Banque Cantonale Vaudoise Acquires 80,947 Shares of Netflix, Inc. $NFLX

Posted by Brian Himes on May 20th, 2026

Banque Cantonale Vaudoise raised its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 632.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 93,743 shares of the Internet television network’s stock after purchasing an additional 80,947 shares during the period. Banque Cantonale Vaudoise’s holdings in Netflix were worth $8,790,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Brighton Jones LLC raised its stake in Netflix by 5.0% in the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock valued at $4,804,000 after purchasing an additional 257 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in Netflix by 16.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after acquiring an additional 144 shares during the last quarter. Sivia Capital Partners LLC raised its position in Netflix by 21.2% during the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after purchasing an additional 246 shares in the last quarter. Strategic Investment Advisors MI raised its position in Netflix by 18.9% during the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock valued at $1,036,000 after purchasing an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake in Netflix by 12.1% during the second quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock worth $2,832,000 after purchasing an additional 228 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.

More Netflix News

Here are the key news stories impacting Netflix this week:

Positive Sentiment: Bank of America reiterated a Buy rating and a $125 price target, citing Netflix’s advertising business, expanding live sports strategy, and long-term subscriber growth potential. Article Title
Positive Sentiment: Analysts are becoming more constructive after Netflix’s advertiser presentation, suggesting the company’s ad tier is gaining credibility with Wall Street. Article Title
Positive Sentiment: Omdia projected connected TV advertising revenue will nearly double by 2030, with Amazon, Netflix, and Google expected to capture a large share, reinforcing the long-term upside in Netflix’s ad business. Article Title
Positive Sentiment: Netflix is expanding further into consumer products, including candy and toys, which could create additional brand-monetization opportunities beyond streaming. Article Title
Neutral Sentiment: Several commentary pieces focused on whether Netflix is now “cheap” relative to its history, but these were largely valuation debates rather than fresh fundamental catalysts. Article Title
Neutral Sentiment: Other articles highlighted long-term upside targets and comparisons to prior performance, but they mainly echoed existing bullish sentiment instead of adding new information. Article Title
Negative Sentiment: Netflix remains below its 50-day and 200-day moving averages and has lagged the broader market over the past year, showing that investors still have concerns about growth durability and near-term execution. Article Title
Negative Sentiment: Some coverage noted recent pullbacks tied to weaker guidance and investor skepticism, which continues to weigh on the stock despite solid underlying fundamentals. Article Title

Insider Activity at Netflix

In related news, insider David A. Hyman sold 5,722 shares of the company’s stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $88.08, for a total transaction of $503,993.76. Following the completion of the sale, the insider directly owned 316,100 shares in the company, valued at $27,842,088. This represents a 1.78% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CFO Spencer Adam Neumann sold 9,253 shares of the stock in a transaction on Thursday, May 7th. The shares were sold at an average price of $88.95, for a total transaction of $823,054.35. Following the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $6,563,353.65. The trade was a 11.14% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,422,769 shares of company stock worth $135,144,073 over the last ninety days. Insiders own 1.24% of the company’s stock.

Analyst Ratings Changes

Several equities analysts have recently commented on the company. William Blair reiterated an “outperform” rating on shares of Netflix in a research report on Wednesday, January 21st. Royal Bank Of Canada restated a “hold” rating on shares of Netflix in a research report on Wednesday, January 21st. Rosenblatt Securities cut their target price on Netflix from $96.00 to $95.00 and set a “neutral” rating for the company in a research note on Friday, April 17th. Oppenheimer set a $120.00 price target on shares of Netflix and gave the company an “outperform” rating in a research report on Friday, April 17th. Finally, Cfra raised shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 price target on the stock in a research note on Friday, March 6th. Two analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and sixteen have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $114.82.

Check Out Our Latest Report on Netflix

Netflix Price Performance

NFLX opened at $89.33 on Wednesday. The stock’s 50 day simple moving average is $94.36 and its 200 day simple moving average is $94.50. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. The firm has a market cap of $376.15 billion, a price-to-earnings ratio of 28.85, a PEG ratio of 1.14 and a beta of 1.55.

Netflix (NASDAQ:NFLX – Get Free Report) last announced its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, beating the consensus estimate of $0.76 by $0.47. The firm had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.17 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The business’s revenue was up 16.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, analysts predict that Netflix, Inc. will post 3.6 earnings per share for the current year.

About Netflix

(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.