Banco Bilbao Vizcaya Argentaria S.A. Has $102.18 Million Stock Position in Netflix, Inc. $NFLX

Banco Bilbao Vizcaya Argentaria S.A. grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 2,529.2% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 1,088,081 shares of the Internet television network’s stock after acquiring an additional 1,046,696 shares during the period. Netflix comprises 0.7% of Banco Bilbao Vizcaya Argentaria S.A.’s holdings, making the stock its 21st largest holding. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Netflix were worth $102,181,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Vanguard Group Inc. lifted its holdings in Netflix by 912.5% during the 4th quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock worth $36,567,805,000 after buying an additional 351,493,659 shares during the period. State Street Corp increased its stake in shares of Netflix by 927.6% in the fourth quarter. State Street Corp now owns 176,780,995 shares of the Internet television network’s stock valued at $16,574,986,000 after buying an additional 159,578,053 shares during the period. Geode Capital Management LLC raised its position in shares of Netflix by 892.0% during the fourth quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock worth $9,305,336,000 after acquiring an additional 89,558,684 shares during the last quarter. Capital World Investors raised its position in shares of Netflix by 859.1% during the fourth quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock worth $8,376,656,000 after acquiring an additional 80,025,890 shares during the last quarter. Finally, Price T Rowe Associates Inc. MD lifted its stake in shares of Netflix by 685.8% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 86,058,878 shares of the Internet television network’s stock worth $8,068,882,000 after acquiring an additional 75,107,069 shares during the period. Institutional investors own 80.93% of the company’s stock.

Netflix Stock Performance

Shares of NFLX opened at $76.96 on Thursday. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The company has a market cap of $324.06 billion, a PE ratio of 24.86, a P/E/G ratio of 1.00 and a beta of 1.50. The stock has a 50-day moving average of $89.75 and a 200-day moving average of $90.44. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, topping analysts’ consensus estimates of $0.76 by $0.47. The business had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.17 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The firm’s revenue for the quarter was up 16.2% on a year-over-year basis. During the same period in the prior year, the business earned $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, equities research analysts predict that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

Insider Activity at Netflix

In related news, insider David A. Hyman sold 5,722 shares of the stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total value of $503,993.76. Following the transaction, the insider directly owned 316,100 shares in the company, valued at $27,842,088. This trade represents a 1.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Spencer Adam Neumann sold 28,630 shares of Netflix stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $98.00, for a total transaction of $2,805,740.00. Following the completion of the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $7,231,126. The trade was a 27.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,313,029 shares of company stock valued at $120,315,776 over the last three months. 1.24% of the stock is currently owned by company insiders.

Analyst Ratings Changes

A number of analysts have weighed in on the stock. Arete Research raised shares of Netflix from a “neutral” rating to a “buy” rating in a research report on Friday, February 27th. Wedbush reaffirmed an “outperform” rating and issued a $118.00 price objective on shares of Netflix in a research note on Thursday, April 16th. Raymond James Financial reiterated a “market perform” rating on shares of Netflix in a research report on Thursday, May 14th. Citic Securities boosted their target price on shares of Netflix from $95.00 to $107.00 and gave the company a “hold” rating in a report on Monday, April 27th. Finally, HSBC upped their price target on shares of Netflix from $106.00 to $114.00 and gave the company a “buy” rating in a research report on Friday, April 10th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $114.26.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Some market watchers say Netflix’s sharp selloff may be nearing a bottom, with technical commentary suggesting the stock could be stabilizing after a steep two-month decline.
• Neutral Sentiment: MoffettNathanson cut its price target on Netflix from $120 to $115 but kept a buy rating, signaling continued long-term confidence despite near-term pressure.
• Negative Sentiment: Netflix’s refusal to pursue Lionsgate, combined with the Fox-Roku deal, has fueled concerns that it is losing ground in the sector’s consolidation race and may face more competition around distribution and ad-supported growth.
• Negative Sentiment: Netflix also canceled The Boroughs after one season, a reminder that some content investments are still being pruned as the company remains selective on spending.

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.