Cigna Investments Inc. New Grows Stock Position in Netflix, Inc. $NFLX

Cigna Investments Inc. New boosted its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 888.5% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 40,914 shares of the Internet television network’s stock after purchasing an additional 36,775 shares during the period. Netflix makes up 0.6% of Cigna Investments Inc. New’s portfolio, making the stock its 23rd biggest position. Cigna Investments Inc. New’s holdings in Netflix were worth $3,836,000 at the end of the most recent quarter.

Other institutional investors have also recently added to or reduced their stakes in the company. Red Door Wealth Management LLC boosted its position in Netflix by 904.3% in the 4th quarter. Red Door Wealth Management LLC now owns 28,742 shares of the Internet television network’s stock valued at $2,695,000 after buying an additional 25,880 shares during the last quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its position in shares of Netflix by 965.0% during the fourth quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 23,579 shares of the Internet television network’s stock worth $2,211,000 after acquiring an additional 21,365 shares during the last quarter. Coign Capital Advisors LLC increased its position in shares of Netflix by 916.3% during the fourth quarter. Coign Capital Advisors LLC now owns 10,204 shares of the Internet television network’s stock worth $957,000 after acquiring an additional 9,200 shares during the last quarter. Boyce & Associates Wealth Consulting Inc. lifted its stake in shares of Netflix by 907.2% in the fourth quarter. Boyce & Associates Wealth Consulting Inc. now owns 4,049 shares of the Internet television network’s stock worth $380,000 after acquiring an additional 3,647 shares in the last quarter. Finally, Raab & Moskowitz Asset Management LLC lifted its stake in shares of Netflix by 865.4% in the fourth quarter. Raab & Moskowitz Asset Management LLC now owns 10,590 shares of the Internet television network’s stock worth $993,000 after acquiring an additional 9,493 shares in the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Insider Buying and Selling

In related news, insider David A. Hyman sold 5,727 shares of the stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $81.06, for a total value of $464,230.62. Following the completion of the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at $25,623,066. This represents a 1.78% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Cletus R. Willems sold 3,136 shares of the firm’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 value of $259,253.12. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,543,023 shares of company stock valued at $141,145,842 in the last ninety days. Insiders own 1.37% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have weighed in on NFLX shares. Argus lowered their price objective on Netflix from $141.00 to $110.00 and set a “buy” rating for the company in a research note on Thursday, January 22nd. Oppenheimer upped their target price on Netflix from $125.00 to $135.00 and gave the company an “outperform” rating in a research report on Friday, March 27th. Huber Research upgraded Netflix from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, February 27th. Benchmark reissued a “hold” rating on shares of Netflix in a research report on Tuesday, January 13th. Finally, HSBC dropped their price target on shares of Netflix from $107.00 to $106.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. 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 company’s stock. Based on data from MarketBeat, Netflix presently has a consensus rating of “Moderate Buy” and a consensus price target of $114.57.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Recent subscription price increases are expected to lift ARPU and near‑term revenue, and most analysts/media expect limited churn — this supports earnings upside. Netflix Is Raising Prices Again: What It Means for Investors
• Positive Sentiment: Large institutional buying and some price‑target lifts (one firm raised NFLX to $134) provide demand/support beneath the share price, signaling confidence from major investors and some analysts. Netflix (NASDAQ:NFLX) Price Target Raised to $134.00
• Neutral Sentiment: Options and near‑term earnings positioning: traders are pricing a meaningful move into Q1 results (options strategies like iron condors are being discussed) — raises short‑term volatility but not directional conviction for the stock itself. Trade Netflix Stock with This Iron Condor Strategy to See a 23% Return in Just 3 Weeks
• Neutral Sentiment: New commercial distribution deals (e.g., EverPass for a major boxing event) slightly expand non‑subscription revenue channels but are modest relative to core business. EverPass Media Expands Relationship with Netflix
• Negative Sentiment: Italian court ruled Netflix’s 2017–2024 price‑hike clauses void and ordered refunds to subscribers — this creates potential one‑time liability, reputational risk in Europe and could spur similar claims elsewhere. Netflix will appeal. Italian court rules Netflix price‑hike clauses are void, orders refunds
• Negative Sentiment: Board chair Reed Hastings sold ~420,550 shares under a pre‑arranged 10b5‑1 plan (≈$40M) — large insider sales can spook some investors even if pre‑planned, since they reduce insider exposure. Reed Hastings Sells 420,550 Shares of Netflix (NASDAQ:NFLX) Stock
• Negative Sentiment: Deal speculation (a reported US$42.2B Warner‑style acquisition) and commentary about derating/ acquisition concerns pressure views on capital discipline and potential leverage — raises risk premium if pursued. Netflix’s US$42.2b Warner Bros. Deal Tests Growth And Discipline

Netflix Stock Performance

Shares of NFLX opened at $98.66 on Friday. The firm has a fifty day moving average of $88.28 and a 200-day moving average of $99.86. The company has a market cap of $416.56 billion, a price-to-earnings ratio of 39.04, a price-to-earnings-growth ratio of 1.50 and a beta of 1.67. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12.

Netflix (NASDAQ:NFLX) last released its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. The business had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The company’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter last year, the company earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, equities analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current year.

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.