Rathbones Group PLC Buys 752,424 Shares of Netflix, Inc. $NFLX

Key Points

• Rathbones Group PLC boosted its Netflix stake by 1,048.7% in Q4, buying 752,424 shares to hold 824,173 shares worth about $77.27 million.
• Company insiders have been net sellers recently — including CFO Spencer Neumann's ~28,630‑share sale — with insiders offloading $141.15 million of stock in the last 90 days while owning 1.37% of Netflix.
• Analyst sentiment is mixed but constructive: Netflix has a consensus rating of "Moderate Buy" with a consensus price target of $115.10, and several firms have raised targets (e.g., Goldman to $120, Oppenheimer to $135); Q1 earnings on April 16 are an important near‑term catalyst.

Rathbones Group PLC boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 1,048.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 824,173 shares of the Internet television network's stock after purchasing an additional 752,424 shares during the quarter. Rathbones Group PLC's holdings in Netflix were worth $77,274,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. First Financial Corp IN boosted its holdings in shares of Netflix by 900.0% in the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network's stock valued at $25,000 after buying an additional 243 shares in the last quarter. DiNuzzo Private Wealth Inc. boosted its holdings in shares of Netflix by 885.2% in the 4th quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network's stock valued at $25,000 after buying an additional 239 shares in the last quarter. Imprint Wealth LLC bought a new stake in shares of Netflix in the 3rd quarter valued at about $25,000. Retirement Wealth Solutions LLC bought a new stake in shares of Netflix in the 3rd quarter valued at about $28,000. Finally, MB Levis & Associates LLC boosted its holdings in shares of Netflix by 177.8% in the 4th quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network's stock valued at $28,000 after buying an additional 192 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors.

Insider Buying and Selling at Netflix

In other news, insider David A. Hyman sold 5,727 shares of Netflix 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 completion of the sale, the insider directly owned 316,100 shares in the company, valued at approximately $25,623,066. The trade was a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, CFO Spencer Adam Neumann sold 28,630 shares of Netflix stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $98.00, for a total transaction of $2,805,740.00. Following the sale, the chief financial officer owned 73,787 shares of the company's stock, valued at approximately $7,231,126. The trade was a 27.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 1,543,023 shares of company stock valued at $141,145,842. Company insiders own 1.37% of the company's stock.

Analysts Set New Price Targets

A number of analysts have recently weighed in on the company. Pivotal Research lowered their price objective on Netflix from $105.00 to $95.00 and set a "hold" rating for the company in a research report on Wednesday, January 21st. JPMorgan Chase & Co. assumed coverage on Netflix in a research report on Monday, March 2nd. They issued an "overweight" rating and a $120.00 price objective for the company. Citigroup assumed coverage on Netflix in a research report on Wednesday, March 18th. They issued a "buy" rating and a $115.00 price objective for the company. KeyCorp set a $110.00 price objective on Netflix and gave the stock an "overweight" rating in a research report on Friday, January 16th. Finally, Oppenheimer raised their price objective on Netflix from $125.00 to $135.00 and gave the stock an "outperform" rating in a research report on Friday, March 27th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and a consensus price target of $115.10.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Goldman Sachs upgraded NFLX to Buy and raised its 12‑month price target to $120, citing improving revenue durability, operating leverage and shareholder returns — a major catalyst for the stock rally this morning. Goldman Sachs resets Netflix stock price target for rest of 2026
• Positive Sentiment: Analysts and press point to Netflix’s recent price hikes, faster ad-revenue growth and selective live‑sports strategy as margin drivers that support higher profitability and valuation upside. Netflix Rises as Price Hikes, Ad Revenue Growth, and Live Sports Signal a New Phase of Profitability
• Positive Sentiment: Product expansion: Netflix launched “Netflix Playground,” an ad‑free kids gaming app built on its IP — a user‑engagement play that supports stickiness, potential ARPU lift for families, and cross‑sell opportunities. Netflix debuts new 'Playground' gaming app for kids
• Neutral Sentiment: Upcoming catalyst: Q1 2026 earnings are due April 16. Market expectations are mixed but some analysts and note‑writers argue Netflix has multiple levers (price, ads, breakup fee) that could produce an earnings beat — the report will likely swing sentiment sharply. Will Netflix Inc (NFLX) beat quarterly earnings?
• Neutral Sentiment: Strategic relief: analysts note Netflix may benefit after losing the Warner Bros. auction (avoids massive acquisition cost and may receive breakup fee), a development reframed as financially constructive by some commentators. Why Netflix stands to get richer after losing Warner Bros. bidding war
• Negative Sentiment: Insider activity: Netflix’s CFO sold roughly $2.8M of stock recently — a small red flag for some traders that can add near‑term pressure or be used by bears as a talking point. Insider Selling: Netflix NASDAQ: NFLX CFO Sells $2,805,740.00 in Stock

Netflix Trading Up 0.3%

NASDAQ:NFLX opened at $98.93 on Tuesday. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The firm has a fifty day simple moving average of $88.55 and a 200-day simple moving average of $99.57. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. The company has a market capitalization of $417.70 billion, a P/E ratio of 39.15, a PEG ratio of 1.50 and a beta of 1.67.

Netflix (NASDAQ:NFLX - Get Free Report) last posted its quarterly earnings data 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 net margin of 24.30% and a return on equity of 43.26%. The business had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. During the same period in the previous year, the firm posted $0.43 earnings per share. 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. On average, equities research analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current year.

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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