Field & Main Bank Grows Stock Holdings in Netflix, Inc. $NFLX

Field & Main Bank grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 1,112.4% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 15,215 shares of the Internet television network’s stock after purchasing an additional 13,960 shares during the period. Field & Main Bank’s holdings in Netflix were worth $1,427,000 as of its most recent SEC filing.

Other large investors have also recently made changes to their positions in the company. Citizens & Northern Corp purchased a new position in Netflix in the 4th quarter worth approximately $1,466,000. Libra Wealth LLC raised its holdings in Netflix by 900.0% in the 4th quarter. Libra Wealth LLC now owns 52,750 shares of the Internet television network’s stock worth $4,946,000 after acquiring an additional 47,475 shares during the last quarter. Nadler Financial Group Inc. raised its holdings in Netflix by 896.3% in the 4th quarter. Nadler Financial Group Inc. now owns 13,530 shares of the Internet television network’s stock worth $1,269,000 after acquiring an additional 12,172 shares during the last quarter. Arizona State Retirement System raised its holdings in Netflix by 855.8% in the 4th quarter. Arizona State Retirement System now owns 1,187,920 shares of the Internet television network’s stock worth $111,379,000 after acquiring an additional 1,063,638 shares during the last quarter. Finally, Mowery & Schoenfeld Wealth Management LLC raised its holdings in Netflix by 1,136.4% in the 4th quarter. Mowery & Schoenfeld Wealth Management LLC now owns 2,040 shares of the Internet television network’s stock worth $191,000 after acquiring an additional 1,875 shares during the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at Netflix

In other Netflix news, Director Reed Hastings sold 420,550 shares of the business’s stock in a transaction on Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total transaction of $40,158,319.50. Following the completion of the sale, the director directly owned 3,940 shares in the company, valued at approximately $376,230.60. The trade was a 99.07% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider David A. Hyman sold 5,727 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $81.06, for a total transaction of $464,230.62. Following the sale, the insider owned 316,100 shares of the company’s stock, valued at approximately $25,623,066. This represents a 1.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders sold 1,487,794 shares of company stock worth $136,255,772. 1.37% of the stock is owned by corporate insiders.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Board authorizes an extra $25 billion share buyback (no expiration), boosting capital returns and supporting the share price. Netflix announces $25 billion share buyback
• Positive Sentiment: Daiwa raised its price target to $102 and kept an outperform rating, signaling some analyst conviction in upside from current levels. Daiwa Securities adjusts price target on Netflix to $102
• Positive Sentiment: JPMorgan reaffirmed a buy stance and investors are pointing to product initiatives (see below) and engagement gains as reasons to stay constructive. JPMorgan keeps Netflix buy rating
• Positive Sentiment: Netflix plans a TikTok‑style vertical video feed to capture short‑form engagement and funnel viewers into longer content — a potential long‑term engagement/monetization tailwind. Netflix Eyes TikTok-Style Feed To Capture ‘Snackable’ Viewing
• Neutral Sentiment: Netflix is in talks to buy Radford Studio Center (historic LA lot) — could lower production costs and secure capacity, but transaction terms/outcome remain uncertain. Netflix In Negotiations To Buy Radford Studios
• Neutral Sentiment: Board recommended voting “no” on two shareholder proposals framed as anti‑woke; governance/item resolution is unlikely to move fundamentals materially short term. Netflix Boards Recommends ‘No’ Votes On Two ‘Anti-Woke’ Proposals
• Negative Sentiment: Investors continue to react to the post‑earnings sell‑off tied to softer guidance despite mixed/solid underlying engagement — the guidance shock remains the primary near‑term headwind for the stock. Netflix (NFLX) Stock Plunges 13%: Should Investors Buy the Dip?
• Negative Sentiment: Warner Bros. Discovery shareholders approved the $110B sale to Paramount Skydance — Netflix lost out in the takeover, and industry consolidation could reshape competitive dynamics for content/licensing and future M&A opportunities. Warner Bros Shareholders Approve $110 Billion Paramount Skydance Merger

Netflix Price Performance

Shares of NFLX opened at $92.82 on Friday. The firm has a market cap of $390.85 billion, a PE ratio of 29.98, a P/E/G ratio of 1.21 and a beta of 1.67. The company has a current ratio of 1.41, a quick ratio of 1.19 and a debt-to-equity ratio of 0.43. The firm has a fifty day simple moving average of $93.29 and a two-hundred day simple moving average of $97.74. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12.

Netflix (NASDAQ:NFLX) last announced its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, beating analysts’ consensus estimates of $0.76 by $0.47. The business had revenue of $12.25 billion during the quarter, compared to analyst estimates of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The company’s quarterly revenue was up 16.2% compared to the same quarter last year. During the same period in the previous year, the business earned $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, equities analysts anticipate that Netflix, Inc. will post 3.53 EPS for the current year.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on the stock. Robert W. Baird decreased their price objective on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating for the company in a report on Friday, January 23rd. Weiss Ratings lowered shares of Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 22nd. HSBC boosted their price objective on shares of Netflix from $106.00 to $114.00 and gave the stock a “buy” rating in a report on Friday, April 10th. Benchmark restated a “hold” rating on shares of Netflix in a report on Tuesday, January 13th. Finally, DZ Bank restated a “buy” rating on shares of Netflix in a report on Friday, April 17th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and fourteen have issued a Hold rating to the stock. According to MarketBeat.com, Netflix has a consensus rating of “Moderate Buy” and a consensus price target of $114.53.

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.