Clear Street Group Inc. Takes $22.45 Million Position in Netflix, Inc. $NFLX

Clear Street Group Inc. purchased a new position in Netflix, Inc. (NASDAQ:NFLX) during the third quarter, HoldingsChannel reports. The firm purchased 18,723 shares of the Internet television network’s stock, valued at approximately $22,447,000.

Several other large investors also recently modified their holdings of NFLX. Imprint Wealth LLC bought a new position in Netflix in the third quarter valued at about $25,000. Retirement Wealth Solutions LLC bought a new stake in shares of Netflix during the 3rd quarter valued at about $28,000. Steph & Co. grew its stake in shares of Netflix by 188.9% during the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after purchasing an additional 17 shares during the period. Bare Financial Services Inc increased its position in shares of Netflix by 93.3% during the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after purchasing an additional 14 shares during the last quarter. Finally, Horizon Financial Services LLC increased its position in shares of Netflix by 480.0% during the 3rd quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock valued at $35,000 after purchasing an additional 24 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.

Netflix Price Performance

NASDAQ NFLX opened at $95.31 on Friday. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The stock has a market cap of $402.41 billion, a price-to-earnings ratio of 37.72, a PEG ratio of 1.46 and a beta of 1.68. The company’s 50 day moving average is $86.57 and its two-hundred day moving average is $102.80. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating the consensus estimate of $0.55 by $0.01. The business had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The company’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, research analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current year.

Insider Activity at Netflix

In related news, CEO Gregory K. Peters sold 105,781 shares of Netflix stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the transaction, the chief executive officer owned 122,140 shares in the company, valued at approximately $10,130,291.60. The trade was a 46.41% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider David A. Hyman sold 23,439 shares of the company’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $88.11, for a total transaction of $2,065,210.29. Following the completion of the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at $27,851,571. This represents a 6.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,520,133 shares of company stock worth $137,259,786 in the last 90 days. Company insiders own 1.37% of the company’s stock.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix is acquiring InterPositive, Ben Affleck’s AI moviemaking startup, in a deal reported to be as much as $600 million — a strategic move to accelerate AI tools for editing and production that could lower content costs and speed releases. MarketWatch: Netflix is spending up to $600 million to buy Ben Affleck’s AI startup
• Positive Sentiment: Netflix confirmed a sequel to its most-watched film ever, “KPop Demon Hunters,” supporting continued strong content performance and subscriber engagement. Reuters: More demons, more K-pop: Netflix announces ‘KPop Demon Hunters’ sequel
• Positive Sentiment: Netflix is expanding into games and live streaming (hires and tech partnerships reported), signaling new revenue adjacencies beyond SVOD that could improve monetization over time. Yahoo Finance: Netflix Expands Games And Live Streaming
• Neutral Sentiment: The company set its Q1 2026 earnings release for April 16, giving the market a date to reassess growth, margins and guidance — an event risk but also an information catalyst. PR Newswire: Netflix to Announce First Quarter 2026 Financial Results
• Neutral Sentiment: High investor attention and bullish commentary (e.g., some strategists buying after the company dropped the Warner Bros. Discovery deal) are driving flows and sentiment—but they don’t guarantee fundamentals will beat expectations. Zacks: Netflix is Attracting Investor Attention
• Negative Sentiment: Reports of internal product-team cuts and a reorg could signal cost pressure or execution risk; layoffs can reduce near-term innovation velocity and unsettle employees. Benzinga: Netflix Cuts Dozens Of Product Team Jobs Amid Internal Restructuring
• Negative Sentiment: The sizable InterPositive price tag (reported up to $600M) creates near-term cash outflow and integration risk; investors may worry about payback timing and execution on promised AI cost savings. TechCrunch: Netflix may have paid $600 million for Ben Affleck’s AI startup

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on NFLX shares. UBS Group set a $104.00 price objective on shares of Netflix in a report on Tuesday, January 27th. Loop Capital set a $104.00 target price on shares of Netflix in a report on Tuesday, January 27th. Rothschild & Co Redburn set a $120.00 price target on shares of Netflix in a research report on Wednesday, January 21st. Wells Fargo & Company started coverage on shares of Netflix in a research note on Monday, March 9th. They set an “equal weight” rating and a $105.00 price target on the stock. Finally, Royal Bank Of Canada reissued a “hold” rating on shares of Netflix in a research report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and fourteen have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $114.67.

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.