Trust Co. of Oklahoma Increases Stock Holdings in Netflix, Inc. $NFLX

Trust Co. of Oklahoma boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 900.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 6,060 shares of the Internet television network’s stock after buying an additional 5,454 shares during the period. Trust Co. of Oklahoma’s holdings in Netflix were worth $568,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the stock. Imprint Wealth LLC bought a new stake in shares of Netflix in the 3rd quarter worth about $25,000. Retirement Wealth Solutions LLC bought a new position in Netflix during the 3rd quarter valued at about $28,000. Steph & Co. raised its position in Netflix by 188.9% in the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after purchasing an additional 17 shares during the period. Bare Financial Services Inc raised its position in Netflix by 93.3% in the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 14 shares during the period. Finally, Horizon Financial Services LLC lifted its stake in Netflix by 480.0% in the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 24 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analysts say the price increases should drive meaningful revenue upside (estimates cite as much as ~$1.7B potential incremental revenue) with limited churn risk — a direct boost to near‑term top‑line and profit leverage. Netflix Price Hikes Could Unlock $1.7 Billion
• Positive Sentiment: Multiple firms (including Jefferies, Citi, JPMorgan and Oppenheimer) responded with upgraded views or higher targets, arguing strong engagement and low churn give Netflix room to raise prices — this analyst support is pro‑stock. Jefferies Commentary on Price Hike
• Positive Sentiment: Research upgrades and modest EPS estimate bumps (e.g., Erste Group raising EPS and issuing a Buy) reinforce the view that higher ARPU will flow through to earnings. Erste Group Upgrade / Marketbeat
• Neutral Sentiment: Price changes: ad tier to $8.99 (+$1), standard to $19.99 (+$2), premium to $26.99 (+$2). Netflix says the increases help fund a $20B content budget (up ~$2B yr/yr). This is the direct rationale investors are pricing in. Reuters: Netflix raises subscription prices
• Neutral Sentiment: Widespread media coverage details the new rates and compares competitors; useful for gauging consumer reaction but not immediately decisive for fundamentals. Investopedia Pricing Summary
• Negative Sentiment: Political and consumer backlash: critics (including Senator Elizabeth Warren) flagged the hike soon after a large payout, which could pressure PR and invite scrutiny — a headline risk. Benzinga: Warren Criticism
• Negative Sentiment: Longer‑term risk: repeated “stream‑flation” could push price‑sensitive subscribers toward free alternatives (YouTube, ad‑supported platforms), so the revenue upside depends on continued low churn. Some commentators remain cautious. Business Insider: Stream‑flation

Insider Buying and Selling at Netflix

In related news, Director Reed Hastings sold 426,290 shares of the company’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $91.67, for a total value of $39,078,004.30. Following the completion of the sale, the director directly owned 3,940 shares of the company’s stock, valued at $361,179.80. This represents a 99.08% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, insider David A. Hyman sold 23,439 shares of the stock in a transaction dated 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 transaction, the insider owned 316,100 shares in the company, valued at approximately $27,851,571. The trade was a 6.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 1,520,133 shares of company stock worth $137,259,786. Insiders own 1.37% of the company’s stock.

Wall Street Analyst Weigh In

Several research analysts have issued reports on NFLX shares. Jefferies Financial Group restated a “buy” rating on shares of Netflix in a research report on Friday, February 27th. Moffett Nathanson decreased their price target on Netflix from $140.00 to $115.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. Pivotal Research dropped their price objective on Netflix from $105.00 to $95.00 and set a “hold” rating for the company in a report on Wednesday, January 21st. Citic Securities cut their price objective on Netflix from $109.00 to $95.00 and set a “hold” rating on the stock in a research report on Monday, January 26th. Finally, Barclays initiated coverage on Netflix in a research note on Monday, March 2nd. They issued an “equal weight” rating and a $115.00 target price on the stock. Two analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and twelve have assigned a Hold rating to the stock. According to MarketBeat.com, Netflix currently has a consensus rating of “Moderate Buy” and a consensus target price of $114.55.

Netflix Price Performance

Shares of NASDAQ NFLX opened at $93.43 on Monday. 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 capitalization of $394.48 billion, a price-to-earnings ratio of 36.97, a PEG ratio of 1.43 and a beta of 1.68. The stock has a 50 day moving average price of $87.25 and a 200 day moving average price of $100.61. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12.

Netflix (NASDAQ:NFLX) last released its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping the consensus estimate 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%.Netflix’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period last year, the business posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Sell-side analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current year.

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.