TD Asset Management Inc Sells 10,953 Shares of Netflix, Inc. $NFLX

TD Asset Management Inc lowered its position in Netflix, Inc. (NASDAQ:NFLX) by 2.0% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 539,330 shares of the Internet television network’s stock after selling 10,953 shares during the period. TD Asset Management Inc’s holdings in Netflix were worth $646,614,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Retirement Wealth Solutions LLC bought a new position in shares of Netflix during the 3rd quarter worth approximately $28,000. Legacy Investment Solutions LLC purchased a new stake in shares of Netflix during the second quarter valued at approximately $31,000. Steph & Co. lifted its holdings in Netflix by 188.9% during the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after acquiring an additional 17 shares during the period. Rossby Financial LCC bought a new stake in Netflix during the second quarter worth $35,000. Finally, Redmont Wealth Advisors LLC purchased a new position in Netflix in the third quarter worth $36,000. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have recently commented on the company. JPMorgan Chase & Co. dropped their price target on Netflix from $127.50 to $124.00 and set a “neutral” rating on the stock in a research report on Tuesday, November 18th. Needham & Company LLC lowered their price objective on Netflix from $150.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Weiss Ratings lowered shares of Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 22nd. Huber Research lowered shares of Netflix to a “buy” rating in a research report on Friday, December 5th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $98.00 price target (up from $95.00) on shares of Netflix in a report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating and sixteen have given a Hold rating to the stock. Based on data from MarketBeat.com, Netflix has an average rating of “Moderate Buy” and a consensus price target of $116.08.

Insider Buying and Selling

In related news, CFO Spencer Adam Neumann sold 9,248 shares of Netflix stock in a transaction on Friday, February 6th. The shares were sold at an average price of $81.27, for a total value of $751,584.96. Following the transaction, the chief financial officer owned 73,787 shares in the company, valued at $5,996,669.49. This trade represents a 11.14% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Bradford L. Smith sold 31,790 shares of the firm’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $88.86, for a total value of $2,824,859.40. Following the transaction, the director directly owned 79,690 shares in the company, valued at $7,081,253.40. This trade represents a 28.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,399,163 shares of company stock worth $129,899,103 over the last 90 days. Insiders own 1.37% of the company’s stock.

Netflix Trading Up 2.7%

Shares of NFLX stock opened at $78.04 on Wednesday. The business has a 50-day moving average price of $86.22 and a two-hundred day moving average price of $105.08. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. The firm has a market cap of $329.50 billion, a P/E ratio of 30.88, a price-to-earnings-growth ratio of 1.35 and a beta of 1.71.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating the consensus estimate of $0.55 by $0.01. The firm 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 revenue was up 17.6% on a year-over-year basis. During the same period in the prior year, the company earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities analysts anticipate 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: Barron’s argues Netflix should “gracefully exit” the Warner bidding war — walking away would remove the takeover overhang and preserve cash/valuation for shareholders. Netflix’s Warner Deal May Be Dead. Why the Streamer Should Make a ‘Graceful Exit.
• Positive Sentiment: Netflix’s ad business is scaling: Fool reports ad revenue hitting ~$1.5B, highlighting a tangible growth engine that supports revenue diversification and margin improvement. Netflix’s Ad Revenue Surges to $1.5 Billion: Is This the Best Stock to Buy Today With $1,000?
• Positive Sentiment: Several pieces note NFLX is trading near multi‑year lows after a big drawdown — commentary frames the decline as a potential buying opportunity if fundamentals hold. Netflix Stock Is the Cheapest It Has Been in 3 Years Following Its 41% Plunge — But Is It a Buy?
• Neutral Sentiment: Content experiments — Netflix is pushing into podcasts and talk‑show formats (e.g., The Pete Davidson Show) as part of broader content diversification; this is strategically interesting but takes time to monetize. Podcasts? TV Talk Shows? Netflix Just Hopes They’re Hits.
• Neutral Sentiment: Market commentary notes the recent 10‑for‑1 stock split and analyst coverage calling Netflix an attractive post‑split name — splits can boost retail interest but don’t change fundamentals. 2 Stock-Split Stocks to Buy Before They Soar 95% and 103%, According to Wall Street Analysts
• Negative Sentiment: Paramount Skydance submitted a sweetened bid for Warner Bros. Discovery and WBD’s board said the revised offer could be a “company superior proposal,” putting Netflix’s $83B deal at risk and creating takeover uncertainty and potential bidding escalation. Paramount Raises Its Bid for Warner Bros. Discovery
• Negative Sentiment: Shares reacted to Q4/earnings follow‑up: despite an EPS/revenue beat, commentary and guidance left investors cautious — Zacks flagged an ~8% post‑earnings slide as concerns persist around the deal and 2026 outlook. Netflix Declines 8% Post Q4 Earnings: Buy, Sell or Hold the Stock?
• Negative Sentiment: Political noise: President Trump publicly pressured Netflix over board member Susan Rice, injecting regulatory/political risk into the high‑profile deal process; management has pushed back but the headlines add uncertainty. Trump pressures Netflix over Susan Rice as Warner deal faces regulatory scrutiny

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.