Caldwell Trust Co Has $5.59 Million Stock Position in Netflix, Inc. $NFLX

Key Points

• Caldwell Trust Co. boosted its Netflix stake by 983.5% in Q4 to 59,612 shares worth about $5.59 million, as several other institutions also materially increased positions (institutional ownership ~80.93%).
• Netflix beat expectations with $1.23 EPS (vs. $0.76 expected) and $12.25B revenue, while analysts carry a "Moderate Buy" consensus with a $114.82 average target and Q2 guidance of $0.78 EPS.
• Management unveiled a massive $25 billion buyback that fueled bullish coverage, but heavy insider selling (1.49M shares, ~$136.3M) and Reed Hastings' exit have created mixed investor sentiment.

Caldwell Trust Co lifted its stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 983.5% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 59,612 shares of the Internet television network's stock after purchasing an additional 54,110 shares during the quarter. Caldwell Trust Co's holdings in Netflix were worth $5,589,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Vest Financial LLC boosted its position in shares of Netflix by 1,094.0% in the 4th quarter. Vest Financial LLC now owns 72,333 shares of the Internet television network's stock valued at $6,782,000 after purchasing an additional 66,275 shares during the period. Strategic Blueprint LLC boosted its position in shares of Netflix by 1,588.3% in the 4th quarter. Strategic Blueprint LLC now owns 70,421 shares of the Internet television network's stock valued at $6,603,000 after purchasing an additional 66,250 shares during the period. United Community Bank boosted its position in shares of Netflix by 566.7% in the 4th quarter. United Community Bank now owns 2,780 shares of the Internet television network's stock valued at $261,000 after purchasing an additional 2,363 shares during the period. KTF Investments LLC acquired a new position in shares of Netflix in the 4th quarter valued at $236,000. Finally, Oakworth Capital Inc. boosted its position in shares of Netflix by 808.8% in the 4th quarter. Oakworth Capital Inc. now owns 4,453 shares of the Internet television network's stock valued at $418,000 after purchasing an additional 3,963 shares during the period. Institutional investors and hedge funds own 80.93% of the company's stock.

Analyst Ratings Changes

A number of research firms recently weighed in on NFLX. Arete Research upgraded Netflix from a "neutral" rating to a "buy" rating in a research report on Friday, February 27th. New Street Research increased their price target on Netflix from $96.00 to $102.00 in a research report on Friday, April 17th. Wedbush reiterated an "outperform" rating and issued a $118.00 price target on shares of Netflix in a research report on Thursday, April 16th. Royal Bank Of Canada reiterated a "hold" rating on shares of Netflix in a research report on Wednesday, January 21st. Finally, Moffett Nathanson raised their price objective on Netflix from $115.00 to $120.00 and gave the stock a "buy" rating in a research report on Tuesday, April 14th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and fifteen have assigned a Hold rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus target price of $114.82.

Netflix Trading Down 1.2%

Shares of NASDAQ NFLX opened at $91.36 on Tuesday. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The firm has a market capitalization of $384.72 billion, a PE ratio of 29.51, a PEG ratio of 1.20 and a beta of 1.67. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43. The business has a 50-day moving average price of $93.89 and a two-hundred day moving average price of $97.38.

Netflix (NASDAQ:NFLX - Get Free Report) last announced its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, topping analysts' consensus estimates of $0.76 by $0.47. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The firm had revenue of $12.25 billion during the quarter, compared to analyst estimates of $12.17 billion. During the same period last year, the company posted $6.61 EPS. The business's quarterly revenue was up 16.2% compared to the same quarter last year. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, analysts predict that Netflix, Inc. will post 3.53 earnings per share for the current fiscal year.

Insider Buying and Selling at Netflix

In other news, insider David A. Hyman sold 5,727 shares of Netflix stock in a transaction dated 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 sale, the insider directly owned 316,100 shares in the company, valued at $25,623,066. The trade was a 1.78% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Reed Hastings sold 420,550 shares of Netflix stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total value of $40,158,319.50. Following the sale, the director owned 3,940 shares of the company's stock, valued at approximately $376,230.60. This represents a 99.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,487,794 shares of company stock worth $136,255,772 over the last quarter. Insiders own 1.37% of the company's stock.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix unveiled a massive $25 billion buyback that exceeds its 2026 content budget, signaling strong capital returns and management confidence — a major catalyst for longer‑term valuation upside. Netflix's New Stock Buyback Is Bigger Than Its Entire 2026 Content Budget
• Positive Sentiment: Multiple bullish retail/analysis pieces frame the buyback and ongoing margin focus as a buy case (e.g., a "25 billion reason" argument), reinforcing investor interest in share repurchases as a driver for returns. A $25 Billion Reason to Buy Netflix Stock in April 2026
• Positive Sentiment: Analysts and commentators (including Jim Cramer) continue to express conviction in Netflix’s long‑term growth prospects, which can support demand amid short‑term volatility. Jim Cramer Doesn’t Believe It’s Over With Netflix (NFLX)
• Neutral Sentiment: Citic Securities raised its price target to $107 (still a "hold"), implying upside but stopping short of a buy recommendation — a mixed signal for traders. Citic Securities Adjusts Price Target on Netflix
• Neutral Sentiment: Coverage comparing Netflix to other large tech winners (e.g., Nvidia) highlights differing risk/reward profiles; useful context but not an immediate price driver. Nvidia vs. Netflix: Wall Street Says This Large Tech Stock Will Make You Richer
• Neutral Sentiment: Management is emphasizing profit discipline and diversifying into ads, live sports, gaming and experiences — a strategic shift that supports margins but will take time to materialize. Netflix Weighs Profit Discipline Against Growth In Sports Gaming Experiences
• Negative Sentiment: Co‑founder Reed Hastings is leaving the company, creating leadership uncertainty and raising questions about strategic continuity after the decision not to pursue a Warner merger. That news is a key reason some investors are trimming exposure. Netflix Co-Founder Reed Hastings Is Leaving the Company
• Negative Sentiment: Some analysts and commentators argue the $25B buyback may not fully placate investors — expectations around growth and execution remain high and could pressure the stock if results lag. A $25 Billion Buyback, Even Bigger Expectations: Netflix Faces Investor Doubts
• Negative Sentiment: Erste Group downgraded NFLX from "buy" to "hold," adding selling pressure from some institutional investors. Finviz: Netflix Quote

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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