551,086 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors.

Netflix Trading Down 0.6%

NFLX opened at $95.55 on Thursday. 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 stock has a market cap of $403.43 billion, a PE ratio of 37.81, a PEG ratio of 1.46 and a beta of 1.67. The business has a 50 day moving average of $87.73 and a 200-day moving average of $100.01.

Netflix (NASDAQ:NFLX) last issued its quarterly 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. The company 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 period in the prior year, the firm earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities research analysts predict that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: D.E. Shaw has been adding to NFLX, signaling institutional confidence that could support the stock and reduce downside risk. D. E. Shaw Is Loading Up on This Stock
• Positive Sentiment: Billionaire investor Paul Tudor Jones is buying Netflix, another high-profile buyer that can boost sentiment and attract momentum investors. Billionaire Paul Tudor Jones Is Buying This Stock
• Positive Sentiment: UBS named Netflix a top pick in TMT, and President Capital nudged its price target higher — analyst support can lift valuation expectations and buying interest. Netflix, Amazon named among UBS top technology, media and telecommunications stocks picks
• Neutral Sentiment: Bank of America says Q1 will be pivotal after Netflix stepped back from the Warner Bros. Discovery deal and refocused on core strategy — this raises the stakes for upcoming results (beat/miss could swing the stock). Netflix faces key quarter after strategic reset, says Bank of America
• Neutral Sentiment: Market commentary highlights that rising digital ad spend and Netflix’s push into ads, sports and gaming could expand revenue diversification — a long-term positive but dependent on execution. As Digital Ad Spend Hits a High, These Firms Could Reap Rewards (NFLX)
• Neutral Sentiment: Citizens initiated coverage with a cautious Market Perform — signals mixed analyst views and suggests limited near-term upside from that shop. Citizens Starts Netflix, Inc. (NFLX) Coverage, But Stays Cautious
• Negative Sentiment: Netflix raised U.S. prices across tiers and appears to be steering some users toward ad-supported plans — price hikes can boost near-term revenue but risk subscriber pushback and churn in a sensitive consumer environment. Netflix’s Latest Price Hike Reveals Its Endgame: Steering Subscribers Toward Ads
• Negative Sentiment: Analyst/columnist pieces flag structural risks and “red flags” after a recent pullback — these narratives can amplify selling pressure if earnings or guidance disappoint. Down 30%, 3 Red Flags That Suggest Netflix’s Best Days Are Behind It

Insider Transactions at Netflix

In related news, Director Reed Hastings sold 410,550 shares of the business’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $97.01, for a total transaction of $39,827,455.50. Following the sale, the director owned 3,940 shares of the company’s stock, valued at $382,219.40. The trade was a 99.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, insider Cletus R. Willems sold 3,136 shares of the company’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total transaction of $259,253.12. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is owned by insiders.

Analyst Ratings Changes

Several equities research analysts have weighed in on the company. Wolfe Research increased their price objective on Netflix from $95.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. The Goldman Sachs Group restated a “neutral” rating and set a $100.00 target price (down from $112.00) on shares of Netflix in a report on Wednesday, January 21st. TD Cowen dropped their price target on Netflix from $115.00 to $112.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. Evercore started coverage on shares of Netflix in a report on Friday, February 27th. They issued an “outperform” rating and a $115.00 price target on the stock. Finally, Needham & Company LLC reduced their price objective on shares of Netflix from $150.00 to $120.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, Netflix currently has a consensus rating of “Moderate Buy” and a consensus price target of $114.57.

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.