Abner Herrman & Brock LLC Grows Position in Netflix, Inc. $NFLX

Abner Herrman & Brock LLC grew its holdings in Netflix, Inc. (NASDAQ:NFLX) by 882.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 330,159 shares of the Internet television network’s stock after buying an additional 296,546 shares during the period. Netflix accounts for about 3.2% of Abner Herrman & Brock LLC’s portfolio, making the stock its 8th biggest holding. Abner Herrman & Brock LLC’s holdings in Netflix were worth $30,956,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Davis Investment Partners LLC raised its position in shares of Netflix by 437.1% in the fourth quarter. Davis Investment Partners LLC now owns 2,331 shares of the Internet television network’s stock valued at $212,000 after purchasing an additional 1,897 shares during the period. OMC Financial Services LTD lifted its stake in shares of Netflix by 843.2% during the 4th quarter. OMC Financial Services LTD now owns 22,825 shares of the Internet television network’s stock worth $2,140,000 after buying an additional 20,405 shares during the last quarter. Farmers Trust Co. boosted its holdings in shares of Netflix by 953.7% during the 4th quarter. Farmers Trust Co. now owns 2,550 shares of the Internet television network’s stock worth $239,000 after buying an additional 2,308 shares during the period. Avior Wealth Management LLC boosted its holdings in shares of Netflix by 957.7% during the 4th quarter. Avior Wealth Management LLC now owns 45,818 shares of the Internet television network’s stock worth $4,296,000 after buying an additional 41,486 shares during the period. Finally, Barden Capital Management Inc. acquired a new position in Netflix in the 4th quarter valued at about $796,000. 80.93% of the stock is currently owned by institutional investors.

Netflix Stock Performance

Shares of NASDAQ:NFLX opened at $91.75 on Friday. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12. The company’s 50 day moving average price is $86.82 and its two-hundred day moving average price is $101.89. The firm has a market cap of $387.38 billion, a PE ratio of 36.31, a PEG ratio of 1.45 and a beta of 1.68. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51.

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

Insider Transactions at Netflix

In other Netflix news, CEO Gregory K. Peters sold 105,781 shares of Netflix stock in a transaction on Thursday, January 29th. The stock was sold at an average price of $82.94, for a total value of $8,773,476.14. Following the completion of the transaction, 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. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Spencer Adam Neumann sold 57,260 shares of the company’s stock in a transaction on Friday, February 27th. The shares were sold at an average price of $95.50, for a total value of $5,468,330.00. Following the sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at approximately $7,046,658.50. The trade was a 43.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 1,520,133 shares of company stock worth $137,259,786. Corporate insiders own 1.37% of the company’s stock.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on NFLX shares. Rothschild & Co Redburn set a $120.00 price target on shares of Netflix in a report on Wednesday, January 21st. Weiss Ratings downgraded Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 22nd. Sanford C. Bernstein reiterated a “buy” rating on shares of Netflix in a research note on Wednesday, February 18th. Arete Research raised Netflix from a “neutral” rating to a “buy” rating in a report on Friday, February 27th. Finally, Benchmark restated a “hold” rating on shares of Netflix in a research note on Tuesday, January 13th. Two equities research 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 stock. According to MarketBeat, Netflix has an average rating of “Moderate Buy” and an average target price of $114.35.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Citi reinstated coverage on NFLX with a Buy and a higher price target, arguing the company is better positioned to raise prices, expand margins and return cash after stepping away from a Warner deal. Citi bullish on Netflix after walking away from Warner deal
• Positive Sentiment: Content and event catalysts: Netflix is pushing originals and theatrical windows (Stranger Things movie activity), hosting a major BTS event and reportedly planning a global tour tied to its K‑pop hit — moves that can drive engagement and ancillary revenue. Netflix balances EU rule talks with BTS event and franchise wins
• Neutral Sentiment: Media noise and PR stories (including coverage about Meghan & Harry and Netflix) are getting press attention but are unlikely to materially affect core subscriber or revenue trends. Variety / aggregated coverage on royal couple and Netflix
• Negative Sentiment: Operational concerns: reports note a sharp slowdown in paid subscriber growth (reported ~46% YoY decline in a headline) while Netflix plans to increase 2026 content spending ~10%, raising near‑term margin and cash‑flow questions. Netflix stock tumbles as subscriber growth stalls and content budget balloons
• Negative Sentiment: Short‑term stock weakness/profit taking: outlets note a pullback after a ~23% one‑month advance and intraday/closing declines; the market is digesting mixed signals (growth vs. spend) and trimming positions. Netflix falls more steeply than broader market

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.