Neuberger Berman Group LLC Raises Stake in Netflix, Inc. $NFLX

Neuberger Berman Group LLC boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 9.1% in the third quarter, HoldingsChannel reports. The institutional investor owned 428,580 shares of the Internet television network’s stock after purchasing an additional 35,696 shares during the period. Neuberger Berman Group LLC’s holdings in Netflix were worth $513,833,000 at the end of the most recent quarter.

Several other large investors also recently added to or reduced their stakes in NFLX. Foster Dykema Cabot & Partners LLC grew its stake in Netflix by 4.1% in the 3rd quarter. Foster Dykema Cabot & Partners LLC now owns 562 shares of the Internet television network’s stock worth $674,000 after acquiring an additional 22 shares in the last quarter. Guardian Capital LP raised its stake in shares of Netflix by 3.5% during the third quarter. Guardian Capital LP now owns 847 shares of the Internet television network’s stock valued at $1,015,000 after acquiring an additional 29 shares in the last quarter. Aptus Capital Advisors LLC boosted its holdings in shares of Netflix by 5.9% in the third quarter. Aptus Capital Advisors LLC now owns 40,298 shares of the Internet television network’s stock valued at $48,314,000 after purchasing an additional 2,242 shares during the period. Palo Alto Wealth Advisors LLC boosted its holdings in shares of Netflix by 5.9% in the third quarter. Palo Alto Wealth Advisors LLC now owns 250 shares of the Internet television network’s stock valued at $284,000 after purchasing an additional 14 shares during the period. Finally, LOM Asset Management Ltd grew its stake in Netflix by 8.5% in the third quarter. LOM Asset Management Ltd now owns 770 shares of the Internet television network’s stock worth $923,000 after purchasing an additional 60 shares in the last quarter. 80.93% of the stock is owned by hedge funds and other institutional investors.

Netflix Stock Performance

Shares of NFLX opened at $99.02 on Friday. The stock has a fifty day moving average price of $86.30 and a 200-day moving average price of $103.69. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. 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.

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

Key Headlines Impacting Netflix

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

Wall Street Analysts Forecast Growth

Several research analysts have commented on the company. Argus reduced their price objective on Netflix from $141.00 to $110.00 and set a “buy” rating on the stock in a report on Thursday, January 22nd. Canaccord Genuity Group set a $125.00 target price on Netflix and gave the stock a “buy” rating in a report on Wednesday, January 21st. Loop Capital set a $104.00 price target on Netflix in a research report on Tuesday, January 27th. Royal Bank Of Canada restated a “hold” rating on shares of Netflix in a research note on Wednesday, January 21st. Finally, UBS Group set a $104.00 target price on shares of Netflix in a report on Tuesday, January 27th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have issued a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $115.79.

Insider Buying and Selling at Netflix

In other news, insider David A. Hyman sold 23,439 shares of the business’s stock in a transaction on Friday, January 16th. The shares were sold at an average price of $88.11, for a total transaction of $2,065,210.29. Following the sale, the insider directly owned 316,100 shares of the company’s stock, valued at $27,851,571. The trade was a 6.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Gregory K. Peters sold 105,781 shares of the company’s stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total value of $8,773,476.14. Following the completion of the transaction, the chief executive officer directly owned 122,140 shares in the company, valued at approximately $10,130,291.60. The trade was a 46.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,520,133 shares of company stock worth $137,259,786 in the last three months. 1.37% of the stock is owned by company insiders.

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.