Netflix, Inc. $NFLX Shares Purchased by Foster Group Inc.

Foster Group Inc. raised its stake in Netflix, Inc. (NASDAQ:NFLX) by 877.2% during the fourth quarter, according to its most recent disclosure with the SEC. The fund owned 6,801 shares of the Internet television network’s stock after buying an additional 6,105 shares during the quarter. Foster Group Inc.’s holdings in Netflix were worth $638,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. Vanguard Group Inc. lifted its position in Netflix by 0.4% in 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 during the last quarter. State Street Corp grew its position in Netflix by 2.1% in the 2nd quarter. State Street Corp now owns 17,444,013 shares of the Internet television network’s stock worth $23,359,801,000 after purchasing an additional 360,604 shares during the last quarter. Nordea Investment Management AB increased its stake 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 valued at $902,798,000 after purchasing an additional 8,688,113 shares during the period. Assenagon Asset Management S.A. increased its stake 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 valued at $584,529,000 after purchasing an additional 5,658,740 shares during the period. Finally, Norges Bank bought a new stake in shares of Netflix during the second quarter valued at approximately $7,929,645,000. Institutional investors and hedge funds own 80.93% of the company’s stock.

Netflix Stock Performance

Shares of NASDAQ NFLX opened at $92.28 on Thursday. The stock has a fifty day moving average price of $87.04 and a two-hundred day moving average price of $101.04. 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 cap of $389.62 billion, a P/E ratio of 36.52, a PEG ratio of 1.39 and a beta of 1.68. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data 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%.The company’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts forecast that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Analysts Set New Price Targets

Several equities analysts have recently issued reports on the company. Piper Sandler reiterated a “positive” rating and set a $103.00 price objective (down from $140.00) on shares of Netflix in a research report on Wednesday, January 21st. Arete Research raised Netflix from a “neutral” rating to a “buy” rating in a research note on Friday, February 27th. Wolfe Research boosted their price target on Netflix from $95.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, February 27th. Erste Group Bank raised Netflix from a “hold” rating to a “buy” rating in a research note on Tuesday. Finally, DZ Bank reissued a “buy” rating on shares of Netflix in a report on Friday, February 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $114.35.

Insider Transactions at Netflix

In other news, Director Reed Hastings sold 410,550 shares of Netflix stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $97.01, for a total value of $39,827,455.50. Following the transaction, the director owned 3,940 shares of the company’s stock, valued at $382,219.40. The trade was a 99.05% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this link. Also, CEO Gregory K. Peters sold 27,312 shares of the business’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 transaction of $2,273,450.88. Following the completion of the sale, the chief executive officer owned 122,140 shares in the company, valued at $10,166,933.60. The trade was a 18.27% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,520,133 shares of company stock valued at $137,259,786 in the last quarter. 1.37% of the stock is owned by company insiders.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Ad business accelerating — reports show Netflix’s advertising revenue jumped roughly 2.5x to about $1.5B, driven by AI targeting and global scale, supporting the company’s monetization thesis and near-term revenue upside. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Positive Sentiment: Huge live-audience engagement — Netflix said the BTS Seoul concert livestream drew 18.4 million global viewers, signaling strong reach for live and event-based programming that can boost subscriptions and ad inventory value. BTS Seoul concert livestream draws 18.4 million global viewers, Netflix says
• Positive Sentiment: Ad product expansion — Joey Ai announced premium advertising opportunities on Netflix Canada, indicating continued third‑party interest in Netflix’s ad platform and potential to expand ad revenue internationally. Joey Ai Expands Netflix Advertising Opportunities in Canada
• Positive Sentiment: Analyst backing — recent upgrades and reiterated Outperform ratings (including Erste Group and Bernstein coverage) provide short-term buy-side support and may underpin today’s upward move. Sentiment Shifts on These Beaten Down Stocks: NFLX, ORCL
• Neutral Sentiment: Marketing tie-ins widen reach — a McDonald’s tie-in with the Netflix film “KPop Demon Hunters” is expected to drive mass awareness (analyst suggests big sales for McDonald’s), offering promotional upside for Netflix but limited direct revenue impact. Gonna be golden: These ‘KPop Demon Hunters’ meals could make McDonald’s $100 million
• Neutral Sentiment: Strategic content moves — partnerships like the Warner Music first‑look deal and Netflix walking away from a Warner Bros. acquisition both reshape content strategy; they affect medium‑term growth mix but are mixed for near-term stock direction. Is Netflix’s (NFLX) Warner Music Deal a Clue to Its Next Advertising Growth Lever?
• Negative Sentiment: Valuation concerns — analysts note Netflix trades at ~7.3x price/sales and caution that slowing core growth plus heavy early‑2026 content spending could make the multiple look stretched, leaving the stock vulnerable if ad or subscriber momentum softens. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: Investor sentiment and Q4 concerns — investor letters and coverage flag lingering sentiment pressure from recent quarters and strategic uncertainty, which can weigh on multiples despite operational progress. Investors’ Concerns Hurt Netflix (NFLX) in Q4

About Netflix

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.