Netflix, Inc. $NFLX Shares Bought by Moody National Bank Trust Division

Moody National Bank Trust Division increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 646.1% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 33,948 shares of the Internet television network’s stock after acquiring an additional 29,398 shares during the period. Moody National Bank Trust Division’s holdings in Netflix were worth $3,183,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Imprint Wealth LLC purchased a new stake in shares of Netflix during the third quarter worth about $25,000. Retirement Wealth Solutions LLC acquired a new stake in Netflix in the 3rd quarter worth about $28,000. Steph & Co. increased its stake in Netflix by 188.9% during the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after buying an additional 17 shares in the last quarter. Bare Financial Services Inc increased its stake in Netflix by 93.3% during the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after buying an additional 14 shares in the last quarter. Finally, Horizon Financial Services LLC raised its holdings in shares of Netflix by 480.0% during the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock valued at $35,000 after acquiring an additional 24 shares during the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Insider Transactions at Netflix

In related news, Director Reed Hastings sold 426,290 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $91.67, for a total value of $39,078,004.30. Following the completion of the transaction, the director directly owned 3,940 shares in the company, valued at approximately $361,179.80. This represents a 99.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Bradford L. Smith sold 31,790 shares of Netflix stock in a transaction on 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 completion of the sale, the director owned 79,690 shares in the company, valued at $7,081,253.40. This represents a 28.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,520,133 shares of company stock valued at $137,259,786 in the last ninety days. 1.37% of the stock is currently owned by corporate insiders.

Analyst Ratings Changes

Several brokerages recently commented on NFLX. JPMorgan Chase & Co. started coverage on Netflix in a research report on Monday, March 2nd. They set an “overweight” rating and a $120.00 price target for the company. William Blair reaffirmed an “outperform” rating on shares of Netflix in a research note on Wednesday, January 21st. New Street Research dropped their target price on shares of Netflix from $100.00 to $96.00 and set a “neutral” rating for the company in a report on Thursday, January 22nd. Pivotal Research lowered their price target 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. Finally, Sanford C. Bernstein reaffirmed a “buy” rating on shares of Netflix in a research note on Wednesday, February 18th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat.com, Netflix has a consensus rating of “Moderate Buy” and a consensus target price of $114.35.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: BTS livestream drew 18.4 million global viewers, underscoring Netflix’s ability to scale live and event programming that can attract large global audiences and boost engagement. BTS Seoul concert livestream draws 18.4 million global viewers, Netflix says
• Positive Sentiment: Citi resumed coverage with a Buy and $115 price target, citing improving profitability, pricing power and capital returns — a bullish analyst signal that can support upside. Citi Resumes Coverage of Netflix (NFLX) Stock
• Positive Sentiment: Erste upgraded NFLX from Hold to Buy — another vote of confidence from the sell‑side that can help sentiment and flow into the stock. Erste upgrade / Finviz
• Positive Sentiment: Netflix struck a first‑look partnership with Warner Music to develop music-focused and live-adjacent content — a potential lever for new viewer formats and advertising or sponsorship revenue. Is Netflix’s (NFLX) Warner Music Deal a Clue to Its Next Advertising Growth Lever?
• Neutral Sentiment: Several writeups are re‑assessing valuation after the recent pullback, providing numbers-driven views on whether current levels offer value; useful for investors weighing entry points. Is It Time To Reassess Netflix (NFLX) After Its Recent Share Price Pullback?
• Neutral Sentiment: Zacks and other outlets note Netflix is a trending/beat‑up name with improving short‑term sentiment — these pieces explain investor attention but don’t add new fundamentals. Here is What to Know Beyond Why Netflix, Inc. (NFLX) is a Trending Stock
• Negative Sentiment: Narratives around Netflix walking away from the Warner Bros. deal and prior failed talks are fueling concern about missed M&A catalysts and strategic uncertainty. What Comes Next After Netflix Walked Away From Warner?
• Negative Sentiment: Consumer surveys (Canada) show cash‑strapped households choosing lower‑priced, ad‑supported tiers — a reminder ad adoption could blunt ARPU gains and margin upside. NFLX, DIS, PSKY: New ‘Couch Potato Report’ Shows Cash-Strapped Canadians Choose to Stream with Ads
• Negative Sentiment: Commentators are using Netflix’s past deal setbacks to caution about larger market M&A dynamics, which may add to risk‑off sentiment for high‑beta growth names. Gary Black Cites Netflix-Warner Bros Deal To Caution Against SpaceX-Tesla Merger

Netflix Stock Down 2.6%

NASDAQ NFLX opened at $90.92 on Wednesday. The business’s fifty day simple moving average is $86.96 and its 200-day simple moving average is $101.27. 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 $383.88 billion, a PE ratio of 35.98, a P/E/G ratio of 1.43 and a beta of 1.68. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12.

Netflix (NASDAQ:NFLX) last released its quarterly earnings data 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 firm 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%. Netflix’s revenue was up 17.6% compared to the same quarter last year. During the same period last year, the business earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, equities analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current year.

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.