Hilltop National Bank Purchases 33,934 Shares of Netflix, Inc. $NFLX

Hilltop National Bank boosted its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 875.9% in the fourth quarter, Holdings Channel reports. The fund owned 37,808 shares of the Internet television network’s stock after acquiring an additional 33,934 shares during the period. Netflix accounts for 0.9% of Hilltop National Bank’s investment portfolio, making the stock its 25th biggest holding. Hilltop National Bank’s holdings in Netflix were worth $3,545,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently bought and sold shares of the company. Imprint Wealth LLC acquired a new position in shares of Netflix during the 3rd quarter worth about $25,000. Retirement Wealth Solutions LLC acquired a new stake in Netflix in the 3rd quarter valued at approximately $28,000. Steph & Co. grew its holdings in Netflix by 188.9% in the 3rd 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 increased its position in Netflix by 93.3% in the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after buying an additional 14 shares during the period. Finally, Horizon Financial Services LLC increased its position 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 during the period. 80.93% of the stock is currently owned by institutional investors.

Insider Activity at Netflix

In other news, CFO Spencer Adam Neumann sold 57,260 shares of Netflix stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the sale, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,046,658.50. The trade was a 43.69% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Reed Hastings sold 426,290 shares of the company’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the completion of the sale, the director directly owned 3,940 shares in the company, valued at approximately $361,179.80. The trade was a 99.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,520,133 shares of company stock worth $137,259,786 in the last ninety days. Company insiders own 1.37% of the company’s stock.

Netflix Stock Performance

Shares of NASDAQ NFLX opened at $91.82 on Friday. The firm has a market capitalization of $387.68 billion, a price-to-earnings ratio of 36.34, a PEG ratio of 1.41 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 business has a fifty day simple moving average of $86.87 and a 200 day simple moving average of $101.82. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51.

Netflix (NASDAQ:NFLX) last posted 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 firm 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 business’s revenue was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the company earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Sell-side analysts expect that Netflix, Inc. will post 24.58 EPS for the current year.

Netflix News Summary

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

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on NFLX shares. Barclays started coverage on Netflix in a research report on Monday, March 2nd. They issued an “equal weight” rating and a $115.00 price objective for the company. Morgan Stanley set a $110.00 target price on shares of Netflix and gave the stock an “overweight” rating in a research report on Wednesday, January 21st. Citic Securities cut their target price on shares of Netflix from $109.00 to $95.00 and set a “hold” rating for the company in a research note on Monday, January 26th. Evercore assumed coverage on shares of Netflix in a report on Friday, February 27th. They issued an “outperform” rating and a $115.00 price target for the company. Finally, New Street Research decreased their price target on shares of Netflix from $100.00 to $96.00 and set a “neutral” rating on the stock in a research report on Thursday, January 22nd. 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 stock. According to data from MarketBeat, Netflix has an average rating of “Moderate Buy” and an average price target of $114.35.

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.