Quilter Plc Boosts Stake in Netflix, Inc. $NFLX

Quilter Plc raised its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 846.3% in the fourth quarter, Holdings Channel.com reports. The fund owned 1,343,838 shares of the Internet television network’s stock after buying an additional 1,201,821 shares during the quarter. Netflix comprises approximately 2.1% of Quilter Plc’s holdings, making the stock its 14th largest position. Quilter Plc’s holdings in Netflix were worth $125,998,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in the company. Natural Investments LLC grew its position in Netflix by 0.5% during the third quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock valued at $1,999,000 after acquiring an additional 9 shares during the period. Hengehold Capital Management LLC grew its position in Netflix by 3.3% during the third quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network’s stock valued at $338,000 after acquiring an additional 9 shares during the period. Financial Partners Group Inc grew its position in Netflix by 0.9% during the third quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network’s stock valued at $1,162,000 after acquiring an additional 9 shares during the period. Seascape Capital Management grew its position in Netflix by 1.6% during the third quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock valued at $681,000 after acquiring an additional 9 shares during the period. Finally, Crews Bank & Trust grew its position in Netflix by 5.8% during the third quarter. Crews Bank & Trust now owns 164 shares of the Internet television network’s stock valued at $197,000 after acquiring an additional 9 shares during the period. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Analyst Ratings Changes

Several analysts recently issued reports on the company. Royal Bank Of Canada reiterated a “hold” rating on shares of Netflix in a report on Wednesday, January 21st. Wolfe Research increased their price target on Netflix from $95.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, February 27th. Robert W. Baird lowered their price target on 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 lowered their price target on Netflix from $100.00 to $96.00 and set a “neutral” rating for the company in a report on Thursday, January 22nd. Finally, Canaccord Genuity Group set a $125.00 price target on Netflix and gave the company a “buy” rating in a report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat, Netflix presently has an average rating of “Moderate Buy” and a consensus target price of $115.10.

Netflix Price Performance

NFLX opened at $98.93 on Tuesday. The company has a fifty day simple moving average of $88.55 and a 200 day simple moving average of $99.57. The firm has a market cap of $417.70 billion, a price-to-earnings ratio of 39.15, a PEG ratio of 1.50 and a beta of 1.67. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. 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 released its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.01. The business had revenue of $12.05 billion during the quarter, compared to analyst estimates 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% on a year-over-year basis. During the same period last year, the business earned $0.43 EPS. 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 fiscal year.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Goldman Sachs upgraded NFLX to Buy and raised its 12‑month price target to $120, citing improving revenue durability, operating leverage and shareholder returns — a major catalyst for the stock rally this morning. Goldman Sachs resets Netflix stock price target for rest of 2026
• Positive Sentiment: Analysts and press point to Netflix’s recent price hikes, faster ad-revenue growth and selective live‑sports strategy as margin drivers that support higher profitability and valuation upside. Netflix Rises as Price Hikes, Ad Revenue Growth, and Live Sports Signal a New Phase of Profitability
• Positive Sentiment: Product expansion: Netflix launched “Netflix Playground,” an ad‑free kids gaming app built on its IP — a user‑engagement play that supports stickiness, potential ARPU lift for families, and cross‑sell opportunities. Netflix debuts new ‘Playground’ gaming app for kids
• Neutral Sentiment: Upcoming catalyst: Q1 2026 earnings are due April 16. Market expectations are mixed but some analysts and note‑writers argue Netflix has multiple levers (price, ads, breakup fee) that could produce an earnings beat — the report will likely swing sentiment sharply. Will Netflix Inc (NFLX) beat quarterly earnings?
• Neutral Sentiment: Strategic relief: analysts note Netflix may benefit after losing the Warner Bros. auction (avoids massive acquisition cost and may receive breakup fee), a development reframed as financially constructive by some commentators. Why Netflix stands to get richer after losing Warner Bros. bidding war
• Negative Sentiment: Insider activity: Netflix’s CFO sold roughly $2.8M of stock recently — a small red flag for some traders that can add near‑term pressure or be used by bears as a talking point. Insider Selling: Netflix (NASDAQ:NFLX) CFO Sells $2,805,740.00 in Stock

Insider Buying and Selling at Netflix

In other news, insider David A. Hyman sold 5,727 shares of the stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the completion of the transaction, the insider directly owned 316,100 shares in the company, valued at approximately $25,623,066. This represents a 1.78% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, CEO Gregory K. Peters sold 27,312 shares of the stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $83.24, for a total value of $2,273,450.88. Following the transaction, the chief executive officer owned 122,140 shares of the company’s stock, valued at approximately $10,166,933.60. This trade represents a 18.27% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 1,543,023 shares of company stock worth $141,145,842. 1.37% of the stock is currently owned by insiders.

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.