Netflix, Inc. $NFLX Shares Purchased by Trust Point Inc.

Key Points

• Trust Point Inc. boosted its Netflix stake by 864.4% in Q4, acquiring an additional 18,697 shares to hold 20,860 shares valued at about $1.956 million at quarter-end.
• Netflix raised U.S. subscription prices (ad $8.99, standard $19.99, premium $26.99) to help fund a roughly $20 billion content budget, a move expected to lift ARPU but that increases execution risk and has prompted political backlash.
• Analysts have a consensus rating of "Moderate Buy" with an average target of $114.30, while company insiders have been net sellers recently (insiders sold ~1.52 million shares worth ~$137 million in the last 90 days, including Reed Hastings' sale of 426,290 shares).

Trust Point Inc. increased its holdings in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 864.4% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 20,860 shares of the Internet television network's stock after acquiring an additional 18,697 shares during the period. Trust Point Inc.'s holdings in Netflix were worth $1,956,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in NFLX. First Financial Corp IN grew its holdings in shares of Netflix by 900.0% during the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network's stock worth $25,000 after purchasing an additional 243 shares during the period. Imprint Wealth LLC purchased a new stake in Netflix in the 3rd quarter valued at about $25,000. Retirement Wealth Solutions LLC purchased a new stake in Netflix in the 3rd quarter valued at about $28,000. Steph & Co. lifted its position in Netflix by 188.9% in the third quarter. Steph & Co. now owns 26 shares of the Internet television network's stock valued at $31,000 after buying an additional 17 shares during the last quarter. Finally, Bare Financial Services Inc lifted its position in Netflix by 93.3% in the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network's stock valued at $35,000 after buying an additional 14 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 brokerages have weighed in on NFLX. KeyCorp set a $110.00 price target on shares of Netflix and gave the company an "overweight" rating in a research report on Friday, January 16th. Susquehanna raised Netflix to a "positive" rating and set a $112.00 target price on the stock in a research report on Wednesday, January 21st. Pivotal Research decreased their price target on Netflix from $105.00 to $95.00 and set a "hold" rating on the stock in a research note on Wednesday, January 21st. Piper Sandler reaffirmed a "positive" rating and issued a $103.00 price objective (down from $140.00) on shares of Netflix in a research note on Wednesday, January 21st. Finally, TD Cowen cut their price objective on Netflix from $115.00 to $112.00 and set a "buy" rating on the stock in a report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and twelve have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $114.30.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Price increases across all U.S. plans should raise ARPU and near-term revenue; Netflix says hikes support expanded programming (new prices: ad tier $8.99, standard $19.99, premium $26.99). Netflix raises subscription prices across all plans in US
• Positive Sentiment: Analyst support: Erste Group raised its rating to Buy and lifted FY2026/27 EPS estimates modestly, reinforcing positive analyst sentiment. Netflix NASDAQ: NFLX Raised to Buy at Erste Group Bank
• Positive Sentiment: Ad business momentum and live-sports initiatives (MLB) point to diversified growth beyond subscriptions — advertising revenue and live-event deals could bolster top-line and monetization. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Neutral Sentiment: Company plans a roughly $20B content budget — this supports growth initiatives (originals, video podcasts, live sports) but increases capital intensity and execution risk. Netflix hiking subscription plans to pay for $20B content budget
• Neutral Sentiment: Guidance & earnings context: recent quarter beat expectations modestly and Netflix reiterated content-led strategy; investors will watch subscriber trends and margin impact. Stock Market Today, March 26: Netflix Stock Rises After Raising Subscription Prices
• Negative Sentiment: Political/public backlash: Senator Elizabeth Warren publicly criticized the timing of the price hike, arguing it came after a large fee payout — potential PR and regulatory scrutiny risk. Netflix 'Just Got $2.8 Billion… Turned Around And Raised Prices': Elizabeth Warren Blasts Streaming Giant's Latest Hike
• Negative Sentiment: Valuation and "stream‑flation" concerns: some analysts flag stretched multiples (PS) and slowing growth; repeated price hikes may push users toward free competitors over time. Is Netflix Stock's 7.3X PS Still Worth it? Buy, Sell, or Hold?

Netflix Stock Up 1.1%

Netflix stock opened at $93.32 on Friday. The firm has a market capitalization of $394.01 billion, a P/E ratio of 36.93, a P/E/G ratio of 1.41 and a beta of 1.68. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The stock's fifty day simple moving average is $87.14 and its 200-day simple moving average is $100.82.

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

Insider Buying and Selling at Netflix

In related news, insider David A. Hyman sold 23,439 shares of the company's stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $88.11, for a total transaction of $2,065,210.29. Following the sale, the insider directly owned 316,100 shares in the company, valued at approximately $27,851,571. This represents a 6.90% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Reed Hastings sold 426,290 shares of the firm's stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the completion of the sale, the director directly owned 3,940 shares in the company, valued at approximately $361,179.80. This trade represents a 99.08% decrease in their position. The SEC filing for this sale provides additional information. In the last 90 days, insiders sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is currently owned by company insiders.

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.

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