Compagnie Lombard Odier SCmA Grows Position in Netflix, Inc. $NFLX

Compagnie Lombard Odier SCmA raised its position in Netflix, Inc. (NASDAQ:NFLX) by 706.6% in the fourth quarter, Holdings Channel reports. The fund owned 386,803 shares of the Internet television network’s stock after buying an additional 338,849 shares during the period. Compagnie Lombard Odier SCmA’s holdings in Netflix were worth $36,267,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. First Financial Corp IN raised its holdings in shares of Netflix by 900.0% in the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 243 shares in the last quarter. DiNuzzo Private Wealth Inc. increased its holdings in Netflix by 885.2% in the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after buying an additional 239 shares during the last quarter. Imprint Wealth LLC acquired a new stake in Netflix in the third quarter valued at $25,000. Retirement Wealth Solutions LLC acquired a new stake in Netflix in the third quarter valued at $28,000. Finally, MB Levis & Associates LLC lifted its holdings in Netflix by 177.8% during the 4th quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock worth $28,000 after buying an additional 192 shares during the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Insider Transactions at Netflix

In other Netflix news, Director Reed Hastings sold 426,290 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the completion of the sale, the director directly owned 3,940 shares of the company’s stock, valued at approximately $361,179.80. This trade represents a 99.08% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Bradford L. Smith sold 31,790 shares of Netflix stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $88.86, for a total value of $2,824,859.40. Following the completion of the transaction, the director owned 79,690 shares in the company, valued at $7,081,253.40. This trade represents a 28.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,520,133 shares of company stock worth $137,259,786 over the last three months. 1.37% of the stock is currently owned by company insiders.

Netflix Trading Down 0.6%

NASDAQ:NFLX opened at $95.55 on Thursday. The company has a market capitalization of $403.43 billion, a PE ratio of 37.81, a P/E/G ratio of 1.46 and a beta of 1.67. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The stock’s 50 day moving average price is $87.73 and its 200 day moving average price is $100.01. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating analysts’ consensus estimates of $0.55 by $0.01. The company had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The firm’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. On average, research analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current year.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: D.E. Shaw has been adding to NFLX, signaling institutional confidence that could support the stock and reduce downside risk. D. E. Shaw Is Loading Up on This Stock
• Positive Sentiment: Billionaire investor Paul Tudor Jones is buying Netflix, another high-profile buyer that can boost sentiment and attract momentum investors. Billionaire Paul Tudor Jones Is Buying This Stock
• Positive Sentiment: UBS named Netflix a top pick in TMT, and President Capital nudged its price target higher — analyst support can lift valuation expectations and buying interest. Netflix, Amazon named among UBS top technology, media and telecommunications stocks picks
• Neutral Sentiment: Bank of America says Q1 will be pivotal after Netflix stepped back from the Warner Bros. Discovery deal and refocused on core strategy — this raises the stakes for upcoming results (beat/miss could swing the stock). Netflix faces key quarter after strategic reset, says Bank of America
• Neutral Sentiment: Market commentary highlights that rising digital ad spend and Netflix’s push into ads, sports and gaming could expand revenue diversification — a long-term positive but dependent on execution. As Digital Ad Spend Hits a High, These Firms Could Reap Rewards (NFLX)
• Neutral Sentiment: Citizens initiated coverage with a cautious Market Perform — signals mixed analyst views and suggests limited near-term upside from that shop. Citizens Starts Netflix, Inc. (NFLX) Coverage, But Stays Cautious
• Negative Sentiment: Netflix raised U.S. prices across tiers and appears to be steering some users toward ad-supported plans — price hikes can boost near-term revenue but risk subscriber pushback and churn in a sensitive consumer environment. Netflix’s Latest Price Hike Reveals Its Endgame: Steering Subscribers Toward Ads
• Negative Sentiment: Analyst/columnist pieces flag structural risks and “red flags” after a recent pullback — these narratives can amplify selling pressure if earnings or guidance disappoint. Down 30%, 3 Red Flags That Suggest Netflix’s Best Days Are Behind It

Analyst Ratings Changes

Several research firms have recently issued reports on NFLX. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $98.00 price objective (up from $95.00) on shares of Netflix in a research report on Wednesday, January 21st. Benchmark restated a “hold” rating on shares of Netflix in a research note on Tuesday, January 13th. Weiss Ratings lowered shares of Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 22nd. Canaccord Genuity Group set a $125.00 price objective on shares of Netflix and gave the stock a “buy” rating in a report on Wednesday, January 21st. Finally, Bank of America lowered their target price on shares of Netflix from $149.00 to $125.00 and set a “buy” rating for the company in a report on Friday, March 6th. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $114.57.

Netflix 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.