American Century Companies Inc. Raises Holdings in Netflix, Inc. $NFLX

American Century Companies Inc. increased its position in Netflix, Inc. (NASDAQ:NFLX) by 4.3% in the 3rd quarter, according to the company in its most recent filing with the SEC. The fund owned 1,707,879 shares of the Internet television network’s stock after acquiring an additional 71,051 shares during the quarter. Netflix comprises 1.0% of American Century Companies Inc.’s investment portfolio, making the stock its 11th largest holding. American Century Companies Inc. owned approximately 0.40% of Netflix worth $2,047,616,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its holdings in Netflix by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after buying an additional 142,238 shares in the last quarter. CIBC Capital Markets Europe S.A. boosted its position 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 valued at $79,732,000 after acquiring an additional 42,000 shares during the period. Mirae Asset Global Investments Co. Ltd. boosted its position in shares of Netflix by 6.6% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 302,182 shares of the Internet television network’s stock valued at $362,292,000 after acquiring an additional 18,837 shares during the period. NEOS Investment Management LLC grew its stake in Netflix by 64.6% during the third quarter. NEOS Investment Management LLC now owns 177,297 shares of the Internet television network’s stock valued at $212,565,000 after acquiring an additional 69,570 shares in the last quarter. Finally, Bornite Capital Management LP bought a new stake in Netflix during the 3rd quarter worth approximately $29,973,000. 80.93% of the stock is currently owned by institutional investors.

Insider Transactions at Netflix

In related news, Director Reed Hastings sold 390,970 shares of Netflix stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $83.63, for a total value of $32,696,821.10. Following the transaction, the director directly owned 3,940 shares of the company’s stock, valued at $329,502.20. The trade was a 99.00% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the sale, the chief executive officer owned 122,140 shares of the company’s stock, valued at $10,166,933.60. This represents a 18.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 1,399,163 shares of company stock valued at $129,899,103. Insiders own 1.37% of the company’s stock.

Netflix Stock Up 13.8%

Shares of NASDAQ:NFLX opened at $96.24 on Friday. The stock has a market capitalization of $406.34 billion, a P/E ratio of 38.08, a price-to-earnings-growth ratio of 1.50 and a beta of 1.71. The stock’s 50-day moving average price is $85.83 and its 200-day moving average price is $104.52. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12.

Netflix (NASDAQ:NFLX) last released its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating 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 company had revenue of $12.05 billion during the quarter, compared to analyst estimates of $11.97 billion. During the same quarter in the previous year, the company posted $0.43 EPS. Netflix’s revenue for the quarter was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current year.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix formally declined to match Paramount Skydance’s higher offer for Warner Bros., ending the bidding war and securing a large breakup / termination payment that preserves cash and avoids taking on a complex, debt‑heavy asset. Netflix Receives Termination Fee After WBD Deal Collapse
• Positive Sentiment: Investors cheered the exit as it reduces near‑term strategic risk and potential integration headaches; commentators and analysts framed the decision as disciplined capital allocation, which helped lift shares. Netflix, Paramount shares jump as months-long fight for Warner ends
• Positive Sentiment: Regulatory and political risk eased — a planned Senate antitrust hearing tied to the deal was canceled after Netflix withdrew, removing a headline risk that would have attracted more scrutiny. After Netflix Drops Warner Bros. Bid, GOP Senator Cancels Planned Antitrust Hearing
• Positive Sentiment: Analysts and brokers responded with upgrades and higher price targets (Wolfe, Arete, Evercore coverage appears), supporting the rally and signaling refreshed bullish conviction. Wolfe Research adjusts price target on Netflix to $110 from $95; maintains outperform
• Positive Sentiment: Operational news also helped sentiment: Netflix expanded live sports/content reach by partnering with Apple to co‑broadcast the Canadian F1 Grand Prix, reinforcing content momentum outside M&A headlines. Apple and Netflix team up to air Formula 1 Canadian Grand Prix
• Neutral Sentiment: Market structure changed: Paramount Skydance looks set to win the Warner Bros. deal, which removes one strategic path for Netflix but also eliminates a costly contest; outcome may affect industry dynamics long‑term rather than Netflix’s near‑term earnings. Project Warrior: How Paramount beat Netflix in $110bn battle for Warner
• Negative Sentiment: Some opinion pieces warn of political/antitrust fallout and reputational/strategic implications from the episode (claims the fight became politicized and that Netflix’s positioning could invite scrutiny). These narratives could re‑emerge if Netflix pursues other large deals. Opinion | Why Netflix Lost Warner to Paramount

Analysts Set New Price Targets

Several brokerages have commented on NFLX. Moffett Nathanson cut their price target on shares of Netflix from $140.00 to $115.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. Jefferies Financial Group reissued a “buy” rating on shares of Netflix in a research note on Wednesday, January 21st. Canaccord Genuity Group set a $125.00 target price on Netflix and gave the stock a “buy” rating in a research report on Wednesday, January 21st. TD Cowen decreased their target price on Netflix from $115.00 to $112.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Finally, Rothschild & Co Redburn set a $120.00 price target on Netflix in a research report on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fifteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $115.91.

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.