Centurion Wealth Management LLC raised its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 912.9% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 9,035 shares of the Internet television network’s stock after buying an additional 8,143 shares during the period. Centurion Wealth Management LLC’s holdings in Netflix were worth $847,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds have also recently made changes to their positions in NFLX. Natural Investments LLC raised its holdings in shares of Netflix by 0.5% in the 3rd quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock worth $1,999,000 after acquiring an additional 9 shares during the last quarter. Hengehold Capital Management LLC boosted its stake in Netflix by 3.3% during the 3rd quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network’s stock valued at $338,000 after purchasing an additional 9 shares during the last quarter. Financial Partners Group Inc increased its holdings in 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 in the last quarter. Seascape Capital Management increased its holdings in Netflix by 1.6% during the 3rd quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock worth $681,000 after purchasing an additional 9 shares in the last quarter. Finally, Crews Bank & Trust raised its stake in shares of Netflix by 5.8% in the third quarter. Crews Bank & Trust now owns 164 shares of the Internet television network’s stock worth $197,000 after purchasing an additional 9 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.
Insiders Place Their Bets
In related news, insider David A. Hyman sold 5,727 shares of the business’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $81.06, for a total value of $464,230.62. Following the sale, the insider directly owned 316,100 shares in the company, valued at approximately $25,623,066. The trade was a 1.78% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Spencer Adam Neumann sold 28,630 shares of the company’s stock in a transaction dated Monday, March 2nd. The shares were sold at an average price of $97.00, for a total transaction of $2,777,110.00. Following the sale, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,157,339. This trade represents a 27.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,520,133 shares of company stock worth $137,259,786 in the last ninety days. 1.37% of the stock is owned by corporate insiders.
Analyst Ratings Changes
Check Out Our Latest Report on Netflix
Netflix Price Performance
Shares of NASDAQ NFLX opened at $93.43 on Monday. The stock has a fifty day simple moving average of $87.25 and a two-hundred day simple moving average of $100.61. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The firm has a market cap of $394.48 billion, a price-to-earnings ratio of 36.97, a price-to-earnings-growth 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.
Netflix (NASDAQ:NFLX – Get Free Report) last issued its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) 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 firm had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same period in the previous year, the company posted $0.43 earnings per share. The business’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. Analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current year.
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 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.
Further Reading
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