Netflix, Inc. $NFLX Shares Acquired by Bowie Capital Management LLC

Bowie Capital Management LLC increased its position in Netflix, Inc. (NASDAQ:NFLX) by 119.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 24,882 shares of the Internet television network’s stock after buying an additional 13,566 shares during the quarter. Netflix comprises about 1.3% of Bowie Capital Management LLC’s investment portfolio, making the stock its 22nd biggest position. Bowie Capital Management LLC’s holdings in Netflix were worth $29,832,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. One Wealth Capital Management LLC increased its holdings in shares of Netflix by 0.5% in the second quarter. One Wealth Capital Management LLC now owns 1,767 shares of the Internet television network’s stock worth $2,366,000 after acquiring an additional 9 shares in the last quarter. Bell Investment Advisors Inc lifted its holdings in shares of Netflix by 3.1% during the 2nd quarter. Bell Investment Advisors Inc now owns 298 shares of the Internet television network’s stock valued at $399,000 after purchasing an additional 9 shares in the last quarter. Weaver Consulting Group lifted its holdings in shares of Netflix by 4.1% during the 2nd quarter. Weaver Consulting Group now owns 231 shares of the Internet television network’s stock valued at $309,000 after purchasing an additional 9 shares in the last quarter. Natural Investments LLC grew its position in shares of Netflix by 0.5% in the 3rd quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock valued at $1,999,000 after purchasing an additional 9 shares during the period. Finally, Hengehold Capital Management LLC increased its stake in Netflix by 3.3% during the 3rd quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network’s stock worth $338,000 after purchasing an additional 9 shares in the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have commented on NFLX. Canaccord Genuity Group set a $125.00 target price on shares of Netflix and gave the stock a “buy” rating in a report on Wednesday, January 21st. Sanford C. Bernstein reissued a “buy” rating on shares of Netflix in a research report on Wednesday, February 18th. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $98.00 price objective (up from $95.00) on shares of Netflix in a report on Wednesday, January 21st. Freedom Capital raised shares of Netflix from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Finally, Rothschild & Co Redburn set a $120.00 target price on shares of Netflix in a research note on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $115.79.

Netflix Stock Performance

Shares of NFLX stock opened at $99.02 on Friday. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The company’s fifty day simple moving average is $86.30 and its 200-day simple moving average is $103.69. The firm has a market cap of $418.08 billion, a PE ratio of 39.18, a P/E/G ratio of 1.41 and a beta of 1.68. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51.

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 net margin of 24.30% and a return on equity of 43.26%. The business had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. During the same quarter last year, the firm earned $0.43 earnings per share. The firm’s revenue for the quarter 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 expect that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Insider Buying and Selling

In related news, CEO Gregory K. Peters sold 105,781 shares of the company’s stock in a transaction dated Thursday, January 29th. The stock was sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the sale, the chief executive officer owned 122,140 shares in the company, valued at approximately $10,130,291.60. This represents a 46.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Spencer Adam Neumann sold 57,260 shares of the stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $95.50, for a total value of $5,468,330.00. Following the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $7,046,658.50. This trade represents a 43.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,520,133 shares of company stock worth $137,259,786 over the last three months. Company insiders own 1.37% of the company’s stock.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix walked away from its pursuit of Warner Bros. Discovery, securing a multi-billion-dollar breakup fee and removing an acquisition overhang that pressured the stock; management is refocusing on core streaming, ads and technology which investors view as capital-efficient. Netflix (NFLX) Is Up 16.6% After Walking Away From Warner Bros. Deal and Securing Breakup Fee
• Positive Sentiment: Netflix acquired InterPositive, Ben Affleck’s AI filmmaking startup, bringing the team in-house to build creator-focused production tools — a tech-forward move that supports cheaper, faster content production and reinforces Netflix’s AI strategy. Netflix buys Ben Affleck’s AI filmmaking company InterPositive
• Positive Sentiment: CFRA upgraded Netflix to a “buy” with a $115 price target, adding fresh analyst endorsement that supports further upside. Benzinga – CFRA Upgrade
• Positive Sentiment: Analysts and commentators argue walking away from the WBD deal may benefit shareholders by preserving capital and focusing management on margin-accretive growth rather than a massive, risky acquisition. Why Netflix Rejecting Warner Bros Discovery May Benefit Shareholders
• Neutral Sentiment: Bank of America lowered its price target (from $149 to $125) but kept a “buy” rating — a mixed read: still supportive but reflecting more conservative upside assumptions. Benzinga – BofA Lowers Price Target
• Neutral Sentiment: Reports show external investors (including filings tied to President Trump’s trust) bought Netflix debt during the M&A drama — notable market activity but not a direct equity catalyst. Trump Was Quietly Loading Up On Netflix Bonds — While Talking Down Its Warner Bid
• Negative Sentiment: Insider selling: the CFO and other insiders have recently sold shares (large director/Chairman sales were reported), which can create investor concern about timing and leadership selling into strength. Insider Selling: Netflix CFO Sells Stock Netflix Chairman Reed Hastings Cashed Out $39.8M

Netflix 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.