Barton Investment Management Buys 2,129,406 Shares of Netflix, Inc. $NFLX

Barton Investment Management lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 878.8% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 2,371,717 shares of the Internet television network’s stock after purchasing an additional 2,129,406 shares during the quarter. Netflix comprises about 24.0% of Barton Investment Management’s investment portfolio, making the stock its 2nd biggest position. Barton Investment Management owned about 0.06% of Netflix worth $222,372,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. First Financial Corp IN boosted its holdings in shares of 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 last quarter. DiNuzzo Private Wealth Inc. boosted its holdings in shares of Netflix by 885.2% during the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after purchasing an additional 239 shares during the last quarter. Imprint Wealth LLC acquired a new stake in shares of Netflix during the third quarter worth $25,000. Retirement Wealth Solutions LLC acquired a new stake in shares of Netflix during the third quarter worth $28,000. Finally, MB Levis & Associates LLC boosted its holdings in shares of Netflix by 177.8% during the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock worth $28,000 after purchasing an additional 192 shares during the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Goldman Sachs upgraded NFLX to Buy and raised its 12‑month price target to $120, citing improving revenue durability, operating leverage and shareholder returns — a major catalyst for the stock rally this morning. Goldman Sachs resets Netflix stock price target for rest of 2026
• Positive Sentiment: Analysts and press point to Netflix’s recent price hikes, faster ad-revenue growth and selective live‑sports strategy as margin drivers that support higher profitability and valuation upside. Netflix Rises as Price Hikes, Ad Revenue Growth, and Live Sports Signal a New Phase of Profitability
• Positive Sentiment: Product expansion: Netflix launched “Netflix Playground,” an ad‑free kids gaming app built on its IP — a user‑engagement play that supports stickiness, potential ARPU lift for families, and cross‑sell opportunities. Netflix debuts new ‘Playground’ gaming app for kids
• Neutral Sentiment: Upcoming catalyst: Q1 2026 earnings are due April 16. Market expectations are mixed but some analysts and note‑writers argue Netflix has multiple levers (price, ads, breakup fee) that could produce an earnings beat — the report will likely swing sentiment sharply. Will Netflix Inc (NFLX) beat quarterly earnings?
• Neutral Sentiment: Strategic relief: analysts note Netflix may benefit after losing the Warner Bros. auction (avoids massive acquisition cost and may receive breakup fee), a development reframed as financially constructive by some commentators. Why Netflix stands to get richer after losing Warner Bros. bidding war
• Negative Sentiment: Insider activity: Netflix’s CFO sold roughly $2.8M of stock recently — a small red flag for some traders that can add near‑term pressure or be used by bears as a talking point. Insider Selling: Netflix (NASDAQ:NFLX) CFO Sells $2,805,740.00 in Stock

Netflix Trading Up 0.3%

Shares of NFLX opened at $98.93 on Tuesday. 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 firm has a market capitalization of $417.70 billion, a P/E ratio of 39.15, a price-to-earnings-growth ratio of 1.50 and a beta of 1.67. The stock’s fifty day simple moving average is $88.55 and its 200 day simple moving average is $99.57. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12.

Netflix (NASDAQ:NFLX) last issued its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.01. The business had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The business’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period last year, the company posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities research analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current year.

Insiders Place Their Bets

In related news, Director Bradford L. Smith sold 31,790 shares of the stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $88.86, for a total value of $2,824,859.40. Following the transaction, the director directly owned 79,690 shares of the company’s stock, valued at approximately $7,081,253.40. This trade represents a 28.52% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Gregory K. Peters sold 105,781 shares of the firm’s stock in a transaction dated Thursday, January 29th. The shares were sold at an average price of $82.94, for a total value of $8,773,476.14. Following the completion of the transaction, the chief executive officer directly owned 122,140 shares in the company, valued at $10,130,291.60. This trade represents a 46.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,543,023 shares of company stock worth $141,145,842. Corporate insiders own 1.37% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the company. HSBC decreased their price objective on Netflix from $107.00 to $106.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Arete Research upgraded Netflix from a “neutral” rating to a “buy” rating in a report on Friday, February 27th. Huber Research upgraded Netflix from a “strong sell” rating to a “strong-buy” rating in a report on Friday, February 27th. Citizens Jmp assumed coverage on Netflix in a report on Monday, March 30th. They set a “market perform” rating on the stock. Finally, Loop Capital set a $104.00 price objective on Netflix in a report on Tuesday, January 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $115.10.

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.