Boston Common Asset Management LLC Purchases 311,350 Shares of Netflix, Inc. $NFLX

Boston Common Asset Management LLC increased its position in Netflix, Inc. (NASDAQ:NFLX) by 885.1% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 346,527 shares of the Internet television network’s stock after purchasing an additional 311,350 shares during the period. Netflix accounts for 1.6% of Boston Common Asset Management LLC’s portfolio, making the stock its 11th biggest position. Boston Common Asset Management LLC’s holdings in Netflix were worth $32,490,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Imprint Wealth LLC purchased a new position in shares of Netflix in the 3rd quarter worth about $25,000. First Financial Corp IN grew its position in Netflix by 900.0% during the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 243 shares during the last quarter. Retirement Wealth Solutions LLC bought a new stake in Netflix during the 3rd quarter valued at about $28,000. MB Levis & Associates LLC increased its stake in Netflix by 177.8% during the 4th quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock valued at $28,000 after purchasing an additional 192 shares in the last quarter. Finally, Steph & Co. raised its holdings in Netflix by 188.9% in the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after buying an additional 17 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.

Insider Buying and Selling at Netflix

In other news, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $81.06, for a total transaction of $464,230.62. Following the completion of the sale, the insider owned 316,100 shares of the company’s stock, valued at $25,623,066. This represents a 1.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Cletus R. Willems sold 3,136 shares of the company’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on NFLX. Oppenheimer increased their price target on shares of Netflix from $125.00 to $135.00 and gave the company an “outperform” rating in a report on Friday. Guggenheim lowered their price objective on Netflix from $145.00 to $130.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Wells Fargo & Company assumed coverage on Netflix in a research note on Monday, March 9th. They set an “equal weight” rating and a $105.00 target price on the stock. Piper Sandler reissued a “positive” rating and issued a $103.00 target price (down from $140.00) on shares of Netflix in a report on Wednesday, January 21st. Finally, HSBC decreased their price target on Netflix from $107.00 to $106.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to MarketBeat, Netflix currently has an average rating of “Moderate Buy” and an average price target of $114.55.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix avoided a large, debt-funded acquisition and collected a sizable termination fee — a material near-term cash boost and preservation of balance-sheet flexibility that reduces execution risk. Paramount Paid Netflix $2.8 Billion Breakup Fee
• Positive Sentiment: Analysts remain generally constructive: recent price-target raises (including a $135 target) and consensus targets imply meaningful upside vs. the current level, reflecting expectations for margin expansion from price increases and ad monetization. Netflix Price Target Raised to $135.00
• Neutral Sentiment: Management is leaning on organic growth levers — higher subscription prices, ad revenue growth and live sports — which are strategic positives but carry execution risk and timing uncertainty. MarketBeat Netflix Overview
• Neutral Sentiment: Coverage changes and rating moves include a Citizens JMP “market perform” initiation, signaling some analyst caution despite long-term upside scenarios. Benzinga Coverage Note
• Negative Sentiment: Customer reaction to the latest 10% U.S. price hike has been negative in social and survey coverage, and early market reactions show some share weakness on fears of churn and subscriber sensitivity. Customers React to Netflix Price Hikes
• Negative Sentiment: Analysts are split after the price increase — some see durable monetization upside, others worry valuation leaves little room for error; mixed headlines are increasing near-term volatility. Analysts Split on Outlook Following 10% Price Increase
• Negative Sentiment: Competitive pressure in ad-supported streaming (Roku cited as a cheaper/AI-ad advantaged alternative) tempers enthusiasm about Netflix’s ad growth thesis and relative valuation. NFLX vs. ROKU: Which Ad-Supported Streaming Stock is the Better Buy?

Netflix Trading Down 0.5%

NASDAQ:NFLX opened at $92.97 on Tuesday. The company has a market cap of $392.53 billion, a PE ratio of 36.79, a price-to-earnings-growth ratio of 1.43 and a beta of 1.68. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. The company has a 50 day simple moving average of $87.35 and a two-hundred day simple moving average of $100.38. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12.

Netflix (NASDAQ:NFLX) last released its quarterly 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 for the quarter, compared to the consensus estimate of $11.97 billion. During the same period last year, the business posted $0.43 EPS. The company’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. Research analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current year.

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.