Boston Trust Walden Corp Has $35.58 Million Position in Netflix, Inc. $NFLX

Posted by George Bondi on Jul 4th, 2026

Boston Trust Walden Corp boosted its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 158.5% during the first quarter, Holdings Channel reports. The fund owned 370,093 shares of the Internet television network’s stock after purchasing an additional 226,903 shares during the period. Boston Trust Walden Corp’s holdings in Netflix were worth $35,584,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. raised its holdings in Netflix by 912.5% in the 4th 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. State Street Corp boosted its stake in shares of Netflix by 927.6% in the fourth quarter. State Street Corp now owns 176,780,995 shares of the Internet television network’s stock valued at $16,574,986,000 after buying an additional 159,578,053 shares during the period. Geode Capital Management LLC grew its position 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 buying an additional 89,558,684 shares in the last quarter. Capital World Investors lifted its position 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 purchasing an additional 80,025,890 shares during the period. Finally, Price T Rowe Associates Inc. MD lifted its stake in Netflix by 685.8% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 86,058,878 shares of the Internet television network’s stock worth $8,068,882,000 after purchasing an additional 75,107,069 shares during the last quarter. 80.93% of the stock is owned by institutional investors.

Insider Activity

In other news, CFO Spencer Adam Neumann sold 9,253 shares of the firm’s stock in a transaction that occurred 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 completion of the sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at $6,563,353.65. This trade represents a 11.14% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through this link. Also, Director Reed Hastings sold 407,550 shares of the business’s stock in a transaction on Friday, May 1st. The shares were sold at an average price of $93.13, for a total transaction of $37,955,131.50. Following the transaction, the director owned 3,940 shares in the company, valued at $366,932.20. The trade was a 99.04% 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. In the last three months, insiders sold 899,839 shares of company stock worth $80,141,661. Company insiders own 1.24% of the company’s stock.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

Positive Sentiment: Netflix rallied after reports clarified that a large-scale NBCUniversal acquisition was not an imminent goal, easing takeover-related anxiety and helping investors focus back on fundamentals. Why Netflix (NFLX) Stock Is Up Today
Positive Sentiment: Analyst commentary and investor coverage highlighted Netflix’s ad growth, pricing power, and improving free cash flow outlook as key drivers that could support the stock into earnings. Netflix Gears Up to Report Q2 Earnings: Buy, Sell or Hold the Stock?
Positive Sentiment: Netflix’s recent AI advertising partnership with Omnicom Media Group boosted sentiment by reinforcing the company’s monetization strategy for its ad-supported tier. Netflix (NFLX) Is Up 9.5% After AI Ad Tie-Up With Omnicom Media Group – Has The Bull Case Changed?
Neutral Sentiment: Several articles framed Netflix as a potential value or turnaround idea after a sharp six-month decline, but these were mostly opinion pieces rather than new company-specific catalysts. Netflix Stock Is Near 2021 Levels, and Bulls See 4 Reasons to Care
Neutral Sentiment: Coverage from Jim Cramer and other commentators argued the market may be too pessimistic about Netflix’s growth, but this did not reflect a new operating update. Jim Cramer Believes the Market Is Wrong About Netflix
Negative Sentiment: A TipRanks AI Analyst downgrade and reduced price target added caution, citing growing near-term risks for Netflix (NFLX). AI Analyst Downgrades Netflix Stock, Cuts Price Target as Near-Term Risks Grow
Negative Sentiment: Broader commentary still notes Netflix’s stock has lagged the market over the past six months, with softer quarterly results contributing to investor disappointment. Netflix (NFLX): 3 Reasons We Love This Stock

Analysts Set New Price Targets

A number of research analysts have recently commented on the company. Guggenheim reiterated a “buy” rating and issued a $120.00 price target on shares of Netflix in a research note on Friday, May 15th. Sanford C. Bernstein reissued an “outperform” rating on shares of Netflix in a report on Thursday, June 4th. Cfra upgraded shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 price target for the company in a research report on Friday, March 6th. Barclays set a $110.00 price target on shares of Netflix and gave the stock an “equal weight” rating in a report on Friday, April 17th. Finally, Deutsche Bank Aktiengesellschaft increased their price objective on Netflix from $98.00 to $100.00 and gave the company a “hold” rating in a report on Tuesday, April 14th. Two research analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, sixteen have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $114.26.

Get Our Latest Research Report on NFLX

Netflix Price Performance

Shares of NASDAQ:NFLX opened at $77.65 on Friday. Netflix, Inc. has a 1 year low of $70.86 and a 1 year high of $130.23. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. The business’s 50-day moving average is $83.46 and its 200-day moving average is $88.29. The company has a market capitalization of $326.97 billion, a price-to-earnings ratio of 25.08, a P/E/G ratio of 0.99 and a beta of 1.52.

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

Netflix Company 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.