Bay Rivers Group Boosts Stock Holdings in Netflix, Inc. $NFLX

Bay Rivers Group grew its holdings in Netflix, Inc. (NASDAQ:NFLX) by 868.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 35,612 shares of the Internet television network’s stock after purchasing an additional 31,935 shares during the period. Netflix makes up about 1.4% of Bay Rivers Group’s holdings, making the stock its 27th biggest position. Bay Rivers Group’s holdings in Netflix were worth $3,339,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Imprint Wealth LLC bought a new stake in Netflix during the 3rd quarter valued at $25,000. Retirement Wealth Solutions LLC bought a new position in shares of Netflix in the third quarter worth $28,000. Steph & Co. grew its position in shares of 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. Bare Financial Services Inc grew its position in shares of Netflix by 93.3% in the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after purchasing an additional 14 shares in the last quarter. Finally, Horizon Financial Services LLC raised its stake in shares of Netflix by 480.0% during the 3rd quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock valued at $35,000 after purchasing an additional 24 shares during the period. 80.93% of the stock is owned by institutional investors.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: TV personality/market commentator Jim Cramer reiterated a buy-tilting stance — advising investors to “buy some here, buy some a little bit lower,” which can support retail momentum and short-term investor confidence. Jim Cramer on Netflix
• Positive Sentiment: Market response to Netflix walking away from its bid for Warner Bros. assets has been upbeat — reports note a strong near-term rally and at least one bank (Citi) turning bullish, arguing the move preserves capital and simplifies execution risk. That narrative supports multiple analysts raising targets and buyer interest. Netflix Stock Surges After Walking Away From Warner Deal
• Positive Sentiment: Content partnerships: Netflix signed an exclusive multi‑year documentary deal with Warner Music Group to mine WMG’s artist catalog for films/series — a steady stream of premium, exclusive music-related content could lift engagement and differentiate the service. Netflix, Warner Music deal
• Positive Sentiment: Live events strategy: Netflix is pushing into live K‑pop events (notably the BTS comeback livestream) and sees more opportunity in Korea — if monetized successfully these events can add new revenue streams and global engagement spikes. Netflix sees more prospects for live events
• Neutral Sentiment: New programming: Netflix and Higher Ground/Obamas are producing an eight-episode series about the FTX collapse — high-profile nonfiction can draw viewers but may also court controversy; content upside is balanced by reputational risk. Netflix FTX series
• Negative Sentiment: Operational worries: several outlets flagged slowing paid-subscriber growth (markedly weaker YoY) and a planned increase in 2026 content spending — the combination raises concerns about near-term margin pressure and execution on content ROI. Subscriber growth stalls
• Negative Sentiment: Volatility & valuation questions: commentary and headlines show recent big swings (both rallies and pullbacks), with some analysts highlighting mixed signals on valuation and the stock falling more steeply than the market on certain days — this keeps risk premia elevated. Netflix falls more steeply than market

Netflix Price Performance

Shares of NFLX stock opened at $91.82 on Friday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The firm has a market cap of $387.68 billion, a P/E ratio of 36.34, a P/E/G ratio of 1.41 and a beta of 1.68. The business’s 50 day moving average price is $86.87 and its 200-day moving average price is $101.82.

Netflix (NASDAQ:NFLX) last announced its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to the consensus estimate of $11.97 billion. During the same quarter in the prior year, the company earned $0.43 earnings per share. The firm’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. On average, equities research analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current year.

Wall Street Analyst Weigh In

Several research analysts have commented on NFLX shares. Jefferies Financial Group restated a “buy” rating on shares of Netflix in a research note on Friday, February 27th. Wolfe Research upped their price target on Netflix from $95.00 to $110.00 and gave the company an “outperform” rating in a research report on Friday, February 27th. Needham & Company LLC lowered their price target on shares of Netflix from $150.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. The Goldman Sachs Group restated a “neutral” rating and issued a $100.00 price objective (down from $112.00) on shares of Netflix in a research report on Wednesday, January 21st. Finally, Weiss Ratings cut shares of Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have given a Hold rating to the stock. Based on data from MarketBeat.com, Netflix has an average rating of “Moderate Buy” and an average price target of $114.35.

Insiders Place Their Bets

In related news, Director Reed Hastings sold 426,290 shares of the business’s stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the transaction, the director owned 3,940 shares in the company, valued at $361,179.80. The trade was a 99.08% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Gregory K. Peters sold 105,781 shares of the business’s stock in a transaction dated Thursday, January 29th. The shares were sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the transaction, the chief executive officer owned 122,140 shares in the company, valued at $10,130,291.60. This represents a 46.41% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,520,133 shares of company stock worth $137,259,786. Company insiders own 1.37% of the company’s stock.

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.