American Century Companies Inc. Increases Stake in Netflix, Inc. $NFLX

American Century Companies Inc. increased its stake in Netflix, Inc. (NASDAQ:NFLX) by 4.3% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,707,879 shares of the Internet television network’s stock after buying an additional 71,051 shares during the period. Netflix accounts for 1.0% of American Century Companies Inc.’s portfolio, making the stock its 11th largest position. American Century Companies Inc.’s holdings in Netflix were worth $2,047,616,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also bought and sold shares of the company. Retirement Wealth Solutions LLC purchased a new position in shares of Netflix in the 3rd quarter valued at approximately $28,000. Legacy Investment Solutions LLC purchased a new stake in Netflix in the second quarter worth $31,000. Steph & Co. raised its holdings in Netflix by 188.9% in the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after purchasing an additional 17 shares in the last quarter. Bare Financial Services Inc lifted its position in Netflix by 93.3% during 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 period. Finally, Redmont Wealth Advisors LLC purchased a new position in Netflix during the third quarter valued at $36,000. 80.93% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, CEO Gregory K. Peters sold 105,781 shares of Netflix stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the transaction, the chief executive officer owned 122,140 shares in the company, valued at $10,130,291.60. This trade represents a 46.41% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Spencer Adam Neumann sold 9,248 shares of the company’s stock in a transaction on Friday, February 6th. The stock was sold at an average price of $81.27, for a total value of $751,584.96. Following the completion of the sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at $5,996,669.49. This trade represents a 11.14% 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 1,399,163 shares of company stock valued at $129,899,103. 1.37% of the stock is currently owned by corporate insiders.

Netflix Stock Up 13.8%

Netflix stock opened at $96.24 on Friday. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The stock has a fifty day moving average of $85.83 and a 200 day moving average of $104.52. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. The stock has a market cap of $406.34 billion, a PE ratio of 38.08, a price-to-earnings-growth ratio of 1.50 and a beta of 1.71.

Netflix (NASDAQ:NFLX) last released its quarterly 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 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 the consensus estimate of $11.97 billion. During the same period in the previous year, the company posted $0.43 EPS. The business’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. As a group, sell-side analysts predict 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 the stock. HSBC reduced their target price on shares of Netflix from $107.00 to $106.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Wedbush restated an “outperform” rating and issued a $115.00 price objective on shares of Netflix in a report on Friday, February 20th. Morgan Stanley set a $110.00 target price on shares of Netflix and gave the company an “overweight” rating in a research note on Wednesday, January 21st. Royal Bank Of Canada reiterated a “hold” rating on shares of Netflix in a report on Wednesday, January 21st. Finally, Erste Group Bank downgraded Netflix from a “buy” rating to a “hold” rating in a research note on Friday, October 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and fifteen have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $115.91.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix formally declined to match Paramount Skydance’s higher offer for Warner Bros., ending the bidding war and securing a large breakup / termination payment that preserves cash and avoids taking on a complex, debt‑heavy asset. Netflix Receives Termination Fee After WBD Deal Collapse
• Positive Sentiment: Investors cheered the exit as it reduces near‑term strategic risk and potential integration headaches; commentators and analysts framed the decision as disciplined capital allocation, which helped lift shares. Netflix, Paramount shares jump as months-long fight for Warner ends
• Positive Sentiment: Regulatory and political risk eased — a planned Senate antitrust hearing tied to the deal was canceled after Netflix withdrew, removing a headline risk that would have attracted more scrutiny. After Netflix Drops Warner Bros. Bid, GOP Senator Cancels Planned Antitrust Hearing
• Positive Sentiment: Analysts and brokers responded with upgrades and higher price targets (Wolfe, Arete, Evercore coverage appears), supporting the rally and signaling refreshed bullish conviction. Wolfe Research adjusts price target on Netflix to $110 from $95; maintains outperform
• Positive Sentiment: Operational news also helped sentiment: Netflix expanded live sports/content reach by partnering with Apple to co‑broadcast the Canadian F1 Grand Prix, reinforcing content momentum outside M&A headlines. Apple and Netflix team up to air Formula 1 Canadian Grand Prix
• Neutral Sentiment: Market structure changed: Paramount Skydance looks set to win the Warner Bros. deal, which removes one strategic path for Netflix but also eliminates a costly contest; outcome may affect industry dynamics long‑term rather than Netflix’s near‑term earnings. Project Warrior: How Paramount beat Netflix in $110bn battle for Warner
• Negative Sentiment: Some opinion pieces warn of political/antitrust fallout and reputational/strategic implications from the episode (claims the fight became politicized and that Netflix’s positioning could invite scrutiny). These narratives could re‑emerge if Netflix pursues other large deals. Opinion | Why Netflix Lost Warner to Paramount

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.