Cohen Capital Management Inc. Buys 9,558 Shares of Netflix, Inc. $NFLX

Cohen Capital Management Inc. lifted its stake in Netflix, Inc. (NASDAQ:NFLX) by 900.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 10,620 shares of the Internet television network’s stock after purchasing an additional 9,558 shares during the quarter. Cohen Capital Management Inc.’s holdings in Netflix were worth $996,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of NFLX. Nvwm LLC grew its position in Netflix by 932.6% during the 4th quarter. Nvwm LLC now owns 53,849 shares of the Internet television network’s stock valued at $5,049,000 after purchasing an additional 48,634 shares during the last quarter. Reliant Investment Management LLC raised its holdings in Netflix by 928.0% in the fourth quarter. Reliant Investment Management LLC now owns 65,640 shares of the Internet television network’s stock worth $6,154,000 after buying an additional 59,255 shares during the last quarter. Signaturefd LLC raised its holdings in Netflix by 900.9% in the fourth quarter. Signaturefd LLC now owns 132,186 shares of the Internet television network’s stock worth $12,394,000 after buying an additional 118,979 shares during the last quarter. Payne Capital LLC lifted its stake in shares of Netflix by 967.7% in the fourth quarter. Payne Capital LLC now owns 4,730 shares of the Internet television network’s stock worth $443,000 after buying an additional 4,287 shares in the last quarter. Finally, Princeton Global Asset Management LLC lifted its stake in shares of Netflix by 900.2% in the fourth quarter. Princeton Global Asset Management LLC now owns 4,291 shares of the Internet television network’s stock worth $402,000 after buying an additional 3,862 shares in the last quarter. Institutional investors own 80.93% of the company’s stock.

Netflix News Roundup

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

Analyst Ratings Changes

Several equities research analysts recently weighed in on the stock. DZ Bank reissued a “buy” rating on shares of Netflix in a research report on Friday, February 27th. Loop Capital set a $104.00 price objective on Netflix in a research report on Tuesday, January 27th. The Goldman Sachs Group reiterated a “neutral” rating and set a $100.00 target price (down from $112.00) on shares of Netflix in a research note on Wednesday, January 21st. TD Cowen reduced their target price on Netflix from $115.00 to $112.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. Finally, Guggenheim decreased their price target on Netflix from $145.00 to $130.00 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 assigned a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $114.57.

Insiders Place Their Bets

In other Netflix news, insider David A. Hyman sold 23,439 shares of the business’s stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $88.11, for a total transaction of $2,065,210.29. Following the completion of the sale, the insider directly owned 316,100 shares in the company, valued at $27,851,571. The trade was a 6.90% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CEO Gregory K. Peters sold 105,781 shares of the company’s stock in a transaction dated Thursday, January 29th. The shares were sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the sale, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at $10,130,291.60. The trade was a 46.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 1,543,023 shares of company stock valued at $141,145,842. 1.37% of the stock is currently owned by company insiders.

Netflix Price Performance

NASDAQ NFLX opened at $98.66 on Monday. The business’s fifty day moving average price is $88.28 and its 200-day moving average price is $99.72. The stock has a market capitalization of $416.56 billion, a price-to-earnings ratio of 39.04, a PEG ratio of 1.50 and a beta of 1.67. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick 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 issued its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping the consensus estimate of $0.55 by $0.01. The company had revenue of $12.05 billion during the quarter, compared to analyst estimates of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.Netflix’s revenue was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities analysts predict 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.