Cantor Fitzgerald L. P. boosted its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 121.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 18,823 shares of the Internet television network’s stock after acquiring an additional 10,320 shares during the quarter. Netflix accounts for 0.2% of Cantor Fitzgerald L. P.’s investment portfolio, making the stock its 19th biggest position. Cantor Fitzgerald L. P.’s holdings in Netflix were worth $22,567,000 at the end of the most recent reporting period.
A number of other institutional investors have also recently added to or reduced their stakes in NFLX. Bell Investment Advisors Inc raised its holdings in shares of Netflix by 3.1% in the 2nd quarter. Bell Investment Advisors Inc now owns 298 shares of the Internet television network’s stock worth $399,000 after purchasing an additional 9 shares during the period. Weaver Consulting Group lifted its stake in shares of Netflix by 4.1% in the 2nd quarter. Weaver Consulting Group now owns 231 shares of the Internet television network’s stock valued at $309,000 after purchasing an additional 9 shares in the last quarter. Natural Investments LLC grew its holdings in shares of Netflix by 0.5% during the 3rd quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock worth $1,999,000 after purchasing an additional 9 shares during the period. Hengehold Capital Management LLC grew its holdings in shares of Netflix by 3.3% during the 3rd quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network’s stock worth $338,000 after purchasing an additional 9 shares during the period. Finally, Financial Partners Group Inc increased its position in Netflix by 0.9% during the 3rd quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network’s stock worth $1,162,000 after purchasing an additional 9 shares in the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.
Insider Activity
In other Netflix news, CFO Spencer Adam Neumann sold 28,630 shares of the business’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $97.00, for a total value of $2,777,110.00. Following the transaction, the chief financial officer owned 73,787 shares in the company, valued at $7,157,339. The trade was a 27.95% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $81.06, for a total transaction of $464,230.62. Following the completion of the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at approximately $25,623,066. The trade was a 1.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,520,133 shares of company stock worth $137,259,786 over the last three months. 1.37% of the stock is currently owned by corporate insiders.
Netflix News Summary
- 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
Netflix Stock Up 1.1%
Shares of NASDAQ:NFLX opened at $95.31 on Friday. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The company has a 50 day moving average of $86.57 and a two-hundred day moving average of $102.80. The company has a market capitalization of $402.41 billion, a price-to-earnings ratio of 37.72, a price-to-earnings-growth ratio of 1.46 and a beta of 1.68.
Netflix (NASDAQ:NFLX – Get Free Report) last posted 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 business had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period in the previous year, the company posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In
Several research analysts recently commented on the stock. Moffett Nathanson cut their price target on shares of Netflix from $140.00 to $115.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Morgan Stanley set a $110.00 price objective on shares of Netflix and gave the stock an “overweight” rating in a research report on Wednesday, January 21st. Argus cut their target price on shares of Netflix from $141.00 to $110.00 and set a “buy” rating on the stock in a research note on Thursday, January 22nd. Robert W. Baird reduced their target price on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a report on Friday, January 23rd. Finally, Wedbush reaffirmed an “outperform” rating and set a $115.00 price target on shares of Netflix in a research report on Friday, February 20th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and fourteen have assigned a Hold rating to the company. According to MarketBeat, Netflix presently has a consensus rating of “Moderate Buy” and an average price target of $114.67.
Read Our Latest Analysis on Netflix
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.
Recommended Stories
- Five stocks we like better than Netflix
- The gold chart Wall Street is terrified of…
- Elon Musk already made me a “wealthy man”
- Silver paying 20% dividend. Plus 68% share gains
- Unlocked: Elon Musk’s Next Big IPO
- A personal warning from Martin Weiss (Please read)
Want to see what other hedge funds are holding NFLX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Netflix, Inc. (NASDAQ:NFLX – Free Report).
Receive News & Ratings for Netflix Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Netflix and related companies with MarketBeat.com's FREE daily email newsletter.
