TD Asset Management Inc Sells 10,953 Shares of Netflix, Inc. $NFLX

TD Asset Management Inc reduced its holdings in Netflix, Inc. (NASDAQ:NFLX) by 2.0% in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm owned 539,330 shares of the Internet television network’s stock after selling 10,953 shares during the quarter. TD Asset Management Inc owned approximately 0.13% of Netflix worth $646,614,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Retirement Wealth Solutions LLC acquired a new position in shares of Netflix in the third quarter worth approximately $28,000. Legacy Investment Solutions LLC acquired a new stake in Netflix during the 2nd quarter valued at approximately $31,000. Steph & Co. raised its holdings in Netflix by 188.9% during the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after purchasing an additional 17 shares during the last quarter. Rossby Financial LCC acquired a new position in shares of Netflix in the 2nd quarter worth approximately $35,000. Finally, Redmont Wealth Advisors LLC bought a new stake in shares of Netflix in the 3rd quarter valued at $36,000. 80.93% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Barron’s argues Netflix should “gracefully exit” the Warner bidding war — walking away would remove the takeover overhang and preserve cash/valuation for shareholders. Netflix’s Warner Deal May Be Dead. Why the Streamer Should Make a ‘Graceful Exit.
• Positive Sentiment: Netflix’s ad business is scaling: Fool reports ad revenue hitting ~$1.5B, highlighting a tangible growth engine that supports revenue diversification and margin improvement. Netflix’s Ad Revenue Surges to $1.5 Billion: Is This the Best Stock to Buy Today With $1,000?
• Positive Sentiment: Several pieces note NFLX is trading near multi‑year lows after a big drawdown — commentary frames the decline as a potential buying opportunity if fundamentals hold. Netflix Stock Is the Cheapest It Has Been in 3 Years Following Its 41% Plunge — But Is It a Buy?
• Neutral Sentiment: Content experiments — Netflix is pushing into podcasts and talk‑show formats (e.g., The Pete Davidson Show) as part of broader content diversification; this is strategically interesting but takes time to monetize. Podcasts? TV Talk Shows? Netflix Just Hopes They’re Hits.
• Neutral Sentiment: Market commentary notes the recent 10‑for‑1 stock split and analyst coverage calling Netflix an attractive post‑split name — splits can boost retail interest but don’t change fundamentals. 2 Stock-Split Stocks to Buy Before They Soar 95% and 103%, According to Wall Street Analysts
• Negative Sentiment: Paramount Skydance submitted a sweetened bid for Warner Bros. Discovery and WBD’s board said the revised offer could be a “company superior proposal,” putting Netflix’s $83B deal at risk and creating takeover uncertainty and potential bidding escalation. Paramount Raises Its Bid for Warner Bros. Discovery
• Negative Sentiment: Shares reacted to Q4/earnings follow‑up: despite an EPS/revenue beat, commentary and guidance left investors cautious — Zacks flagged an ~8% post‑earnings slide as concerns persist around the deal and 2026 outlook. Netflix Declines 8% Post Q4 Earnings: Buy, Sell or Hold the Stock?
• Negative Sentiment: Political noise: President Trump publicly pressured Netflix over board member Susan Rice, injecting regulatory/political risk into the high‑profile deal process; management has pushed back but the headlines add uncertainty. Trump pressures Netflix over Susan Rice as Warner deal faces regulatory scrutiny

Insider Buying and Selling at Netflix

In related news, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $81.06, for a total value of $464,230.62. Following the sale, the insider owned 316,100 shares in the company, valued at $25,623,066. This represents a 1.78% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Spencer Adam Neumann sold 9,248 shares of Netflix stock in a transaction dated Friday, February 6th. The shares were sold at an average price of $81.27, for a total value of $751,584.96. Following the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at $5,996,669.49. This trade represents a 11.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,399,163 shares of company stock worth $129,899,103 in the last ninety days. 1.37% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently weighed in on NFLX shares. President Capital raised shares of Netflix from a “neutral” rating to a “buy” rating and set a $130.00 target price for the company in a research note on Monday, November 3rd. Susquehanna raised Netflix to a “positive” rating and set a $112.00 price objective for the company in a research report on Wednesday, January 21st. Argus dropped their price objective on Netflix from $141.00 to $110.00 and set a “buy” rating on the stock in a research note on Thursday, January 22nd. HSBC cut their target price on Netflix from $107.00 to $106.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Finally, Piper Sandler reissued a “positive” rating and issued a $103.00 price target (down from $140.00) on shares of Netflix in a research note on Wednesday, January 21st. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating and sixteen have given a Hold rating to the stock. According to MarketBeat, Netflix currently has a consensus rating of “Moderate Buy” and a consensus target price of $116.08.

Netflix Stock Up 2.7%

Shares of NASDAQ:NFLX opened at $78.04 on Wednesday. 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 52-week low of $75.01 and a 52-week high of $134.12. The business’s 50 day simple moving average is $86.22 and its two-hundred day simple moving average is $105.08. The firm has a market cap of $329.50 billion, a P/E ratio of 30.88, a PEG ratio of 1.35 and a beta of 1.71.

Netflix (NASDAQ:NFLX) last released its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating 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 firm had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. During the same quarter in the previous year, the company posted $0.43 earnings per share. The company’s quarterly 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, research analysts forecast that Netflix, Inc. will post 24.58 EPS for the current fiscal 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.