Bennett Selby Investments LP Raises Stake in Netflix, Inc. $NFLX

Bennett Selby Investments LP lifted its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 923.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 60,577 shares of the Internet television network’s stock after purchasing an additional 54,658 shares during the period. Netflix comprises approximately 1.8% of Bennett Selby Investments LP’s portfolio, making the stock its 14th largest position. Bennett Selby Investments LP’s holdings in Netflix were worth $5,680,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Imprint Wealth LLC purchased a new position in shares of Netflix in the 3rd quarter valued at about $25,000. Retirement Wealth Solutions LLC acquired a new position in Netflix in the third quarter valued at approximately $28,000. Steph & Co. increased its stake in Netflix by 188.9% in the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after purchasing an additional 17 shares during the last quarter. Bare Financial Services Inc raised its holdings in Netflix by 93.3% during the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 14 shares in the last quarter. Finally, Horizon Financial Services LLC lifted its position in shares of Netflix by 480.0% during the 3rd quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after buying an additional 24 shares during the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Netflix Price Performance

Shares of NASDAQ NFLX 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 stock has a fifty day moving average price of $86.87 and a 200 day moving average price of $101.69. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The company has a market cap of $387.68 billion, a PE ratio of 36.34, a P/E/G ratio of 1.41 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data 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. The company had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. Netflix’s revenue was up 17.6% compared to the same quarter last year. During the same period in the previous year, the company posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Sell-side analysts forecast that Netflix, Inc. will post 24.58 EPS for the current year.

Insiders Place Their Bets

In related news, insider David A. Hyman sold 5,727 shares of the firm’s stock in a transaction dated 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. This trade represents a 1.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider Cletus R. Willems sold 3,136 shares of Netflix stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total value of $259,253.12. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. Corporate insiders own 1.37% of the company’s stock.

Wall Street Analyst Weigh In

NFLX has been the topic of a number of recent analyst reports. William Blair reaffirmed an “outperform” rating on shares of Netflix in a research report on Wednesday, January 21st. Needham & Company LLC dropped their price objective on Netflix from $150.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Cfra raised Netflix from a “hold” rating to a “buy” rating and set a $115.00 target price for the company in a report on Friday, March 6th. BMO Capital Markets decreased their target price on Netflix from $143.00 to $135.00 and set an “outperform” rating for the company in a research report on Wednesday, January 21st. Finally, Arete Research raised Netflix from a “neutral” rating to a “buy” rating in a research report on Friday, February 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat, Netflix has a consensus rating of “Moderate Buy” and an average price target of $114.35.

Netflix News Roundup

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

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.