First Bank & Trust boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 925.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 22,037 shares of the Internet television network’s stock after acquiring an additional 19,889 shares during the period. First Bank & Trust’s holdings in Netflix were worth $2,066,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other institutional investors have also added to or reduced their stakes in the company. Imprint Wealth LLC purchased a new stake in shares of Netflix in the 3rd quarter worth approximately $25,000. Retirement Wealth Solutions LLC purchased a new position in Netflix during the third quarter valued at approximately $28,000. Steph & Co. raised its stake in Netflix by 188.9% in the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after buying an additional 17 shares in the last quarter. Bare Financial Services Inc raised its stake in Netflix by 93.3% in the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after buying an additional 14 shares in the last quarter. Finally, Horizon Financial Services LLC lifted its holdings in Netflix by 480.0% during the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after buying an additional 24 shares during the period. Hedge funds and other institutional investors own 80.93% of the company’s stock.
Analysts Set New Price Targets
A number of research analysts have recently issued reports on the company. Susquehanna upgraded Netflix to a “positive” rating and set a $112.00 price target on the stock in a report on Wednesday, January 21st. Wolfe Research upped their price objective on Netflix from $95.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. New Street Research dropped their price objective on Netflix from $100.00 to $96.00 and set a “neutral” rating on the stock in a research report on Thursday, January 22nd. KeyCorp set a $110.00 target price on Netflix and gave the company an “overweight” rating in a research note on Friday, January 16th. Finally, Wedbush reiterated an “outperform” rating and issued a $115.00 target price on shares of Netflix in a report on Friday, February 20th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $114.35.
Netflix Stock Up 1.5%
Netflix stock opened at $92.28 on Thursday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The stock has a market capitalization of $389.62 billion, a price-to-earnings ratio of 36.52, a PEG ratio of 1.39 and a beta of 1.68. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The business has a fifty day moving average price of $87.04 and a 200-day moving average price of $101.04.
Netflix (NASDAQ:NFLX – Get Free Report) last announced its 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. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company 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 posted $0.43 EPS. The firm’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. Equities research analysts forecast that Netflix, Inc. will post 24.58 EPS for the current fiscal year.
Insider Buying and Selling at Netflix
In related news, insider David A. Hyman sold 5,727 shares of Netflix stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $81.06, for a total value of $464,230.62. Following the completion of the sale, the insider directly owned 316,100 shares in the company, valued at $25,623,066. This trade represents a 1.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Spencer Adam Neumann sold 28,630 shares of the business’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $97.00, for a total transaction of $2,777,110.00. Following the sale, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,157,339. This represents a 27.95% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. Insiders own 1.37% of the company’s stock.
Key Netflix News
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Ad business accelerating — reports show Netflix’s advertising revenue jumped roughly 2.5x to about $1.5B, driven by AI targeting and global scale, supporting the company’s monetization thesis and near-term revenue upside. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
- Positive Sentiment: Huge live-audience engagement — Netflix said the BTS Seoul concert livestream drew 18.4 million global viewers, signaling strong reach for live and event-based programming that can boost subscriptions and ad inventory value. BTS Seoul concert livestream draws 18.4 million global viewers, Netflix says
- Positive Sentiment: Ad product expansion — Joey Ai announced premium advertising opportunities on Netflix Canada, indicating continued third‑party interest in Netflix’s ad platform and potential to expand ad revenue internationally. Joey Ai Expands Netflix Advertising Opportunities in Canada
- Positive Sentiment: Analyst backing — recent upgrades and reiterated Outperform ratings (including Erste Group and Bernstein coverage) provide short-term buy-side support and may underpin today’s upward move. Sentiment Shifts on These Beaten Down Stocks: NFLX, ORCL
- Neutral Sentiment: Marketing tie-ins widen reach — a McDonald’s tie-in with the Netflix film “KPop Demon Hunters” is expected to drive mass awareness (analyst suggests big sales for McDonald’s), offering promotional upside for Netflix but limited direct revenue impact. Gonna be golden: These ‘KPop Demon Hunters’ meals could make McDonald’s $100 million
- Neutral Sentiment: Strategic content moves — partnerships like the Warner Music first‑look deal and Netflix walking away from a Warner Bros. acquisition both reshape content strategy; they affect medium‑term growth mix but are mixed for near-term stock direction. Is Netflix’s (NFLX) Warner Music Deal a Clue to Its Next Advertising Growth Lever?
- Negative Sentiment: Valuation concerns — analysts note Netflix trades at ~7.3x price/sales and caution that slowing core growth plus heavy early‑2026 content spending could make the multiple look stretched, leaving the stock vulnerable if ad or subscriber momentum softens. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
- Negative Sentiment: Investor sentiment and Q4 concerns — investor letters and coverage flag lingering sentiment pressure from recent quarters and strategic uncertainty, which can weigh on multiples despite operational progress. Investors’ Concerns Hurt Netflix (NFLX) in Q4
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.
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