Banque Pictet & Cie SA Purchases 343,800 Shares of Netflix, Inc. $NFLX

Banque Pictet & Cie SA boosted its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 1,090.0% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 375,340 shares of the Internet television network’s stock after purchasing an additional 343,800 shares during the quarter. Banque Pictet & Cie SA’s holdings in Netflix were worth $35,192,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of NFLX. Vanguard Group Inc. boosted its position 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 worth $46,183,983,000 after purchasing an additional 142,238 shares in the last quarter. State Street Corp increased its position in shares of Netflix by 2.1% in the 2nd quarter. State Street Corp now owns 17,444,013 shares of the Internet television network’s stock valued at $23,359,801,000 after buying an additional 360,604 shares in the last quarter. Nordea Investment Management AB raised its stake in Netflix by 886.6% during the 4th quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock worth $902,798,000 after buying an additional 8,688,113 shares during the period. Assenagon Asset Management S.A. raised its stake in Netflix by 983.1% during the 4th quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock worth $584,529,000 after buying an additional 5,658,740 shares during the period. Finally, Invesco Ltd. raised its stake in Netflix by 7.2% during the 3rd quarter. Invesco Ltd. now owns 4,643,749 shares of the Internet television network’s stock worth $5,567,483,000 after buying an additional 313,014 shares during the period. Institutional investors own 80.93% of the company’s stock.

Netflix Price Performance

NFLX stock opened at $95.55 on Thursday. The stock has a 50-day moving average price of $87.73 and a two-hundred day moving average price of $100.01. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. The stock has a market cap of $403.43 billion, a PE ratio of 37.81, a price-to-earnings-growth ratio of 1.46 and a beta of 1.67. 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 (NASDAQ:NFLX) last issued its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.01. The company had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period in the previous year, the company posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities analysts forecast that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Insiders Place Their Bets

In other Netflix news, insider Cletus R. Willems sold 3,136 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total value of $259,253.12. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $81.06, for a total value of $464,230.62. Following the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at approximately $25,623,066. This trade represents a 1.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,520,133 shares of company stock worth $137,259,786 in the last 90 days. Company insiders own 1.37% of the company’s stock.

Key Stories Impacting 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

Wall Street Analysts Forecast Growth

A number of research analysts have issued reports on the company. Wolfe Research boosted their target price on Netflix from $95.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, February 27th. Moffett Nathanson dropped their price target on Netflix from $140.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Royal Bank Of Canada reiterated a “hold” rating on shares of Netflix in a report on Wednesday, January 21st. Freedom Capital upgraded Netflix from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Finally, William Blair reissued an “outperform” rating on shares of Netflix in a research note on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have issued a Hold rating to the stock. According to MarketBeat, the stock 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.