Temasek Holdings Private Ltd Increases Stock Position in Netflix, Inc. $NFLX

Temasek Holdings Private Ltd boosted its holdings in Netflix, Inc. (NASDAQ:NFLX) by 59.8% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 50,170 shares of the Internet television network’s stock after acquiring an additional 18,783 shares during the quarter. Temasek Holdings Private Ltd’s holdings in Netflix were worth $60,150,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in NFLX. Retirement Wealth Solutions LLC purchased a new position in shares of Netflix in the third quarter worth $28,000. Steph & Co. boosted its position in shares of Netflix by 188.9% during the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after buying an additional 17 shares during the last quarter. Bare Financial Services Inc boosted its position in shares of Netflix by 93.3% during the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 14 shares during the last quarter. Horizon Financial Services LLC increased its holdings in Netflix by 480.0% in the 3rd 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 bought a new stake in Netflix in the 3rd quarter worth about $36,000. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix is acquiring InterPositive, Ben Affleck’s AI moviemaking startup, in a deal reported to be as much as $600 million — a strategic move to accelerate AI tools for editing and production that could lower content costs and speed releases. MarketWatch: Netflix is spending up to $600 million to buy Ben Affleck’s AI startup
• Positive Sentiment: Netflix confirmed a sequel to its most-watched film ever, “KPop Demon Hunters,” supporting continued strong content performance and subscriber engagement. Reuters: More demons, more K-pop: Netflix announces ‘KPop Demon Hunters’ sequel
• Positive Sentiment: Netflix is expanding into games and live streaming (hires and tech partnerships reported), signaling new revenue adjacencies beyond SVOD that could improve monetization over time. Yahoo Finance: Netflix Expands Games And Live Streaming
• Neutral Sentiment: The company set its Q1 2026 earnings release for April 16, giving the market a date to reassess growth, margins and guidance — an event risk but also an information catalyst. PR Newswire: Netflix to Announce First Quarter 2026 Financial Results
• Neutral Sentiment: High investor attention and bullish commentary (e.g., some strategists buying after the company dropped the Warner Bros. Discovery deal) are driving flows and sentiment—but they don’t guarantee fundamentals will beat expectations. Zacks: Netflix is Attracting Investor Attention
• Negative Sentiment: Reports of internal product-team cuts and a reorg could signal cost pressure or execution risk; layoffs can reduce near-term innovation velocity and unsettle employees. Benzinga: Netflix Cuts Dozens Of Product Team Jobs Amid Internal Restructuring
• Negative Sentiment: The sizable InterPositive price tag (reported up to $600M) creates near-term cash outflow and integration risk; investors may worry about payback timing and execution on promised AI cost savings. TechCrunch: Netflix may have paid $600 million for Ben Affleck’s AI startup

Netflix Price Performance

Shares of NASDAQ:NFLX opened at $95.31 on Friday. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. The stock has a market capitalization of $402.41 billion, a PE ratio of 37.72, a price-to-earnings-growth ratio of 1.45 and a beta of 1.68. The firm’s 50 day moving average price is $86.57 and its 200-day moving average price is $102.80. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12.

Netflix (NASDAQ:NFLX) last announced its 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. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The company had revenue of $12.05 billion during the quarter, compared to analyst estimates of $11.97 billion. During the same period in the previous year, the business posted $0.43 earnings per share. The firm’s quarterly revenue was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities research analysts expect that Netflix, Inc. will post 24.58 EPS for the current year.

Insider Buying and Selling at Netflix

In other news, Director Bradford L. Smith sold 31,790 shares of the business’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the completion of the sale, 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 position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Spencer Adam Neumann sold 57,260 shares of the company’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $95.50, for a total value of $5,468,330.00. Following the completion of the sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at $7,046,658.50. This trade represents a 43.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 1,520,133 shares of company stock worth $137,259,786. Insiders own 1.37% of the company’s stock.

Wall Street Analysts Forecast Growth

NFLX has been the topic of several research analyst reports. Wedbush restated an “outperform” rating and set a $115.00 target price on shares of Netflix in a research note on Friday, February 20th. Evercore began coverage on shares of Netflix in a research note on Friday, February 27th. They issued an “outperform” rating and a $115.00 price target for the company. Arete Research raised shares of Netflix from a “neutral” rating to a “buy” rating in a report on Friday, February 27th. Moffett Nathanson lowered their price objective on shares of Netflix from $140.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Finally, President Capital raised their target price on shares of Netflix from $120.00 to $133.00 and gave the stock a “buy” rating in a report on Monday, March 2nd. Two investment 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 data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $114.67.

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.