Adirondack Trust Co. Boosts Stake in Netflix, Inc. $NFLX

Adirondack Trust Co. grew its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 957.7% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 11,677 shares of the Internet television network’s stock after buying an additional 10,573 shares during the quarter. Adirondack Trust Co.’s holdings in Netflix were worth $1,095,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also recently modified their holdings of NFLX. Vanguard Group Inc. raised its position in shares of Netflix by 0.4% in 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 period. CIBC Capital Markets Europe S.A. boosted its holdings in Netflix by 171.4% in the 3rd 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. Mirae Asset Global Investments Co. Ltd. boosted its holdings in Netflix by 6.6% in the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 302,182 shares of the Internet television network’s stock worth $362,292,000 after buying an additional 18,837 shares during the period. NEOS Investment Management LLC grew its stake in Netflix by 64.6% in the 3rd quarter. NEOS Investment Management LLC now owns 177,297 shares of the Internet television network’s stock valued at $212,565,000 after buying an additional 69,570 shares in the last quarter. Finally, Bornite Capital Management LP purchased a new position in Netflix in the 3rd quarter valued at approximately $29,973,000. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Netflix Price Performance

NASDAQ:NFLX opened at $91.82 on Monday. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The stock has a fifty day moving average of $86.87 and a 200 day moving average of $101.69. 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 capitalization of $387.68 billion, a price-to-earnings ratio of 36.34, a P/E/G ratio of 1.41 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last announced its 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 business had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same period in the prior year, the company earned $0.43 EPS. The company’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, research analysts expect that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: TV personality/market commentator Jim Cramer reiterated a buy-tilting stance — advising investors to “buy some here, buy some a little bit lower,” which can support retail momentum and short-term investor confidence. Jim Cramer on Netflix
• Positive Sentiment: Market response to Netflix walking away from its bid for Warner Bros. assets has been upbeat — reports note a strong near-term rally and at least one bank (Citi) turning bullish, arguing the move preserves capital and simplifies execution risk. That narrative supports multiple analysts raising targets and buyer interest. Netflix Stock Surges After Walking Away From Warner Deal
• Positive Sentiment: Content partnerships: Netflix signed an exclusive multi‑year documentary deal with Warner Music Group to mine WMG’s artist catalog for films/series — a steady stream of premium, exclusive music-related content could lift engagement and differentiate the service. Netflix, Warner Music deal
• Positive Sentiment: Live events strategy: Netflix is pushing into live K‑pop events (notably the BTS comeback livestream) and sees more opportunity in Korea — if monetized successfully these events can add new revenue streams and global engagement spikes. Netflix sees more prospects for live events
• Neutral Sentiment: New programming: Netflix and Higher Ground/Obamas are producing an eight-episode series about the FTX collapse — high-profile nonfiction can draw viewers but may also court controversy; content upside is balanced by reputational risk. Netflix FTX series
• Negative Sentiment: Operational worries: several outlets flagged slowing paid-subscriber growth (markedly weaker YoY) and a planned increase in 2026 content spending — the combination raises concerns about near-term margin pressure and execution on content ROI. Subscriber growth stalls
• Negative Sentiment: Volatility & valuation questions: commentary and headlines show recent big swings (both rallies and pullbacks), with some analysts highlighting mixed signals on valuation and the stock falling more steeply than the market on certain days — this keeps risk premia elevated. Netflix falls more steeply than market

Insider Buying and Selling at Netflix

In other Netflix news, CFO Spencer Adam Neumann sold 28,630 shares of Netflix stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $97.00, for a total transaction of $2,777,110.00. Following the completion of the sale, the chief financial officer directly owned 73,787 shares in the company, valued at $7,157,339. The trade was a 27.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Gregory K. Peters sold 27,312 shares of the stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the completion of the transaction, the chief executive officer directly owned 122,140 shares in the company, valued at $10,166,933.60. The trade was a 18.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,520,133 shares of company stock valued at $137,259,786 over the last quarter. Company insiders own 1.37% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on NFLX shares. 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. Cfra upgraded Netflix from a “hold” rating to a “buy” rating and set a $115.00 price objective on the stock in a research note on Friday, March 6th. Royal Bank Of Canada reissued a “hold” rating on shares of Netflix in a report on Wednesday, January 21st. Citic Securities cut their target price on Netflix from $109.00 to $95.00 and set a “hold” rating for the company in a research note on Monday, January 26th. Finally, BMO Capital Markets reduced their target price on Netflix from $143.00 to $135.00 and set an “outperform” rating for the company in a 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 issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, Netflix has an average rating of “Moderate Buy” and a consensus price target of $114.35.

Netflix Company 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.