Netflix (NASDAQ:NFLX) Insider Cletus Willems Sells 3,136 Shares

Netflix, Inc. (NASDAQ:NFLX - Get Free Report) insider Cletus Willems sold 3,136 shares of the business's stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total value of $259,253.12. The transaction was disclosed in a filing with the SEC, which is accessible through this link.

Netflix Price Performance

• Strategic Masterstroke: Paramount Adds a Ticking Fee to Warner Bros. Bid

Netflix stock opened at $79.68 on Thursday. The business's 50-day simple moving average is $89.68 and its 200 day simple moving average is $107.56. 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 market cap of $336.42 billion, a price-to-earnings ratio of 31.53, a P/E/G ratio of 1.46 and a beta of 1.71. Netflix, Inc. has a 12-month low of $79.22 and a 12-month high of $134.12.

Netflix (NASDAQ:NFLX - Get Free Report) last released its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating analysts' consensus estimates 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 net margin of 24.30% and a return on equity of 43.26%. The company's revenue was up 17.6% compared to the same quarter last year. During the same period in the prior year, the company posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, research analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current year.

Analyst Ratings Changes

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• 2 Subscription Economy Winners That Still Dominate Their Niches

NFLX has been the subject of several research analyst reports. Robert W. Baird decreased their price target 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. Benchmark restated a "hold" rating on shares of Netflix in a report on Tuesday, January 13th. Evercore reiterated an "outperform" rating and set a $138.00 price objective on shares of Netflix in a report on Friday, December 5th. Rothschild & Co Redburn set a $120.00 price objective on Netflix in a research report on Wednesday, January 21st. Finally, Royal Bank Of Canada restated a "hold" rating on shares of Netflix in a report on Wednesday, January 21st. One research analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating and seventeen have issued a Hold rating to the stock. According to MarketBeat.com, Netflix has an average rating of "Moderate Buy" and an average target price of $116.08.

View Our Latest Stock Report on Netflix

Hedge Funds Weigh In On Netflix

• The Sound of Money: How Spotify Turned Audio Into Profit Power

A number of large investors have recently bought and sold shares of NFLX. Vanguard Group Inc. boosted its stake in shares of Netflix by 912.5% during the 4th quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network's stock worth $36,567,805,000 after buying an additional 351,493,659 shares during the last quarter. Geode Capital Management LLC raised its holdings in Netflix by 892.0% during the fourth quarter. Geode Capital Management LLC now owns 99,598,678 shares of the Internet television network's stock worth $9,305,336,000 after acquiring an additional 89,558,684 shares in the last quarter. Capital World Investors raised its holdings in Netflix by 859.1% during the fourth quarter. Capital World Investors now owns 89,341,444 shares of the Internet television network's stock worth $8,376,656,000 after acquiring an additional 80,025,890 shares in the last quarter. Norges Bank acquired a new position in Netflix during the fourth quarter valued at approximately $5,803,248,000. Finally, Capital Research Global Investors grew its stake in Netflix by 800.2% in the fourth quarter. Capital Research Global Investors now owns 42,367,807 shares of the Internet television network's stock valued at $3,972,406,000 after purchasing an additional 37,661,365 shares in the last quarter. Institutional investors and hedge funds own 80.93% of the company's stock.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Fundamental and buy-the-dip narratives remain — several pieces argue Netflix still has long-term growth and margin advantages (earnings beat in January, strong revenue growth), creating a base for rebound if deal risk eases. 3 Reasons to Buy Netflix Stock Now
• Positive Sentiment: Institutional positioning and options activity suggest some investors are treating the sell-off as an event-driven opportunity — heavy institutional buying and option flows can amplify recoveries if regulatory noise clears. 2 Subscription Economy Winners That Still Dominate Their Niches
• Neutral Sentiment: Management seeks to calm markets — Netflix executives have publicly downplayed the DOJ antitrust probe as “ordinary course of business,” which could limit panic but doesn’t remove regulatory risk. Monitor official DOJ developments for clarity. Netflix exec calls DOJ probe into $82.7B Warner Bros deal 'ordinary course of business'
• Neutral Sentiment: Industry/legal noise persists — broader entertainment headlines (labor/AI, legal testimony referencing Netflix-style engagement) keep volatility elevated but are not Netflix-specific catalysts today. Instagram chief likens social media addiction to being hooked on a Netflix show in trial testimony
• Negative Sentiment: Competing bid from Paramount materially raises deal risk — Paramount Skydance sweetened its offer with ticking fees and a pledge to cover Netflix’s $2.8B breakup payment, making a switch away from Netflix more plausible and pressuring NFLX shares. Paramount sweetens Warner Bros bid with offer to pay Netflix break-up cost, other fees
• Negative Sentiment: Activist investor pressure increases uncertainty — Ancora has built a substantial WBD stake and is publicly pushing Warner Bros. Discovery to engage with Paramount, raising the odds of a contested outcome and more volatility for Netflix while the takeover remains unresolved. Ancora Capital builds stake in Warner Bros, plans to oppose Netflix deal
• Negative Sentiment: Insider selling (CEO, CFO and others) — recent disclosed sales by CEO Gregory Peters, CFO Spencer Neumann and other insiders add to near-term negative sentiment; large executive sales can be read as liquidity-taking or signal concern around valuation/deal execution. CEO sale SEC filing
• Negative Sentiment: Analyst caution and bearish narratives — several outlets question the deal’s payoff, highlight potential buyback pauses and stress the stock’s recent pullback; negative coverage can keep pressure on the share price until deal clarity returns. Is Netflix’s 10% Dip a Buying Opportunity or a Warning Sign?

Netflix Company Profile

(Get Free Report)

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.

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