18,881 Shares in Netflix, Inc. $NFLX Bought by Cane Capital Partners LLC

Cane Capital Partners LLC bought a new position in Netflix, Inc. (NASDAQ:NFLX) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor bought 18,881 shares of the Internet television network’s stock, valued at approximately $1,770,000.

Several other hedge funds also recently bought and sold shares of NFLX. First Financial Corp IN boosted its holdings in Netflix by 900.0% in the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after buying an additional 243 shares during the period. DiNuzzo Private Wealth Inc. boosted its holdings in Netflix by 885.2% in 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 during the period. Imprint Wealth LLC bought a new position in Netflix in the 3rd quarter worth $25,000. Retirement Wealth Solutions LLC bought a new position in Netflix in the 3rd quarter worth $28,000. Finally, MB Levis & Associates LLC boosted its holdings in Netflix by 177.8% in the 4th quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock worth $28,000 after buying an additional 192 shares during the period. Institutional investors own 80.93% of the company’s stock.

Netflix Stock Down 0.1%

NFLX opened at $98.82 on Wednesday. The firm has a 50-day simple moving average of $88.81 and a two-hundred day simple moving average of $99.40. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12. The company has a market capitalization of $417.23 billion, a PE ratio of 39.11, a price-to-earnings-growth ratio of 1.50 and a beta of 1.67. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51.

Netflix (NASDAQ:NFLX) last released its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating 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 business had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. During the same quarter in the prior year, the firm earned $0.43 EPS. 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 forecast that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Insider Transactions at Netflix

In related news, CEO Gregory K. Peters sold 105,781 shares of the 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 owned 122,140 shares of the company’s stock, valued at approximately $10,130,291.60. This trade represents a 46.41% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider David A. Hyman sold 23,439 shares of the 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 completion of the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at approximately $27,851,571. The trade was a 6.90% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,543,023 shares of company stock worth $141,145,842 in the last quarter. Company insiders own 1.37% of the company’s stock.

Netflix News Roundup

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 stronger revenue prospects, margin expansion and potential capital returns — a high‑profile endorsement that lifted sentiment and helped push the stock higher earlier this week. Read More.
• Positive Sentiment: Jefferies expects recent subscription price increases to flow through and lift full‑year guidance; the firm reiterated a Buy and a $134 target, reinforcing the narrative that pricing and ad revenue will materially improve profitability. Read More.
• Positive Sentiment: Netflix launched “Playground,” an ad‑free kids gaming app, expanding its product ecosystem into family gaming and increasing engagement/ARPU potential — a product move investors view as a low‑risk way to deepen subscriber stickiness and monetize IP. Read More.
• Positive Sentiment: Market and trade commentary (MarketBeat/other outlets) are reframing Netflix from a pure growth story to a profitability and cash‑return story (price hikes, ad monetization, gaming, sports), prompting upgrades/price‑target raises and attracting buy interest. Read More.
• Neutral Sentiment: Broader analyst coverage is active — some firms remain cautious (holds) while others raise targets; that mixed tape drives intraday swings as investors position ahead of Netflix’s upcoming earnings. Read More.
• Neutral Sentiment: Minor target tweaks from smaller shops (e.g., Rosenblatt) and numerous commentary pieces keep volatility high but don’t shift the core thesis — investors are parsing execution on pricing/ad revenue vs. subscriber growth. (No single article link.)
• Negative Sentiment: Harding Loevner flagged that recent results fell short of expectations in its investor letter, which feeds concerns about near‑term execution and can pressure the stock ahead of earnings. Read More.
• Negative Sentiment: Insider selling: Netflix’s CFO disclosed a multi‑million dollar stock sale, a datapoint some investors treat as a behavioral red flag (or simply portfolio management), and it can weigh on sentiment when combined with mixed fundamentals. Read More.

Wall Street Analyst Weigh In

NFLX has been the subject of several recent analyst reports. Wells Fargo & Company initiated coverage on shares of Netflix in a report on Monday, March 9th. They issued an “equal weight” rating and a $105.00 target price for the company. UBS Group set a $104.00 target price on shares of Netflix in a report on Tuesday, January 27th. Piper Sandler reaffirmed a “positive” rating and issued a $103.00 target price (down from $140.00) on shares of Netflix in a report on Wednesday, January 21st. Royal Bank Of Canada reissued a “hold” rating on shares of Netflix in a report on Wednesday, January 21st. Finally, Guggenheim dropped their price objective on shares of Netflix from $145.00 to $130.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $115.10.

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.