Community Financial Services Group LLC raised its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 890.6% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 42,013 shares of the Internet television network’s stock after purchasing an additional 37,772 shares during the quarter. Community Financial Services Group LLC’s holdings in Netflix were worth $3,939,000 at the end of the most recent quarter.
Several other hedge funds and other institutional investors also recently bought and sold shares of the business. Vanguard Group Inc. increased its holdings in shares of Netflix by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after acquiring an additional 142,238 shares during the last quarter. Contravisory Investment Management Inc. raised its position in shares of Netflix by 837.2% during the 4th quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock valued at $10,443,000 after acquiring an additional 99,496 shares in the last quarter. Grove Bank & Trust lifted its stake in Netflix by 1,379.8% during the fourth quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock worth $2,392,000 after purchasing an additional 23,788 shares during the last quarter. CIBC Capital Markets Europe S.A. boosted its holdings in Netflix by 171.4% in the third quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock worth $79,732,000 after purchasing an additional 42,000 shares during the period. Finally, NorthCrest Asset Manangement LLC boosted its holdings in Netflix by 2,184.8% in the fourth quarter. NorthCrest Asset Manangement LLC now owns 85,727 shares of the Internet television network’s stock worth $7,841,000 after purchasing an additional 81,975 shares during the period. 80.93% of the stock is currently owned by hedge funds and other institutional investors.
Wall Street Analysts Forecast Growth
A number of analysts have weighed in on the stock. Cfra raised shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 target price on the stock in a report on Friday, March 6th. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $98.00 price target (up from $95.00) on shares of Netflix in a report on Wednesday, January 21st. William Blair reaffirmed an “outperform” rating on shares of Netflix in a research report on Wednesday, January 21st. HSBC dropped their price objective on shares of Netflix from $107.00 to $106.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Finally, Phillip Securities upgraded Netflix from a “sell” rating to a “moderate buy” rating and lifted their target price for the company from $95.00 to $100.00 in a research note on Monday, January 26th. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $114.55.
Netflix Stock Up 3.4%
NFLX opened at $96.15 on Wednesday. The stock’s 50 day moving average price is $87.53 and its 200 day moving average price is $100.18. 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 stock has a market cap of $405.96 billion, a P/E ratio of 38.05, a P/E/G 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.
Netflix (NASDAQ:NFLX – Get Free Report) last announced 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 company had revenue of $12.05 billion during the quarter, compared to analyst estimates of $11.97 billion. During the same quarter in the previous year, the firm posted $0.43 EPS. The firm’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. As a group, research analysts predict that Netflix, Inc. will post 24.58 earnings per share for the current year.
Insider Buying and Selling at Netflix
In other Netflix news, insider Cletus R. Willems sold 3,136 shares of the firm’s stock in a transaction dated 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 legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Spencer Adam Neumann sold 28,630 shares of the business’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $97.00, for a total transaction of $2,777,110.00. Following the sale, the chief financial officer owned 73,787 shares in the company, valued at $7,157,339. This trade represents a 27.95% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is currently owned by insiders.
Trending Headlines about Netflix
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: UBS named Netflix its “top pick” among media stocks, arguing industry consolidation and peers’ higher prices favor Netflix’s direct-to-consumer position — a near-term bullish research catalyst. Netflix Labeled ‘Top Pick’ Among Media Stocks. Here’s Why.
- Positive Sentiment: Engagement remains strong: Netflix reported ~96 billion hours viewed, which supports retention, pricing power and ad revenue scaling — fundamentals that bolster revenue growth expectations for 2026. Can NFLX’s Content Strength Sustain User Engagement & Revenue Growth?
- Positive Sentiment: Walking away from the Warner Bros. deal has been framed as a net positive: Netflix received a ~$2.8B termination fee and avoided large additional debt, leaving capital to fund content, ads and organic growth. Why Losing the Warner Bros. Deal May Be the Best Outcome for Netflix Stock
- Neutral Sentiment: Netflix raised subscription prices across tiers (first increase since Jan 2025). This should boost revenue and margins if churn is limited, but the impact will hinge on subscriber response and ad growth execution. Netflix (NFLX) Raises Subscription Prices
- Neutral Sentiment: Strategic push into live sports (pursuing additional NFL packages) could justify higher prices and expand ad inventory, but success is execution-dependent and will take time to materialize in results. Netflix May Have Good Reason To Raise Prices: Streamer Eyes More NFL Games
- Negative Sentiment: Customer reaction to the price hikes has been mixed and triggered some negative sentiment — reports show customer pushback and an initial stock slip after the announcement, a short-term risk to subscriber growth. Customers React to Netflix Price Hikes; Netflix Stock Slips
- Negative Sentiment: Some commentators warn the latest price increases could strain consumer budgets amid macro weakness — a potential demand risk if inflation/consumer spending deteriorates. Prediction: Netflix’s Latest Price Increase Will Be the Ultimate Stress Test on the U.S. Economy
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.
See Also
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