Focus Partners Wealth Purchases 43,565 Shares of Netflix, Inc. $NFLX

Focus Partners Wealth increased its position in Netflix, Inc. (NASDAQ:NFLX) by 75.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 101,386 shares of the Internet television network’s stock after purchasing an additional 43,565 shares during the quarter. Focus Partners Wealth’s holdings in Netflix were worth $121,526,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently made changes to their positions in NFLX. Vanguard Group Inc. raised its holdings in Netflix by 0.4% in 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 boosted its holdings in shares of Netflix by 2.1% during 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. Norges Bank bought a new stake in shares of Netflix during the 2nd quarter valued at $7,929,645,000. Laurel Wealth Advisors LLC grew its position in shares of Netflix by 128,553.9% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 4,881,129 shares of the Internet television network’s stock worth $6,536,466,000 after buying an additional 4,877,335 shares during the period. Finally, Invesco Ltd. grew its position in shares of Netflix by 7.2% in 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. 80.93% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research analysts recently issued reports on NFLX shares. Huber Research raised shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 27th. Bank of America cut their price objective on shares of Netflix from $149.00 to $125.00 and set a “buy” rating on the stock in a report on Friday, March 6th. Wells Fargo & Company initiated coverage on shares of Netflix in a report on Monday, March 9th. They set an “equal weight” rating and a $105.00 target price for the company. Susquehanna raised Netflix to a “positive” rating and set a $112.00 price target on the stock in a research report on Wednesday, January 21st. Finally, 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. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fourteen have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.67.

Netflix Stock Performance

Shares of NFLX stock opened at $95.31 on Monday. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The company’s 50-day moving average is $86.57 and its 200 day moving average is $102.67. The company has a market capitalization of $402.41 billion, a price-to-earnings ratio of 37.72, a price-to-earnings-growth ratio of 1.46 and a beta of 1.68. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19.

Netflix (NASDAQ:NFLX) last issued its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.55 by $0.01. The business had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period in the previous year, the company earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Sell-side analysts expect that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Insider Activity at Netflix

In related news, 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 represents a 1.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, CEO Gregory K. Peters sold 27,312 shares of the stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $83.24, for a total value of $2,273,450.88. Following the sale, the chief executive officer owned 122,140 shares in the company, valued at approximately $10,166,933.60. This represents a 18.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,520,133 shares of company stock valued at $137,259,786 over the last ninety days. Corporate insiders own 1.37% of the company’s stock.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix is acquiring InterPositive, Ben Affleck’s AI moviemaking startup, in a deal reported to be as much as $600 million — a strategic move to accelerate AI tools for editing and production that could lower content costs and speed releases. MarketWatch: Netflix is spending up to $600 million to buy Ben Affleck’s AI startup
• Positive Sentiment: Netflix confirmed a sequel to its most-watched film ever, “KPop Demon Hunters,” supporting continued strong content performance and subscriber engagement. Reuters: More demons, more K-pop: Netflix announces ‘KPop Demon Hunters’ sequel
• Positive Sentiment: Netflix is expanding into games and live streaming (hires and tech partnerships reported), signaling new revenue adjacencies beyond SVOD that could improve monetization over time. Yahoo Finance: Netflix Expands Games And Live Streaming
• Neutral Sentiment: The company set its Q1 2026 earnings release for April 16, giving the market a date to reassess growth, margins and guidance — an event risk but also an information catalyst. PR Newswire: Netflix to Announce First Quarter 2026 Financial Results
• Neutral Sentiment: High investor attention and bullish commentary (e.g., some strategists buying after the company dropped the Warner Bros. Discovery deal) are driving flows and sentiment—but they don’t guarantee fundamentals will beat expectations. Zacks: Netflix is Attracting Investor Attention
• Negative Sentiment: Reports of internal product-team cuts and a reorg could signal cost pressure or execution risk; layoffs can reduce near-term innovation velocity and unsettle employees. Benzinga: Netflix Cuts Dozens Of Product Team Jobs Amid Internal Restructuring
• Negative Sentiment: The sizable InterPositive price tag (reported up to $600M) creates near-term cash outflow and integration risk; investors may worry about payback timing and execution on promised AI cost savings. TechCrunch: Netflix may have paid $600 million for Ben Affleck’s AI startup

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.