Appleton Partners Inc. MA Purchases 153,813 Shares of Netflix, Inc. $NFLX

Appleton Partners Inc. MA lifted its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 916.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 170,594 shares of the Internet television network’s stock after purchasing an additional 153,813 shares during the quarter. Netflix makes up about 1.1% of Appleton Partners Inc. MA’s investment portfolio, making the stock its 25th largest position. Appleton Partners Inc. MA’s holdings in Netflix were worth $15,995,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Natural Investments LLC boosted its stake in Netflix by 0.5% during the third quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock worth $1,999,000 after buying an additional 9 shares in the last quarter. Hengehold Capital Management LLC increased its holdings in Netflix by 3.3% in the 3rd quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network’s stock valued at $338,000 after buying an additional 9 shares during the period. Financial Partners Group Inc raised its stake in shares of Netflix by 0.9% in the 3rd quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network’s stock valued at $1,162,000 after buying an additional 9 shares in the last quarter. Seascape Capital Management raised its stake in shares of Netflix by 1.6% in the 3rd quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock valued at $681,000 after buying an additional 9 shares in the last quarter. Finally, Crews Bank & Trust lifted its holdings in shares of Netflix by 5.8% during the 3rd quarter. Crews Bank & Trust now owns 164 shares of the Internet television network’s stock worth $197,000 after acquiring an additional 9 shares during the period. 80.93% of the stock is currently owned by institutional investors.

Insider Activity

In other Netflix news, insider Cletus R. Willems sold 3,136 shares of the business’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total value of $259,253.12. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, Director Reed Hastings sold 410,550 shares of the stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $97.01, for a total value of $39,827,455.50. Following the sale, the director owned 3,940 shares in the company, valued at $382,219.40. The trade was a 99.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several analysts have recently weighed in on NFLX shares. Royal Bank Of Canada reiterated a “hold” rating on shares of Netflix in a research report on Wednesday, January 21st. Loop Capital set a $104.00 price target on shares of Netflix in a research note on Tuesday, January 27th. President Capital lifted their price objective on Netflix from $120.00 to $133.00 and gave the company a “buy” rating in a report on Monday, March 2nd. Morgan Stanley set a $110.00 price objective on Netflix and gave the company an “overweight” rating in a research note on Wednesday, January 21st. Finally, Guggenheim dropped their target price on Netflix from $145.00 to $130.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, Netflix currently has an average rating of “Moderate Buy” and a consensus price target of $114.35.

Netflix Price Performance

NASDAQ:NFLX opened at $93.38 on Tuesday. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. The firm has a market cap of $394.27 billion, a PE ratio of 36.95, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The company’s 50-day moving average price is $86.95 and its two-hundred day moving average price is $101.49.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The company had revenue of $12.05 billion during the quarter, compared to analyst estimates of $11.97 billion. During the same quarter last year, the business posted $0.43 earnings per share. The company’s revenue 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 analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Citi resumes coverage, reiterates Buy and $115 price objective — Citi points to improving profitability, pricing power and enhanced capital returns as upside catalysts for Netflix. Citi Resumes Coverage of Netflix (NFLX) Stock
• Positive Sentiment: Ad business momentum — reports highlight Netflix’s ad revenue surge ( ~$1.5B and estimates up to $3B in 2026) and its investment in an in‑house ad platform, which supports higher monetization per user and recurring revenue diversification. Netflix’s Ad Revenue Surges to $1.5 Billion: Is the Stock a No-Brainer Buy Today With $2,000?
• Positive Sentiment: Live events and cultural hits driving engagement — Netflix streamed BTS’s Seoul concert (positioning it as a leader in live concert streaming) and launched a successful second season of “Culinary Class Wars,” which drove restaurant bookings and demonstrates content’s real‑world economic and engagement impact. These signal subscriber engagement and event‑driven monetization upside. BTS Comeback Becomes Netflix’s Biggest Live Bet Yet A Netflix cooking show is changing how people travel — and restaurants are seeing bookings jump 303%
• Negative Sentiment: Price sensitivity among consumers — a report on Canadian streaming behavior shows cash‑strapped consumers gravitating to lower‑cost ad tiers, which could limit ARPU upside in pressured markets even as ad revenue grows. NFLX, DIS, PSKY: New ‘Couch Potato Report’ Shows Cash-Strapped Canadians Choose to Stream with Ads

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.