Key Points
- Netflix CFO Spencer Adam Neumann sold 57,260 shares on Feb. 27 at an average price of $95.50 for roughly $5.47 million, reducing his direct stake to 73,787 shares (a 43.69% drop), per the SEC filing.
- Netflix beat quarterly estimates with $0.56 EPS vs. $0.55 expected and $12.05B revenue (up 17.6% y/y); management set Q1 2026 EPS guidance of 0.76 and analysts hold a consensus rating of "Moderate Buy" with a $116.01 target.
Netflix, Inc. (NASDAQ:NFLX - Get Free Report) CFO Spencer Adam Neumann sold 57,260 shares of the firm's stock in a transaction on Friday, February 27th. The stock was sold at an average price of $95.50, for a total value of $5,468,330.00. Following the sale, the chief financial officer directly owned 73,787 shares of the company's stock, valued at approximately $7,046,658.50. This represents a 43.69% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink.
Spencer Adam Neumann also recently made the following trade(s):
- On Friday, February 6th, Spencer Adam Neumann sold 9,248 shares of Netflix stock. The stock was sold at an average price of $81.27, for a total value of $751,584.96.
Netflix Trading Up 0.9%
Shares of NASDAQ NFLX opened at $97.09 on Tuesday. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The company has a market cap of $409.93 billion, a price-to-earnings ratio of 38.42, a P/E/G ratio of 1.71 and a beta of 1.68. The business has a fifty day simple moving average of $85.91 and a 200-day simple moving average of $104.22.
Netflix (NASDAQ:NFLX - Get Free Report) last posted its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $11.97 billion. During the same quarter in the previous year, the company earned $0.43 EPS. The business's revenue for the quarter was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Sell-side analysts predict that Netflix, Inc. will post 24.58 EPS for the current year.
Wall Street Analysts Forecast Growth
Several equities analysts have weighed in on the stock. TD Cowen lowered their price objective on shares of Netflix from $115.00 to $112.00 and set a "buy" rating on the stock in a research report on Wednesday, January 21st. Rosenblatt Securities lifted their price target on Netflix from $94.00 to $95.00 and gave the company a "neutral" rating in a report on Friday. Weiss Ratings downgraded Netflix from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Thursday, January 22nd. Oppenheimer set a $125.00 price objective on Netflix and gave the stock an "outperform" rating in a research report on Wednesday, January 21st. Finally, Needham & Company LLC cut their target price on shares of Netflix from $150.00 to $120.00 and set a "buy" rating for the company in a research report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fourteen have issued a Hold rating to the company. According to MarketBeat.com, Netflix currently has an average rating of "Moderate Buy" and a consensus target price of $116.01.
Get Our Latest Research Report on Netflix
Institutional Inflows and Outflows
Institutional investors have recently bought and sold shares of the company. Imprint Wealth LLC bought a new stake in Netflix during the 3rd quarter valued at approximately $25,000. Legacy Investment Solutions LLC bought a new stake in shares of Netflix in the second quarter valued at approximately $31,000. Retirement Wealth Solutions LLC acquired a new stake in shares of Netflix in the third quarter worth $28,000. Steph & Co. grew 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. Finally, Bare Financial Services Inc increased its position in Netflix by 93.3% during 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 period. Institutional investors own 80.93% of the company's stock.
Netflix News Roundup
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Walking away from the Warner Bros. deal is being read as a vote for balance-sheet discipline and a focus on organic growth — a key reason investors are buying the stock. The Art of the Walk-Away: Netflix Wins by Losing the WBD Deal
- Positive Sentiment: JPMorgan initiated/raised coverage and upgraded Netflix, citing resilience (including a view that Netflix is better insulated from AI risk) and setting a higher price target — a notable catalyst for buying interest. JPMorgan Upgrades Netflix Stock
- Positive Sentiment: Multiple brokers have bumped price targets or reiterated buy ratings (President Capital, Jefferies, DZ Bank, others), adding to momentum and signaling upside from current levels. Wall Street revises Netflix stock price target
- Neutral Sentiment: Management commentary (Sarandos) stresses the decision was financial and preplanned, and Netflix indicates it will refocus on core streaming strategy rather than pursue near-term large M&A. This clarifies strategy but leaves execution questions. “We Knew Right Away”: Netflix Co-CEO on the Warner Bros. Decision
- Neutral Sentiment: Market action shows volatility: a sharp rebound from the prior lows, followed by some pre-market pullback — higher volume suggests conviction but also profit-taking and repricing as analysts digest the news. Why Are Netflix Shares Sliding Monday?
- Negative Sentiment: Paramount’s winning bid to combine HBO Max and Paramount+ into a larger scaled competitor (and the planned PSKY/WBD integration) raises longer-term competitive pressure; a stronger Paramount Skydance could challenge content and distribution share. Paramount to combine HBO Max and Paramount+ to challenge Netflix
- Negative Sentiment: Netflix’s CEO warned the new owner’s takeover could lead to large cost cuts across Hollywood (~$16B), which could strengthen competitors and compress content pricing/rights dynamics — a risk to Netflix’s content edge. Netflix Co-CEO Ted Sarandos Expects Paramount's Warner Bros. Takeover To Result In Cost Cuts
About Netflix
(
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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