Cromwell Holdings LLC grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 900.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The firm owned 13,990 shares of the Internet television network’s stock after acquiring an additional 12,591 shares during the quarter. Netflix comprises about 0.7% of Cromwell Holdings LLC’s portfolio, making the stock its 17th biggest holding. Cromwell Holdings LLC’s holdings in Netflix were worth $1,312,000 as of its most recent filing with the SEC.
Other large investors have also made changes to their positions in the company. Tritonpoint Wealth LLC boosted its holdings in shares of Netflix by 758.7% in the 4th quarter. Tritonpoint Wealth LLC now owns 16,101 shares of the Internet television network’s stock valued at $1,510,000 after purchasing an additional 14,226 shares in the last quarter. SOA Wealth Advisors LLC. raised its holdings in Netflix by 97.4% in the 4th quarter. SOA Wealth Advisors LLC. now owns 37,591 shares of the Internet television network’s stock valued at $3,525,000 after buying an additional 18,548 shares during the last quarter. Relyea Zuckerberg Hanson LLC lifted its holdings in shares of Netflix by 738.6% during the fourth quarter. Relyea Zuckerberg Hanson LLC now owns 9,946 shares of the Internet television network’s stock worth $933,000 after purchasing an additional 8,760 shares during the period. American National Bank & Trust lifted its holdings in Netflix by 921.7% during the 4th quarter. American National Bank & Trust now owns 3,106 shares of the Internet television network’s stock worth $291,000 after buying an additional 2,802 shares during the period. Finally, Sheets Smith Wealth Management boosted its holdings in Netflix by 675.2% in the fourth quarter. Sheets Smith Wealth Management now owns 14,945 shares of the Internet television network’s stock valued at $1,401,000 after acquiring an additional 13,017 shares during 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 firm’s stock in a transaction 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 sale, the insider owned 316,100 shares of the company’s stock, valued at $25,623,066. This trade represents a 1.78% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider Cletus R. Willems sold 3,136 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total transaction of $259,253.12. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 1,543,023 shares of company stock valued at $141,145,842 over the last three months. Insiders own 1.37% of the company’s stock.
Netflix Price Performance
Netflix (NASDAQ:NFLX – Get Free Report) last announced its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating the consensus estimate 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 the consensus estimate of $11.97 billion. During the same quarter in the previous year, the company posted $0.43 earnings per share. The business’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. Research analysts predict that Netflix, Inc. will post 24.58 earnings per share for the current year.
Analyst Ratings Changes
NFLX has been the subject of a number of recent analyst reports. Citigroup assumed coverage on Netflix in a report on Wednesday, March 18th. They set a “buy” rating and a $115.00 price target for the company. New Street Research dropped their price objective on shares of Netflix from $100.00 to $96.00 and set a “neutral” rating on the stock in a research note on Thursday, January 22nd. KeyCorp set a $110.00 target price on Netflix and gave the company an “overweight” rating in a research report on Friday, January 16th. Guggenheim reduced their price objective on shares of Netflix from $145.00 to $130.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Finally, Canaccord Genuity Group set a $125.00 target price on Netflix and gave the company a “buy” rating in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $114.57.
Check Out Our Latest Report on NFLX
Key Netflix News
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 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.
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