Adirondack Trust Co. Increases Stake in Netflix, Inc. $NFLX

Adirondack Trust Co. lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 957.7% during the 4th quarter, Holdings Channel.com reports. The firm owned 11,677 shares of the Internet television network’s stock after buying an additional 10,573 shares during the quarter. Adirondack Trust Co.’s holdings in Netflix were worth $1,095,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in NFLX. Vanguard Group Inc. increased its stake in Netflix by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after purchasing an additional 142,238 shares during the period. CIBC Capital Markets Europe S.A. lifted its position in Netflix by 171.4% in the third quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock valued at $79,732,000 after purchasing an additional 42,000 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its stake in shares of Netflix by 6.6% during the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 302,182 shares of the Internet television network’s stock valued at $362,292,000 after purchasing an additional 18,837 shares during the period. NEOS Investment Management LLC boosted its stake in shares of Netflix by 64.6% during the third quarter. NEOS Investment Management LLC now owns 177,297 shares of the Internet television network’s stock valued at $212,565,000 after purchasing an additional 69,570 shares during the period. Finally, Bornite Capital Management LP bought a new position in shares of Netflix in the third quarter worth approximately $29,973,000. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: TV personality/market commentator Jim Cramer reiterated a buy-tilting stance — advising investors to “buy some here, buy some a little bit lower,” which can support retail momentum and short-term investor confidence. Jim Cramer on Netflix
• Positive Sentiment: Market response to Netflix walking away from its bid for Warner Bros. assets has been upbeat — reports note a strong near-term rally and at least one bank (Citi) turning bullish, arguing the move preserves capital and simplifies execution risk. That narrative supports multiple analysts raising targets and buyer interest. Netflix Stock Surges After Walking Away From Warner Deal
• Positive Sentiment: Content partnerships: Netflix signed an exclusive multi‑year documentary deal with Warner Music Group to mine WMG’s artist catalog for films/series — a steady stream of premium, exclusive music-related content could lift engagement and differentiate the service. Netflix, Warner Music deal
• Positive Sentiment: Live events strategy: Netflix is pushing into live K‑pop events (notably the BTS comeback livestream) and sees more opportunity in Korea — if monetized successfully these events can add new revenue streams and global engagement spikes. Netflix sees more prospects for live events
• Neutral Sentiment: New programming: Netflix and Higher Ground/Obamas are producing an eight-episode series about the FTX collapse — high-profile nonfiction can draw viewers but may also court controversy; content upside is balanced by reputational risk. Netflix FTX series
• Negative Sentiment: Operational worries: several outlets flagged slowing paid-subscriber growth (markedly weaker YoY) and a planned increase in 2026 content spending — the combination raises concerns about near-term margin pressure and execution on content ROI. Subscriber growth stalls
• Negative Sentiment: Volatility & valuation questions: commentary and headlines show recent big swings (both rallies and pullbacks), with some analysts highlighting mixed signals on valuation and the stock falling more steeply than the market on certain days — this keeps risk premia elevated. Netflix falls more steeply than market

Netflix Stock Up 0.1%

Shares of NASDAQ NFLX opened at $91.82 on Monday. The firm has a fifty day simple moving average of $86.87 and a two-hundred day simple moving average of $101.69. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. 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 firm has a market capitalization of $387.68 billion, a PE ratio of 36.34, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last announced its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same quarter in the previous year, the firm posted $0.43 EPS. The company’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. Equities analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several brokerages recently commented on NFLX. Argus decreased their target price on shares of Netflix from $141.00 to $110.00 and set a “buy” rating on the stock in a research note on Thursday, January 22nd. Wedbush reissued an “outperform” rating and set a $115.00 price target on shares of Netflix in a research report on Friday, February 20th. HSBC cut their price target on shares of Netflix from $107.00 to $106.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Wolfe Research upped their price objective on shares of Netflix from $95.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, February 27th. Finally, TD Cowen dropped their target price on shares of Netflix from $115.00 to $112.00 and set a “buy” rating for the company 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 thirteen have issued a Hold rating to the company’s stock. According to MarketBeat, Netflix has an average rating of “Moderate Buy” and an average price target of $114.35.

Insiders Place Their Bets

In other news, CEO Gregory K. Peters sold 27,312 shares of the stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total value of $2,273,450.88. Following the completion of the transaction, the chief executive officer owned 122,140 shares of the company’s stock, valued at approximately $10,166,933.60. This represents a 18.27% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider David A. Hyman sold 5,727 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $81.06, for a total value of $464,230.62. Following the completion of the transaction, the insider owned 316,100 shares of the company’s stock, valued at approximately $25,623,066. The trade was a 1.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,520,133 shares of company stock valued at $137,259,786 over the last ninety days. 1.37% of the stock is owned by corporate insiders.

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.