Armstrong Advisory Group Inc. lifted its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,036.2% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,999 shares of the Internet television network’s stock after purchasing an additional 6,383 shares during the quarter. Armstrong Advisory Group Inc.’s holdings in Netflix were worth $656,000 at the end of the most recent reporting period.
A number of other large investors also recently modified their holdings of NFLX. Vanguard Group Inc. raised its position in shares of Netflix by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after buying an additional 142,238 shares in the last quarter. CIBC Capital Markets Europe S.A. grew its position in Netflix by 171.4% in the third quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock worth $79,732,000 after acquiring an additional 42,000 shares in the last quarter. Mirae Asset Global Investments Co. Ltd. grew its position in Netflix by 6.6% in the third quarter. Mirae Asset Global Investments Co. Ltd. now owns 302,182 shares of the Internet television network’s stock worth $362,292,000 after acquiring an additional 18,837 shares in the last quarter. NEOS Investment Management LLC increased its stake in Netflix by 64.6% in the third quarter. NEOS Investment Management LLC now owns 177,297 shares of the Internet television network’s stock valued at $212,565,000 after acquiring an additional 69,570 shares during the last quarter. Finally, Bornite Capital Management LP bought a new position in Netflix in the third quarter valued at $29,973,000. 80.93% of the stock is currently owned by institutional investors.
Trending Headlines about Netflix
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: TV personality/market commentator Jim Cramer reiterated a buy-tilting stance — advising investors to “buy some here, buy some a little bit lower,” which can support retail momentum and short-term investor confidence. Jim Cramer on Netflix
- Positive Sentiment: Market response to Netflix walking away from its bid for Warner Bros. assets has been upbeat — reports note a strong near-term rally and at least one bank (Citi) turning bullish, arguing the move preserves capital and simplifies execution risk. That narrative supports multiple analysts raising targets and buyer interest. Netflix Stock Surges After Walking Away From Warner Deal
- Positive Sentiment: Content partnerships: Netflix signed an exclusive multi‑year documentary deal with Warner Music Group to mine WMG’s artist catalog for films/series — a steady stream of premium, exclusive music-related content could lift engagement and differentiate the service. Netflix, Warner Music deal
- Positive Sentiment: Live events strategy: Netflix is pushing into live K‑pop events (notably the BTS comeback livestream) and sees more opportunity in Korea — if monetized successfully these events can add new revenue streams and global engagement spikes. Netflix sees more prospects for live events
- Neutral Sentiment: New programming: Netflix and Higher Ground/Obamas are producing an eight-episode series about the FTX collapse — high-profile nonfiction can draw viewers but may also court controversy; content upside is balanced by reputational risk. Netflix FTX series
- Negative Sentiment: Operational worries: several outlets flagged slowing paid-subscriber growth (markedly weaker YoY) and a planned increase in 2026 content spending — the combination raises concerns about near-term margin pressure and execution on content ROI. Subscriber growth stalls
- Negative Sentiment: Volatility & valuation questions: commentary and headlines show recent big swings (both rallies and pullbacks), with some analysts highlighting mixed signals on valuation and the stock falling more steeply than the market on certain days — this keeps risk premia elevated. Netflix falls more steeply than market
Wall Street Analysts Forecast Growth
Check Out Our Latest Analysis on Netflix
Netflix Price Performance
Shares of Netflix stock opened at $91.82 on Monday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The business’s 50 day simple moving average is $86.87 and its two-hundred day simple moving average is $101.69. The stock has a market capitalization of $387.68 billion, a P/E ratio of 36.34, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12.
Netflix (NASDAQ:NFLX – Get Free Report) last posted its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS 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 analyst estimates of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm’s revenue was up 17.6% compared to the same quarter last year. During the same period in the prior year, the business posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Analysts forecast that Netflix, Inc. will post 24.58 EPS for the current year.
Insider Activity at Netflix
In other Netflix news, Director Reed Hastings sold 410,550 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $97.01, for a total transaction of $39,827,455.50. Following the completion of the transaction, the director owned 3,940 shares of the company’s stock, valued at $382,219.40. This represents a 99.05% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. Also, insider David A. Hyman sold 5,727 shares of Netflix 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 sale, the insider owned 316,100 shares in the company, valued at approximately $25,623,066. This represents a 1.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,520,133 shares of company stock valued at $137,259,786 in the last quarter. 1.37% of the stock is currently owned by company insiders.
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.
Further Reading
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