Temasek Holdings Private Ltd Boosts Holdings in Netflix, Inc. $NFLX

Key Points

• Temasek Holdings boosted its stake in Netflix by 59.8% in Q3 to 50,170 shares (worth about $60.15M), while institutional investors now own roughly 80.93% of the company.
• Netflix is acquiring InterPositive, Ben Affleck’s moviemaking AI startup, for reported consideration of up to $600 million to accelerate AI-driven editing and production—an initiative that could cut content costs but creates near-term cash outflow and integration risk.
• Significant insider selling has occurred recently: Reed Hastings sold 426,290 shares (~$39.1M) and insiders have sold about 1.52M shares (~$137.3M) over the past three months, leaving insiders with roughly 1.37% ownership.

Temasek Holdings Private Ltd grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 59.8% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 50,170 shares of the Internet television network's stock after purchasing an additional 18,783 shares during the period. Temasek Holdings Private Ltd's holdings in Netflix were worth $60,150,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of NFLX. Retirement Wealth Solutions LLC purchased a new stake in Netflix in the third quarter worth about $28,000. Steph & Co. grew its holdings in shares of Netflix by 188.9% during the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network's stock worth $31,000 after acquiring an additional 17 shares during the period. Bare Financial Services Inc grew its holdings in shares of Netflix by 93.3% during the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network's stock worth $35,000 after acquiring an additional 14 shares during the period. Horizon Financial Services LLC raised its position in shares of Netflix by 480.0% in the 3rd quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network's stock worth $35,000 after acquiring an additional 24 shares in the last quarter. Finally, Redmont Wealth Advisors LLC bought a new position in shares of Netflix in the 3rd quarter worth approximately $36,000. Hedge funds and other institutional investors own 80.93% of the company's stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix is acquiring InterPositive, Ben Affleck’s AI moviemaking startup, in a deal reported to be as much as $600 million — a strategic move to accelerate AI tools for editing and production that could lower content costs and speed releases. MarketWatch: Netflix is spending up to $600 million to buy Ben Affleck’s AI startup
• Positive Sentiment: Netflix confirmed a sequel to its most-watched film ever, “KPop Demon Hunters,” supporting continued strong content performance and subscriber engagement. Reuters: More demons, more K-pop: Netflix announces 'KPop Demon Hunters' sequel
• Positive Sentiment: Netflix is expanding into games and live streaming (hires and tech partnerships reported), signaling new revenue adjacencies beyond SVOD that could improve monetization over time. Yahoo Finance: Netflix Expands Games And Live Streaming
• Neutral Sentiment: The company set its Q1 2026 earnings release for April 16, giving the market a date to reassess growth, margins and guidance — an event risk but also an information catalyst. PR Newswire: Netflix to Announce First Quarter 2026 Financial Results
• Neutral Sentiment: High investor attention and bullish commentary (e.g., some strategists buying after the company dropped the Warner Bros. Discovery deal) are driving flows and sentiment—but they don’t guarantee fundamentals will beat expectations. Zacks: Netflix is Attracting Investor Attention
• Negative Sentiment: Reports of internal product-team cuts and a reorg could signal cost pressure or execution risk; layoffs can reduce near-term innovation velocity and unsettle employees. Benzinga: Netflix Cuts Dozens Of Product Team Jobs Amid Internal Restructuring
• Negative Sentiment: The sizable InterPositive price tag (reported up to $600M) creates near-term cash outflow and integration risk; investors may worry about payback timing and execution on promised AI cost savings. TechCrunch: Netflix may have paid $600 million for Ben Affleck's AI startup

Insider Activity

In related news, Director Reed Hastings sold 426,290 shares of the stock in a transaction dated 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 sale, the director directly owned 3,940 shares of the company's stock, valued at approximately $361,179.80. This represents a 99.08% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider David A. Hyman sold 23,439 shares of the firm's stock in a transaction dated 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 owned 316,100 shares of the company's stock, valued at approximately $27,851,571. This represents a 6.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is currently owned by insiders.

Netflix Stock Up 1.1%

NFLX stock opened at $95.31 on Friday. The business has a 50 day moving average of $86.57 and a 200 day moving average of $102.80. The firm has a market cap of $402.41 billion, a PE ratio of 37.72, a price-to-earnings-growth ratio of 1.45 and a beta of 1.68. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51.

Netflix (NASDAQ:NFLX - Get Free Report) last announced its quarterly earnings data 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 return on equity of 43.26% and a net margin of 24.30%.The business had revenue of $12.05 billion during the quarter, compared to analysts' expectations of $11.97 billion. During the same quarter in the previous year, the business earned $0.43 earnings per share. The firm's quarterly revenue 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, research analysts forecast that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Analysts Set New Price Targets

Several research firms recently weighed in on NFLX. JPMorgan Chase & Co. assumed coverage on Netflix in a research report on Monday, March 2nd. They set an "overweight" rating and a $120.00 price target on the stock. Cfra upgraded Netflix from a "hold" rating to a "buy" rating and set a $115.00 price objective for the company in a report on Friday, March 6th. Moffett Nathanson lowered their price objective on Netflix from $140.00 to $115.00 and set a "buy" rating for the company in a research report on Wednesday, January 21st. The Goldman Sachs Group restated a "neutral" rating and set a $100.00 target price (down from $112.00) on shares of Netflix in a report on Wednesday, January 21st. Finally, KeyCorp set a $110.00 target price on shares of Netflix and gave the stock an "overweight" rating in a research report on Friday, January 16th. Two analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and fourteen have issued a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $114.67.

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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