Pine Haven Investment Counsel Inc Buys 7,535 Shares of Netflix, Inc. $NFLX

Pine Haven Investment Counsel Inc lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 897.0% in the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 8,375 shares of the Internet television network’s stock after buying an additional 7,535 shares during the quarter. Pine Haven Investment Counsel Inc’s holdings in Netflix were worth $785,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Sarasin & Partners LLP grew its stake in Netflix by 2,758.1% in the 4th quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network’s stock valued at $221,430,000 after buying an additional 2,279,032 shares during the last quarter. GSG Advisors LLC raised its holdings in Netflix by 916.1% in the 4th quarter. GSG Advisors LLC now owns 3,028 shares of the Internet television network’s stock valued at $284,000 after acquiring an additional 2,730 shares during the period. Nordea Investment Management AB lifted its position in Netflix by 886.6% during the fourth quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock worth $902,798,000 after acquiring an additional 8,688,113 shares during the last quarter. Occidental Asset Management LLC lifted its position in Netflix by 1,037.4% during the fourth quarter. Occidental Asset Management LLC now owns 12,762 shares of the Internet television network’s stock worth $1,197,000 after acquiring an additional 11,640 shares during the last quarter. Finally, Cooper Financial Group boosted its holdings in shares of Netflix by 761.1% during the fourth quarter. Cooper Financial Group now owns 37,709 shares of the Internet television network’s stock worth $3,536,000 after acquiring an additional 33,330 shares during the period. Institutional investors own 80.93% of the company’s stock.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: TV personality/market commentator Jim Cramer reiterated a buy-tilting stance — advising investors to “buy some here, buy some a little bit lower,” which can support retail momentum and short-term investor confidence. Jim Cramer on Netflix
• Positive Sentiment: Market response to Netflix walking away from its bid for Warner Bros. assets has been upbeat — reports note a strong near-term rally and at least one bank (Citi) turning bullish, arguing the move preserves capital and simplifies execution risk. That narrative supports multiple analysts raising targets and buyer interest. Netflix Stock Surges After Walking Away From Warner Deal
• Positive Sentiment: Content partnerships: Netflix signed an exclusive multi‑year documentary deal with Warner Music Group to mine WMG’s artist catalog for films/series — a steady stream of premium, exclusive music-related content could lift engagement and differentiate the service. Netflix, Warner Music deal
• Positive Sentiment: Live events strategy: Netflix is pushing into live K‑pop events (notably the BTS comeback livestream) and sees more opportunity in Korea — if monetized successfully these events can add new revenue streams and global engagement spikes. Netflix sees more prospects for live events
• Neutral Sentiment: New programming: Netflix and Higher Ground/Obamas are producing an eight-episode series about the FTX collapse — high-profile nonfiction can draw viewers but may also court controversy; content upside is balanced by reputational risk. Netflix FTX series
• Negative Sentiment: Operational worries: several outlets flagged slowing paid-subscriber growth (markedly weaker YoY) and a planned increase in 2026 content spending — the combination raises concerns about near-term margin pressure and execution on content ROI. Subscriber growth stalls
• Negative Sentiment: Volatility & valuation questions: commentary and headlines show recent big swings (both rallies and pullbacks), with some analysts highlighting mixed signals on valuation and the stock falling more steeply than the market on certain days — this keeps risk premia elevated. Netflix falls more steeply than market

Insider Buying and Selling

In related news, Director Bradford L. Smith sold 31,790 shares of the firm’s 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 owned 79,690 shares in the company, valued at approximately $7,081,253.40. This trade represents a 28.52% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, insider David A. Hyman sold 23,439 shares of the business’s stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $88.11, for a total value 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. This trade represents a 6.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,520,133 shares of company stock valued at $137,259,786 in the last ninety days. Insiders own 1.37% of the company’s stock.

Netflix Trading Up 0.1%

Shares of NASDAQ:NFLX opened at $91.82 on Friday. The company has a market capitalization of $387.68 billion, a P/E ratio of 36.34, a P/E/G ratio of 1.41 and a beta of 1.68. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. 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 business’s 50 day simple moving average is $86.87 and its 200 day simple moving average is $101.82.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. The firm 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 company’s revenue was up 17.6% on a year-over-year basis. During the same quarter last year, the company earned $0.43 EPS. 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 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently commented on NFLX shares. Citic Securities decreased their target price on Netflix from $109.00 to $95.00 and set a “hold” rating on the stock in a research report on Monday, January 26th. New Street Research dropped their price target on Netflix from $100.00 to $96.00 and set a “neutral” rating for the company in a report on Thursday, January 22nd. Arete Research upgraded Netflix from a “neutral” rating to a “buy” rating in a research note on Friday, February 27th. Moffett Nathanson decreased their price objective on Netflix from $140.00 to $115.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Finally, Weiss Ratings cut Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have issued a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $114.35.

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.