Mercer Global Advisors Inc. ADV Has $197.21 Million Stock Holdings in Netflix, Inc. $NFLX

Mercer Global Advisors Inc. ADV raised its holdings in Netflix, Inc. (NASDAQ:NFLX) by 3.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 164,492 shares of the Internet television network’s stock after buying an additional 5,434 shares during the period. Mercer Global Advisors Inc. ADV’s holdings in Netflix were worth $197,213,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently made changes to their positions in NFLX. Vanguard Group Inc. lifted its holdings in shares of Netflix by 0.4% in 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 in the last quarter. CIBC Capital Markets Europe S.A. boosted its position in shares of Netflix by 171.4% during the third quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock valued at $79,732,000 after buying an additional 42,000 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. grew its holdings in Netflix by 6.6% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 302,182 shares of the Internet television network’s stock worth $362,292,000 after buying an additional 18,837 shares in the last quarter. NEOS Investment Management LLC raised its position in Netflix by 64.6% in the 3rd quarter. NEOS Investment Management LLC now owns 177,297 shares of the Internet television network’s stock valued at $212,565,000 after buying an additional 69,570 shares during the last quarter. Finally, Bornite Capital Management LP purchased a new stake in Netflix in the 3rd quarter valued at $29,973,000. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Institutional buying — portfolio manager Stephanie Link at Hightower has been adding Netflix ahead of a major AI/tech conference, which signals conviction from a discretionary investor and can support near-term demand for the stock. Hightower’s Link Buying Netflix, Target, Broadcom Ahead of Nvidia Conference
• Positive Sentiment: Recession-resilience thesis — The Motley Fool highlights Netflix as a stock that historically holds up or even gains during recessions, which supports a defensive case for owning NFLX if macro risk rises. Predictions Markets Are Pointing to a Potential Recession. 3 Stocks to Buy.
• Positive Sentiment: Bullish theses resurfacing — A recent Investomine summary (circulated on Yahoo Finance) lays out bull arguments (profitability growth, international expansion, content halo) that may attract buyers looking past near-term volatility. Is Netflix, Inc. (NFLX) A Good Stock To Buy Now?
• Neutral Sentiment: Content wins had limited market impact — Netflix scored Oscars but analysts say awards didn’t move the stock materially, suggesting content accolades alone aren’t driving short-term price action. Oscar Gold Rush Proves Little Help to Netflix Stock (NASDAQ:NFLX)
• Neutral Sentiment: AI/privacy concerns — A high-profile privacy whistleblower warns about AI risks; broader AI regulatory or privacy headwinds could affect content personalization/ads over time, but implications for Netflix remain indirect. Cambridge Analytica whistleblower Brittany Kaiser: Here’s the biggest danger with AI
• Negative Sentiment: Valuation pressure — Contrasting pieces (Fool/Yahoo) argue Disney’s lower forward P/E makes it a cheaper growth alternative, reinforcing concerns that Netflix’s current valuation may limit near-term upside. Netflix vs. Walt Disney: Which Stock Will Make You Richer?
• Negative Sentiment: Mixed upside outlook — Commentary questioning whether NFLX can double to $200 points to tempered upside expectations and suggests investors may need patience for large gains. Is Netflix Stock Going to $200?

Insider Transactions at Netflix

In other news, insider David A. Hyman sold 23,439 shares of the firm’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $88.11, for a total transaction of $2,065,210.29. Following the completion of the sale, the insider owned 316,100 shares in the company, valued at $27,851,571. This trade represents a 6.90% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Gregory K. Peters sold 105,781 shares of the business’s stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total value of $8,773,476.14. Following the completion of the sale, the chief executive officer owned 122,140 shares in the company, valued at approximately $10,130,291.60. The trade was a 46.41% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 1,520,133 shares of company stock valued at $137,259,786. Corporate insiders own 1.37% of the company’s stock.

Netflix Trading Down 0.1%

NASDAQ NFLX opened at $95.20 on Tuesday. The stock has a market capitalization of $401.95 billion, a price-to-earnings ratio of 37.67, a PEG ratio of 1.46 and a beta of 1.68. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The business’s fifty day moving average is $86.64 and its 200-day moving average is $102.48.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. The company had revenue of $12.05 billion for the quarter, compared to the consensus estimate 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 in the previous year, the firm earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities research analysts predict that Netflix, Inc. will post 24.58 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on NFLX shares. Needham & Company LLC cut their price objective on shares of Netflix from $150.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Bank of America reduced their target price on shares of Netflix from $149.00 to $125.00 and set a “buy” rating for the company in a research note on Friday, March 6th. Argus lowered their target price on shares of Netflix from $141.00 to $110.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Canaccord Genuity Group set a $125.00 price target on shares of Netflix and gave the company a “buy” rating in a research report on Wednesday, January 21st. Finally, Guggenheim cut their price target on shares of Netflix from $145.00 to $130.00 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-four have given a Buy rating and fourteen have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $114.67.

Netflix Company 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.