Stock Yards Bank & Trust Co. grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,141.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 29,074 shares of the Internet television network’s stock after purchasing an additional 26,733 shares during the quarter. Stock Yards Bank & Trust Co.’s holdings in Netflix were worth $2,726,000 as of its most recent filing with the SEC.
Other hedge funds and other institutional investors also recently made changes to their positions in the company. First Financial Corp IN grew its position in shares of Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 243 shares during the last quarter. DiNuzzo Private Wealth Inc. grew its position in shares of Netflix by 885.2% in the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 239 shares during the last quarter. Imprint Wealth LLC acquired a new stake in shares of Netflix in the third quarter valued at about $25,000. Retirement Wealth Solutions LLC acquired a new stake in shares of Netflix in the third quarter valued at about $28,000. Finally, MB Levis & Associates LLC grew its position in shares of Netflix by 177.8% in the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock valued at $28,000 after purchasing an additional 192 shares during the last quarter. 80.93% of the stock is owned by institutional investors and hedge funds.
Insider Activity
In other Netflix news, insider David A. Hyman sold 23,439 shares of the firm’s stock in a transaction dated 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 completion of the transaction, the insider owned 316,100 shares in the company, valued at $27,851,571. This trade represents a 6.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, Director Bradford L. Smith sold 31,790 shares of the firm’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the transaction, the director owned 79,690 shares of the company’s stock, valued at approximately $7,081,253.40. This represents a 28.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,543,023 shares of company stock valued at $141,145,842. 1.37% of the stock is owned by company insiders.
Netflix News Summary
- Positive Sentiment: Goldman Sachs upgraded NFLX to Buy and raised its 12‑month price target to $120, citing improving revenue durability, operating leverage and shareholder returns — a major catalyst for the stock rally this morning. Goldman Sachs resets Netflix stock price target for rest of 2026
- Positive Sentiment: Analysts and press point to Netflix’s recent price hikes, faster ad-revenue growth and selective live‑sports strategy as margin drivers that support higher profitability and valuation upside. Netflix Rises as Price Hikes, Ad Revenue Growth, and Live Sports Signal a New Phase of Profitability
- Positive Sentiment: Product expansion: Netflix launched “Netflix Playground,” an ad‑free kids gaming app built on its IP — a user‑engagement play that supports stickiness, potential ARPU lift for families, and cross‑sell opportunities. Netflix debuts new ‘Playground’ gaming app for kids
- Neutral Sentiment: Upcoming catalyst: Q1 2026 earnings are due April 16. Market expectations are mixed but some analysts and note‑writers argue Netflix has multiple levers (price, ads, breakup fee) that could produce an earnings beat — the report will likely swing sentiment sharply. Will Netflix Inc (NFLX) beat quarterly earnings?
- Neutral Sentiment: Strategic relief: analysts note Netflix may benefit after losing the Warner Bros. auction (avoids massive acquisition cost and may receive breakup fee), a development reframed as financially constructive by some commentators. Why Netflix stands to get richer after losing Warner Bros. bidding war
- Negative Sentiment: Insider activity: Netflix’s CFO sold roughly $2.8M of stock recently — a small red flag for some traders that can add near‑term pressure or be used by bears as a talking point. Insider Selling: Netflix (NASDAQ:NFLX) CFO Sells $2,805,740.00 in Stock
Netflix Stock Up 0.3%
Shares of NFLX opened at $98.93 on Tuesday. The stock has a market cap of $417.70 billion, a price-to-earnings ratio of 39.15, a P/E/G ratio of 1.50 and a beta of 1.67. The company has a quick ratio of 1.19, a current 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 company has a 50-day moving average price of $88.55 and a two-hundred day moving average price of $99.57.
Netflix (NASDAQ:NFLX – Get Free Report) last announced its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping analysts’ consensus estimates 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%. The company’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter last year, the company earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities analysts predict that Netflix, Inc. will post 24.58 EPS for the current fiscal year.
Wall Street Analyst Weigh In
Several research firms recently weighed in on NFLX. Wolfe Research increased their target price on shares of Netflix from $95.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, February 27th. Royal Bank Of Canada reiterated a “hold” rating on shares of Netflix in a research note on Wednesday, January 21st. Wedbush reiterated an “outperform” rating and issued a $115.00 target price on shares of Netflix in a research note on Friday, February 20th. Canaccord Genuity Group set a $125.00 target price on shares of Netflix and gave the company a “buy” rating in a research note on Wednesday, January 21st. Finally, New Street Research reduced their target price on shares of Netflix from $100.00 to $96.00 and set a “neutral” rating for the company in a research note on Thursday, January 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $115.10.
Get Our Latest Research Report on Netflix
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.
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