Trust Co. of Oklahoma Acquires 5,454 Shares of Netflix, Inc. $NFLX

Trust Co. of Oklahoma boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 900.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,060 shares of the Internet television network’s stock after buying an additional 5,454 shares during the period. Trust Co. of Oklahoma’s holdings in Netflix were worth $568,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. raised its position in shares of Netflix by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after acquiring an additional 142,238 shares in the last quarter. State Street Corp boosted its position in Netflix by 2.1% during the second quarter. State Street Corp now owns 17,444,013 shares of the Internet television network’s stock valued at $23,359,801,000 after purchasing an additional 360,604 shares in the last quarter. Nordea Investment Management AB grew its stake in Netflix by 886.6% in the fourth quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock valued at $902,798,000 after purchasing an additional 8,688,113 shares during the last quarter. Assenagon Asset Management S.A. grew its stake in Netflix by 983.1% in the fourth quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock valued at $584,529,000 after purchasing an additional 5,658,740 shares during the last quarter. Finally, Invesco Ltd. raised its holdings in Netflix by 7.2% in the third quarter. Invesco Ltd. now owns 4,643,749 shares of the Internet television network’s stock worth $5,567,483,000 after purchasing an additional 313,014 shares in the last quarter. Institutional investors own 80.93% of the company’s stock.

Insider Transactions at Netflix

In other Netflix news, insider Cletus R. Willems sold 3,136 shares of Netflix stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider David A. Hyman sold 5,727 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the completion of the sale, the insider owned 316,100 shares in the company, valued at $25,623,066. The trade was a 1.78% decrease in their position. 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 quarter. Company insiders own 1.37% of the company’s stock.

Netflix Stock Performance

Shares of NFLX opened at $93.43 on Monday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. The stock has a 50-day moving average of $87.25 and a two-hundred day moving average of $100.61. The stock has a market cap of $394.48 billion, a P/E ratio of 36.97, a P/E/G ratio of 1.43 and a beta of 1.68. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating 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 prior year, the company earned $0.43 earnings per share. The company’s revenue 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, research analysts predict that Netflix, Inc. will post 24.58 EPS for the current year.

Wall Street Analyst Weigh In

Several analysts have commented on NFLX shares. KeyCorp set a $110.00 price target on shares of Netflix and gave the company an “overweight” rating in a research report on Friday, January 16th. JPMorgan Chase & Co. began coverage on shares of Netflix in a research report on Monday, March 2nd. They issued an “overweight” rating and a $120.00 price objective on the stock. Huber Research upgraded shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, February 27th. President Capital increased their target price on shares of Netflix from $120.00 to $133.00 and gave the company a “buy” rating in a research report on Monday, March 2nd. Finally, Oppenheimer raised their target price on shares of Netflix from $125.00 to $135.00 and gave the company an “outperform” rating in a research note on Friday. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat.com, Netflix has a consensus rating of “Moderate Buy” and an average price target of $114.55.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analysts say the price increases should drive meaningful revenue upside (estimates cite as much as ~$1.7B potential incremental revenue) with limited churn risk — a direct boost to near‑term top‑line and profit leverage. Netflix Price Hikes Could Unlock $1.7 Billion
• Positive Sentiment: Multiple firms (including Jefferies, Citi, JPMorgan and Oppenheimer) responded with upgraded views or higher targets, arguing strong engagement and low churn give Netflix room to raise prices — this analyst support is pro‑stock. Jefferies Commentary on Price Hike
• Positive Sentiment: Research upgrades and modest EPS estimate bumps (e.g., Erste Group raising EPS and issuing a Buy) reinforce the view that higher ARPU will flow through to earnings. Erste Group Upgrade / Marketbeat
• Neutral Sentiment: Price changes: ad tier to $8.99 (+$1), standard to $19.99 (+$2), premium to $26.99 (+$2). Netflix says the increases help fund a $20B content budget (up ~$2B yr/yr). This is the direct rationale investors are pricing in. Reuters: Netflix raises subscription prices
• Neutral Sentiment: Widespread media coverage details the new rates and compares competitors; useful for gauging consumer reaction but not immediately decisive for fundamentals. Investopedia Pricing Summary
• Negative Sentiment: Political and consumer backlash: critics (including Senator Elizabeth Warren) flagged the hike soon after a large payout, which could pressure PR and invite scrutiny — a headline risk. Benzinga: Warren Criticism
• Negative Sentiment: Longer‑term risk: repeated “stream‑flation” could push price‑sensitive subscribers toward free alternatives (YouTube, ad‑supported platforms), so the revenue upside depends on continued low churn. Some commentators remain cautious. Business Insider: Stream‑flation

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.