Cantor Fitzgerald L. P. Grows Holdings in Netflix, Inc. $NFLX

Cantor Fitzgerald L. P. lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 121.4% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 18,823 shares of the Internet television network’s stock after buying an additional 10,320 shares during the quarter. Netflix makes up about 0.2% of Cantor Fitzgerald L. P.’s investment portfolio, making the stock its 19th largest holding. Cantor Fitzgerald L. P.’s holdings in Netflix were worth $22,567,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also made changes to their positions in NFLX. Vanguard Group Inc. boosted its stake in Netflix by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after acquiring an additional 142,238 shares during the last quarter. State Street Corp increased its position in shares of Netflix by 2.1% in the 2nd quarter. State Street Corp now owns 17,444,013 shares of the Internet television network’s stock worth $23,359,801,000 after purchasing an additional 360,604 shares during the last quarter. Norges Bank bought a new stake in shares of Netflix in the 2nd quarter worth about $7,929,645,000. Laurel Wealth Advisors LLC raised its stake 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 valued at $6,536,466,000 after purchasing an additional 4,877,335 shares in the last quarter. Finally, Invesco Ltd. raised its stake 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 valued at $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.

Netflix Price Performance

NFLX opened at $95.31 on Friday. 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 company’s 50-day moving average price is $86.57 and its 200 day moving average price is $102.80. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The firm has a market cap 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.

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

Insiders Place Their Bets

In other Netflix news, CFO Spencer Adam Neumann sold 28,630 shares of the stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $97.00, for a total value of $2,777,110.00. Following the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $7,157,339. This trade represents a 27.95% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, CEO Gregory K. Peters sold 27,312 shares of the firm’s 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 completion of the sale, the chief executive officer owned 122,140 shares in the company, valued at $10,166,933.60. The trade was a 18.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is currently owned by insiders.

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

Analysts Set New Price Targets

A number of equities analysts recently commented on NFLX shares. Argus decreased their price target on Netflix from $141.00 to $110.00 and set a “buy” rating for the company in a research note on Thursday, January 22nd. Susquehanna upgraded Netflix to a “positive” rating and set a $112.00 price objective on the stock in a research note on Wednesday, January 21st. Bank of America reduced their target price on Netflix from $149.00 to $125.00 and set a “buy” rating on the stock in a report on Friday, March 6th. Needham & Company LLC decreased their target price on Netflix from $150.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Finally, UBS Group set a $104.00 price target on Netflix in a report on Tuesday, January 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and fourteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, Netflix presently has a consensus rating of “Moderate Buy” and a consensus price target of $114.67.

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.