SBI Securities 13F: Adds $2.1M to Netflix (NFLX) Stake

SBI Securities boosted its stake in Netflix, Inc. (NFLX) during the quarter, purchasing an additional 30,611 shares to lift its total holdings to 197,813 shares. The investment was disclosed in a Form 13F filing submitted to the Securities and Exchange Commission on October 22, 2026. At the filing date, the expanded position held a reported value of about $13.8 million, marking an 18.3% increase from the prior period. Netflix shares closed at $67.05 on the day the filing was made public.

NFLX Netflix, Inc.

$65.04 ▼ -28.52% year to date

1M 3M YTD

Daily close · Oct 21, 2026

What Changed in SBI Securities's Netflix, Inc. Position

The firm grew its investment by 30,611 shares, bringing its end-of-period share count to 197,813. That increase translated to an 18.3% change compared to the 167,202 shares held previously. The total value of the stake reached approximately $13.8 million in the October 22, 2026 filing.

Netflix, Inc. Stock Down 3.6%

The shares recently traded around $66.23 as of October 22, 2026, sitting down about 1.2% from the filing day close of $67.05.

Recent Earnings

Netflix generated trailing twelve-month revenue of $49.7 billion and reported an earnings per share of $3.46. The company posted a net profit margin of 29.7% and a return on equity of 53.5%. The next earnings release is scheduled for January 19, 2027.

Insider Buying and Selling at Netflix, Inc.

Company insiders completed several transactions prior to the filing date. Chief executive officer Gregory K. Peters sold 27,312 shares on August 6, 2026, at an average price of $73.54 for a total of roughly $2.0 million. Chief financial officer Spencer Adam Neumann sold 9,248 shares on August 10, 2026, at $75.79 per share for a total value of about $700,907. Director Richard N. Barton also completed sales, shedding 720 shares on September 8, 2026, at $77.60 per share and an additional 1,440 shares on September 10, 2026.

Analysts Set New Price Targets

Wall Street firms updated their stances on the entertainment provider. On October 21, 2026, UBS maintained a buy rating while lowering its price target from $115.00 to $100.00. Citigroup also kept a buy rating on October 21, 2026, adjusting its target down from $100.00 to $85.00. On October 22, 2026, Wolfe Research downgraded the stock to a peer perform rating, Argus Research maintained a buy rating while lowering its target from $120.00 to $95.00, and Pivotal Research maintained a hold rating with a target of $65.00. The stock carries a consensus buy recommendation and a mean target price of $86.24 across 44 analyst opinions.

About Netflix, Inc.

Netflix, Inc. operates an entertainment service delivering television series, feature films, documentaries, games, and live programming to subscribers around the world. The company distributes its streaming library through internet-connected devices such as smart televisions, digital media players, and mobile hardware.

Bottom Line

Investors will look toward the next earnings update on January 19, 2027, to gauge ongoing financial performance. Institutional reports and insider transactions continue to provide insight into market sentiment surrounding the company.