Netflix, Inc. $NFLX Shares Purchased by First American Bank

First American Bank grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 11,791.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 30,204 shares of the Internet television network’s stock after buying an additional 29,950 shares during the period. First American Bank’s holdings in Netflix were worth $2,832,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in NFLX. Vanguard Group Inc. lifted its holdings in shares of Netflix by 0.4% during the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after purchasing an additional 142,238 shares during the last quarter. Contravisory Investment Management Inc. raised its holdings in Netflix by 837.2% during the 4th quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock worth $10,443,000 after buying an additional 99,496 shares during the period. Crew Capital Management Ltd raised its holdings in Netflix by 1,021.9% during the 4th quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network’s stock worth $847,000 after buying an additional 8,226 shares during the period. Grove Bank & Trust lifted its stake in Netflix by 1,379.8% during the fourth quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock valued at $2,392,000 after buying an additional 23,788 shares in the last quarter. Finally, CIBC Capital Markets Europe S.A. boosted its holdings in shares of Netflix by 171.4% in the third quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock worth $79,732,000 after buying an additional 42,000 shares during the period. 80.93% of the stock is owned by institutional investors.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Recent subscription price increases are expected to lift ARPU and near‑term revenue, and most analysts/media expect limited churn — this supports earnings upside. Netflix Is Raising Prices Again: What It Means for Investors
• Positive Sentiment: Large institutional buying and some price‑target lifts (one firm raised NFLX to $134) provide demand/support beneath the share price, signaling confidence from major investors and some analysts. Netflix (NASDAQ:NFLX) Price Target Raised to $134.00
• Neutral Sentiment: Options and near‑term earnings positioning: traders are pricing a meaningful move into Q1 results (options strategies like iron condors are being discussed) — raises short‑term volatility but not directional conviction for the stock itself. Trade Netflix Stock with This Iron Condor Strategy to See a 23% Return in Just 3 Weeks
• Neutral Sentiment: New commercial distribution deals (e.g., EverPass for a major boxing event) slightly expand non‑subscription revenue channels but are modest relative to core business. EverPass Media Expands Relationship with Netflix
• Negative Sentiment: Italian court ruled Netflix’s 2017–2024 price‑hike clauses void and ordered refunds to subscribers — this creates potential one‑time liability, reputational risk in Europe and could spur similar claims elsewhere. Netflix will appeal. Italian court rules Netflix price‑hike clauses are void, orders refunds
• Negative Sentiment: Board chair Reed Hastings sold ~420,550 shares under a pre‑arranged 10b5‑1 plan (≈$40M) — large insider sales can spook some investors even if pre‑planned, since they reduce insider exposure. Reed Hastings Sells 420,550 Shares of Netflix (NASDAQ:NFLX) Stock
• Negative Sentiment: Deal speculation (a reported US$42.2B Warner‑style acquisition) and commentary about derating/ acquisition concerns pressure views on capital discipline and potential leverage — raises risk premium if pursued. Netflix’s US$42.2b Warner Bros. Deal Tests Growth And Discipline

Netflix Price Performance

NFLX opened at $98.66 on Friday. The business has a 50 day moving average price of $88.28 and a 200 day moving average price of $99.86. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. The firm has a market cap of $416.56 billion, a P/E ratio of 39.04, a price-to-earnings-growth ratio of 1.50 and a beta of 1.67.

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 company had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The firm’s revenue was up 17.6% compared to the same quarter last year. During the same period last year, the business posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts forecast that Netflix, Inc. will post 24.58 EPS for the current year.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the stock. Guggenheim reduced their price target on shares of Netflix from $145.00 to $130.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Argus lowered their price objective 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. Robert W. Baird cut their target price on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a research note on Friday, January 23rd. JPMorgan Chase & Co. assumed coverage on Netflix in a report on Monday, March 2nd. They issued an “overweight” rating and a $120.00 target price for the company. Finally, Erste Group Bank raised Netflix from a “hold” rating to a “buy” rating in a research report on Tuesday, March 24th. Two analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $114.57.

Insider Buying and Selling

In related news, insider Cletus R. Willems sold 3,136 shares of the firm’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total value of $259,253.12. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider David A. Hyman sold 5,727 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at $25,623,066. The trade was a 1.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 1,543,023 shares of company stock worth $141,145,842. 1.37% of the stock is currently owned by corporate insiders.

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.