Synergy Asset Management LLC bought a new position in Netflix, Inc. (NASDAQ:NFLX – Free Report) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm bought 51,191 shares of the Internet television network’s stock, valued at approximately $4,800,000.
Other institutional investors have also recently bought and sold shares of the company. First Financial Corp IN boosted its holdings in Netflix by 900.0% during the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 243 shares in the last quarter. Imprint Wealth LLC bought a new position in shares of Netflix during the 3rd quarter worth approximately $25,000. Retirement Wealth Solutions LLC acquired a new stake in Netflix in the 3rd quarter valued at $28,000. Steph & Co. grew its position in Netflix by 188.9% in the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after acquiring an additional 17 shares during the period. Finally, Bare Financial Services Inc raised its stake in Netflix by 93.3% during the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after acquiring an additional 14 shares in the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.
Analysts Set New Price Targets
Several brokerages have recently commented on NFLX. Rosenblatt Securities increased their target price on Netflix from $94.00 to $95.00 and gave the stock a “neutral” rating in a report on Friday, February 27th. Oppenheimer set a $125.00 price target on shares of Netflix and gave the stock an “outperform” rating in a research report on Wednesday, January 21st. Phillip Securities raised shares of Netflix from a “sell” rating to a “moderate buy” rating and increased their price objective for the stock from $95.00 to $100.00 in a report on Monday, January 26th. HSBC lowered their price objective on shares of Netflix from $107.00 to $106.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Finally, Citigroup initiated coverage on shares of Netflix in a research report on Wednesday, March 18th. They issued a “buy” rating and a $115.00 price objective for the company. Two analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and twelve have issued a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $114.30.
Insider Activity
In other Netflix news, CFO Spencer Adam Neumann sold 57,260 shares of the business’s stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $95.50, for a total value of $5,468,330.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $7,046,658.50. The trade was a 43.69% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Bradford L. Smith sold 31,790 shares of the stock in a transaction dated 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 completion of the sale, the director owned 79,690 shares of the company’s stock, valued at $7,081,253.40. This trade represents a 28.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 1,520,133 shares of company stock valued at $137,259,786. Company insiders own 1.37% of the company’s stock.
Trending Headlines about Netflix
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 Performance
Shares of NFLX stock opened at $93.32 on Friday. Netflix, Inc. has a one year low of $75.01 and a one 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 stock has a market cap of $394.01 billion, a PE ratio of 36.93, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68. The stock has a 50-day moving average of $87.14 and a 200-day moving average of $100.82.
Netflix (NASDAQ:NFLX – Get Free Report) last announced its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The company had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. During the same period last year, the firm posted $0.43 earnings per share. The business’s quarterly revenue was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, sell-side analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current year.
Netflix Company 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.
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