Baron Wealth Management LLC Boosts Stake in Netflix, Inc. $NFLX

Baron Wealth Management LLC lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 903.8% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 12,538 shares of the Internet television network’s stock after acquiring an additional 11,289 shares during the period. Baron Wealth Management LLC’s holdings in Netflix were worth $1,176,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the stock. Natural Investments LLC grew its position in Netflix by 0.5% during the third quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock worth $1,999,000 after buying an additional 9 shares during the period. Hengehold Capital Management LLC increased its position in Netflix by 3.3% during the 3rd quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network’s stock worth $338,000 after purchasing an additional 9 shares in the last quarter. Financial Partners Group Inc lifted its stake in shares of Netflix by 0.9% during the 3rd quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network’s stock worth $1,162,000 after purchasing an additional 9 shares during the period. Seascape Capital Management boosted its stake in Netflix by 1.6% in the 3rd quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock worth $681,000 after buying an additional 9 shares during the last quarter. Finally, Crews Bank & Trust boosted its holdings in shares of Netflix by 5.8% in the 3rd quarter. Crews Bank & Trust now owns 164 shares of the Internet television network’s stock valued at $197,000 after purchasing an additional 9 shares during the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Key Headlines Impacting 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

Insider Activity at Netflix

In other news, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the completion of the sale, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at $10,166,933.60. This trade represents a 18.27% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. Also, CFO Spencer Adam Neumann sold 28,630 shares of the stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $97.00, for a total value of $2,777,110.00. Following the completion of the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at $7,157,339. This trade represents a 27.95% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on NFLX shares. Citigroup initiated coverage on shares of Netflix in a research note on Wednesday, March 18th. They set a “buy” rating and a $115.00 price objective for the company. Evercore initiated coverage on Netflix in a report on Friday, February 27th. They set an “outperform” rating and a $115.00 price objective on the stock. Royal Bank Of Canada reaffirmed a “hold” rating on shares of Netflix in a research report on Wednesday, January 21st. Robert W. Baird reduced their price objective on Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a research note on Friday, January 23rd. Finally, Benchmark restated a “hold” rating on shares of Netflix in a research note on Tuesday, January 13th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat.com, Netflix has an average rating of “Moderate Buy” and a consensus target price of $114.55.

Netflix Trading Up 0.1%

Netflix stock opened at $93.43 on Friday. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12. The stock has a market capitalization of $394.48 billion, a PE ratio of 36.97, a price-to-earnings-growth ratio of 1.43 and a beta of 1.68. The firm has a 50 day simple moving average of $87.25 and a 200-day simple moving average of $100.77. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19.

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

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.