Netflix, Inc. $NFLX Shares Acquired by ABN AMRO Bank N.V.

ABN AMRO Bank N.V. increased its holdings in Netflix, Inc. (NASDAQ:NFLX) by 18.0% in the third quarter, HoldingsChannel reports. The firm owned 268,367 shares of the Internet television network’s stock after purchasing an additional 40,986 shares during the period. Netflix accounts for approximately 3.2% of ABN AMRO Bank N.V.’s portfolio, making the stock its 6th biggest holding. ABN AMRO Bank N.V.’s holdings in Netflix were worth $320,891,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of NFLX. Flagship Harbor Advisors LLC lifted its position in shares of Netflix by 0.5% in the third quarter. Flagship Harbor Advisors LLC now owns 10,426 shares of the Internet television network’s stock worth $12,500,000 after buying an additional 54 shares during the last quarter. Linscomb Wealth Inc. raised its stake in shares of Netflix by 2.3% in the 3rd quarter. Linscomb Wealth Inc. now owns 541 shares of the Internet television network’s stock valued at $649,000 after acquiring an additional 12 shares in the last quarter. Bessemer Group Inc. lifted its holdings in Netflix by 3.2% in the 3rd quarter. Bessemer Group Inc. now owns 150,142 shares of the Internet television network’s stock worth $180,008,000 after purchasing an additional 4,620 shares during the last quarter. BI Asset Management Fondsmaeglerselskab A S boosted its position in Netflix by 19.8% during the third quarter. BI Asset Management Fondsmaeglerselskab A S now owns 51,835 shares of the Internet television network’s stock worth $62,146,000 after purchasing an additional 8,559 shares during the period. Finally, SBI Securities Co. Ltd. grew its holdings in Netflix by 5.1% during the third quarter. SBI Securities Co. Ltd. now owns 12,417 shares of the Internet television network’s stock valued at $14,887,000 after purchasing an additional 607 shares during the last quarter. 80.93% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Ad-revenue strength — Reports say Netflix’s ad business has surged (cited near $1.5B), supporting revenue diversification and margin expansion that underpin the company’s growth story. Netflix’s Ad Revenue Surges to $1.5 Billion
• Positive Sentiment: Analyst support — Recent upgrades (e.g., Freedom Capital Markets) and some buy ratings can attract buyers on pullbacks and provide technical support. Freedom Capital Markets Upgrades Netflix
• Neutral Sentiment: Political risk reduced — President Trump said he will stay out of the Netflix–Paramount/Skydance fight over Warner Bros, removing one layer of headline political interference (but not regulatory antitrust risk). Trump says he will stay out of Netflix-Paramount fight
• Neutral Sentiment: Deal process update — Reports suggest procedural steps (possible WBD shareholder vote in March) keep the acquisition timeline active but do not resolve regulatory hurdles. Warner Bros. Discovery vote on Netflix deal likely to be held in March
• Neutral Sentiment: Options positioning — “Max pain” analysis points to ~\$88 by Feb. 20, meaning short-term option flows could amplify intraday moves but this is not a fundamental change. Netflix Max Pain Points to a Price of $88
• Negative Sentiment: Intensifying regulatory/antitrust scrutiny — Co‑CEO Ted Sarandos faced tough questioning in a U.S. Senate hearing about the ~$82.7B Warner Bros. deal; lawmakers across parties flagged competition, pricing and labor concerns, increasing the risk of delays, conditions or a block. Netflix co‑CEO faces grilling by US Senate panel
• Negative Sentiment: Large insider selling — Director Reed Hastings sold ~390,970 shares (~$32.7M), cutting his stake dramatically; big insider exits can spook investors even if explained as diversification. Reed Hastings Insider Sale
• Negative Sentiment: Industry friction & reputational risk — German voice actors launched a boycott over AI-training clauses, and coverage emphasizes talent, pricing and consumer concerns tied to the merger. German voice actors boycott Netflix
• Negative Sentiment: Analyst targets trimmed — Some price-target cuts and downgrades have appeared amid share weakness, signaling reduced near-term upside from parts of the sell-side. Netflix price target decreased

Netflix Price Performance

Shares of NFLX stock opened at $80.16 on Thursday. Netflix, Inc. has a 12 month low of $79.22 and a 12 month high of $134.12. The company has a market capitalization of $338.45 billion, a P/E ratio of 31.72, a P/E/G ratio of 1.42 and a beta of 1.71. The stock has a 50 day moving average of $92.27 and a two-hundred day moving average of $108.90. 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 (NASDAQ:NFLX) last issued its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.01. The business had revenue of $12.05 billion during the quarter, compared to analyst estimates of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.Netflix’s revenue was up 17.6% on a year-over-year basis. During the same period in the prior year, the company posted $0.43 earnings per share. 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 EPS for the current year.

Analysts Set New Price Targets

A number of analysts have recently weighed in on NFLX shares. Barclays restated a “neutral” rating and issued a $110.00 price objective on shares of Netflix in a research note on Friday, December 5th. Rothschild & Co Redburn decreased their price target on shares of Netflix from $145.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. Benchmark reiterated a “hold” rating on shares of Netflix in a research note on Tuesday, January 13th. Sanford C. Bernstein reissued a “buy” rating on shares of Netflix in a research report on Thursday, January 22nd. Finally, TD Cowen lowered their target price on Netflix from $115.00 to $112.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating and seventeen have given a Hold rating to the company. According to MarketBeat, Netflix presently has a consensus rating of “Moderate Buy” and a consensus price target of $116.17.

Insider Buying and Selling at Netflix

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 value of $39,078,004.30. Following the completion of the transaction, the director owned 3,940 shares of the company’s stock, valued at $361,179.80. This represents a 99.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider David A. Hyman sold 23,439 shares of the firm’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $88.11, for a total transaction of $2,065,210.29. Following the transaction, 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 position. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have sold 1,353,740 shares of company stock worth $126,150,583. Corporate insiders own 1.37% of the company’s stock.

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.