Orrstown Financial Services Inc. boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 965.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 11,768 shares of the Internet television network’s stock after acquiring an additional 10,663 shares during the period. Orrstown Financial Services Inc.’s holdings in Netflix were worth $1,103,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Vanguard Group Inc. lifted its holdings in shares of Netflix by 0.4% during the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after purchasing an additional 142,238 shares during the last quarter. State Street Corp increased its position in Netflix by 2.1% during the 2nd quarter. State Street Corp now owns 17,444,013 shares of the Internet television network’s stock valued at $23,359,801,000 after buying an additional 360,604 shares in the last quarter. Nordea Investment Management AB raised its stake in Netflix by 886.6% during 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 buying an additional 8,688,113 shares during the last quarter. Assenagon Asset Management S.A. boosted its holdings 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 worth $584,529,000 after acquiring an additional 5,658,740 shares in the last quarter. Finally, Invesco Ltd. boosted 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 acquiring an additional 313,014 shares in the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.
Analysts Set New Price Targets
Several equities analysts have recently weighed in on NFLX shares. Wolfe Research raised their price target on Netflix from $95.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, February 27th. DZ Bank reissued a “buy” rating on shares of Netflix in a research report on Friday, February 27th. KeyCorp set a $110.00 price objective on shares of Netflix and gave the company an “overweight” rating in a research note on Friday, January 16th. Freedom Capital raised shares of Netflix from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. Finally, New Street Research dropped their target price on shares of Netflix from $100.00 to $96.00 and set a “neutral” rating on the stock in a research note on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have given a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $114.55.
Netflix Price Performance
NASDAQ NFLX opened at $92.97 on Tuesday. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The stock has a 50-day moving average of $87.35 and a 200 day moving average of $100.38. 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 company has a market capitalization of $392.53 billion, a price-to-earnings ratio of 36.79, a PEG ratio of 1.43 and a beta of 1.68.
Netflix (NASDAQ:NFLX – Get Free Report) last posted its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.01. The business had revenue of $12.05 billion for 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 business’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, sell-side analysts forecast that Netflix, Inc. will post 24.58 EPS for the current year.
Trending Headlines about Netflix
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Netflix avoided a large, debt-funded acquisition and collected a sizable termination fee — a material near-term cash boost and preservation of balance-sheet flexibility that reduces execution risk. Paramount Paid Netflix $2.8 Billion Breakup Fee
- Positive Sentiment: Analysts remain generally constructive: recent price-target raises (including a $135 target) and consensus targets imply meaningful upside vs. the current level, reflecting expectations for margin expansion from price increases and ad monetization. Netflix Price Target Raised to $135.00
- Neutral Sentiment: Management is leaning on organic growth levers — higher subscription prices, ad revenue growth and live sports — which are strategic positives but carry execution risk and timing uncertainty. MarketBeat Netflix Overview
- Neutral Sentiment: Coverage changes and rating moves include a Citizens JMP “market perform” initiation, signaling some analyst caution despite long-term upside scenarios. Benzinga Coverage Note
- Negative Sentiment: Customer reaction to the latest 10% U.S. price hike has been negative in social and survey coverage, and early market reactions show some share weakness on fears of churn and subscriber sensitivity. Customers React to Netflix Price Hikes
- Negative Sentiment: Analysts are split after the price increase — some see durable monetization upside, others worry valuation leaves little room for error; mixed headlines are increasing near-term volatility. Analysts Split on Outlook Following 10% Price Increase
- Negative Sentiment: Competitive pressure in ad-supported streaming (Roku cited as a cheaper/AI-ad advantaged alternative) tempers enthusiasm about Netflix’s ad growth thesis and relative valuation. NFLX vs. ROKU: Which Ad-Supported Streaming Stock is the Better Buy?
Insider Activity at Netflix
In other Netflix news, Director Bradford L. Smith sold 31,790 shares of the business’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the completion of the sale, the director directly owned 79,690 shares in the company, valued at approximately $7,081,253.40. The trade was a 28.52% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider David A. Hyman sold 23,439 shares of the stock in a transaction on Friday, January 16th. The shares were sold at an average price of $88.11, for a total value of $2,065,210.29. Following the transaction, the insider directly owned 316,100 shares in the company, valued at $27,851,571. The trade was a 6.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,520,133 shares of company stock valued at $137,259,786 over the last quarter. 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.
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