David J Yvars Group Purchases 11,896 Shares of Netflix, Inc. $NFLX

David J Yvars Group raised its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 398.7% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 14,880 shares of the Internet television network’s stock after acquiring an additional 11,896 shares during the quarter. Netflix makes up approximately 0.7% of David J Yvars Group’s holdings, making the stock its 20th biggest position. David J Yvars Group’s holdings in Netflix were worth $1,395,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Brighton Jones LLC lifted its position in Netflix by 5.0% during the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after buying an additional 257 shares in the last quarter. Revolve Wealth Partners LLC raised its holdings in Netflix by 16.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after acquiring an additional 144 shares in the last quarter. Sivia Capital Partners LLC boosted its position in Netflix by 21.2% during the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after purchasing an additional 246 shares during the last quarter. Strategic Investment Advisors MI grew its stake in Netflix by 18.9% in the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock valued at $1,036,000 after purchasing an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its position in shares of Netflix by 12.1% during the 2nd 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 last quarter. Institutional investors own 80.93% of the company’s stock.

Insiders Place Their Bets

In other news, CFO Spencer Adam Neumann sold 28,630 shares of Netflix stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $97.00, for a total transaction of $2,777,110.00. Following the completion of the sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at approximately $7,157,339. This trade represents a 27.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Cletus R. Willems sold 3,136 shares of the business’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,520,133 shares of company stock worth $137,259,786 over the last three months. 1.37% of the stock is currently owned by corporate insiders.

Netflix Trading Down 2.6%

Shares of NFLX stock opened at $90.92 on Wednesday. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12. The company has a market capitalization of $383.88 billion, a PE ratio of 35.98, a price-to-earnings-growth ratio of 1.43 and a beta of 1.68. The firm has a 50 day moving average price of $86.96 and a two-hundred day moving average price of $101.27. 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 posted its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 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 the consensus estimate of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, analysts predict that Netflix, Inc. will post 24.58 earnings per share for the current year.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: BTS Seoul concert livestream drew 18.4 million global viewers — a large live-event audience that supports Netflix’s push into live‑adjacent and music-driven programming, potential ad revenue, and subscriber engagement. BTS Seoul concert livestream draws 18.4 million global viewers, Netflix says
• Positive Sentiment: ‘Bridgerton’ Season 5 filming is underway with new romantic leads and the show promoting its first LGBTQ leads — signals of continued franchise strength and cultural relevance that help retention and organic subscriber interest. ‘Bridgerton’ Season 5 Sets Francesca and Michaela Stirling as Romantic Leads, Filming Now Underway – Variety
• Positive Sentiment: Analyst sentiment is warming: Citi resumed coverage with a $115 price target and other firms (Erste, Bernstein) have upgraded or reiterated buy/outperform views — supports near-term demand from institutional buyers. Citi Resumes Coverage of Netflix (NFLX) Stock
• Neutral Sentiment: Warner Music multi‑year first‑look partnership to produce music-focused docs/films with Netflix — expands content mix into music and could bolster advertising and live-adjacent offerings, but the revenue impact timing is uncertain. Is Netflix’s (NFLX) Warner Music Deal a Clue to Its Next Advertising Growth Lever?
• Neutral Sentiment: Coverage pieces and analysis (Zacks, The Motley Fool) are debating what comes next after Netflix withdrew from the Warner Bros. assets contest — raises strategic questions but also highlights management discipline; outcome is uncertain. What Comes Next After Netflix Walked Away From Warner?
• Negative Sentiment: Survey data suggests price‑sensitive consumers (e.g., in Canada) are opting for ad‑supported plans — a potential headwind to ARPU if shifts accelerate and ad load/pricing doesn’t fully offset lower subscription revenue. NFLX, DIS, PSKY: New ‘Couch Potato Report’ Shows Cash-Strapped Canadians Choose to Stream with Ads
• Negative Sentiment: Several short‑interest notices reported a “large increase” but the published figures appear erroneous (0 shares/NaN). If accurate shorting picked up it would be negative, but current public data are unreliable — treat reported short‑pressure as uncertain.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on NFLX shares. Sanford C. Bernstein reissued a “buy” rating on shares of Netflix in a report on Wednesday, February 18th. Guggenheim lowered their price objective on shares of Netflix from $145.00 to $130.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Rothschild & Co Redburn set a $120.00 target price on shares of Netflix in a research note on Wednesday, January 21st. Arete Research raised Netflix from a “neutral” rating to a “buy” rating in a research report on Friday, February 27th. Finally, Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $98.00 price objective (up from $95.00) on shares of Netflix in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $114.35.

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.