Arvest Bank Trust Division Acquires 10,809 Shares of Netflix, Inc. $NFLX

Arvest Bank Trust Division increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 875.2% in the fourth quarter, Holdings Channel.com reports. The fund owned 12,044 shares of the Internet television network’s stock after buying an additional 10,809 shares during the quarter. Arvest Bank Trust Division’s holdings in Netflix were worth $1,129,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Vanguard Group Inc. lifted its stake in shares of Netflix by 912.5% during the 4th quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock worth $36,567,805,000 after acquiring an additional 351,493,659 shares during the last quarter. Baillie Gifford & Co. lifted its stake in shares of Netflix by 912.3% during the 4th quarter. Baillie Gifford & Co. now owns 36,940,035 shares of the Internet television network’s stock worth $3,463,498,000 after acquiring an additional 33,290,988 shares during the last quarter. Jennison Associates LLC lifted its stake in shares of Netflix by 639.9% during the 4th quarter. Jennison Associates LLC now owns 34,871,951 shares of the Internet television network’s stock worth $3,269,594,000 after acquiring an additional 30,158,900 shares during the last quarter. Legal & General Group Plc lifted its stake in shares of Netflix by 916.1% during the 4th quarter. Legal & General Group Plc now owns 26,522,252 shares of the Internet television network’s stock worth $2,486,726,000 after acquiring an additional 23,912,151 shares during the last quarter. Finally, Fisher Asset Management LLC raised its position in Netflix by 907.5% during the 4th quarter. Fisher Asset Management LLC now owns 20,490,399 shares of the Internet television network’s stock valued at $1,921,180,000 after purchasing an additional 18,456,524 shares in the last quarter. 80.93% of the stock is owned by institutional investors.

Insider Transactions at Netflix

In other news, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $88.69, for a total value of $2,422,301.28. Following the completion of the sale, the chief executive officer directly owned 120,931 shares in the company, valued at $10,725,370.39. This represents a 18.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Spencer Adam Neumann sold 9,253 shares of the company’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $88.95, for a total value of $823,054.35. Following the completion of the sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at $6,563,353.65. This trade represents a 11.14% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 1,422,769 shares of company stock valued at $135,144,073. 1.24% of the stock is owned by insiders.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analysts and market commentary continue to highlight Netflix’s expanding ad-tier opportunity, content strategy, and disciplined deal-making as reasons the long-term investment case remains intact. How The Netflix (NFLX) Investment Story Is Shifting Around Ads Content And Deal Discipline
• Positive Sentiment: Netflix’s push into live sports is being seen as a potential new revenue driver, with engagement gains such as strong Japan sign-ups around the World Baseball Classic supporting the growth narrative. NFLX Rides on Sports Content Engagement: New Revenue Growth Catalyst?
• Positive Sentiment: Some investors remain focused on Netflix’s long-term dominance in streaming, citing its massive historical share gains and strong competitive moat. Does Netflix Have the Widest Moat in Streaming?
• Neutral Sentiment: Netflix is drawing unusually high investor attention, but the coverage is mostly a reminder to watch upcoming catalysts rather than a clear new fundamental development. Netflix, Inc. (NFLX) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Recent commentary notes that Netflix’s shares are attracting attention and that the company is continuing to explore AI animation, though this has also sparked social-media criticism and is not yet a clear financial catalyst. Netflix is betting big on an AI animation studio — even as 51% of people say they don’t want generative AI content
• Negative Sentiment: One article specifically noted that Netflix closed lower in the latest session, reinforcing the recent weakness in the stock. Netflix (NFLX) Stock Slides as Market Rises: Facts to Know Before You Trade
• Negative Sentiment: There is also some near-term margin pressure from heavier content spending, even as Netflix invests in sports and other growth areas. NFLX Rides on Sports Content Engagement: New Revenue Growth Catalyst?

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Moffett Nathanson lifted their target price on Netflix from $115.00 to $120.00 and gave the company a “buy” rating in a research report on Tuesday, April 14th. Wells Fargo & Company assumed coverage on Netflix in a research report on Monday, March 9th. They set an “equal weight” rating and a $105.00 target price for the company. President Capital lifted their target price on Netflix from $133.00 to $134.00 and gave the company a “buy” rating in a research report on Tuesday, March 31st. Jefferies Financial Group decreased their target price on Netflix from $134.00 to $128.00 and set a “buy” rating for the company in a research report on Friday, April 17th. Finally, Bank of America reaffirmed a “buy” rating and set a $125.00 target price on shares of Netflix in a research report on Monday, May 18th. Two analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $114.82.

Netflix Price Performance

Shares of NFLX stock opened at $87.68 on Wednesday. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The stock’s 50-day moving average is $93.61 and its 200 day moving average is $93.74. The company has a market cap of $369.20 billion, a P/E ratio of 28.32, a PEG ratio of 1.13 and a beta of 1.55. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41.

Netflix (NASDAQ:NFLX) last announced its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, topping the consensus estimate of $0.76 by $0.47. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The firm had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.17 billion. During the same period in the previous year, the business earned $6.61 EPS. The firm’s revenue for the quarter was up 16.2% on a year-over-year basis. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Research analysts predict that Netflix, Inc. will post 3.6 earnings per share for the current fiscal year.

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.