Netflix, Inc. $NFLX Stock Holdings Increased by Banco Bilbao Vizcaya Argentaria S.A.

Banco Bilbao Vizcaya Argentaria S.A. increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 61.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 41,385 shares of the Internet television network’s stock after purchasing an additional 15,825 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in Netflix were worth $49,452,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Imprint Wealth LLC purchased a new stake in Netflix in the 3rd quarter worth approximately $25,000. Retirement Wealth Solutions LLC purchased a new position in shares of Netflix during the 3rd quarter valued at $28,000. Steph & Co. increased its stake in shares of Netflix by 188.9% in the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after acquiring an additional 17 shares during the last quarter. Bare Financial Services Inc increased its stake in shares of Netflix by 93.3% in the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after acquiring an additional 14 shares during the last quarter. Finally, Horizon Financial Services LLC raised its holdings in shares of Netflix by 480.0% during the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after acquiring an additional 24 shares in the last quarter. 80.93% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Netflix

In related news, insider David A. Hyman sold 5,727 shares of the business’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the completion of the transaction, the insider owned 316,100 shares of the company’s stock, valued at approximately $25,623,066. The trade was a 1.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Reed Hastings sold 410,550 shares of the 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 sale, the director owned 3,940 shares of the company’s stock, valued at approximately $382,219.40. The trade was a 99.05% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is owned by corporate insiders.

Netflix Stock Up 1.1%

Shares of Netflix stock opened at $95.31 on Friday. The stock has a market capitalization of $402.41 billion, a P/E ratio of 37.72, a PEG ratio of 1.46 and a beta of 1.68. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. The stock has a 50 day moving average price of $86.57 and a two-hundred day moving average price of $102.80. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The business had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same period in the previous year, the company earned $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. Equities analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the company. Rothschild & Co Redburn set a $120.00 target price on Netflix in a research note on Wednesday, January 21st. Wells Fargo & Company assumed coverage on Netflix in a research note on Monday, March 9th. They set an “equal weight” rating and a $105.00 price target for the company. Royal Bank Of Canada reissued a “hold” rating on shares of Netflix in a research note on Wednesday, January 21st. Guggenheim dropped their price objective on Netflix from $145.00 to $130.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Finally, Cfra raised shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 price objective on the stock in a research report on Friday, March 6th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and fourteen have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, Netflix presently has an average rating of “Moderate Buy” and an average target price of $114.67.

Key Headlines Impacting Netflix

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

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.