Jones Financial Companies Lllp Has $60.38 Million Holdings in Netflix, Inc. $NFLX

Jones Financial Companies Lllp grew its holdings in Netflix, Inc. (NASDAQ:NFLX) by 19.7% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 49,893 shares of the Internet television network’s stock after purchasing an additional 8,211 shares during the period. Jones Financial Companies Lllp’s holdings in Netflix were worth $60,383,000 as of its most recent SEC filing.

A number of other hedge funds have also made changes to their positions in the stock. Legacy Investment Solutions LLC purchased a new stake in Netflix in the 2nd quarter worth approximately $31,000. Retirement Wealth Solutions LLC acquired a new position in shares of Netflix in the third quarter worth $28,000. Stephens Consulting LLC raised its holdings in shares of Netflix by 150.0% during the second quarter. Stephens Consulting LLC now owns 25 shares of the Internet television network’s stock worth $33,000 after acquiring an additional 15 shares in the last quarter. Rossby Financial LCC acquired a new stake in Netflix during the second quarter valued at $35,000. Finally, Steph & Co. grew its stake in Netflix by 188.9% in the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after purchasing an additional 17 shares in the last quarter. 80.93% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, Director Bradford L. Smith sold 31,790 shares of the stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $88.86, for a total value of $2,824,859.40. Following the completion of the sale, the director owned 79,690 shares in the company, valued at approximately $7,081,253.40. This trade represents a 28.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Reed Hastings sold 426,290 shares of Netflix stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $91.67, for a total value of $39,078,004.30. Following the sale, the director directly owned 3,940 shares in the company, valued at approximately $361,179.80. This trade represents a 99.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 967,530 shares of company stock worth $93,977,519. Corporate insiders own 1.37% of the company’s stock.

Netflix Price Performance

NASDAQ NFLX opened at $82.76 on Tuesday. Netflix, Inc. has a twelve month low of $81.93 and a twelve month high of $134.12. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. The stock has a market capitalization of $349.43 billion, a PE ratio of 32.75, a P/E/G ratio of 1.48 and a beta of 1.71. The stock has a 50-day simple moving average of $93.28 and a 200 day simple moving average of $109.54.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping the consensus estimate of $0.55 by $0.01. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. During the same period in the previous year, the business posted $0.43 EPS. The company’s revenue for the quarter was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current year.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Potential near-term catalyst — Warner Bros. Discovery is likely to hold a shareholder vote on Netflix’s proposed ~$82.7B acquisition of its streaming/studio assets in March; a successful vote would materially expand Netflix’s content library and scale. Warner Bros’ shareholders likely to hold vote on Netflix deal in March: Report
• Positive Sentiment: Analyst support — Bernstein reiterated a Buy on NFLX with a $115 price target, reaffirming confidence after Q4 results and keeping institutional backing for the stock. Bernstein Remains a Buy on ​Netflix, Inc. (NFLX)
• Positive Sentiment: More analyst upgrades — Freedom Capital Markets upgraded NFLX to Buy (PT $104), echoing recent beats on revenue and EPS and adding to upward analyst pressure. Freedom Capital Markets Upgrades Netflix, Inc. (NFLX) To Buy
• Positive Sentiment: Fundamental growth drivers highlighted — several bullish pieces point to advertising revenue and ad-supported growth as a rising engine for engagement and monetization, supporting medium‑term earnings upside. Why Netflix Stock Is Worth Buying on This Pullback
• Neutral Sentiment: Timing commentary — CNBC’s Faber Report reiterated that a Warner Bros. shareholder vote is likely in March; the update is a timing/detail item rather than new fundamental info. Faber Report: Warner Bros. shareholder vote on Netflix deal likely to be held in March
• Negative Sentiment: Insider selling — Netflix CEO sold roughly $8.77M of company stock, which can spook investors even if sales are routine or for diversification. Insider Selling: Netflix (NASDAQ:NFLX) CEO Sells $8,773,476.14 in Stock
• Negative Sentiment: Creative/PR noise — A TipRanks write-up says Netflix slipped after first-look material for a Stranger Things spinoff, highlighting potential viewer/critics’ reaction risk to legacy franchises. “Filling in Blanks of Mythology and Timeline…” Netflix Stock (NASDAQ:NFLX) Slips With First Look at Stranger Things Spinoff
• Negative Sentiment: Risk note — Analysts and commentaries flag at least one warning sign for investors (execution/valuation risks despite strong 2025 results), a reminder that upside comes with strategic and integration risks. 1 Warning Sign for Netflix Investors

Analyst Upgrades and Downgrades

A number of research firms have recently weighed in on NFLX. Freedom Capital raised Netflix from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Barclays restated a “neutral” rating and set a $110.00 price target on shares of Netflix in a research note on Friday, December 5th. Jefferies Financial Group reissued a “buy” rating on shares of Netflix in a research report on Wednesday, January 21st. Royal Bank Of Canada reiterated a “hold” rating on shares of Netflix in a research note on Wednesday, January 21st. Finally, Guggenheim lowered their price objective on Netflix from $145.00 to $130.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating and seventeen have assigned a Hold rating to the stock. Based on data from MarketBeat, Netflix currently has a consensus rating of “Moderate Buy” and an average target price of $116.17.

Netflix Profile

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.