Vinva Investment Management Ltd Purchases 8,061 Shares of Netflix, Inc. $NFLX

Vinva Investment Management Ltd increased its position in Netflix, Inc. (NASDAQ:NFLX) by 29.0% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 35,843 shares of the Internet television network’s stock after buying an additional 8,061 shares during the period. Netflix accounts for 0.9% of Vinva Investment Management Ltd’s portfolio, making the stock its 14th largest holding. Vinva Investment Management Ltd’s holdings in Netflix were worth $43,241,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in NFLX. Legacy Investment Solutions LLC bought a new stake in Netflix in the second quarter worth approximately $31,000. Retirement Wealth Solutions LLC bought a new position in shares of Netflix during the 3rd quarter valued at $28,000. Steph & Co. lifted its stake in shares of Netflix by 188.9% in the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after purchasing an additional 17 shares during the last quarter. Bare Financial Services Inc lifted its stake in shares of Netflix by 93.3% in the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after purchasing an additional 14 shares during the last quarter. Finally, Horizon Financial Services LLC boosted its holdings in Netflix by 480.0% in the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 24 shares in the last quarter. Institutional investors own 80.93% of the company’s stock.

Netflix Stock Down 0.2%

NFLX stock opened at $99.02 on Friday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The company has a 50-day moving average of $86.30 and a two-hundred day moving average of $103.69. The stock has a market capitalization of $418.08 billion, a price-to-earnings ratio of 39.18, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 EPS 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 previous year, the company posted $0.43 earnings per share. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, equities research analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current year.

Analysts Set New Price Targets

Several research firms have commented on NFLX. Pivotal Research lowered their target price on shares of Netflix from $105.00 to $95.00 and set a “hold” rating on the stock in a research report on Wednesday, January 21st. Morgan Stanley set a $110.00 price target on Netflix and gave the stock an “overweight” rating in a research report on Wednesday, January 21st. 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 report on Wednesday, January 21st. Rothschild & Co Redburn set a $120.00 price objective on Netflix in a research note on Wednesday, January 21st. Finally, New Street Research cut their price objective on Netflix from $100.00 to $96.00 and set a “neutral” rating on the stock in a research note on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $115.79.

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

Insider Transactions at Netflix

In other news, insider Cletus R. Willems sold 3,136 shares of the 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 Securities & Exchange Commission, which is available through this link. Also, CEO Gregory K. Peters sold 27,312 shares of the firm’s 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 sale, the chief executive officer owned 122,140 shares in the company, valued at approximately $10,166,933.60. The trade was a 18.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 1,520,133 shares of company stock worth $137,259,786. Insiders own 1.37% of the company’s stock.

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.