Chesley Taft & Associates LLC Acquires 94,868 Shares of Netflix, Inc. $NFLX

Chesley Taft & Associates LLC grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 922.7% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 105,150 shares of the Internet television network’s stock after buying an additional 94,868 shares during the quarter. Chesley Taft & Associates LLC’s holdings in Netflix were worth $9,859,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Petredis Investment Advisors LLC raised its holdings in shares of Netflix by 887.6% in the 4th quarter. Petredis Investment Advisors LLC now owns 80,225 shares of the Internet television network’s stock worth $7,522,000 after acquiring an additional 72,102 shares during the last quarter. Cypress Wealth Services LLC boosted its stake in Netflix by 1,226.3% during the 4th quarter. Cypress Wealth Services LLC now owns 11,618 shares of the Internet television network’s stock valued at $1,089,000 after purchasing an additional 10,742 shares during the last quarter. DLK Investment Management LLC boosted its stake in Netflix by 830.2% during the 4th quarter. DLK Investment Management LLC now owns 21,096 shares of the Internet television network’s stock valued at $1,978,000 after purchasing an additional 18,828 shares during the last quarter. Eastern Bank increased its holdings in Netflix by 894.1% during the 4th quarter. Eastern Bank now owns 613,558 shares of the Internet television network’s stock worth $57,527,000 after purchasing an additional 551,839 shares in the last quarter. Finally, Woodward Diversified Capital LLC increased its holdings in Netflix by 807.2% during the 4th quarter. Woodward Diversified Capital LLC now owns 11,649 shares of the Internet television network’s stock worth $1,092,000 after purchasing an additional 10,365 shares in the last quarter. 80.93% of the stock is owned by institutional investors.

Netflix Stock Up 0.1%

NFLX stock opened at $93.43 on Friday. The stock 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 company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. The stock’s fifty day simple moving average is $87.25 and its two-hundred day simple moving average is $100.77. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12.

Netflix (NASDAQ:NFLX) last released its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping analysts’ consensus estimates 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 return on equity of 43.26% and a net margin of 24.30%.The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period in the previous year, the business posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Analysts expect that Netflix, Inc. will post 24.58 EPS for the current year.

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 Buying and Selling at Netflix

In other news, insider Cletus R. Willems sold 3,136 shares of the stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Spencer Adam Neumann sold 28,630 shares of the firm’s stock in a transaction that occurred 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 sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at approximately $7,157,339. The trade was a 27.95% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,520,133 shares of company stock valued at $137,259,786 in the last three months. 1.37% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

A number of research analysts have recently weighed in on NFLX shares. Bank of America dropped their target price on Netflix from $149.00 to $125.00 and set a “buy” rating on the stock in a report on Friday, March 6th. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $98.00 price target (up from $95.00) on shares of Netflix in a report on Wednesday, January 21st. Erste Group Bank upgraded Netflix from a “hold” rating to a “buy” rating in a research note on Tuesday, March 24th. Argus cut their price objective on shares of Netflix from $141.00 to $110.00 and set a “buy” rating on the stock in a report on Thursday, January 22nd. Finally, Oppenheimer increased their target price on shares of Netflix from $125.00 to $135.00 and gave the company an “outperform” rating in a report on Friday. 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 data from MarketBeat.com, Netflix presently has an average rating of “Moderate Buy” and a consensus price target of $114.55.

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.