Netflix, Inc. $NFLX Shares Acquired by Cidel Asset Management Inc.

Cidel Asset Management Inc. grew its holdings in Netflix, Inc. (NASDAQ:NFLX) by 1,031.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,169 shares of the Internet television network’s stock after buying an additional 7,447 shares during the quarter. Cidel Asset Management Inc.’s holdings in Netflix were worth $766,000 at the end of the most recent quarter.

Several other hedge funds have also modified their holdings of NFLX. Vanguard Group Inc. increased its stake in shares of Netflix by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after purchasing an additional 142,238 shares in the last quarter. Contravisory Investment Management Inc. increased its stake in shares of Netflix by 837.2% during the 4th quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock worth $10,443,000 after purchasing an additional 99,496 shares in the last quarter. Crew Capital Management Ltd increased its stake in shares of Netflix by 1,021.9% during the 4th quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network’s stock worth $847,000 after purchasing an additional 8,226 shares in the last quarter. Grove Bank & Trust increased its stake in shares of Netflix by 1,379.8% during the 4th quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock worth $2,392,000 after purchasing an additional 23,788 shares in the last quarter. Finally, CIBC Capital Markets Europe S.A. increased its stake in shares of Netflix by 171.4% during the 3rd quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock worth $79,732,000 after purchasing an additional 42,000 shares in the last quarter. 80.93% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

NFLX has been the subject of a number of recent research reports. Weiss Ratings cut shares of Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 22nd. President Capital raised their price objective on shares of Netflix from $133.00 to $134.00 and gave the stock a “buy” rating in a research note on Tuesday, March 31st. KeyCorp set a $110.00 price objective on shares of Netflix and gave the stock an “overweight” rating in a research note on Friday, January 16th. The Goldman Sachs Group raised shares of Netflix from a “neutral” rating to a “buy” rating and raised their price objective for the stock from $100.00 to $120.00 in a research note on Monday. Finally, Bank of America decreased their target price on shares of Netflix from $149.00 to $125.00 and set a “buy” rating on the stock in a research report on Friday, March 6th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $115.10.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Goldman Sachs upgraded NFLX to Buy and raised its 12‑month price target to $120, citing improving revenue durability, operating leverage and shareholder returns — a major catalyst for the stock rally this morning. Goldman Sachs resets Netflix stock price target for rest of 2026
• Positive Sentiment: Analysts and press point to Netflix’s recent price hikes, faster ad-revenue growth and selective live‑sports strategy as margin drivers that support higher profitability and valuation upside. Netflix Rises as Price Hikes, Ad Revenue Growth, and Live Sports Signal a New Phase of Profitability
• Positive Sentiment: Product expansion: Netflix launched “Netflix Playground,” an ad‑free kids gaming app built on its IP — a user‑engagement play that supports stickiness, potential ARPU lift for families, and cross‑sell opportunities. Netflix debuts new ‘Playground’ gaming app for kids
• Neutral Sentiment: Upcoming catalyst: Q1 2026 earnings are due April 16. Market expectations are mixed but some analysts and note‑writers argue Netflix has multiple levers (price, ads, breakup fee) that could produce an earnings beat — the report will likely swing sentiment sharply. Will Netflix Inc (NFLX) beat quarterly earnings?
• Neutral Sentiment: Strategic relief: analysts note Netflix may benefit after losing the Warner Bros. auction (avoids massive acquisition cost and may receive breakup fee), a development reframed as financially constructive by some commentators. Why Netflix stands to get richer after losing Warner Bros. bidding war
• Negative Sentiment: Insider activity: Netflix’s CFO sold roughly $2.8M of stock recently — a small red flag for some traders that can add near‑term pressure or be used by bears as a talking point. Insider Selling: Netflix (NASDAQ:NFLX) CFO Sells $2,805,740.00 in Stock

Insider Activity

In other Netflix news, insider David A. Hyman sold 5,727 shares of Netflix stock in a transaction on Monday, February 9th. The shares were sold at an average price of $81.06, for a total value of $464,230.62. Following the transaction, the insider owned 316,100 shares in the company, valued at $25,623,066. This trade represents a 1.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Spencer Adam Neumann sold 28,630 shares of Netflix stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $98.00, for a total transaction of $2,805,740.00. Following the completion of the transaction, the chief financial officer owned 73,787 shares in the company, valued at approximately $7,231,126. This trade represents a 27.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,543,023 shares of company stock valued at $141,145,842 in the last 90 days. Insiders own 1.37% of the company’s stock.

Netflix Stock Up 0.3%

Shares of NASDAQ NFLX opened at $98.93 on Tuesday. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. The firm’s 50 day moving average price is $88.55 and its 200 day moving average price is $99.57. The firm has a market cap of $417.70 billion, a P/E ratio of 39.15, a price-to-earnings-growth ratio of 1.50 and a beta of 1.67. 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 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. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same quarter last year, the business earned $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 anticipate that Netflix, Inc. will post 24.58 earnings per share for the current year.

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.