SeaTown Holdings Pte. Ltd. Purchases New Stake in Netflix, Inc. $NFLX

SeaTown Holdings Pte. Ltd. acquired a new position in Netflix, Inc. (NASDAQ:NFLX) in the third quarter, HoldingsChannel.com reports. The institutional investor acquired 9,800 shares of the Internet television network’s stock, valued at approximately $11,749,000. Netflix accounts for 6.8% of SeaTown Holdings Pte. Ltd.’s portfolio, making the stock its 5th largest holding.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in shares of Netflix during the 2nd quarter worth approximately $7,929,645,000. Laurel Wealth Advisors LLC boosted its stake in Netflix by 128,553.9% in the second 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 acquiring an additional 4,877,335 shares during the last quarter. Vanguard Group Inc. boosted its stake in Netflix by 1.0% in the second quarter. Vanguard Group Inc. now owns 38,379,084 shares of the Internet television network’s stock valued at $51,394,583,000 after acquiring an additional 381,824 shares during the last quarter. State Street Corp grew its holdings 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 worth $23,359,801,000 after acquiring an additional 360,604 shares during the period. Finally, Schroder Investment Management Group raised its position in shares of Netflix by 19.9% during the 2nd quarter. Schroder Investment Management Group now owns 1,631,475 shares of the Internet television network’s stock valued at $2,184,757,000 after acquiring an additional 270,917 shares during the last quarter. 80.93% of the stock is owned by institutional investors.

Netflix Stock Up 6.0%

Netflix stock opened at $82.71 on Thursday. The stock has a market capitalization of $349.23 billion, a PE ratio of 32.73, a price-to-earnings-growth ratio of 1.39 and a beta of 1.71. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. 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 has a 50 day moving average of $85.98 and a 200-day moving average of $104.83.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings data 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 business had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period last year, the business posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities research analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CFO Spencer Adam Neumann sold 9,248 shares of the company’s stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $81.27, for a total transaction of $751,584.96. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $5,996,669.49. This represents a 11.14% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider David A. Hyman sold 5,727 shares of the stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $81.06, for a total value of $464,230.62. Following the transaction, the insider owned 316,100 shares of the company’s stock, valued at approximately $25,623,066. The trade was a 1.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 1,399,163 shares of company stock valued at $129,899,103. Corporate insiders own 1.37% of the company’s stock.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Market rally tied to the growing view that Netflix may walk away from the WBD deal — investors prefer Netflix keep cash rather than overpay, which boosted sentiment around NFLX. Raise Or Bail? As Netflix Weighs Options In WBD Battle, Its Stock Jumps
• Positive Sentiment: Paramount Skydance sweetened its offer for WBD to $31/share and WBD signaled the bid could be “superior,” increasing the odds Netflix will not complete the acquisition — the market views that potential exit as favorable for Netflix shareholders. Paramount Raises Its Bid for Warner Bros. Discovery
• Positive Sentiment: Unusually large options flow: nearly 916,307 call contracts traded Wednesday (up ~95% vs. average), signaling bullish speculative positioning and amplifying intraday upside momentum for the shares.
• Positive Sentiment: Institutional buying — Coatue (Philippe Laffont) reportedly expanded its NFLX stake substantially in Q4, which supports investor confidence in Netflix’s long‑term thesis. Billionaire Philippe Laffont Is Buying Up Netflix Stock. Should You?
• Neutral Sentiment: Netflix co‑CEO Ted Sarandos is scheduled to meet at the White House to discuss the WBD bid — a sign the company is engaging politically/administratively, which could help navigate scrutiny but also highlights regulatory risk. Netflix co-CEO Sarandos to visit White House to discuss Warner Bros bid, Politico reports
• Negative Sentiment: Regulatory and political pressure is rising: 11 U.S. state attorneys general urged the DOJ to probe Netflix’s proposed WBD deal, increasing the chance of antitrust hurdles or protracted review that could complicate any transaction. 11 US States urge DOJ to thoroughly probe Netflix-Warner Bros. deal

Wall Street Analyst Weigh In

NFLX has been the topic of several recent research reports. Citic Securities reduced their price target on Netflix from $109.00 to $95.00 and set a “hold” rating on the stock in a research report on Monday, January 26th. KeyCorp set a $110.00 target price on Netflix and gave the stock an “overweight” rating in a report on Friday, January 16th. Loop Capital set a $104.00 price target on Netflix in a research note on Tuesday, January 27th. Royal Bank Of Canada reissued a “hold” rating on shares of Netflix in a research note on Wednesday, January 21st. Finally, Barclays restated a “neutral” rating and set a $110.00 price objective on shares of Netflix in a report on Friday, December 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating and sixteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $116.08.

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.