Netflix, Inc. $NFLX Shares Acquired by Vinva Investment Management Ltd

Vinva Investment Management Ltd lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 29.0% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 35,843 shares of the Internet television network’s stock after purchasing an additional 8,061 shares during the period. Netflix makes up about 0.9% of Vinva Investment Management Ltd’s holdings, making the stock its 14th biggest position. Vinva Investment Management Ltd’s holdings in Netflix were worth $43,241,000 as of its most recent SEC filing.

Other hedge funds have also modified their holdings of the company. Parallel Advisors LLC boosted its position in shares of Netflix by 2.1% in the 3rd quarter. Parallel Advisors LLC now owns 29,970 shares of the Internet television network’s stock valued at $35,933,000 after purchasing an additional 619 shares during the period. Meiji Yasuda Life Insurance Co raised its holdings in Netflix by 3.4% during the 3rd quarter. Meiji Yasuda Life Insurance Co now owns 4,219 shares of the Internet television network’s stock worth $5,058,000 after buying an additional 139 shares during the period. Meiji Yasuda Asset Management Co Ltd. raised its holdings in Netflix by 14.7% during the 3rd quarter. Meiji Yasuda Asset Management Co Ltd. now owns 6,030 shares of the Internet television network’s stock worth $7,229,000 after buying an additional 773 shares during the period. CreativeOne Wealth LLC lifted its stake in Netflix by 19.9% during the third quarter. CreativeOne Wealth LLC now owns 13,180 shares of the Internet television network’s stock valued at $15,802,000 after buying an additional 2,184 shares in the last quarter. Finally, Bowie Capital Management LLC lifted its stake in Netflix by 119.9% during the third quarter. Bowie Capital Management LLC now owns 24,882 shares of the Internet television network’s stock valued at $29,832,000 after buying an additional 13,566 shares in the last quarter. 80.93% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several research analysts have recently weighed in on NFLX shares. Oppenheimer set a $125.00 target price on shares of Netflix and gave the stock an “outperform” rating in a research report on Wednesday, January 21st. Cfra upgraded 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. Jefferies Financial Group reaffirmed a “buy” rating on shares of Netflix in a research note on Friday, February 27th. BMO Capital Markets lowered their price objective on shares of Netflix from $143.00 to $135.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 21st. Finally, Freedom Capital raised shares of Netflix from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $115.79.

Netflix Price Performance

NASDAQ NFLX opened at $99.02 on Friday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The firm has a market capitalization of $418.08 billion, a price-to-earnings ratio of 39.18, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68. The company has a 50 day simple moving average of $86.30 and a 200-day simple moving average of $103.69. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating 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 firm’s revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the firm posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities research analysts predict that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Insider Activity at Netflix

In other news, insider Cletus R. Willems sold 3,136 shares of the business’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction 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 $25,623,066. This trade represents a 1.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is currently owned by company insiders.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix walked away from its pursuit of Warner Bros. Discovery, securing a multi-billion-dollar breakup fee and removing an acquisition overhang that pressured the stock; management is refocusing on core streaming, ads and technology which investors view as capital-efficient. Netflix (NFLX) Is Up 16.6% After Walking Away From Warner Bros. Deal and Securing Breakup Fee
• Positive Sentiment: Netflix acquired InterPositive, Ben Affleck’s AI filmmaking startup, bringing the team in-house to build creator-focused production tools — a tech-forward move that supports cheaper, faster content production and reinforces Netflix’s AI strategy. Netflix buys Ben Affleck’s AI filmmaking company InterPositive
• Positive Sentiment: CFRA upgraded Netflix to a “buy” with a $115 price target, adding fresh analyst endorsement that supports further upside. Benzinga – CFRA Upgrade
• Positive Sentiment: Analysts and commentators argue walking away from the WBD deal may benefit shareholders by preserving capital and focusing management on margin-accretive growth rather than a massive, risky acquisition. Why Netflix Rejecting Warner Bros Discovery May Benefit Shareholders
• Neutral Sentiment: Bank of America lowered its price target (from $149 to $125) but kept a “buy” rating — a mixed read: still supportive but reflecting more conservative upside assumptions. Benzinga – BofA Lowers Price Target
• Neutral Sentiment: Reports show external investors (including filings tied to President Trump’s trust) bought Netflix debt during the M&A drama — notable market activity but not a direct equity catalyst. Trump Was Quietly Loading Up On Netflix Bonds — While Talking Down Its Warner Bid
• Negative Sentiment: Insider selling: the CFO and other insiders have recently sold shares (large director/Chairman sales were reported), which can create investor concern about timing and leadership selling into strength. Insider Selling: Netflix CFO Sells Stock Netflix Chairman Reed Hastings Cashed Out $39.8M

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.