Focus Financial Network Inc. Purchases 24,393 Shares of Netflix, Inc. $NFLX

Focus Financial Network Inc. raised its position in Netflix, Inc. (NASDAQ:NFLX) by 941.5% during the fourth quarter, Holdings Channel reports. The fund owned 26,984 shares of the Internet television network’s stock after acquiring an additional 24,393 shares during the period. Focus Financial Network Inc.’s holdings in Netflix were worth $2,530,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also bought and sold shares of NFLX. Nordea Investment Management AB increased its position in shares of Netflix by 886.6% during the 4th quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock valued at $902,798,000 after purchasing an additional 8,688,113 shares during the last quarter. Norges Bank purchased a new position in shares of Netflix in the second quarter worth approximately $7,929,645,000. Assenagon Asset Management S.A. boosted its holdings in shares of Netflix by 983.1% in the fourth quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock worth $584,529,000 after buying an additional 5,658,740 shares during the last quarter. Sarasin & Partners LLP grew its position in Netflix by 2,758.1% during the fourth quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network’s stock valued at $221,430,000 after buying an additional 2,279,032 shares during the period. Finally, SG Americas Securities LLC grew its position in Netflix by 456.5% during the fourth quarter. SG Americas Securities LLC now owns 1,890,836 shares of the Internet television network’s stock valued at $177,285,000 after buying an additional 1,551,086 shares during the period. 80.93% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on NFLX. Rosenblatt Securities boosted their price objective on shares of Netflix from $94.00 to $95.00 and gave the company a “neutral” rating in a research report on Friday, February 27th. Cfra raised Netflix from a “hold” rating to a “buy” rating and set a $115.00 target price on the stock in a report on Friday, March 6th. Canaccord Genuity Group set a $125.00 target price on Netflix and gave the company a “buy” rating in a research report on Wednesday, January 21st. Royal Bank Of Canada reissued a “hold” rating on shares of Netflix in a report on Wednesday, January 21st. Finally, KeyCorp set a $110.00 price target on Netflix and gave the stock an “overweight” rating in a research report on Friday, January 16th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and twelve have given a Hold rating to the stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $114.35.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Ad business accelerating — reports show Netflix’s advertising revenue jumped roughly 2.5x to about $1.5B, driven by AI targeting and global scale, supporting the company’s monetization thesis and near-term revenue upside. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Positive Sentiment: Huge live-audience engagement — Netflix said the BTS Seoul concert livestream drew 18.4 million global viewers, signaling strong reach for live and event-based programming that can boost subscriptions and ad inventory value. BTS Seoul concert livestream draws 18.4 million global viewers, Netflix says
• Positive Sentiment: Ad product expansion — Joey Ai announced premium advertising opportunities on Netflix Canada, indicating continued third‑party interest in Netflix’s ad platform and potential to expand ad revenue internationally. Joey Ai Expands Netflix Advertising Opportunities in Canada
• Positive Sentiment: Analyst backing — recent upgrades and reiterated Outperform ratings (including Erste Group and Bernstein coverage) provide short-term buy-side support and may underpin today’s upward move. Sentiment Shifts on These Beaten Down Stocks: NFLX, ORCL
• Neutral Sentiment: Marketing tie-ins widen reach — a McDonald’s tie-in with the Netflix film “KPop Demon Hunters” is expected to drive mass awareness (analyst suggests big sales for McDonald’s), offering promotional upside for Netflix but limited direct revenue impact. Gonna be golden: These ‘KPop Demon Hunters’ meals could make McDonald’s $100 million
• Neutral Sentiment: Strategic content moves — partnerships like the Warner Music first‑look deal and Netflix walking away from a Warner Bros. acquisition both reshape content strategy; they affect medium‑term growth mix but are mixed for near-term stock direction. Is Netflix’s (NFLX) Warner Music Deal a Clue to Its Next Advertising Growth Lever?
• Negative Sentiment: Valuation concerns — analysts note Netflix trades at ~7.3x price/sales and caution that slowing core growth plus heavy early‑2026 content spending could make the multiple look stretched, leaving the stock vulnerable if ad or subscriber momentum softens. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: Investor sentiment and Q4 concerns — investor letters and coverage flag lingering sentiment pressure from recent quarters and strategic uncertainty, which can weigh on multiples despite operational progress. Investors’ Concerns Hurt Netflix (NFLX) in Q4

Netflix Price Performance

Shares of NASDAQ:NFLX opened at $92.28 on Thursday. The firm has a market cap of $389.62 billion, a price-to-earnings ratio of 36.52, a P/E/G ratio of 1.39 and a beta of 1.68. The firm has a fifty day moving average price of $87.04 and a 200 day moving average price of $101.04. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. 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 announced its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping the consensus estimate of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The business had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. During the same quarter in the previous year, the company earned $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 expect that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Insider Transactions at Netflix

In other Netflix news, Director Reed Hastings sold 410,550 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $97.01, for a total transaction of $39,827,455.50. Following the completion of the transaction, the director owned 3,940 shares in the company, valued at $382,219.40. This trade represents a 99.05% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, CFO Spencer Adam Neumann sold 28,630 shares of Netflix stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $97.00, for a total value of $2,777,110.00. Following the completion of the sale, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,157,339. The trade was a 27.95% decrease in their position. 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. 1.37% of the stock is owned by 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.