Newbridge Financial Services Group Inc. Raises Position in Netflix, Inc. $NFLX

Newbridge Financial Services Group Inc. lifted its stake in Netflix, Inc. (NASDAQ:NFLX) by 1,466.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 92,223 shares of the Internet television network’s stock after buying an additional 86,336 shares during the period. Netflix makes up 1.3% of Newbridge Financial Services Group Inc.’s portfolio, making the stock its 18th biggest position. Newbridge Financial Services Group Inc.’s holdings in Netflix were worth $8,647,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also modified their holdings of NFLX. Nordea Investment Management AB boosted its holdings in 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 last quarter. Assenagon Asset Management S.A. boosted its holdings in 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 last quarter. Aberdeen Group plc boosted its holdings in Netflix by 878.7% in the fourth quarter. Aberdeen Group plc now owns 3,243,837 shares of the Internet television network’s stock valued at $304,142,000 after purchasing an additional 2,912,392 shares during the last quarter. Allspring Global Investments Holdings LLC boosted its holdings in Netflix by 870.2% in the fourth quarter. Allspring Global Investments Holdings LLC now owns 3,014,717 shares of the Internet television network’s stock valued at $274,309,000 after purchasing an additional 2,703,997 shares during the last quarter. Finally, Sarasin & Partners LLP boosted its holdings in Netflix by 2,758.1% in the fourth quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network’s stock valued at $221,430,000 after purchasing an additional 2,279,032 shares during the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Goldman Sachs upgraded NFLX to Buy and raised its 12‑month price target to $120, citing improving revenue durability, operating leverage and shareholder returns — a major catalyst for the stock rally this morning. Goldman Sachs resets Netflix stock price target for rest of 2026
• Positive Sentiment: Analysts and press point to Netflix’s recent price hikes, faster ad-revenue growth and selective live‑sports strategy as margin drivers that support higher profitability and valuation upside. Netflix Rises as Price Hikes, Ad Revenue Growth, and Live Sports Signal a New Phase of Profitability
• Positive Sentiment: Product expansion: Netflix launched “Netflix Playground,” an ad‑free kids gaming app built on its IP — a user‑engagement play that supports stickiness, potential ARPU lift for families, and cross‑sell opportunities. Netflix debuts new ‘Playground’ gaming app for kids
• Neutral Sentiment: Upcoming catalyst: Q1 2026 earnings are due April 16. Market expectations are mixed but some analysts and note‑writers argue Netflix has multiple levers (price, ads, breakup fee) that could produce an earnings beat — the report will likely swing sentiment sharply. Will Netflix Inc (NFLX) beat quarterly earnings?
• Neutral Sentiment: Strategic relief: analysts note Netflix may benefit after losing the Warner Bros. auction (avoids massive acquisition cost and may receive breakup fee), a development reframed as financially constructive by some commentators. Why Netflix stands to get richer after losing Warner Bros. bidding war
• Negative Sentiment: Insider activity: Netflix’s CFO sold roughly $2.8M of stock recently — a small red flag for some traders that can add near‑term pressure or be used by bears as a talking point. Insider Selling: Netflix (NASDAQ:NFLX) CFO Sells $2,805,740.00 in Stock

Netflix Stock Up 0.3%

Shares of Netflix stock opened at $98.93 on Tuesday. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. The stock has a market capitalization of $417.70 billion, a price-to-earnings ratio of 39.15, a PEG ratio of 1.50 and a beta of 1.67. The business’s 50 day simple moving average is $88.55 and its 200-day simple moving average is $99.57.

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

Wall Street Analysts Forecast Growth

A number of research analysts recently commented on the company. Rosenblatt Securities increased their price target on Netflix from $95.00 to $96.00 and gave the company a “neutral” rating in a report on Monday. Pivotal Research reduced their price target on Netflix from $105.00 to $95.00 and set a “hold” rating for the company in a report on Wednesday, January 21st. Bank of America reduced their price target on Netflix from $149.00 to $125.00 and set a “buy” rating for the company in a report on Friday, March 6th. Argus reduced their price target on Netflix from $141.00 to $110.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Finally, Wells Fargo & Company assumed coverage on Netflix in a report on Monday, March 9th. They issued an “equal weight” rating and a $105.00 price target for the company. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $115.10.

Insider Activity

In other Netflix news, CFO Spencer Adam Neumann sold 57,260 shares of the stock in a transaction on Friday, February 27th. The stock was sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $7,046,658.50. This trade represents a 43.69% decrease in their position. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, CEO Gregory K. Peters sold 105,781 shares of the stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total value of $8,773,476.14. Following the transaction, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at approximately $10,130,291.60. The trade was a 46.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,543,023 shares of company stock worth $141,145,842 in the last quarter. 1.37% of the stock is currently owned by corporate insiders.

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.