Coign Capital Advisors LLC Acquires 9,200 Shares of Netflix, Inc. $NFLX

Coign Capital Advisors LLC boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 916.3% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 10,204 shares of the Internet television network’s stock after buying an additional 9,200 shares during the quarter. Netflix makes up about 0.5% of Coign Capital Advisors LLC’s investment portfolio, making the stock its 29th largest holding. Coign Capital Advisors LLC’s holdings in Netflix were worth $957,000 as of its most recent SEC filing.

Several other hedge funds also recently bought and sold shares of NFLX. Natural Investments LLC lifted 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 valued at $1,999,000 after purchasing an additional 9 shares during the last quarter. Hengehold Capital Management LLC increased its holdings in Netflix by 3.3% in the 3rd quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network’s stock worth $338,000 after buying an additional 9 shares during the period. Financial Partners Group Inc grew its holdings in Netflix by 0.9% during the third quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network’s stock worth $1,162,000 after acquiring an additional 9 shares during the period. Seascape Capital Management increased its stake in shares of Netflix by 1.6% in the 3rd quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock valued at $681,000 after purchasing an additional 9 shares in the last quarter. Finally, Crews Bank & Trust increased its stake in shares of Netflix by 5.8% during 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 in the last quarter. Institutional investors own 80.93% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently commented on NFLX shares. Arete Research raised Netflix from a “neutral” rating to a “buy” rating in a report on Friday, February 27th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Netflix in a research report on Friday, March 27th. DZ Bank reissued a “buy” rating on shares of Netflix in a research report on Friday, February 27th. Phillip Securities upgraded Netflix from a “sell” rating to a “moderate buy” rating and upped their price target for the stock from $95.00 to $100.00 in a research note on Monday, January 26th. Finally, Robert W. Baird decreased their target price on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a research report on Friday, January 23rd. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $114.57.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Recent subscription price increases are expected to lift ARPU and near‑term revenue, and most analysts/media expect limited churn — this supports earnings upside. Netflix Is Raising Prices Again: What It Means for Investors
• Positive Sentiment: Large institutional buying and some price‑target lifts (one firm raised NFLX to $134) provide demand/support beneath the share price, signaling confidence from major investors and some analysts. Netflix (NASDAQ:NFLX) Price Target Raised to $134.00
• Neutral Sentiment: Options and near‑term earnings positioning: traders are pricing a meaningful move into Q1 results (options strategies like iron condors are being discussed) — raises short‑term volatility but not directional conviction for the stock itself. Trade Netflix Stock with This Iron Condor Strategy to See a 23% Return in Just 3 Weeks
• Neutral Sentiment: New commercial distribution deals (e.g., EverPass for a major boxing event) slightly expand non‑subscription revenue channels but are modest relative to core business. EverPass Media Expands Relationship with Netflix
• Negative Sentiment: Italian court ruled Netflix’s 2017–2024 price‑hike clauses void and ordered refunds to subscribers — this creates potential one‑time liability, reputational risk in Europe and could spur similar claims elsewhere. Netflix will appeal. Italian court rules Netflix price‑hike clauses are void, orders refunds
• Negative Sentiment: Board chair Reed Hastings sold ~420,550 shares under a pre‑arranged 10b5‑1 plan (≈$40M) — large insider sales can spook some investors even if pre‑planned, since they reduce insider exposure. Reed Hastings Sells 420,550 Shares of Netflix (NASDAQ:NFLX) Stock
• Negative Sentiment: Deal speculation (a reported US$42.2B Warner‑style acquisition) and commentary about derating/ acquisition concerns pressure views on capital discipline and potential leverage — raises risk premium if pursued. Netflix’s US$42.2b Warner Bros. Deal Tests Growth And Discipline

Netflix Stock Performance

Shares of NFLX stock opened at $98.66 on Friday. The firm has a market capitalization of $416.56 billion, a P/E ratio of 39.04, a P/E/G ratio of 1.50 and a beta of 1.67. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The company’s fifty day moving average price is $88.28 and its two-hundred day moving average price is $99.86. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12.

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 firm had revenue of $12.05 billion during the quarter, compared to analyst estimates of $11.97 billion. During the same period in the previous year, the company earned $0.43 earnings per share. Netflix’s quarterly revenue 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, research analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Insider Activity at Netflix

In related news, insider David A. Hyman sold 23,439 shares of Netflix stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $88.11, for a total transaction of $2,065,210.29. Following the sale, the insider directly owned 316,100 shares in the company, valued at $27,851,571. The trade was a 6.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Gregory K. Peters sold 105,781 shares of the company’s stock in a transaction that occurred on Thursday, January 29th. The stock was sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the completion of the sale, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at approximately $10,130,291.60. This represents a 46.41% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last three months, insiders sold 1,543,023 shares of company stock valued at $141,145,842. 1.37% of the stock is owned by corporate insiders.

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.