Argus Investors Counsel Inc. Increases Position in Netflix, Inc. $NFLX

Argus Investors Counsel Inc. increased its stake in Netflix, Inc. (NASDAQ:NFLX) by 893.7% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 7,860 shares of the Internet television network’s stock after acquiring an additional 7,069 shares during the period. Argus Investors Counsel Inc.’s holdings in Netflix were worth $737,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of the business. Brighton Jones LLC lifted its holdings in Netflix by 5.0% in the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after purchasing an additional 257 shares during the period. Revolve Wealth Partners LLC lifted its holdings in Netflix by 16.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after purchasing an additional 144 shares during the period. Sivia Capital Partners LLC lifted its holdings in Netflix by 21.2% in the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock worth $1,883,000 after purchasing an additional 246 shares during the period. Strategic Investment Advisors MI lifted its holdings in Netflix by 18.9% in the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after purchasing an additional 123 shares during the period. Finally, Schnieders Capital Management LLC. lifted its holdings in Netflix by 12.1% in the second quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock worth $2,832,000 after purchasing an additional 228 shares during the period. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Multiple analyst upgrades and price-target raises lift sentiment — Wedbush bumped its target and kept an Outperform rating, Morgan Stanley raised its target and maintained Overweight, and HSBC lifted its target while keeping a Buy. These moves point to growing confidence in Netflix’s revenue and margin outlook. Wedbush price-target raise
• Positive Sentiment: Ad-supported tier is scaling and lowering churn, which analysts say boosts advertiser confidence and monetization — a key driver for revenue upside and margin expansion. Ad-tier traction
• Positive Sentiment: Analysts expect stronger operating margins and more buybacks — one analyst notes Netflix could lift its 2026 operating-margin guide toward ~32% while sustaining mid-teens revenue growth, supporting higher EPS and potential share repurchases. Margin/ buyback outlook
• Positive Sentiment: Institutional buying: several high-profile funds increased Netflix positions after the Warner Bros. deal fell through, signaling conviction from big investors. That institutional demand is propping up the stock into earnings. Hedge funds adding
• Neutral Sentiment: Upcoming catalyst: Q1 earnings on April 16 is the immediate event — positive prints on ad revenue, pricing, or margins could extend the rally; a miss could reverse gains. Earnings catalyst
• Neutral Sentiment: Media/market commentary highlights Netflix’s steady revenue growth versus peers and frames the stock as a durable streaming leader; useful context but not immediate price drivers. Industry comparisons
• Negative Sentiment: Balance-sheet nuance: coverage points to roughly $7.4B in stock-option obligations that can act like hidden leverage — a reminder for investors watching capital allocation and net-debt metrics. Hidden option liability
• Negative Sentiment: Post-earnings volatility risk — options-market patterns suggest a “sawtooth” and potential for a sharp move after the print; that raises short-term risk even if fundamentals look sound. Options volatility risk

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the stock. The Goldman Sachs Group raised shares of Netflix from a “neutral” rating to a “buy” rating and upped their price target for the company from $100.00 to $120.00 in a report on Monday, April 6th. Arete Research raised shares of Netflix from a “neutral” rating to a “buy” rating in a report on Friday, February 27th. Oppenheimer upped 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, March 27th. Phillip Securities raised shares of Netflix from a “sell” rating to a “moderate buy” rating and upped their price target for the company from $95.00 to $100.00 in a report on Monday, January 26th. Finally, Canaccord Genuity Group set a $125.00 price target on shares of Netflix and gave the company a “buy” rating in a report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $115.50.

Netflix Stock Performance

Shares of NASDAQ:NFLX opened at $103.02 on Friday. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The firm has a market cap of $434.96 billion, a PE ratio of 40.77, a price-to-earnings-growth ratio of 1.55 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. The business has a fifty day moving average of $89.88 and a 200-day moving average of $99.14.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) 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 business had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. During the same quarter last year, the business earned $0.43 earnings per share. The firm’s quarterly revenue was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities research analysts predict that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Insider Transactions at Netflix

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total value of $2,273,450.88. Following the sale, the chief executive officer owned 122,140 shares in the company, valued at approximately $10,166,933.60. The trade was a 18.27% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider David A. Hyman sold 5,727 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The shares were 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 in the company, valued at $25,623,066. The trade was a 1.78% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 1,543,023 shares of company stock worth $141,145,842. Corporate insiders own 1.37% of the company’s stock.

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.