Netflix, Inc. $NFLX Shares Bought by Yousif Capital Management LLC

Yousif Capital Management LLC boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 846.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 457,322 shares of the Internet television network’s stock after buying an additional 409,007 shares during the quarter. Netflix makes up approximately 0.4% of Yousif Capital Management LLC’s holdings, making the stock its 29th largest holding. Yousif Capital Management LLC’s holdings in Netflix were worth $39,906,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also recently modified their holdings of the company. Nordea Investment Management AB raised its holdings in Netflix by 886.6% in the 4th quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock worth $902,798,000 after purchasing an additional 8,688,113 shares during the period. Assenagon Asset Management S.A. increased its stake in Netflix by 983.1% during 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 during the last quarter. Aberdeen Group plc increased its stake in Netflix by 878.7% during the fourth quarter. Aberdeen Group plc now owns 3,243,837 shares of the Internet television network’s stock worth $304,142,000 after acquiring an additional 2,912,392 shares during the last quarter. Allspring Global Investments Holdings LLC boosted its position in shares of Netflix by 870.2% during the fourth quarter. Allspring Global Investments Holdings LLC now owns 3,014,717 shares of the Internet television network’s stock worth $274,309,000 after buying an additional 2,703,997 shares during the period. Finally, Sarasin & Partners LLP boosted its position in shares of Netflix by 2,758.1% during the fourth quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network’s stock worth $221,430,000 after buying an additional 2,279,032 shares during the period. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Netflix Trading Up 0.6%

Shares of Netflix stock opened at $99.39 on Thursday. 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 $419.64 billion, a PE ratio of 39.33, a P/E/G ratio of 1.50 and a beta of 1.67. The business’s fifty day moving average is $89.11 and its two-hundred day moving average is $99.25. 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 (NASDAQ:NFLX) last announced its quarterly 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 firm 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%.The firm’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current year.

Insider Transactions at Netflix

In other Netflix news, Director Bradford L. Smith sold 31,790 shares of Netflix stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $88.86, for a total value of $2,824,859.40. Following the transaction, the director owned 79,690 shares in the company, valued at approximately $7,081,253.40. The trade was a 28.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider David A. Hyman sold 23,439 shares of Netflix stock in a transaction that occurred on Friday, January 16th. The stock was 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 approximately $27,851,571. This trade represents a 6.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,543,023 shares of company stock valued at $141,145,842 over the last ninety days. Insiders own 1.37% of the company’s stock.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix walked away from the Warner Bros. Discovery deal and investors viewed that as removing deal uncertainty; ad revenue acceleration (reported ~ $1.5B) and stronger FY26 EPS growth expectations were credited for a sharp rally. Why Netflix (NFLX) Stock Surged 30% After Ditching the Warner Bros. Discovery Deal
• Positive Sentiment: Oppenheimer reiterated a bullish stance and raised its price target (reflecting stronger revenue from recent price increases), which supports upside and sentiment momentum. Oppenheimer Bullish on Netflix (NFLX) Amid Higher Revenue Driven By Price Hikes
• Positive Sentiment: Netflix launched the ad‑free “Playground” kids app and is pushing family/real‑world partnerships (sports/dining), moves that expand engagement and ancillary monetization opportunities. Netflix (NFLX) Kicks Off ‘Playground’ App for Ad-Free Kids Gaming
• Positive Sentiment: Jefferies and other brokers continue to reinforce buy-side sentiment, citing price increases that should flow through to full‑year guidance and margin expansion. Netflix price increases expected to lift full-year guidance
• Neutral Sentiment: Erste Group trimmed FY2026/FY2027 EPS estimates very slightly (from $3.15 to $3.14 for FY26; $3.86 to $3.85 for FY27) but maintained a Buy rating — a minor modeling tweak that doesn’t meaningfully alter the bullish narrative.
• Neutral Sentiment: Rosenblatt and other shops adjusted price targets (Rosenblatt raised to $96), reflecting differing views on pacing of recovery — these moves can nudge sentiment but are mixed across the street. Rosenblatt Securities Raises Netflix (NASDAQ:NFLX) Price Target to $96.00
• Neutral Sentiment: Analyst commentary (TipRanks, MarketBeat) highlights improved earnings quality and fading deal risk ahead of Q1 results — supportive context but dependent on upcoming earnings execution. Netflix (NFLX) Heads into Q1 with Stronger Earnings Quality as Deal Risk Fades
• Negative Sentiment: An Italian court ruled Netflix may need to refund subscribers for repeated price hikes, potentially creating a legal/financial liability if upheld (appeal possible) — this is the main near‑term regulatory/legal risk to watch. Netflix told by court to refund customers over repeated price hikes

Analysts Set New Price Targets

A number of research analysts recently issued reports on the company. The Goldman Sachs Group upgraded Netflix from a “neutral” rating to a “buy” rating and lifted their target price for the company from $100.00 to $120.00 in a report on Monday. Sanford C. Bernstein reiterated a “buy” rating on shares of Netflix in a research report on Wednesday, February 18th. BMO Capital Markets cut their target price on Netflix from $143.00 to $135.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 21st. Argus cut their target price on Netflix from $141.00 to $110.00 and set a “buy” rating on the stock in a research report on Thursday, January 22nd. Finally, Moffett Nathanson lowered their price objective on Netflix from $140.00 to $115.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat, Netflix currently has a consensus rating of “Moderate Buy” and an average target price of $115.10.

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.