BDF Gestion Boosts Stock Holdings in Netflix, Inc. $NFLX

BDF Gestion raised its stake in Netflix, Inc. (NASDAQ:NFLX) by 837.5% during the fourth quarter, Holdings Channel reports. The firm owned 65,627 shares of the Internet television network’s stock after purchasing an additional 58,627 shares during the period. Netflix makes up about 0.8% of BDF Gestion’s holdings, making the stock its 24th biggest holding. BDF Gestion’s holdings in Netflix were worth $6,153,000 as of its most recent SEC filing.

Other institutional investors also recently made changes to their positions in the company. Imprint Wealth LLC acquired a new position in Netflix in the third quarter valued at $25,000. Retirement Wealth Solutions LLC acquired a new stake in Netflix during the third quarter worth about $28,000. Steph & Co. increased its stake in Netflix by 188.9% during the third 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 last quarter. Bare Financial Services Inc raised its holdings in shares of Netflix by 93.3% in the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 14 shares during the period. Finally, Horizon Financial Services LLC raised its holdings 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 purchasing an additional 24 shares during the period. 80.93% of the stock is owned by hedge funds and other institutional investors.

Netflix Stock Performance

Netflix stock opened at $93.38 on Tuesday. The firm has a market capitalization of $394.27 billion, a PE ratio of 36.95, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The stock’s 50 day moving average price is $86.95 and its 200 day moving average price is $101.49. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.01. The company had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. Netflix’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter last year, the company earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, sell-side analysts expect that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Insiders Place Their Bets

In other Netflix news, CEO Gregory K. Peters sold 105,781 shares of the business’s stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total value 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. The trade was a 46.41% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Spencer Adam Neumann sold 57,260 shares of the company’s stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $7,046,658.50. The trade was a 43.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 1,520,133 shares of company stock valued at $137,259,786. Corporate insiders own 1.37% of the company’s stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Citi resumes coverage, reiterates Buy and $115 price objective — Citi points to improving profitability, pricing power and enhanced capital returns as upside catalysts for Netflix. Citi Resumes Coverage of Netflix (NFLX) Stock
• Positive Sentiment: Ad business momentum — reports highlight Netflix’s ad revenue surge ( ~$1.5B and estimates up to $3B in 2026) and its investment in an in‑house ad platform, which supports higher monetization per user and recurring revenue diversification. Netflix’s Ad Revenue Surges to $1.5 Billion: Is the Stock a No-Brainer Buy Today With $2,000?
• Positive Sentiment: Live events and cultural hits driving engagement — Netflix streamed BTS’s Seoul concert (positioning it as a leader in live concert streaming) and launched a successful second season of “Culinary Class Wars,” which drove restaurant bookings and demonstrates content’s real‑world economic and engagement impact. These signal subscriber engagement and event‑driven monetization upside. BTS Comeback Becomes Netflix’s Biggest Live Bet Yet A Netflix cooking show is changing how people travel — and restaurants are seeing bookings jump 303%
• Negative Sentiment: Price sensitivity among consumers — a report on Canadian streaming behavior shows cash‑strapped consumers gravitating to lower‑cost ad tiers, which could limit ARPU upside in pressured markets even as ad revenue grows. NFLX, DIS, PSKY: New ‘Couch Potato Report’ Shows Cash-Strapped Canadians Choose to Stream with Ads

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on NFLX. KeyCorp set a $110.00 target price on Netflix and gave the stock an “overweight” rating in a report on Friday, January 16th. New Street Research cut their price target on shares of Netflix from $100.00 to $96.00 and set a “neutral” rating on the stock in a report on Thursday, January 22nd. Citigroup began coverage on shares of Netflix in a research note on Wednesday, March 18th. They set a “buy” rating and a $115.00 price objective for the company. Freedom Capital raised shares of Netflix from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. 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 assigned a Buy rating and thirteen have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average target price of $114.35.

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.