Armstrong Fleming & Moore Inc lifted its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 898.0% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 10,030 shares of the Internet television network’s stock after acquiring an additional 9,025 shares during the period. Armstrong Fleming & Moore Inc’s holdings in Netflix were worth $940,000 as of its most recent filing with the Securities and Exchange Commission.
A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. First Financial Corp IN grew its stake in Netflix by 900.0% during the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after purchasing an additional 243 shares during the period. DiNuzzo Private Wealth Inc. boosted its holdings in shares of Netflix by 885.2% during the 4th quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after buying an additional 239 shares in the last quarter. Imprint Wealth LLC bought a new position in shares of Netflix during the 3rd quarter worth approximately $25,000. Retirement Wealth Solutions LLC acquired a new stake in shares of Netflix during the 3rd quarter worth approximately $28,000. Finally, MB Levis & Associates LLC increased its stake in shares of Netflix by 177.8% in the 4th quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock valued at $28,000 after acquiring an additional 192 shares in the last quarter. 80.93% of the stock is owned by institutional investors and hedge funds.
Insider Activity
In related news, insider Cletus R. Willems sold 3,136 shares of the company’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total transaction of $259,253.12. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Spencer Adam Neumann sold 28,630 shares of the company’s stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $97.00, for a total value of $2,777,110.00. Following the sale, 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 SEC filing for this sale provides additional information. In the last three months, insiders sold 1,514,393 shares of company stock worth $138,340,102. Company insiders own 1.37% of the company’s stock.
Netflix Stock Up 3.3%
Netflix (NASDAQ:NFLX – Get Free Report) last posted its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping the consensus estimate of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The company had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. During the same period in the previous year, the firm posted $0.43 earnings per share. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities research analysts predict that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.
Analyst Upgrades and Downgrades
NFLX has been the topic of a number of research reports. Royal Bank Of Canada reiterated a “hold” rating on shares of Netflix in a research report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and issued a $98.00 price target (up from $95.00) on shares of Netflix in a research note on Wednesday, January 21st. JPMorgan Chase & Co. initiated coverage on shares of Netflix in a research report on Monday, March 2nd. They set an “overweight” rating and a $120.00 price objective on the stock. BMO Capital Markets reduced their target price on Netflix from $143.00 to $135.00 and set an “outperform” rating for the company in a research note on Wednesday, January 21st. Finally, HSBC decreased their target price on Netflix from $107.00 to $106.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $114.57.
Get Our Latest Analysis on NFLX
Key Netflix News
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Company-wide price increases should boost ARPU and near-term revenue; analysts and media largely expect limited subscriber fallout, supporting EPS upside. Read More.
- Positive Sentiment: Analyst and institutional support: President Capital raised its price target and several funds (D.E. Shaw, Paul Tudor Jones cited) are adding exposure — demand from big investors is reinforcing the rally. Read More.
- Positive Sentiment: Large funds are accumulating shares, which can provide price support even as headlines swirl about management and strategy. Read More.
- Neutral Sentiment: Strategic focus on building franchises after losing some bidding contests — indicates long-term content investment but no immediate hits to revenue. Read More.
- Neutral Sentiment: Commercial distribution deals (e.g., EverPass for a major fight) expand non-consumer revenue channels but are modest in scale versus subscription business. Read More.
- Negative Sentiment: Director Reed Hastings sold ~420,550 shares under a pre-arranged 10b5-1 plan (large block, though disclosed as pre-planned), which can alarm some investors when insiders reduce holdings. Read More.
- Negative Sentiment: Big-deal speculation: coverage on a potential US$42.2B Warner Bros-style acquisition raises questions about growth vs. financial discipline and could increase leverage/risk if pursued. Read More.
- Negative Sentiment: Macro sensitivity and valuation risk: some analysts caution that repeated price hikes and a slowing economy could pressure subscriber trends and make NFLX vulnerable if macro weakens. Read More.
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.
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