Netflix Inc. (NFLX) reported fourth-quarter 2025 results with revenue of $12.1 billion, up 17.6% year-over-year, and diluted earnings per share of $0.57, up 33.7% year-over-year. Revenue came in below expectations, falling short of the consensus by $157.7 million, while EPS beat estimates by about $0.01.
The company showed strong cash generation and a solid balance sheet position.
Profitability trends were favorable: gross profit and operating profit grew faster than revenue, indicating margin expansion and improved operating leverage for Netflix in the quarter.
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Netflix Inc. Insider Trading Activity
Netflix Inc. insiders have traded $NFLX stock on the open market 173 times in the past 6 months. Of those trades, 0 have been purchases and 173 have been sales.
Here’s a breakdown of recent trading of $NFLX stock by insiders over the last 6 months:
- REED HASTINGS has made 0 purchases and 91 sales selling 933,034 shares for an estimated $232,310,929.
- DAVID A HYMAN (Chief Legal Officer) has made 0 purchases and 3 sales selling 31,886 shares for an estimated $35,094,467.
- SPENCER ADAM NEUMANN (Chief Financial Officer) has made 0 purchases and 70 sales selling 11,781 shares for an estimated $13,627,134.
- GREGORY K PETERS (Co-CEO) has made 0 purchases and 2 sales selling 4,053 shares for an estimated $4,565,906.
- THEODORE A SARANDOS (Co-CEO) has made 0 purchases and 2 sales selling 4,053 shares for an estimated $4,565,049.
- BRADFORD L SMITH has made 0 purchases and 3 sales selling 31,790 shares for an estimated $2,824,821.
- CLETUS R WILLEMS (Chief Global Affairs Officer) has made 0 purchases and 2 sales selling 476 shares for an estimated $536,416.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Netflix Inc. Hedge Fund Activity
We have seen 1,770 institutional investors add shares of Netflix Inc. stock to their portfolio, and 1,405 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 7,852,024 shares (+250.7%) to their portfolio in Q3 2025, for an estimated $9,413,948,614
- CANADA LIFE ASSURANCE CO added 4,888,411 shares (+874.4%) to their portfolio in Q3 2025, for an estimated $586,081,371
- PICTET ASSET MANAGEMENT HOLDING SA added 4,472,536 shares (+982.1%) to their portfolio in Q3 2025, for an estimated $536,221,286
- ALECTA TJANSTEPENSION OMSESIDIGT added 3,818,000 shares (+863.8%) to their portfolio in Q3 2025, for an estimated $457,747,656
- DANSKE BANK A/S removed 3,117,850 shares (-97.9%) from their portfolio in Q3 2025, for an estimated $373,805,272
- KINGSTONE CAPITAL PARTNERS TEXAS, LLC removed 2,463,158 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $2,953,129,389
- CIBC PRIVATE WEALTH GROUP LLC added 2,081,494 shares (+914.6%) to their portfolio in Q3 2025, for an estimated $249,554,478
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Netflix Inc. Congressional Stock Trading
Members of Congress have traded $NFLX stock 18 times in the past 6 months. Of those trades, 11 have been purchases and 7 have been sales.
Here’s a breakdown of recent trading of $NFLX stock by members of Congress over the last 6 months:
- REPRESENTATIVE RICK W. ALLEN sold up to $15,000 on 12/12.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $30,000 on 11/18, 10/17 and 2 sales worth up to $30,000 on 12/10, 10/07.
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $100,000 on 12/08.
- REPRESENTATIVE CLEO FIELDS has traded it 7 times. They made 7 purchases worth up to $1,280,000 on 12/03, 11/20, 11/03, 10/31 and 0 sales.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 3 times. They made 1 purchase worth up to $15,000 on 10/30 and 2 sales worth up to $30,000 on 10/31, 10/30.
- REPRESENTATIVE MARJORIE TAYLOR GREENE purchased up to $15,000 on 10/24.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Netflix Inc. Analyst Ratings
Wall Street analysts have issued reports on $NFLX in the last several months. We have seen 11 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- TD Cowen issued a "Buy" rating on 01/13/2026
- Needham issued a "Buy" rating on 12/09/2025
- Rosenblatt issued a "Buy" rating on 11/28/2025
- KGI Securities issued a "Outperform" rating on 11/03/2025
- Guggenheim issued a "Buy" rating on 10/22/2025
- Wells Fargo issued a "Overweight" rating on 10/22/2025
- Canaccord Genuity issued a "Buy" rating on 10/22/2025
To track analyst ratings and price targets for Netflix Inc., check out Quiver Quantitative's $NFLX forecast page.
Netflix Inc. Price Targets
Multiple analysts have issued price targets for $NFLX recently. We have seen 20 analysts offer price targets for $NFLX in the last 6 months, with a median target of $142.0.
Here are some recent targets:
- Justin Patterson from Keybanc set a target price of $110.0 on 01/16/2026
- Barton Crockett from Rosenblatt set a target price of $105.0 on 01/16/2026
- Alicia Reese from Wedbush set a target price of $115.0 on 01/15/2026
- John Blackledge from TD Cowen set a target price of $115.0 on 01/13/2026
- Mohammed Khallouf from HSBC set a target price of $107.0 on 01/12/2026
- Kenneth Leon from CFRA set a target price of $100.0 on 01/05/2026
- James Heaney from Jefferies set a target price of $134.0 on 12/11/2025
