Netflix, Inc. $NFLX Shares Bought by Ferguson Wellman Capital Management Inc.

Ferguson Wellman Capital Management Inc. grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 780.1% during the 4th quarter, Holdings Channel.com reports. The firm owned 7,340 shares of the Internet television network’s stock after acquiring an additional 6,506 shares during the period. Ferguson Wellman Capital Management Inc.’s holdings in Netflix were worth $688,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also made changes to their positions in the company. Nordea Investment Management AB boosted its holdings in Netflix by 886.6% during the fourth quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock worth $902,798,000 after buying an additional 8,688,113 shares in the last quarter. Norges Bank acquired a new position in Netflix during the second quarter worth about $7,929,645,000. Assenagon Asset Management S.A. increased its holdings in 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 valued at $584,529,000 after buying an additional 5,658,740 shares in the last quarter. Sarasin & Partners LLP increased its holdings in Netflix by 2,758.1% in 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 in the last quarter. Finally, SG Americas Securities LLC lifted its position in shares of Netflix by 456.5% during the 4th quarter. SG Americas Securities LLC now owns 1,890,836 shares of the Internet television network’s stock valued at $177,285,000 after acquiring an additional 1,551,086 shares during the period. 80.93% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

NFLX has been the topic of several research analyst reports. Needham & Company LLC decreased their price target on Netflix from $150.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Pivotal Research reduced their price objective on Netflix from $105.00 to $95.00 and set a “hold” rating for the company in a report on Wednesday, January 21st. Erste Group Bank upgraded Netflix from a “hold” rating to a “buy” rating in a research report on Tuesday. 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 report on Wednesday, January 21st. Finally, Piper Sandler restated a “positive” rating and issued a $103.00 price target (down from $140.00) on shares of Netflix in a research report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $114.30.

Insider Activity at Netflix

In related news, CFO Spencer Adam Neumann sold 57,260 shares of the company’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $95.50, for a total value of $5,468,330.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,046,658.50. This represents a 43.69% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Reed Hastings sold 426,290 shares of the stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $91.67, for a total value of $39,078,004.30. Following the transaction, the director owned 3,940 shares in the company, valued at $361,179.80. This trade represents a 99.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,520,133 shares of company stock worth $137,259,786. Company insiders own 1.37% of the company’s stock.

Netflix Stock Performance

NASDAQ:NFLX opened at $93.32 on Friday. The firm has a 50 day simple moving average of $87.14 and a 200-day simple moving average of $100.82. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The firm has a market cap of $394.01 billion, a PE ratio of 36.93, a P/E/G ratio of 1.41 and a beta of 1.68. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12.

Netflix (NASDAQ:NFLX) last announced its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. The firm had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. Netflix’s revenue was up 17.6% compared to the same quarter last year. During the same quarter last year, the business earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities analysts expect that Netflix, Inc. will post 24.58 EPS for the current year.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Price increases should lift ARPU and near‑term revenue as Netflix explicitly said the hikes will help fund expanded programming (video podcasts, live sports). Netflix raises subscription prices across all plans in US
• Positive Sentiment: Erste Group raised its rating/forecasts for Netflix (Buy, slightly higher FY2026–FY2027 EPS), backing a bullish case that the company can convert higher pricing into profits. Netflix (NASDAQ:NFLX) Raised to Buy at Erste Group Bank
• Positive Sentiment: Ad business momentum and audience wins (large live-event viewership) support non-subscription revenue growth and monetization upside. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Neutral Sentiment: Official new price points: ad‑supported $8.99 (+$1), standard $19.99 (+$2), premium $26.99 (+$2) — the impact depends on churn elasticity and timing of revenue recognition. Netflix confirms it’s raising prices again
• Neutral Sentiment: Live sports and branded events (e.g., MLB tie‑ins, big concert livestreams) are generating buzz and some incremental viewership, but monetization cadence and costs remain to be proven. Major League Baseball Event Gives Netflix Stock (NASDAQ:NFLX) a Small Boost
• Negative Sentiment: “Stream‑flation” — repeated price hikes industry‑wide — risks accelerating churn or pushing viewers to free/cheaper alternatives (YouTube, ad‑supported services). This is a structural headwind to long‑term subscriber retention. Netflix is raising prices again, and stream-flation shows no signs of slowing
• Negative Sentiment: Valuation and margin pressure concerns: some analysts and writeups warn Netflix’s multiple looks stretched given heavy early‑2026 content spending and slower growth expectations. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: Rising content investment to support new formats (live events, podcasts) increases near‑term cash burn and execution risk if incremental revenue doesn’t cover higher costs. Netflix Hikes Prices For All Plans As Content Spending Surges

Netflix Company 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.