Grove Bank & Trust Boosts Holdings in Netflix, Inc. $NFLX

Grove Bank & Trust boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 1,379.8% in the fourth quarter, HoldingsChannel.com reports. The fund owned 25,512 shares of the Internet television network’s stock after buying an additional 23,788 shares during the quarter. Grove Bank & Trust’s holdings in Netflix were worth $2,392,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Legacy Private Trust Co. grew its position in shares of Netflix by 1,092.2% in the fourth quarter. Legacy Private Trust Co. now owns 35,338 shares of the Internet television network’s stock valued at $3,313,000 after purchasing an additional 32,374 shares during the last quarter. Gryphon Financial Partners LLC increased its stake in shares of Netflix by 946.7% during the 4th quarter. Gryphon Financial Partners LLC now owns 29,757 shares of the Internet television network’s stock worth $2,790,000 after purchasing an additional 26,914 shares in the last quarter. Old Port Advisors raised its position in shares of Netflix by 894.8% during the 4th quarter. Old Port Advisors now owns 6,367 shares of the Internet television network’s stock worth $597,000 after purchasing an additional 5,727 shares during the last quarter. Profit Investment Management LLC lifted its stake in Netflix by 900.0% in the 4th quarter. Profit Investment Management LLC now owns 9,820 shares of the Internet television network’s stock valued at $921,000 after buying an additional 8,838 shares in the last quarter. Finally, Wedmont Private Capital lifted its stake in Netflix by 938.6% in the 4th quarter. Wedmont Private Capital now owns 108,735 shares of the Internet television network’s stock valued at $9,866,000 after buying an additional 98,266 shares in the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on NFLX shares. Sanford C. Bernstein reissued a “buy” rating on shares of Netflix in a research report on Wednesday, February 18th. Moffett Nathanson reduced their price objective on Netflix from $140.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Freedom Capital raised Netflix from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Citic Securities dropped their price objective on Netflix from $109.00 to $95.00 and set a “hold” rating for the company in a research report on Monday, January 26th. Finally, The Goldman Sachs Group reissued a “neutral” rating and issued a $100.00 target price (down from $112.00) on shares of Netflix in a research note on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $114.35.

Key Headlines Impacting Netflix

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

Insider Buying and Selling

In other Netflix news, Director Reed Hastings sold 410,550 shares of Netflix stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $97.01, for a total value of $39,827,455.50. Following the completion of the sale, the director owned 3,940 shares in the company, valued at $382,219.40. The trade was a 99.05% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $81.06, for a total transaction of $464,230.62. Following the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at approximately $25,623,066. This represents a 1.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,520,133 shares of company stock worth $137,259,786 over the last ninety days. Insiders own 1.37% of the company’s stock.

Netflix Trading Up 0.1%

Shares of Netflix stock opened at $91.82 on Monday. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The business’s fifty day moving average is $86.87 and its two-hundred day moving average is $101.69. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. The firm has a market cap of $387.68 billion, a PE ratio of 36.34, a P/E/G ratio of 1.41 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data 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 the consensus estimate of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The business’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. 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.