Netflix, Inc. $NFLX Stock Position Boosted by Fort Washington Investment Advisors Inc. OH

Fort Washington Investment Advisors Inc. OH grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 882.2% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 581,984 shares of the Internet television network’s stock after buying an additional 522,728 shares during the quarter. Fort Washington Investment Advisors Inc. OH’s holdings in Netflix were worth $54,567,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently made changes to their positions in the stock. Nordea Investment Management AB increased its stake in shares of 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 valued at $902,798,000 after acquiring an additional 8,688,113 shares during the period. Norges Bank acquired a new stake in Netflix in the second quarter worth approximately $7,929,645,000. Assenagon Asset Management S.A. boosted its stake in Netflix by 983.1% during the 4th 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 purchasing an additional 5,658,740 shares in the last quarter. Sarasin & Partners LLP boosted its stake in Netflix by 2,758.1% during the 4th quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network’s stock valued at $221,430,000 after purchasing an additional 2,279,032 shares in the last quarter. Finally, SG Americas Securities LLC increased 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 purchasing an additional 1,551,086 shares during the period. 80.93% of the stock is owned by institutional investors and hedge funds.

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 Stock Performance

Shares of NASDAQ NFLX opened at $93.32 on Friday. 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 stock has a market capitalization of $394.01 billion, a price-to-earnings ratio of 36.93, a PEG ratio of 1.41 and a beta of 1.68. The stock’s fifty day simple moving average is $87.14 and its 200 day simple moving average is $100.82. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12.

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

Insider Activity

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the completion of the sale, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at approximately $10,166,933.60. This represents a 18.27% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider David A. Hyman sold 5,727 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction 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 ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is owned by company insiders.

Analyst Ratings Changes

NFLX has been the topic of a number of research reports. Susquehanna raised Netflix to a “positive” rating and set a $112.00 price objective on the stock in a research note on Wednesday, January 21st. Needham & Company LLC decreased their target price on Netflix from $150.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. Oppenheimer set a $125.00 target price on Netflix and gave the stock an “outperform” rating in a report on Wednesday, January 21st. Jefferies Financial Group reiterated a “buy” rating on shares of Netflix in a research report on Friday, February 27th. Finally, Huber Research raised shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a report on Friday, February 27th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and twelve have assigned a Hold rating to the stock. According to MarketBeat, Netflix has an average rating of “Moderate Buy” and a consensus price target of $114.30.

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.