Argentarii LLC Purchases 17,378 Shares of Netflix, Inc. $NFLX

Argentarii LLC boosted its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 897.2% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 19,315 shares of the Internet television network’s stock after purchasing an additional 17,378 shares during the quarter. Argentarii LLC’s holdings in Netflix were worth $1,811,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. increased its position in 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 purchasing an additional 142,238 shares during the period. Contravisory Investment Management Inc. lifted its position in shares of Netflix by 837.2% in the 4th quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock worth $10,443,000 after purchasing an additional 99,496 shares during the period. Grove Bank & Trust raised its stake in Netflix by 1,379.8% in the fourth quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock worth $2,392,000 after buying an additional 23,788 shares in the last quarter. CIBC Capital Markets Europe S.A. raised its stake 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 buying an additional 42,000 shares in the last quarter. Finally, NorthCrest Asset Manangement LLC lifted its holdings in Netflix by 2,184.8% during the fourth quarter. NorthCrest Asset Manangement LLC now owns 85,727 shares of the Internet television network’s stock worth $7,841,000 after buying an additional 81,975 shares during the period. 80.93% of the stock is owned by institutional investors.

Netflix Price Performance

Shares of NASDAQ NFLX opened at $93.32 on Friday. 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 company has a market cap of $394.01 billion, a PE ratio of 36.93, a P/E/G ratio of 1.41 and a beta of 1.68. The business has a 50-day simple moving average of $87.14 and a two-hundred day simple moving average of $100.82. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12.

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

Insider Activity

In other Netflix news, Director Reed Hastings sold 410,550 shares of Netflix stock in a transaction dated 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 sale, the director owned 3,940 shares of the company’s stock, valued at approximately $382,219.40. The trade was a 99.05% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider David A. Hyman sold 5,727 shares of the business’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 sale, the insider owned 316,100 shares in the company, valued at approximately $25,623,066. The trade was a 1.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on NFLX shares. Weiss Ratings downgraded Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 22nd. New Street Research dropped their price objective on Netflix from $100.00 to $96.00 and set a “neutral” rating on the stock in a research report on Thursday, January 22nd. Bank of America reduced their target price on shares of Netflix from $149.00 to $125.00 and set a “buy” rating for the company in a report on Friday, March 6th. Freedom Capital raised shares of Netflix from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Finally, Benchmark reaffirmed a “hold” rating on shares of Netflix in a research report on Tuesday, January 13th. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average target price of $114.30.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Price increases should lift ARPU and near‑term revenue as Netflix explicitly said the hikes will help fund expanded programming (video podcasts, live sports). Netflix raises subscription prices across all plans in US
• Positive Sentiment: Erste Group raised its rating/forecasts for Netflix (Buy, slightly higher FY2026–FY2027 EPS), backing a bullish case that the company can convert higher pricing into profits. Netflix (NASDAQ:NFLX) Raised to Buy at Erste Group Bank
• Positive Sentiment: Ad business momentum and audience wins (large live-event viewership) support non-subscription revenue growth and monetization upside. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Neutral Sentiment: Official new price points: ad‑supported $8.99 (+$1), standard $19.99 (+$2), premium $26.99 (+$2) — the impact depends on churn elasticity and timing of revenue recognition. Netflix confirms it’s raising prices again
• Neutral Sentiment: Live sports and branded events (e.g., MLB tie‑ins, big concert livestreams) are generating buzz and some incremental viewership, but monetization cadence and costs remain to be proven. Major League Baseball Event Gives Netflix Stock (NASDAQ:NFLX) a Small Boost
• Negative Sentiment: “Stream‑flation” — repeated price hikes industry‑wide — risks accelerating churn or pushing viewers to free/cheaper alternatives (YouTube, ad‑supported services). This is a structural headwind to long‑term subscriber retention. Netflix is raising prices again, and stream-flation shows no signs of slowing
• Negative Sentiment: Valuation and margin pressure concerns: some analysts and writeups warn Netflix’s multiple looks stretched given heavy early‑2026 content spending and slower growth expectations. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: Rising content investment to support new formats (live events, podcasts) increases near‑term cash burn and execution risk if incremental revenue doesn’t cover higher costs. Netflix Hikes Prices For All Plans As Content Spending Surges

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.