Greenleaf Trust Has $8.04 Million Stock Position in Netflix, Inc. $NFLX

Key Points

• Greenleaf Trust boosted its Netflix stake by 871.2% in Q4, adding 76,900 shares to hold 85,727 shares worth about $8.04 million.
• Wall Street sentiment is broadly positive with a consensus rating of Moderate Buy and a consensus target of $115.10, supported by recent upgrades from firms including Goldman Sachs, Arete and Oppenheimer.
• Netflix beat Q4 estimates (EPS $0.56 vs. $0.55; revenue $12.05B vs. $11.97B, +17.6% YoY) and issued Q1 guidance of 0.76 EPS.

Greenleaf Trust lifted its stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 871.2% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 85,727 shares of the Internet television network's stock after acquiring an additional 76,900 shares during the quarter. Greenleaf Trust's holdings in Netflix were worth $8,038,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Natural Investments LLC raised its position in shares of Netflix by 0.5% during the third quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network's stock worth $1,999,000 after acquiring an additional 9 shares during the last quarter. Hengehold Capital Management LLC raised its position in shares of Netflix by 3.3% during the third quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network's stock worth $338,000 after acquiring an additional 9 shares during the last quarter. Financial Partners Group Inc raised its position in shares of Netflix by 0.9% during the third quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network's stock worth $1,162,000 after acquiring an additional 9 shares during the last quarter. Seascape Capital Management raised its position in shares of Netflix by 1.6% during the third quarter. Seascape Capital Management now owns 568 shares of the Internet television network's stock worth $681,000 after acquiring an additional 9 shares during the last quarter. Finally, Crews Bank & Trust increased its holdings in Netflix by 5.8% in the third quarter. Crews Bank & Trust now owns 164 shares of the Internet television network's stock valued at $197,000 after purchasing an additional 9 shares during the last quarter. Institutional investors and hedge funds own 80.93% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms recently commented on NFLX. Arete Research upgraded Netflix from a "neutral" rating to a "buy" rating in a report on Friday, February 27th. Moffett Nathanson dropped their price objective on Netflix from $140.00 to $115.00 and set a "buy" rating for the company in a report on Wednesday, January 21st. BMO Capital Markets dropped their price objective on Netflix from $143.00 to $135.00 and set an "outperform" rating for the company in a report on Wednesday, January 21st. The Goldman Sachs Group upgraded Netflix from a "neutral" rating to a "buy" rating and upped their price objective for the company from $100.00 to $120.00 in a report on Monday. Finally, DZ Bank reiterated a "buy" rating on shares of Netflix in a report on Friday, February 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have assigned a Hold rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus target price of $115.10.

Insider Buying and Selling at Netflix

In other Netflix news, insider David A. Hyman sold 5,727 shares of the business's stock in a transaction on Monday, February 9th. The shares were sold at an average price of $81.06, for a total transaction of $464,230.62. Following the sale, the insider owned 316,100 shares of the company's stock, valued at $25,623,066. The trade was a 1.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, 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 SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,543,023 shares of company stock worth $141,145,842. Company insiders own 1.37% of the company's stock.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Oppenheimer kept an “Outperform” on NFLX and raised its price target to $135, citing better revenue visibility as price hikes roll through and stronger margin prospects. Oppenheimer Bullish on Netflix
• Positive Sentiment: Goldman Sachs upgraded Netflix on improved growth outlook and raised its target (coverage highlighted by media), signaling renewed sell‑side confidence that supports the rally. Netflix Wins Goldman Upgrade
• Positive Sentiment: Jefferies reiterated a Buy and analysts (and other shops) expect recent subscription price increases to lift full‑year guidance and margins — a core reason funds are rotating back into the name. Netflix price increases expected to lift full-year guidance
• Positive Sentiment: Product/market expansion: Netflix launched “Playground,” an ad‑free kids’ gaming app, and is pushing partnerships (sports/dining, Argentina focus) that expand engagement and monetization levers beyond streaming. These initiatives support longer‑term ARPU and retention narratives. Netflix (NFLX) Kicks Off ‘Playground’ App for Ad-Free Kids Gaming
• Neutral Sentiment: Rosenblatt raised a price target to $96 — a modest call (below some other targets) that reflects mixed valuation views and keeps debate alive about fair value amid faster profitability. Rosenblatt Securities Raises Netflix Price Target to $96
• Neutral Sentiment: Investors are watching April 16 (next earnings/updates) as estimates and guidance will determine whether price increases and new products translate into sustained revenue/margin beats. Dear Netflix Stock Fans, Mark Your Calendars for April 16
• Negative Sentiment: Regulatory/legal risk: An Italian court ordered Netflix to refund subscribers over repeated price hikes, potentially meaning hundreds of euros per customer if the ruling stands — an appeal is pending but the headline raises consumer‑backlash and regulatory risk concerns. Netflix told by court to refund customers over repeated price hikes

Netflix Trading Up 0.6%

Shares of NFLX stock opened at $99.39 on Thursday. The company's fifty day simple moving average is $89.11 and its two-hundred day simple moving average is $99.25. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. The stock has a market capitalization of $419.64 billion, a price-to-earnings ratio of 39.33, a PEG ratio of 1.50 and a beta of 1.67.

Netflix (NASDAQ:NFLX - Get Free Report) last issued its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The business had revenue of $12.05 billion for the quarter, compared to analysts' expectations of $11.97 billion. During the same quarter in the previous year, the firm posted $0.43 EPS. The business's revenue for the quarter was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current year.

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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