Stablepoint Partners LLC Raises Holdings in Netflix, Inc. $NFLX

Stablepoint Partners LLC increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 904.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 28,971 shares of the Internet television network’s stock after acquiring an additional 26,088 shares during the period. Stablepoint Partners LLC’s holdings in Netflix were worth $2,716,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently bought and sold shares of the stock. Nordea Investment Management AB boosted its position in Netflix by 886.6% in the 4th quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock worth $902,798,000 after purchasing an additional 8,688,113 shares in the last quarter. Norges Bank purchased a new position in shares of Netflix during the 2nd quarter valued at approximately $7,929,645,000. Assenagon Asset Management S.A. lifted its stake in shares of Netflix by 983.1% in the 4th quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock valued at $584,529,000 after purchasing an additional 5,658,740 shares during the period. Sarasin & Partners LLP lifted its stake in shares of 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 purchasing an additional 2,279,032 shares during the period. Finally, SG Americas Securities LLC boosted its holdings in Netflix by 456.5% during the fourth quarter. SG Americas Securities LLC now owns 1,890,836 shares of the Internet television network’s stock worth $177,285,000 after buying an additional 1,551,086 shares in the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Netflix

In other Netflix news, CFO Spencer Adam Neumann sold 28,630 shares of the stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $97.00, for a total transaction of $2,777,110.00. Following the completion of the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at $7,157,339. This represents a 27.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider Cletus R. Willems sold 3,136 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total value of $259,253.12. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,520,133 shares of company stock worth $137,259,786 in the last quarter. Corporate insiders own 1.37% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of research analysts have weighed in on NFLX shares. KeyCorp set a $110.00 price objective on shares of Netflix and gave the company an “overweight” rating in a report on Friday, January 16th. Oppenheimer set a $125.00 target price on shares of Netflix and gave the stock an “outperform” rating in a research note on Wednesday, January 21st. President Capital raised their target price on Netflix from $120.00 to $133.00 and gave the company a “buy” rating in a research report on Monday, March 2nd. Rosenblatt Securities lifted their price target on Netflix from $94.00 to $95.00 and gave the company a “neutral” rating in a research note on Friday, February 27th. Finally, New Street Research reduced 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. Two analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $114.30.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Price increases should lift ARPU and near‑term revenue as Netflix explicitly said the hikes will help fund expanded programming (video podcasts, live sports). Netflix raises subscription prices across all plans in US
• Positive Sentiment: Erste Group raised its rating/forecasts for Netflix (Buy, slightly higher FY2026–FY2027 EPS), backing a bullish case that the company can convert higher pricing into profits. Netflix (NASDAQ:NFLX) Raised to Buy at Erste Group Bank
• Positive Sentiment: Ad business momentum and audience wins (large live-event viewership) support non-subscription revenue growth and monetization upside. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Neutral Sentiment: Official new price points: ad‑supported $8.99 (+$1), standard $19.99 (+$2), premium $26.99 (+$2) — the impact depends on churn elasticity and timing of revenue recognition. Netflix confirms it’s raising prices again
• Neutral Sentiment: Live sports and branded events (e.g., MLB tie‑ins, big concert livestreams) are generating buzz and some incremental viewership, but monetization cadence and costs remain to be proven. Major League Baseball Event Gives Netflix Stock (NASDAQ:NFLX) a Small Boost
• Negative Sentiment: “Stream‑flation” — repeated price hikes industry‑wide — risks accelerating churn or pushing viewers to free/cheaper alternatives (YouTube, ad‑supported services). This is a structural headwind to long‑term subscriber retention. Netflix is raising prices again, and stream-flation shows no signs of slowing
• Negative Sentiment: Valuation and margin pressure concerns: some analysts and writeups warn Netflix’s multiple looks stretched given heavy early‑2026 content spending and slower growth expectations. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: Rising content investment to support new formats (live events, podcasts) increases near‑term cash burn and execution risk if incremental revenue doesn’t cover higher costs. Netflix Hikes Prices For All Plans As Content Spending Surges

Netflix Stock Up 1.1%

Shares of NASDAQ NFLX opened at $93.32 on Friday. The company’s 50-day simple moving average is $87.14 and its 200-day simple moving average is $100.82. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The firm has a market cap of $394.01 billion, a price-to-earnings ratio of 36.93, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68. 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 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 firm had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The company’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities analysts predict that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

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.