Gotham Asset Management LLC Purchases 7,339 Shares of Netflix, Inc. $NFLX

Gotham Asset Management LLC increased its holdings in Netflix, Inc. (NASDAQ:NFLX) by 29.0% during the third quarter, HoldingsChannel reports. The institutional investor owned 32,655 shares of the Internet television network’s stock after acquiring an additional 7,339 shares during the quarter. Gotham Asset Management LLC’s holdings in Netflix were worth $39,151,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Bell Investment Advisors Inc increased its stake in Netflix by 3.1% in the 2nd quarter. Bell Investment Advisors Inc now owns 298 shares of the Internet television network’s stock worth $399,000 after acquiring an additional 9 shares during the last quarter. Weaver Consulting Group boosted its position in shares of Netflix by 4.1% during the 2nd quarter. Weaver Consulting Group now owns 231 shares of the Internet television network’s stock valued at $309,000 after acquiring an additional 9 shares during the last quarter. Natural Investments LLC grew its holdings in shares of Netflix by 0.5% during the third quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock worth $1,999,000 after purchasing an additional 9 shares in the last quarter. Hengehold Capital Management LLC grew its holdings in shares of Netflix by 3.3% during the third quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network’s stock worth $338,000 after purchasing an additional 9 shares in the last quarter. Finally, Financial Partners Group Inc increased its position in shares of Netflix by 0.9% in the third quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network’s stock worth $1,162,000 after purchasing an additional 9 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts recently weighed in on NFLX shares. Wedbush reiterated an “outperform” rating and set a $115.00 target price on shares of Netflix in a research report on Friday, February 20th. Wells Fargo & Company assumed coverage on shares of Netflix in a report on Monday, March 9th. They issued an “equal weight” rating and a $105.00 price target on the stock. Royal Bank Of Canada restated a “hold” rating on shares of Netflix in a research report on Wednesday, January 21st. Piper Sandler reaffirmed a “positive” rating and set a $103.00 price objective (down from $140.00) on shares of Netflix in a report on Wednesday, January 21st. Finally, TD Cowen cut their target price on shares of Netflix from $115.00 to $112.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fourteen have issued a Hold rating to the company’s stock. According to MarketBeat, Netflix presently has a consensus rating of “Moderate Buy” and a consensus price target of $114.67.

Insiders Place Their Bets

In other Netflix news, CFO Spencer Adam Neumann sold 28,630 shares of the business’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $97.00, for a total value of $2,777,110.00. Following the transaction, the chief financial officer owned 73,787 shares in the company, valued at approximately $7,157,339. The trade was a 27.95% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Reed Hastings sold 410,550 shares of the company’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $97.01, for a total transaction of $39,827,455.50. Following the transaction, the director directly owned 3,940 shares of the company’s stock, valued at approximately $382,219.40. This trade represents a 99.05% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is currently owned by insiders.

More Netflix News

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

Netflix Stock Performance

NASDAQ:NFLX opened at $95.31 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. 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 PE ratio of 37.72, a price-to-earnings-growth ratio of 1.46 and a beta of 1.68. The business has a 50 day moving average price of $86.57 and a 200-day moving average price of $102.67.

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

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.