Fulton Bank N.A. increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 903.8% during the 4th quarter, Holdings Channel reports. The institutional investor owned 100,116 shares of the Internet television network’s stock after buying an additional 90,142 shares during the period. Fulton Bank N.A.’s holdings in Netflix were worth $9,387,000 at the end of the most recent reporting period.
A number of other hedge funds have also recently added to or reduced their stakes in NFLX. Natural Investments LLC raised its stake in shares of Netflix by 0.5% in the third quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock worth $1,999,000 after acquiring an additional 9 shares during the last quarter. Hengehold Capital Management LLC increased its holdings in shares of Netflix by 3.3% in the third quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network’s stock valued at $338,000 after purchasing an additional 9 shares in the last quarter. Financial Partners Group Inc increased its holdings 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 valued at $1,162,000 after purchasing an additional 9 shares in the last quarter. Seascape Capital Management raised its position in Netflix by 1.6% in the 3rd quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock worth $681,000 after purchasing an additional 9 shares during the last quarter. Finally, Crews Bank & Trust raised its position in Netflix by 5.8% in the 3rd quarter. Crews Bank & Trust now owns 164 shares of the Internet television network’s stock worth $197,000 after purchasing an additional 9 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.
Key Netflix News
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: TV personality/market commentator Jim Cramer reiterated a buy-tilting stance — advising investors to “buy some here, buy some a little bit lower,” which can support retail momentum and short-term investor confidence. Jim Cramer on Netflix
- Positive Sentiment: Market response to Netflix walking away from its bid for Warner Bros. assets has been upbeat — reports note a strong near-term rally and at least one bank (Citi) turning bullish, arguing the move preserves capital and simplifies execution risk. That narrative supports multiple analysts raising targets and buyer interest. Netflix Stock Surges After Walking Away From Warner Deal
- Positive Sentiment: Content partnerships: Netflix signed an exclusive multi‑year documentary deal with Warner Music Group to mine WMG’s artist catalog for films/series — a steady stream of premium, exclusive music-related content could lift engagement and differentiate the service. Netflix, Warner Music deal
- Positive Sentiment: Live events strategy: Netflix is pushing into live K‑pop events (notably the BTS comeback livestream) and sees more opportunity in Korea — if monetized successfully these events can add new revenue streams and global engagement spikes. Netflix sees more prospects for live events
- Neutral Sentiment: New programming: Netflix and Higher Ground/Obamas are producing an eight-episode series about the FTX collapse — high-profile nonfiction can draw viewers but may also court controversy; content upside is balanced by reputational risk. Netflix FTX series
- Negative Sentiment: Operational worries: several outlets flagged slowing paid-subscriber growth (markedly weaker YoY) and a planned increase in 2026 content spending — the combination raises concerns about near-term margin pressure and execution on content ROI. Subscriber growth stalls
- Negative Sentiment: Volatility & valuation questions: commentary and headlines show recent big swings (both rallies and pullbacks), with some analysts highlighting mixed signals on valuation and the stock falling more steeply than the market on certain days — this keeps risk premia elevated. Netflix falls more steeply than market
Netflix Stock Performance
Netflix (NASDAQ:NFLX – Get Free Report) last posted its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.55 by $0.01. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The business had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same period last year, the company earned $0.43 EPS. The firm’s revenue was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, equities research analysts predict that Netflix, Inc. will post 24.58 EPS for the current year.
Wall Street Analyst Weigh In
A number of research analysts have commented on the company. Wedbush reiterated an “outperform” rating and issued a $115.00 price objective on shares of Netflix in a research report on Friday, February 20th. Wolfe Research lifted their target price on Netflix from $95.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, February 27th. Pivotal Research dropped their target price on Netflix from $105.00 to $95.00 and set a “hold” rating for the company in a research report on Wednesday, January 21st. President Capital upped their price target on Netflix from $120.00 to $133.00 and gave the company a “buy” rating in a research note on Monday, March 2nd. Finally, Needham & Company LLC decreased their price target on Netflix from $150.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have given a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $114.35.
Read Our Latest Report on NFLX
Insider Transactions at Netflix
In other Netflix news, Director Reed Hastings sold 426,290 shares of the firm’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the transaction, the director owned 3,940 shares in the company, valued at approximately $361,179.80. This trade represents a 99.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Bradford L. Smith sold 31,790 shares of the business’s stock in a transaction dated Thursday, January 15th. The stock was 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 of the company’s stock, valued at $7,081,253.40. The trade was a 28.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. Corporate insiders own 1.37% of the company’s stock.
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.
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