Cypress Wealth Services LLC Raises Stake in Netflix, Inc. $NFLX

Cypress Wealth Services LLC increased its position in Netflix, Inc. (NASDAQ:NFLX) by 1,226.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 11,618 shares of the Internet television network’s stock after buying an additional 10,742 shares during the period. Cypress Wealth Services LLC’s holdings in Netflix were worth $1,089,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. lifted its position in Netflix by 0.4% during the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after buying an additional 142,238 shares during the period. Contravisory Investment Management Inc. boosted its stake in Netflix by 837.2% in the 4th quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock worth $10,443,000 after buying an additional 99,496 shares during the last quarter. Grove Bank & Trust grew its holdings in Netflix by 1,379.8% in the 4th quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock valued at $2,392,000 after buying an additional 23,788 shares during the period. CIBC Capital Markets Europe S.A. grew its holdings in Netflix by 171.4% in the 3rd quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock valued at $79,732,000 after buying an additional 42,000 shares during the period. Finally, NorthCrest Asset Manangement LLC increased its stake in shares of Netflix by 2,184.8% during the 4th quarter. NorthCrest Asset Manangement LLC now owns 85,727 shares of the Internet television network’s stock valued at $7,841,000 after acquiring an additional 81,975 shares during the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on NFLX. Rosenblatt Securities increased their price objective on shares of Netflix from $94.00 to $95.00 and gave the stock a “neutral” rating in a report on Friday, February 27th. Freedom Capital raised shares of Netflix from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Argus cut their price target on shares of Netflix from $141.00 to $110.00 and set a “buy” rating on the stock in a research note on Thursday, January 22nd. Guggenheim decreased their price target on shares of Netflix from $145.00 to $130.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Finally, TD Cowen lowered their price objective on shares of Netflix from $115.00 to $112.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat.com, Netflix currently has a consensus rating of “Moderate Buy” and an average price target of $114.55.

Netflix Stock Up 0.1%

NFLX opened at $93.43 on Friday. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. The firm has a 50 day moving average price of $87.25 and a 200 day moving average price of $100.77. 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 company has a market cap of $394.48 billion, a PE ratio of 36.97, a price-to-earnings-growth ratio of 1.43 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating 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 firm had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. During the same period in the previous year, the company posted $0.43 earnings per share. Netflix’s revenue was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Sell-side analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current year.

Insider Buying and Selling at Netflix

In related news, Director Bradford L. Smith sold 31,790 shares of the company’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the completion of the sale, the director directly owned 79,690 shares of the company’s stock, valued at approximately $7,081,253.40. This represents a 28.52% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Gregory K. Peters sold 105,781 shares of the stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total value 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. This represents a 46.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 1,520,133 shares of company stock worth $137,259,786. Corporate insiders own 1.37% of the company’s stock.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analysts say the price increases should drive meaningful revenue upside (estimates cite as much as ~$1.7B potential incremental revenue) with limited churn risk — a direct boost to near‑term top‑line and profit leverage. Netflix Price Hikes Could Unlock $1.7 Billion
• Positive Sentiment: Multiple firms (including Jefferies, Citi, JPMorgan and Oppenheimer) responded with upgraded views or higher targets, arguing strong engagement and low churn give Netflix room to raise prices — this analyst support is pro‑stock. Jefferies Commentary on Price Hike
• Positive Sentiment: Research upgrades and modest EPS estimate bumps (e.g., Erste Group raising EPS and issuing a Buy) reinforce the view that higher ARPU will flow through to earnings. Erste Group Upgrade / Marketbeat
• Neutral Sentiment: Price changes: ad tier to $8.99 (+$1), standard to $19.99 (+$2), premium to $26.99 (+$2). Netflix says the increases help fund a $20B content budget (up ~$2B yr/yr). This is the direct rationale investors are pricing in. Reuters: Netflix raises subscription prices
• Neutral Sentiment: Widespread media coverage details the new rates and compares competitors; useful for gauging consumer reaction but not immediately decisive for fundamentals. Investopedia Pricing Summary
• Negative Sentiment: Political and consumer backlash: critics (including Senator Elizabeth Warren) flagged the hike soon after a large payout, which could pressure PR and invite scrutiny — a headline risk. Benzinga: Warren Criticism
• Negative Sentiment: Longer‑term risk: repeated “stream‑flation” could push price‑sensitive subscribers toward free alternatives (YouTube, ad‑supported platforms), so the revenue upside depends on continued low churn. Some commentators remain cautious. Business Insider: Stream‑flation

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.