Netflix, Inc. $NFLX Stake Boosted by Beech Hill Advisors Inc.

Beech Hill Advisors Inc. lifted its stake in Netflix, Inc. (NASDAQ:NFLX) by 931.5% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 30,542 shares of the Internet television network’s stock after acquiring an additional 27,581 shares during the quarter. Beech Hill Advisors Inc.’s holdings in Netflix were worth $2,864,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Brighton Jones LLC grew its stake in Netflix by 5.0% in the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock valued at $4,804,000 after purchasing an additional 257 shares in the last quarter. Revolve Wealth Partners LLC raised its stake in shares of Netflix by 16.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after purchasing an additional 144 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of Netflix by 21.2% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after buying an additional 246 shares during the last quarter. Strategic Investment Advisors MI lifted its holdings in shares of Netflix by 18.9% during the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock valued at $1,036,000 after buying an additional 123 shares during the last quarter. Finally, Schnieders Capital Management LLC. grew its stake in shares of Netflix by 12.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after buying an additional 228 shares in the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Netflix Stock Up 0.1%

Shares of NFLX stock opened at $93.43 on Friday. The stock’s 50 day simple moving average is $87.25 and its 200 day simple moving average is $100.77. Netflix, Inc. has a twelve month low of $75.01 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 company has a market capitalization of $394.48 billion, a price-to-earnings ratio of 36.97, a PEG ratio of 1.43 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last announced its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same quarter in the prior year, the business earned $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. As a group, research analysts predict that Netflix, Inc. will post 24.58 EPS for the current year.

More Netflix News

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

Analyst Ratings Changes

A number of research firms recently commented on NFLX. Benchmark restated a “hold” rating on shares of Netflix in a report on Tuesday, January 13th. William Blair reiterated an “outperform” rating on shares of Netflix in a research note on Wednesday, January 21st. Wedbush reissued an “outperform” rating and issued a $115.00 target price on shares of Netflix in a research report on Friday, February 20th. Arete Research upgraded shares of Netflix from a “neutral” rating to a “buy” rating in a research note on Friday, February 27th. Finally, Moffett Nathanson cut their price target on shares of Netflix from $140.00 to $115.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Two research 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. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $114.55.

Insiders Place Their Bets

In related news, insider Cletus R. Willems sold 3,136 shares of the company’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Reed Hastings sold 410,550 shares of the firm’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $97.01, for a total transaction of $39,827,455.50. Following the completion of the transaction, the director owned 3,940 shares in the company, valued at $382,219.40. The trade was a 99.05% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,520,133 shares of company stock valued at $137,259,786 in the last three months. Company insiders own 1.37% of the company’s stock.

Netflix Company 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.