Netflix, Inc. $NFLX Shares Sold by Douglass Winthrop Advisors LLC

Douglass Winthrop Advisors LLC lessened its position in Netflix, Inc. (NASDAQ:NFLX) by 33.3% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 125,187 shares of the Internet television network’s stock after selling 62,371 shares during the quarter. Netflix makes up about 2.6% of Douglass Winthrop Advisors LLC’s portfolio, making the stock its 11th largest holding. Douglass Winthrop Advisors LLC’s holdings in Netflix were worth $150,089,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the company. Retirement Wealth Solutions LLC acquired a new position in Netflix in the 3rd quarter valued at $28,000. Steph & Co. boosted its stake 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. Bare Financial Services Inc boosted its stake in Netflix by 93.3% during the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 14 shares during the last quarter. Horizon Financial Services LLC grew its holdings in shares of Netflix by 480.0% during the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after buying an additional 24 shares in the last quarter. Finally, Redmont Wealth Advisors LLC acquired a new stake in shares of Netflix in the third quarter valued at about $36,000. 80.93% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

NFLX has been the topic of several research reports. Phillip Securities raised shares of Netflix from a “sell” rating to a “moderate buy” rating and raised their price target for the stock from $95.00 to $100.00 in a research note on Monday, January 26th. Robert W. Baird cut their price objective on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating for the company in a report on Friday, January 23rd. New Street Research decreased their target price on shares of Netflix from $100.00 to $96.00 and set a “neutral” rating on the stock in a research note on Thursday, January 22nd. Susquehanna upgraded Netflix to a “positive” rating and set a $112.00 target price on the stock in a report on Wednesday, January 21st. Finally, Oppenheimer set a $125.00 price target on Netflix and gave the company an “outperform” rating in a research report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and fourteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $114.67.

Insider Transactions at Netflix

In related news, Director Reed Hastings sold 426,290 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $91.67, for a total value of $39,078,004.30. Following the completion of the transaction, the director directly owned 3,940 shares in the company, valued at approximately $361,179.80. This represents a 99.08% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Bradford L. Smith sold 31,790 shares of the firm’s stock in a transaction on 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 sale, the director directly owned 79,690 shares of the company’s stock, valued at approximately $7,081,253.40. This trade represents a 28.52% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,520,133 shares of company stock valued at $137,259,786 in the last ninety days. 1.37% of the stock is currently owned by corporate insiders.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix confirmed the acquisition of InterPositive, an AI post‑production startup co‑founded by Ben Affleck; reporting suggests the deal could be as large as $600M with earnouts tied to performance — a move that accelerates Netflix’s in‑house use of AI for editing and creative workflows. Netflix may have paid $600 million for Ben Affleck’s AI startup
• Positive Sentiment: Netflix is pushing further into gaming and live streaming — hiring Magali Huot to lead games marketing and signing a multi‑year partnership with Ateme for TITAN Live streaming infrastructure — signaling new monetization and engagement vectors beyond SVOD. Netflix Expands Games And Live Streaming As Valuation Signals Mixed Picture
• Neutral Sentiment: Wells Fargo started coverage on Netflix (details not heavy in headline list) — new coverage can add liquidity and influence near‑term analyst dialogue, but impact depends on the stance and estimates in the report. Wells Fargo & Company Begins Coverage on Netflix
• Negative Sentiment: Rivals and other media groups are signing AI deals (e.g., a reported Canal+/Google tie‑up), intensifying competition in AI content tools and recommendation systems — this reduces Netflix’s moat on AI advantages and may pressure margins if others secure better third‑party partnerships. Netflix Rival Strikes Deal With Google in Battle for AI Content
• Negative Sentiment: BofA cut its Netflix price target to $125 from $149, signaling analyst caution on valuation and growth assumptions; downward PT revisions tend to pressure sentiment and can prompt further analyst/quant selling. BofA Cuts PT on Netflix to $125
• Negative Sentiment: Coverage summarizing recent moves notes the stock dipped more than the market in recent sessions, reflecting investor caution after the failed Warner Bros. Discovery bid and mixed near‑term catalysts. Why Netflix Dipped More Than Broader Market

Netflix Price Performance

Netflix stock opened at $94.88 on Thursday. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. The company has a 50-day moving average price of $86.47 and a 200 day moving average price of $103.04. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12. The stock has a market cap of $400.60 billion, a P/E ratio of 37.55, a PEG ratio of 1.49 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last posted its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating 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 analyst estimates of $11.97 billion. Netflix’s revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the business posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Sell-side analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current year.

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.