Avity Investment Management Inc. Grows Holdings in Netflix, Inc. $NFLX

Avity Investment Management Inc. raised its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 900.0% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 16,610 shares of the Internet television network’s stock after acquiring an additional 14,949 shares during the period. Avity Investment Management Inc.’s holdings in Netflix were worth $1,557,000 as of its most recent SEC filing.

Several other hedge funds have also recently made changes to their positions in NFLX. Imprint Wealth LLC bought a new position in shares of Netflix in the 3rd quarter worth approximately $25,000. Retirement Wealth Solutions LLC bought a new position in shares of Netflix in the third quarter worth about $28,000. Steph & Co. lifted its position in shares of Netflix by 188.9% during the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after buying an additional 17 shares in the last quarter. Bare Financial Services Inc grew its stake in shares of Netflix by 93.3% during the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after acquiring an additional 14 shares during the period. Finally, Horizon Financial Services LLC increased its holdings in Netflix by 480.0% in the 3rd quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after acquiring an additional 24 shares in the last quarter. 80.93% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analysts say the price increases should drive meaningful revenue upside (estimates cite as much as ~$1.7B potential incremental revenue) with limited churn risk — a direct boost to near‑term top‑line and profit leverage. Netflix Price Hikes Could Unlock $1.7 Billion
• Positive Sentiment: Multiple firms (including Jefferies, Citi, JPMorgan and Oppenheimer) responded with upgraded views or higher targets, arguing strong engagement and low churn give Netflix room to raise prices — this analyst support is pro‑stock. Jefferies Commentary on Price Hike
• Positive Sentiment: Research upgrades and modest EPS estimate bumps (e.g., Erste Group raising EPS and issuing a Buy) reinforce the view that higher ARPU will flow through to earnings. Erste Group Upgrade / Marketbeat
• Neutral Sentiment: Price changes: ad tier to $8.99 (+$1), standard to $19.99 (+$2), premium to $26.99 (+$2). Netflix says the increases help fund a $20B content budget (up ~$2B yr/yr). This is the direct rationale investors are pricing in. Reuters: Netflix raises subscription prices
• Neutral Sentiment: Widespread media coverage details the new rates and compares competitors; useful for gauging consumer reaction but not immediately decisive for fundamentals. Investopedia Pricing Summary
• Negative Sentiment: Political and consumer backlash: critics (including Senator Elizabeth Warren) flagged the hike soon after a large payout, which could pressure PR and invite scrutiny — a headline risk. Benzinga: Warren Criticism
• Negative Sentiment: Longer‑term risk: repeated “stream‑flation” could push price‑sensitive subscribers toward free alternatives (YouTube, ad‑supported platforms), so the revenue upside depends on continued low churn. Some commentators remain cautious. Business Insider: Stream‑flation

Netflix Trading Up 0.1%

NFLX opened at $93.43 on Friday. The firm has a market cap of $394.48 billion, a P/E ratio of 36.97, a P/E/G ratio of 1.43 and a beta of 1.68. The business has a fifty day simple moving average of $87.25 and a 200-day simple moving average of $100.77. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12. 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 data 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 business 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 business’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 posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current year.

Wall Street Analyst Weigh In

Several brokerages recently issued reports on NFLX. Royal Bank Of Canada reissued a “hold” rating on shares of Netflix in a research note on Wednesday, January 21st. Bank of America dropped their price target on Netflix from $149.00 to $125.00 and set a “buy” rating for the company in a research note on Friday, March 6th. Argus cut their price target on Netflix from $141.00 to $110.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Moffett Nathanson decreased their price objective on Netflix from $140.00 to $115.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Finally, Wedbush reaffirmed an “outperform” rating and issued a $115.00 price objective on shares of Netflix in a research note on Friday, February 20th. Two 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. According to data from MarketBeat, Netflix presently has an average rating of “Moderate Buy” and a consensus price target of $114.55.

Insider Transactions at Netflix

In related news, insider David A. Hyman sold 23,439 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $88.11, for a total value of $2,065,210.29. Following the completion of the sale, the insider directly owned 316,100 shares in the company, valued at approximately $27,851,571. The trade was a 6.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Bradford L. Smith sold 31,790 shares of Netflix stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the sale, the director directly owned 79,690 shares in the company, valued at $7,081,253.40. This trade represents a 28.52% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,520,133 shares of company stock valued at $137,259,786 in the last three months. Insiders own 1.37% of the company’s stock.

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.