Netflix, Inc. $NFLX Shares Acquired by Robeco Institutional Asset Management B.V.

Robeco Institutional Asset Management B.V. lifted its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 37.9% in the third quarter, Holdings Channel reports. The firm owned 4,248,899 shares of the Internet television network’s stock after purchasing an additional 1,167,816 shares during the period. Robeco Institutional Asset Management B.V.’s holdings in Netflix were worth $295,638,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. American Capital Advisory LLC raised its holdings in Netflix by 0.8% in the first quarter. American Capital Advisory LLC now owns 13,990 shares of the Internet television network’s stock valued at $1,345,000 after buying an additional 109 shares during the period. CWS Financial Advisors LLC grew its stake in Netflix by 3.2% during the first quarter. CWS Financial Advisors LLC now owns 3,612 shares of the Internet television network’s stock worth $347,000 after buying an additional 112 shares during the period. Warner Group LLC grew its stake in Netflix by 2.2% during the first quarter. Warner Group LLC now owns 5,230 shares of the Internet television network’s stock worth $503,000 after buying an additional 114 shares during the period. Financial Avengers Inc. grew its stake in Netflix by 9.8% during the first quarter. Financial Avengers Inc. now owns 1,290 shares of the Internet television network’s stock worth $124,000 after buying an additional 115 shares during the period. Finally, PAX Financial Group LLC grew its stake in Netflix by 2.5% during the first quarter. PAX Financial Group LLC now owns 4,847 shares of the Internet television network’s stock worth $466,000 after buying an additional 116 shares during the period. Institutional investors and hedge funds own 80.93% of the company’s stock.

Netflix Stock Down 1.7%

NASDAQ NFLX opened at $68.69 on Wednesday. The stock has a market cap of $286.02 billion, a PE ratio of 21.62, a P/E/G ratio of 0.99 and a beta of 1.62. Netflix, Inc. has a fifty-two week low of $65.08 and a fifty-two week high of $124.86. The business has a 50 day moving average price of $74.92 and a two-hundred day moving average price of $80.20. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.39.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings data on Tuesday, October 20th. The Internet television network reported $0.87 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.82 by $0.05. The company had revenue of $12.87 billion during the quarter, compared to the consensus estimate of $12.87 billion. Netflix had a net margin of 28.22% and a return on equity of 40.02%. Netflix’s revenue for the quarter was up 11.9% on a year-over-year basis. During the same quarter last year, the company earned $0.59 earnings per share. As a group, sell-side analysts predict that Netflix, Inc. will post 3.59 EPS for the current fiscal year.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix exceeded third-quarter profit expectations, reporting diluted EPS of $0.87 versus the $0.82 consensus estimate. Revenue reached $12.87 billion, operating income rose 37% year over year to $4.46 billion, and operating margin expanded to 34.6%. Netflix Q3 earnings beat
• Positive Sentiment: Management cited pricing power, controlled churn and strong profitability, while Netflix repurchased approximately $4.8 billion of stock during the quarter. These factors support earnings per share and shareholder returns. Netflix Q3 financial results
• Positive Sentiment: Some analysts view the sharp decline in the stock and its valuation as creating an attractive entry point if management can restore viewership growth and improve content execution. Netflix is cheap again
• Neutral Sentiment: Netflix is cutting roughly 1,000 jobs and reorganizing its creative leadership, including changes involving film and content executives. Co-CEO Greg Peters described the layoffs as a difficult tradeoff intended to redirect investment toward longer-term growth, but the restructuring may create near-term execution risk. Netflix layoffs and long-term growth
• Negative Sentiment: The main pressure on NFLX is its fourth-quarter outlook: revenue is projected at approximately $13.4 billion, below Wall Street expectations, with operating margin expected to fall to 26% as restructuring costs weigh on results. Netflix weak fourth-quarter forecast
• Negative Sentiment: Netflix reduced its 2026 advertising-revenue forecast to approximately $2.7 billion from $3 billion because advertising-product rollouts are progressing more slowly than expected. The shortfall undermines a key growth narrative. Netflix cuts advertising forecast
• Negative Sentiment: Revenue growth is expected to slow for a fourth consecutive quarter, while stagnant viewership—particularly in the United States and Canada—and intensifying competition are raising concerns about Netflix’s ability to keep audiences engaged. Netflix viewership and competition concerns
• Negative Sentiment: The company also lowered its 2026 free-cash-flow outlook to about $12 billion from $12.5 billion, adding to investor concerns that forward momentum is weakening despite the quarterly earnings beat.

Analyst Upgrades and Downgrades

Several equities research analysts have recently issued reports on NFLX shares. Barclays set a $70.00 price objective on shares of Netflix and gave the stock an “equal weight” rating in a research report on Wednesday, October 7th. Bank of America reduced their target price on shares of Netflix from $125.00 to $105.00 and set a “buy” rating on the stock in a report on Friday, July 17th. UBS Group decreased their price target on shares of Netflix from $130.00 to $115.00 and set a “buy” rating for the company in a research report on Friday, July 17th. Phillip Securities raised shares of Netflix from a “moderate buy” rating to a “strong-buy” rating and set a $110.00 price target for the company in a research report on Sunday, July 19th. Finally, China Intl Cap upgraded Netflix to a “strong-buy” rating in a report on Tuesday, July 21st. Three analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, sixteen have assigned a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $93.38.

Insider Buying and Selling at Netflix

In related news, CEO Theodore A. Sarandos sold 105,850 shares of the firm’s stock in a transaction on Monday, August 3rd. The shares were sold at an average price of $73.03, for a total transaction of $7,730,225.50. Following the completion of the sale, the chief executive officer directly owned 206,266 shares of the company’s stock, valued at approximately $15,063,605.98. This trade represents a 33.91% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Spencer Neumann sold 9,248 shares of Netflix stock in a transaction on Monday, August 10th. The stock was sold at an average price of $75.79, for a total transaction of $700,905.92. Following the sale, the chief financial officer directly owned 73,787 shares in the company, valued at $5,592,316.73. This trade represents a 11.14% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 179,045 shares of company stock valued at $13,132,194. 1.24% of the stock is owned by company insiders.

Netflix Company Profile

Netflix, Inc (NASDAQ:NFLX) is a global entertainment company that provides subscription-based streaming services. Its platform offers a broad selection of television series, films, documentaries, stand-up specials and other programming, including content produced by Netflix and licensed from third-party studios and creators.

The company also develops and distributes original productions under the Netflix brand and has expanded into additional entertainment offerings, including mobile and cloud-based games in select markets and live programming.