Archford Capital Strategies LLC boosted its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 893.0% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 33,117 shares of the Internet television network’s stock after buying an additional 29,782 shares during the quarter. Archford Capital Strategies LLC’s holdings in Netflix were worth $3,105,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors have also added to or reduced their stakes in NFLX. Shrier Wealth Management LLC purchased a new position in Netflix during the 4th quarter worth $207,000. Brady Martz Wealth Solutions LLC raised its holdings in shares of Netflix by 1,653.7% in the 4th quarter. Brady Martz Wealth Solutions LLC now owns 18,694 shares of the Internet television network’s stock valued at $1,753,000 after purchasing an additional 17,628 shares in the last quarter. Dock Street Asset Management Inc. raised its stake in Netflix by 886.6% in the fourth quarter. Dock Street Asset Management Inc. now owns 243,684 shares of the Internet television network’s stock worth $22,848,000 after buying an additional 218,984 shares in the last quarter. Jamison Private Wealth Management Inc. lifted its holdings in Netflix by 978.6% during the fourth quarter. Jamison Private Wealth Management Inc. now owns 41,819 shares of the Internet television network’s stock worth $3,921,000 after buying an additional 37,942 shares during the period. Finally, Rockland Trust Co. increased its holdings in shares of Netflix by 534.8% in the 4th quarter. Rockland Trust Co. now owns 2,190 shares of the Internet television network’s stock valued at $205,000 after acquiring an additional 1,845 shares during the period. Institutional investors own 80.93% of the company’s stock.
Key Netflix News
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: UBS named Netflix its “top pick” among media stocks, arguing industry consolidation and peers’ higher prices favor Netflix’s direct-to-consumer position — a near-term bullish research catalyst. Netflix Labeled ‘Top Pick’ Among Media Stocks. Here’s Why.
- Positive Sentiment: Engagement remains strong: Netflix reported ~96 billion hours viewed, which supports retention, pricing power and ad revenue scaling — fundamentals that bolster revenue growth expectations for 2026. Can NFLX’s Content Strength Sustain User Engagement & Revenue Growth?
- Positive Sentiment: Walking away from the Warner Bros. deal has been framed as a net positive: Netflix received a ~$2.8B termination fee and avoided large additional debt, leaving capital to fund content, ads and organic growth. Why Losing the Warner Bros. Deal May Be the Best Outcome for Netflix Stock
- Neutral Sentiment: Netflix raised subscription prices across tiers (first increase since Jan 2025). This should boost revenue and margins if churn is limited, but the impact will hinge on subscriber response and ad growth execution. Netflix (NFLX) Raises Subscription Prices
- Neutral Sentiment: Strategic push into live sports (pursuing additional NFL packages) could justify higher prices and expand ad inventory, but success is execution-dependent and will take time to materialize in results. Netflix May Have Good Reason To Raise Prices: Streamer Eyes More NFL Games
- Negative Sentiment: Customer reaction to the price hikes has been mixed and triggered some negative sentiment — reports show customer pushback and an initial stock slip after the announcement, a short-term risk to subscriber growth. Customers React to Netflix Price Hikes; Netflix Stock Slips
- Negative Sentiment: Some commentators warn the latest price increases could strain consumer budgets amid macro weakness — a potential demand risk if inflation/consumer spending deteriorates. Prediction: Netflix’s Latest Price Increase Will Be the Ultimate Stress Test on the U.S. Economy
Insider Transactions at Netflix
Wall Street Analysts Forecast Growth
NFLX has been the subject of several analyst reports. KeyCorp set a $110.00 price target on shares of Netflix and gave the company an “overweight” rating in a research report on Friday, January 16th. Wells Fargo & Company assumed coverage on shares of Netflix in a research report on Monday, March 9th. They set an “equal weight” rating and a $105.00 target price for the company. Canaccord Genuity Group set a $125.00 target price on shares of Netflix and gave the company a “buy” rating in a research note on Wednesday, January 21st. Freedom Capital raised Netflix from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Finally, Loop Capital set a $104.00 price objective on Netflix in a research report on Tuesday, January 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $114.55.
View Our Latest Stock Analysis on Netflix
Netflix Price Performance
NASDAQ:NFLX opened at $96.15 on Wednesday. The firm’s fifty day moving average is $87.53 and its two-hundred day moving average is $100.18. The firm has a market cap of $405.96 billion, a price-to-earnings ratio of 38.05, a PEG ratio of 1.41 and a beta of 1.68. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12.
Netflix (NASDAQ:NFLX – Get Free Report) last issued its quarterly earnings data 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. The business had revenue of $12.05 billion during 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 company’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts expect that Netflix, Inc. will post 24.58 EPS for the current year.
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.
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