Franklin Street Advisors Inc. NC Acquires 5,140 Shares of Netflix, Inc. $NFLX

Franklin Street Advisors Inc. NC grew its holdings in Netflix, Inc. (NASDAQ:NFLX) by 979.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,665 shares of the Internet television network’s stock after purchasing an additional 5,140 shares during the period. Franklin Street Advisors Inc. NC’s holdings in Netflix were worth $531,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Nordea Investment Management AB grew its holdings in shares of Netflix by 886.6% in 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 acquiring an additional 8,688,113 shares during the period. Assenagon Asset Management S.A. grew its holdings in shares of 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 worth $584,529,000 after acquiring an additional 5,658,740 shares during the period. Aberdeen Group plc grew its holdings in shares of Netflix by 878.7% in the fourth quarter. Aberdeen Group plc now owns 3,243,837 shares of the Internet television network’s stock worth $304,142,000 after acquiring an additional 2,912,392 shares during the period. Allspring Global Investments Holdings LLC grew its holdings in shares of Netflix by 870.2% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 3,014,717 shares of the Internet television network’s stock worth $274,309,000 after acquiring an additional 2,703,997 shares during the period. Finally, Sarasin & Partners LLP grew its holdings in shares of 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 worth $221,430,000 after acquiring an additional 2,279,032 shares during the period. Institutional investors own 80.93% of the company’s stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Oppenheimer kept an “Outperform” on NFLX and raised its price target to $135, citing better revenue visibility as price hikes roll through and stronger margin prospects. Oppenheimer Bullish on Netflix
• Positive Sentiment: Goldman Sachs upgraded Netflix on improved growth outlook and raised its target (coverage highlighted by media), signaling renewed sell‑side confidence that supports the rally. Netflix Wins Goldman Upgrade
• Positive Sentiment: Jefferies reiterated a Buy and analysts (and other shops) expect recent subscription price increases to lift full‑year guidance and margins — a core reason funds are rotating back into the name. Netflix price increases expected to lift full-year guidance
• Positive Sentiment: Product/market expansion: Netflix launched “Playground,” an ad‑free kids’ gaming app, and is pushing partnerships (sports/dining, Argentina focus) that expand engagement and monetization levers beyond streaming. These initiatives support longer‑term ARPU and retention narratives. Netflix (NFLX) Kicks Off ‘Playground’ App for Ad-Free Kids Gaming
• Neutral Sentiment: Rosenblatt raised a price target to $96 — a modest call (below some other targets) that reflects mixed valuation views and keeps debate alive about fair value amid faster profitability. Rosenblatt Securities Raises Netflix Price Target to $96
• Neutral Sentiment: Investors are watching April 16 (next earnings/updates) as estimates and guidance will determine whether price increases and new products translate into sustained revenue/margin beats. Dear Netflix Stock Fans, Mark Your Calendars for April 16
• Negative Sentiment: Regulatory/legal risk: An Italian court ordered Netflix to refund subscribers over repeated price hikes, potentially meaning hundreds of euros per customer if the ruling stands — an appeal is pending but the headline raises consumer‑backlash and regulatory risk concerns. Netflix told by court to refund customers over repeated price hikes

Insider Buying and Selling at Netflix

In other news, CFO Spencer Adam Neumann sold 28,630 shares of the business’s stock in a transaction dated 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 transaction, the chief financial officer directly owned 73,787 shares in the company, valued at $7,231,126. The trade was a 27.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Cletus R. Willems sold 3,136 shares of the business’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total value of $259,253.12. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,543,023 shares of company stock valued at $141,145,842 in the last ninety days. 1.37% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages recently commented on NFLX. Moffett Nathanson cut their price objective on Netflix from $140.00 to $115.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. Erste Group Bank raised Netflix from a “hold” rating to a “buy” rating in a report on Tuesday, March 24th. Sanford C. Bernstein reaffirmed a “buy” rating on shares of Netflix in a report on Wednesday, February 18th. Oppenheimer lifted their price objective on Netflix from $125.00 to $135.00 and gave the stock an “outperform” rating in a report on Friday, March 27th. Finally, Freedom Capital raised Netflix from a “hold” rating to a “strong-buy” rating in a report on Tuesday, January 27th. Two analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have issued a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $115.10.

Netflix Stock Performance

NASDAQ:NFLX opened at $99.39 on Thursday. The stock has a 50-day simple moving average of $89.11 and a two-hundred day simple moving average of $99.25. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. The firm has a market capitalization of $419.64 billion, a PE ratio of 39.33, a P/E/G ratio of 1.50 and a beta of 1.67.

Netflix (NASDAQ:NFLX) last released its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (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 analyst estimates of $11.97 billion. During the same quarter in the previous year, the company posted $0.43 earnings per share. Netflix’s revenue for the quarter was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Analysts forecast that Netflix, Inc. will post 24.58 EPS 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.