Ferguson Wellman Capital Management Inc. Increases Stock Position in Netflix, Inc. $NFLX

Ferguson Wellman Capital Management Inc. raised its stake in Netflix, Inc. (NASDAQ:NFLX) by 780.1% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 7,340 shares of the Internet television network’s stock after acquiring an additional 6,506 shares during the period. Ferguson Wellman Capital Management Inc.’s holdings in Netflix were worth $688,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in the company. Exchange Bank increased its position in Netflix by 840.1% during the fourth quarter. Exchange Bank now owns 4,240 shares of the Internet television network’s stock worth $398,000 after buying an additional 3,789 shares during the period. Olistico Wealth LLC acquired a new stake in shares of Netflix in the fourth quarter valued at approximately $472,000. Peak Financial Advisors LLC boosted its holdings in shares of Netflix by 885.2% in the fourth quarter. Peak Financial Advisors LLC now owns 30,207 shares of the Internet television network’s stock valued at $2,832,000 after acquiring an additional 27,141 shares during the period. Thompson Davis & CO. Inc. grew its position in shares of Netflix by 900.0% during the fourth quarter. Thompson Davis & CO. Inc. now owns 5,220 shares of the Internet television network’s stock worth $489,000 after acquiring an additional 4,698 shares during the last quarter. Finally, SeaCrest Wealth Management LLC grew its position in shares of Netflix by 836.1% during the fourth quarter. SeaCrest Wealth Management LLC now owns 44,240 shares of the Internet television network’s stock worth $4,014,000 after acquiring an additional 39,514 shares during the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Netflix Stock Performance

NASDAQ:NFLX opened at $93.32 on Friday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The firm has a market cap of $394.01 billion, a price-to-earnings ratio of 36.93, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68. The firm’s fifty day moving average price is $87.14 and its 200 day moving average price is $100.82. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping analysts’ consensus estimates 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 the consensus estimate of $11.97 billion. During the same quarter in the prior year, the firm earned $0.43 EPS. Netflix’s quarterly 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, sell-side analysts expect that Netflix, Inc. will post 24.58 EPS for the current year.

Insider Buying and Selling at Netflix

In related news, Director Reed Hastings sold 426,290 shares of the 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 completion of the transaction, the director directly owned 3,940 shares of the company’s stock, valued at $361,179.80. This represents a 99.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Gregory K. Peters sold 105,781 shares of the firm’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 completion of the sale, the chief executive officer owned 122,140 shares of the company’s stock, valued at approximately $10,130,291.60. The trade was a 46.41% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 1,520,133 shares of company stock valued at $137,259,786. Insiders own 1.37% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently commented on the stock. Loop Capital set a $104.00 price target on shares of Netflix in a research report on Tuesday, January 27th. Rosenblatt Securities raised their price objective on shares of Netflix from $94.00 to $95.00 and gave the stock a “neutral” rating in a research report on Friday, February 27th. Huber Research upgraded shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, February 27th. Barclays initiated coverage on shares of Netflix in a report on Monday, March 2nd. They issued an “equal weight” rating and a $115.00 target price for the company. Finally, UBS Group set a $104.00 target price on shares of Netflix in a research note on Tuesday, January 27th. Two analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and twelve have issued a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $114.30.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Price increases should lift ARPU and near‑term revenue as Netflix explicitly said the hikes will help fund expanded programming (video podcasts, live sports). Netflix raises subscription prices across all plans in US
• Positive Sentiment: Erste Group raised its rating/forecasts for Netflix (Buy, slightly higher FY2026–FY2027 EPS), backing a bullish case that the company can convert higher pricing into profits. Netflix (NASDAQ:NFLX) Raised to Buy at Erste Group Bank
• Positive Sentiment: Ad business momentum and audience wins (large live-event viewership) support non-subscription revenue growth and monetization upside. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Neutral Sentiment: Official new price points: ad‑supported $8.99 (+$1), standard $19.99 (+$2), premium $26.99 (+$2) — the impact depends on churn elasticity and timing of revenue recognition. Netflix confirms it’s raising prices again
• Neutral Sentiment: Live sports and branded events (e.g., MLB tie‑ins, big concert livestreams) are generating buzz and some incremental viewership, but monetization cadence and costs remain to be proven. Major League Baseball Event Gives Netflix Stock (NASDAQ:NFLX) a Small Boost
• Negative Sentiment: “Stream‑flation” — repeated price hikes industry‑wide — risks accelerating churn or pushing viewers to free/cheaper alternatives (YouTube, ad‑supported services). This is a structural headwind to long‑term subscriber retention. Netflix is raising prices again, and stream-flation shows no signs of slowing
• Negative Sentiment: Valuation and margin pressure concerns: some analysts and writeups warn Netflix’s multiple looks stretched given heavy early‑2026 content spending and slower growth expectations. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: Rising content investment to support new formats (live events, podcasts) increases near‑term cash burn and execution risk if incremental revenue doesn’t cover higher costs. Netflix Hikes Prices For All Plans As Content Spending Surges

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.