TIAA Trust National Association Purchases 182,872 Shares of Netflix, Inc. $NFLX

Posted by Geri Gentry on Jun 10th, 2026

TIAA Trust National Association raised its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 663.9% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 210,418 shares of the Internet television network’s stock after acquiring an additional 182,872 shares during the period. TIAA Trust National Association’s holdings in Netflix were worth $19,729,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. boosted its holdings in Netflix by 912.5% during the fourth quarter. Vanguard Group Inc. now owns 390,014,981 shares of the Internet television network’s stock valued at $36,567,805,000 after acquiring an additional 351,493,659 shares during the period. Geode Capital Management LLC boosted 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 valued at $9,305,336,000 after acquiring an additional 89,558,684 shares during the period. Capital World Investors boosted 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 valued at $8,376,656,000 after acquiring an additional 80,025,890 shares during the period. Norges Bank bought a new stake in Netflix during the fourth quarter valued at about $5,803,248,000. Finally, Capital Research Global Investors raised its position in shares of Netflix by 800.2% during 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 buying an additional 37,661,365 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors.

Netflix Stock Performance

NASDAQ:NFLX opened at $81.41 on Wednesday. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.43. The firm has a market capitalization of $342.80 billion, a PE ratio of 26.30, a price-to-earnings-growth ratio of 1.05 and a beta of 1.50. The firm has a 50-day moving average price of $91.75 and a 200 day moving average price of $91.52.

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

Analysts Set New Price Targets

A number of brokerages have recently commented on NFLX. Deutsche Bank Aktiengesellschaft upped their price objective on shares of Netflix from $98.00 to $100.00 and gave the company a “hold” rating in a research report on Tuesday, April 14th. Piper Sandler reaffirmed an “overweight” rating and set a $115.00 price objective (up from $103.00) on shares of Netflix in a research report on Friday, April 17th. Erste Group Bank lowered shares of Netflix from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. DZ Bank reaffirmed a “buy” rating on shares of Netflix in a research report on Friday, April 17th. Finally, Citizens Jmp reaffirmed a “market perform” rating on shares of Netflix in a research report on Wednesday, April 15th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have issued a Hold rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $114.82.

Get Our Latest Stock Analysis on Netflix

Insider Transactions at Netflix

In related news, insider David A. Hyman sold 5,722 shares of the stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $88.08, for a total value of $503,993.76. Following the completion of the transaction, the insider owned 316,100 shares of the company’s stock, valued at $27,842,088. This represents a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Reed Hastings sold 420,550 shares of the stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $95.49, for a total transaction of $40,158,319.50. Following the completion of the transaction, the director directly owned 3,940 shares of the company’s stock, valued at $376,230.60. This trade represents a 99.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 1,313,029 shares of company stock valued at $120,315,776. Corporate insiders own 1.24% of the company’s stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

Positive Sentiment: Wall Street remains upbeat on Netflix’s growth outlook, citing a strong Q1 beat, a $25 billion share buyback authorization, and accelerating ad revenue; one report says analysts see roughly 40% upside from current levels. Netflix (NFLX) Stock Plunges 38% Yet Analysts Project 40% Rally Ahead
Positive Sentiment: Several recent commentary pieces argue the stock’s pullback could be a long-term buying opportunity, reinforcing the view that Netflix’s subscription, advertising, and gaming initiatives still support a bullish thesis. Netflix (NFLX) Pullback Offers a Long-Term Opportunity
Positive Sentiment: Netflix’s upcoming gaming expansion got another boost from Reuters-reported plans for FIFA to release a World Cup launch edition on Netflix Games, adding to the company’s optionality beyond streaming video. FIFA to Release FIFA World Cup: Launch Edition on Netflix (NFLX) Games, Reuters Reports

Netflix Profile

(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.