CENTRAL TRUST Co Grows Stock Holdings in Netflix, Inc. $NFLX

Key Points

• CENTRAL TRUST Co boosted its Netflix stake by 889.9% in Q4, buying an additional 40,000 shares to hold 44,495 shares worth about $4.17 million.
• Netflix beat Q1 estimates with $1.23 EPS and $12.25 billion in revenue, but conservative Q2 guidance of $0.78 EPS prompted profit‑taking and weighed on the stock.
• The board authorized a $25 billion share‑repurchase program and is pushing a TikTok‑style "Clips" feed to boost mobile engagement, yet large insider sales (991,043 shares in the last 90 days) and renewed shareholder activism create mixed sentiment.

CENTRAL TRUST Co boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 889.9% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 44,495 shares of the Internet television network's stock after purchasing an additional 40,000 shares during the quarter. CENTRAL TRUST Co's holdings in Netflix were worth $4,172,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. Vanguard Group Inc. boosted its position in shares of Netflix by 0.4% during the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network's stock valued at $46,183,983,000 after buying an additional 142,238 shares during the period. Checchi Capital Advisers LLC boosted its position in shares of Netflix by 875.7% during the fourth quarter. Checchi Capital Advisers LLC now owns 31,143 shares of the Internet television network's stock valued at $2,920,000 after buying an additional 27,951 shares during the period. Contravisory Investment Management Inc. boosted its position in shares of Netflix by 837.2% during the fourth quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network's stock valued at $10,443,000 after buying an additional 99,496 shares during the period. Crew Capital Management Ltd boosted its position in shares of Netflix by 1,021.9% during the fourth quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network's stock valued at $847,000 after buying an additional 8,226 shares during the period. Finally, BNC Wealth Management LLC boosted its position in shares of Netflix by 991.3% during the fourth quarter. BNC Wealth Management LLC now owns 41,229 shares of the Internet television network's stock valued at $3,866,000 after buying an additional 37,451 shares during the period. Institutional investors own 80.93% of the company's stock.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Board authorized a large $25 billion share‑repurchase capacity, boosting optionality to reduce float and support the stock. Netflix, Inc. (NFLX) Expands Buyback Capacity with New $25B Authorization
• Positive Sentiment: Netflix is pushing mobile engagement with a TikTok‑style vertical "Clips" feed to increase viewing frequency and discovery on phones — a strategic product move to broaden usage. Netflix wants you to watch ‘Clips,' its TikTok-like vertical video feed
• Positive Sentiment: TV/market commentators and some TV‑trade segments are still listing NFLX among buy/long ideas, keeping some investor interest intact. Netflix, Cisco, Zoom And A Health Care Stock On CNBC's 'Final Trades'
• Neutral Sentiment: Analysts modestly raised forward EPS estimates (Erste Group nudged FY2026/FY2027 numbers slightly), but ratings remain mixed — small upside to estimates rather than a broad upgrade. Erste Group raises Netflix EPS estimates (MarketBeat summary)
• Neutral Sentiment: Investor attention metrics and media writeups (Zacks) show heightened interest — more eyeballs can amplify moves but don't guarantee direction. Netflix, Inc. (NFLX) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Market reaction remains focused on the company's conservative near‑term guidance (Q2 EPS guidance lower than some expected), which prompted profit‑taking despite the Q1 EPS beat. That guidance is a principal reason for downward pressure. Why Is Netflix Stock Falling, and is it a Generational Buying Opportunity?
• Negative Sentiment: Shareholder activism and governance scrutiny have returned to the headlines, adding uncertainty around strategic choices and valuation — a potential headwind for sentiment until resolved. Netflix Shareholder Activism Puts Governance And Valuation In Focus

Netflix Stock Performance

Shares of NFLX stock opened at $92.06 on Monday. The firm has a market cap of $387.65 billion, a price-to-earnings ratio of 29.74, a PEG ratio of 1.18 and a beta of 1.55. The company's 50 day moving average is $94.81 and its 200 day moving average is $96.77. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.43. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12.

Netflix (NASDAQ:NFLX - Get Free Report) last issued its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.76 by $0.47. The company had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. Netflix's revenue was up 16.2% compared to the same quarter last year. During the same period last year, the company posted $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, sell-side analysts anticipate that Netflix, Inc. will post 3.56 EPS for the current fiscal year.

Insiders Place Their Bets

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of Netflix stock in a transaction 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 directly owned 122,140 shares of the company's stock, valued at approximately $10,166,933.60. The trade was a 18.27% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider Cletus R. Willems sold 3,136 shares of Netflix stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total transaction of $259,253.12. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 991,043 shares of company stock valued at $94,785,475. 1.37% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on NFLX shares. New Street Research boosted their target price on Netflix from $96.00 to $102.00 in a research report on Friday, April 17th. TD Cowen decreased their price target on shares of Netflix from $115.00 to $112.00 and set a "buy" rating for the company in a research note on Wednesday, January 21st. The Goldman Sachs Group raised shares of Netflix from a "neutral" rating to a "buy" rating in a research note on Monday, April 13th. Barclays set a $110.00 price target on shares of Netflix and gave the company an "equal weight" rating in a research note on Friday, April 17th. Finally, Piper Sandler reaffirmed an "overweight" rating and set a $115.00 price target (up from $103.00) on shares of Netflix in a research note on Friday, April 17th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fifteen have issued a Hold rating to the company's stock. According to data from MarketBeat.com, Netflix presently has an average rating of "Moderate Buy" and an average price target of $114.82.

About Netflix

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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