Netflix, Inc. $NFLX Shares Acquired by Fulton Breakefield Broenniman LLC

Fulton Breakefield Broenniman LLC increased its stake in Netflix, Inc. (NASDAQ:NFLX) by 906.9% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 163,916 shares of the Internet television network’s stock after purchasing an additional 147,637 shares during the quarter. Netflix comprises about 1.0% of Fulton Breakefield Broenniman LLC’s holdings, making the stock its 29th largest position. Fulton Breakefield Broenniman LLC’s holdings in Netflix were worth $15,369,000 at the end of the most recent reporting period.

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

Wall Street Analyst Weigh In

A number of brokerages have weighed in on NFLX. Canaccord Genuity Group set a $125.00 price objective on Netflix and gave the company a “buy” rating in a research note on Wednesday, January 21st. Argus lowered their price objective on Netflix from $141.00 to $110.00 and set a “buy” rating for the company in a research note on Thursday, January 22nd. Susquehanna upgraded Netflix to a “positive” rating and set a $112.00 price objective for the company in a research note on Wednesday, January 21st. Arete Research upgraded Netflix from a “neutral” rating to a “buy” rating in a research note on Friday, February 27th. Finally, Weiss Ratings lowered Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 22nd. Two investment analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $115.10.

Insiders Place Their Bets

In related news, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total value of $2,273,450.88. Following the sale, the chief executive officer owned 122,140 shares of the company’s stock, valued at approximately $10,166,933.60. This trade represents a 18.27% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CFO Spencer Adam Neumann sold 28,630 shares of the firm’s stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $98.00, for a total value of $2,805,740.00. Following the completion of the sale, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,231,126. This trade represents a 27.95% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 1,543,023 shares of company stock worth $141,145,842. 1.37% of the stock is currently owned by insiders.

Netflix Trading Up 0.3%

NASDAQ:NFLX opened at $98.93 on Tuesday. 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 business’s 50 day moving average is $88.55 and its two-hundred day moving average is $99.57. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12. The company has a market cap of $417.70 billion, a PE ratio of 39.15, a P/E/G ratio of 1.50 and a beta of 1.67.

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

Trending Headlines about Netflix

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

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.