Rep. Gilbert Ray Cisneros, Jr. Sells Netflix, Inc. (NASDAQ:NFLX) Stock

Representative Gilbert Ray Cisneros, Jr. (D-California) recently sold shares of Netflix, Inc. (NASDAQ:NFLX). In a filing disclosed on January 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in Netflix stock on December 10th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Schneider Electric S.E. (OTCMKTS:SBGSF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Hermès International Société en commandite par actions (OTCMKTS:HESAF) on 12/30/2025.
• Purchased $50,001 – $100,000 in shares of Campbell’s (NASDAQ:CPB) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Tencent (OTC:TCTZF) on 12/30/2025.
• Sold $1,001 – $15,000 in shares of Mitsubishi Heavy Industries (OTCMKTS:MHVYF) on 12/26/2025.
• Sold $1,001 – $15,000 in shares of Bloom Energy (NYSE:BE) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Arista Networks (NYSE:ANET) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Coinbase Global (NASDAQ:COIN) on 12/24/2025.
• Sold $1,001 – $15,000 in shares of Chevron (NYSE:CVX) on 12/24/2025.

Netflix Trading Down 0.6%

NFLX traded down $0.51 during trading on Thursday, hitting $88.04. The company’s stock had a trading volume of 36,501,496 shares, compared to its average volume of 42,346,176. The firm has a market capitalization of $373.05 billion, a P/E ratio of 36.78 and a beta of 1.71. Netflix, Inc. has a twelve month low of $82.11 and a twelve month high of $134.12. The stock’s fifty day moving average price is $99.84 and its 200-day moving average price is $113.42. The company has a quick ratio of 1.33, a current ratio of 1.33 and a debt-to-equity ratio of 0.56.

Netflix (NASDAQ:NFLX) last released its quarterly earnings data on Tuesday, October 21st. The Internet television network reported $5.87 earnings per share for the quarter, missing the consensus estimate of $6.96 by ($1.09). The company had revenue of $11.51 billion during the quarter, compared to the consensus estimate of $11.51 billion. Netflix had a net margin of 24.05% and a return on equity of 41.86%. The business’s revenue was up 17.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $5.40 EPS. Netflix has set its Q4 2025 guidance at 5.450-5.450 EPS. Analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current year.

Institutional Investors Weigh In On Netflix

A number of institutional investors have recently added to or reduced their stakes in the company. First Financial Corp IN boosted its position in Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after purchasing an additional 243 shares during the last quarter. Imprint Wealth LLC purchased a new position in shares of Netflix in the 3rd quarter worth about $25,000. Retirement Wealth Solutions LLC bought a new position in Netflix during the third quarter valued at about $28,000. MB Levis & Associates LLC grew its position in Netflix by 177.8% during the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock valued at $28,000 after buying an additional 192 shares during the period. Finally, Legacy Investment Solutions LLC purchased a new stake in Netflix during the second quarter worth about $31,000. 80.93% of the stock is owned by institutional investors.

Insider Transactions at Netflix

In other news, insider David A. Hyman sold 314,620 shares of the stock in a transaction that occurred on Tuesday, November 4th. The shares were sold at an average price of $109.98, for a total transaction of $34,603,166.08. Following the completion of the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at $34,765,942.40. This represents a 49.88% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Theodore A. Sarandos sold 20,270 shares of the firm’s stock in a transaction that occurred on Tuesday, November 4th. The stock was sold at an average price of $109.21, for a total transaction of $2,213,646.16. Following the sale, the chief executive officer owned 151,680 shares of the company’s stock, valued at approximately $16,564,669.44. The trade was a 11.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 1,598,370 shares of company stock valued at $168,251,193. Corporate insiders own 1.37% of the company’s stock.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix struck a global post-theatrical streaming deal with Sony Pictures, which secures high-profile film content for its platform and supports long-term subscriber and engagement value. Netflix inks global deal to stream Sony Pictures’ films
• Positive Sentiment: Ad-supported tier momentum remains a growth story: reports highlight accelerated ad-tier usage and record ad revenues, which could support margin expansion if the trend continues. Netflix ad-tier growth accelerates
• Positive Sentiment: Certain analysts and firms have reiterated bullish views (Buy/Outperform), keeping upside cases alive despite volatility — a reminder that Wall Street remains split on NFLX’s multi-year story. Analysts eye upside for Netflix
• Neutral Sentiment: A judge ruled Warner Bros. Discovery does not have to disclose detailed Netflix deal terms immediately, which delays full transparency around the takeover fight but doesn’t change the underlying bids. That keeps legal and governance headlines active but is not a direct operational hit to Netflix. Judge rules WBD disclosure not required soon
• Neutral Sentiment: Upcoming Q4 2025 earnings (Jan. 20) is the next major catalyst — the report could either calm takeover/earnings concerns or amplify the selloff if growth metrics miss. Expect focus on ad revenue, ARPU, and cash implications of any WBD deal updates. What I’m watching for in Netflix’s earnings report
• Negative Sentiment: The WBD takeover saga is an ongoing overhang: Netflix is reportedly considering shifting its offer to all-cash to counter Paramount, which would reduce financing flexibility and could pressure FY2026 EPS and cash reserves if executed. Netflix preparing all-cash offer for Warner Bros
• Negative Sentiment: Analyst and market pressure: Wedbush cut its price target (though kept Outperform), and some firms have issued pessimistic near-term forecasts — contributing to valuation compression and share volatility ahead of the deal/earnings resolution. Wedbush lowers Netflix price target
• Negative Sentiment: Market reaction has been sharp: the stock has traded far below recent highs after a multi-month selloff, driven by deal uncertainty and concern that content/M&A spending could sap near-term profitability. Is Netflix a good buy after the decline?

Wall Street Analyst Weigh In

NFLX has been the topic of several research reports. HSBC initiated coverage on shares of Netflix in a report on Monday. They set a “buy” rating and a $107.00 price objective on the stock. Cfra lowered Netflix from a “strong-buy” rating to a “hold” rating and set a $100.00 price target on the stock. in a report on Monday, January 5th. Morgan Stanley set a $120.00 price objective on Netflix in a research note on Thursday, December 18th. Benchmark reaffirmed a “hold” rating on shares of Netflix in a research report on Tuesday. Finally, Citic Securities cut their target price on Netflix from $128.00 to $125.00 and set a “hold” rating on the stock in a report on Wednesday, October 29th. Two research analysts have rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, fifteen have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $127.91.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About Netflix

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.