Deutsche Bank AG increased its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 968.3% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,586,252 shares of the Internet television network’s stock after acquiring an additional 15,033,607 shares during the quarter. Netflix accounts for approximately 0.5% of Deutsche Bank AG’s portfolio, making the stock its 27th largest position. Deutsche Bank AG’s holdings in Netflix were worth $1,555,127,000 as of its most recent SEC filing.
Several other hedge funds also recently modified their holdings of NFLX. Vanguard Group Inc. grew its position in Netflix by 912.5% in the 4th quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock valued at $36,567,805,000 after purchasing an additional 351,493,659 shares during the period. Geode Capital Management LLC grew its position in Netflix by 892.0% in the 4th quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network’s stock valued at $9,305,336,000 after purchasing an additional 89,558,684 shares during the period. Capital World Investors grew its position in Netflix by 859.1% in the 4th quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network’s stock valued at $8,376,656,000 after purchasing an additional 80,025,890 shares during the period. Norges Bank acquired a new stake in Netflix in the 4th quarter valued at $5,803,248,000. Finally, Capital Research Global Investors grew its position in Netflix by 800.2% in the 4th quarter. Capital Research Global Investors now owns 42,367,807 shares of the Internet television network’s stock valued at $3,972,406,000 after purchasing an additional 37,661,365 shares during the period. Institutional investors own 80.93% of the company’s stock.
Netflix News Summary
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Netflix is getting attention for new growth-oriented content initiatives, including a FIFA World Cup-themed mobile game launch on Netflix Games and related soccer specials/docuseries, which could support engagement and strengthen the company’s entertainment ecosystem. Netflix Leans Into World Cup With New Specials And FIFA World Cup Game
- Positive Sentiment: Additional coverage highlighted Netflix’s long-term appeal as a blue-chip growth stock and pointed to continued investor optimism around its ad-supported tier, password-sharing crackdown, and expanding live-event strategy. Here’s Why Netflix (NFLX) Is One of the Best Blue Chip Stocks Under $100 to Buy Now
- Positive Sentiment: Netflix also drew upbeat commentary after a board leadership transition, with Reed Hastings stepping down as chairman and Jay Hoag taking over; the market appeared to view the change as orderly rather than disruptive. Netflix Board Shift Puts Jay Hoag At Center Of Investor Oversight
- Neutral Sentiment: One article framed Netflix as a long-term winner but also noted that the stock’s massive run-up leaves investors debating whether there is still room for more upside. Will Netflix Become a Trillion-Dollar Stock by 2030?
- Neutral Sentiment: Short-interest data showed no meaningful change, so it does not appear to be driving the stock move.
- Negative Sentiment: Netflix is facing renewed competitive and deal-related scrutiny after reports said Paramount accused it of trying to derail Warner Bros. Discovery’s deal, adding a headline overhang. Paramount Accuses Netflix Of Waging ‘Scorched-Earth Campaign’ To Derail Warner Bros. Discovery Deal: Report
- Negative Sentiment: A separate market wrap noted Netflix “suffers a larger drop than the general market,” reinforcing that shares have been weak relative to broader indexes as traders reassess valuation and near-term momentum. Netflix (NFLX) Suffers a Larger Drop Than the General Market: Key Insights
Netflix Price Performance
Netflix (NASDAQ:NFLX – Get Free Report) last posted its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.76 by $0.47. The firm had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The business’s revenue for the quarter was up 16.2% compared to the same quarter last year. During the same period in the previous year, the firm earned $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, analysts anticipate that Netflix, Inc. will post 3.6 earnings per share for the current fiscal year.
Analyst Upgrades and Downgrades
NFLX has been the subject of several research reports. Citic Securities lifted their price target on shares of Netflix from $95.00 to $107.00 and gave the company a “hold” rating in a research report on Monday, April 27th. Cfra raised shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 price target for the company in a research report on Friday, March 6th. Citizens Jmp reissued a “market perform” rating on shares of Netflix in a research report on Wednesday, April 15th. New Street Research lifted their price target on shares of Netflix from $96.00 to $102.00 in a research report on Friday, April 17th. Finally, The Goldman Sachs Group raised shares of Netflix from a “neutral” rating to a “buy” rating in a research report on Monday, April 13th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, Netflix has an average rating of “Moderate Buy” and a consensus price target of $114.82.
Check Out Our Latest Stock Analysis on Netflix
Insider Activity
In other Netflix news, CEO Theodore A. Sarandos sold 27,312 shares of Netflix stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $87.97, for a total transaction of $2,402,636.64. Following the transaction, the chief executive officer directly owned 284,804 shares of the company’s stock, valued at $25,054,207.88. The trade was a 8.75% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Spencer Adam Neumann sold 28,630 shares of Netflix stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $98.00, for a total transaction of $2,805,740.00. Following the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at $7,231,126. This represents a 27.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 1,313,029 shares of company stock worth $120,315,776. Company insiders own 1.24% of the company’s stock.
Netflix 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.
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