Kieckhefer Group LLC Acquires 53,465 Shares of Netflix, Inc. $NFLX

Kieckhefer Group LLC raised its holdings in Netflix, Inc. (NASDAQ:NFLX) by 1,002.2% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The fund owned 58,800 shares of the Internet television network’s stock after buying an additional 53,465 shares during the quarter. Netflix comprises 2.6% of Kieckhefer Group LLC’s holdings, making the stock its 7th largest position. Kieckhefer Group LLC’s holdings in Netflix were worth $5,513,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Alhambra Investment Management LLC increased its holdings in shares of Netflix by 863.0% during the fourth quarter. Alhambra Investment Management LLC now owns 12,009 shares of the Internet television network’s stock valued at $1,126,000 after acquiring an additional 10,762 shares in the last quarter. Boston Common Asset Management LLC boosted its stake in Netflix by 885.1% in the 4th quarter. Boston Common Asset Management LLC now owns 346,527 shares of the Internet television network’s stock worth $32,490,000 after purchasing an additional 311,350 shares in the last quarter. Orrstown Financial Services Inc. grew its position in Netflix by 965.0% during the 4th quarter. Orrstown Financial Services Inc. now owns 11,768 shares of the Internet television network’s stock worth $1,103,000 after purchasing an additional 10,663 shares during the last quarter. Retirement Systems of Alabama grew its position in Netflix by 896.3% during the 4th quarter. Retirement Systems of Alabama now owns 1,337,436 shares of the Internet television network’s stock worth $125,398,000 after purchasing an additional 1,203,190 shares during the last quarter. Finally, Harrell Investment Partners LLC increased its stake in Netflix by 824.9% during the 4th quarter. Harrell Investment Partners LLC now owns 37,347 shares of the Internet television network’s stock valued at $3,502,000 after purchasing an additional 33,309 shares in the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the stock. Citic Securities decreased their price target on shares of Netflix from $109.00 to $95.00 and set a “hold” rating for the company in a report on Monday, January 26th. BMO Capital Markets cut their target price on Netflix from $143.00 to $135.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 21st. Needham & Company LLC reduced their target price on Netflix from $150.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. Guggenheim lowered their price target on Netflix from $145.00 to $130.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Finally, Wells Fargo & Company initiated coverage on Netflix in a research note on Monday, March 9th. They set an “equal weight” rating and a $105.00 price target on the stock. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have given a Hold rating to the stock. According to data from MarketBeat.com, Netflix presently has a consensus rating of “Moderate Buy” and an average price target of $114.55.

Netflix Price Performance

Shares of NFLX opened at $92.97 on Tuesday. The business’s 50-day moving average is $87.35 and its two-hundred day moving average is $100.38. The company has a market capitalization of $392.53 billion, a P/E ratio of 36.79, a P/E/G ratio of 1.43 and a beta of 1.68. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19.

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

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix avoided a large, debt-funded acquisition and collected a sizable termination fee — a material near-term cash boost and preservation of balance-sheet flexibility that reduces execution risk. Paramount Paid Netflix $2.8 Billion Breakup Fee
• Positive Sentiment: Analysts remain generally constructive: recent price-target raises (including a $135 target) and consensus targets imply meaningful upside vs. the current level, reflecting expectations for margin expansion from price increases and ad monetization. Netflix Price Target Raised to $135.00
• Neutral Sentiment: Management is leaning on organic growth levers — higher subscription prices, ad revenue growth and live sports — which are strategic positives but carry execution risk and timing uncertainty. MarketBeat Netflix Overview
• Neutral Sentiment: Coverage changes and rating moves include a Citizens JMP “market perform” initiation, signaling some analyst caution despite long-term upside scenarios. Benzinga Coverage Note
• Negative Sentiment: Customer reaction to the latest 10% U.S. price hike has been negative in social and survey coverage, and early market reactions show some share weakness on fears of churn and subscriber sensitivity. Customers React to Netflix Price Hikes
• Negative Sentiment: Analysts are split after the price increase — some see durable monetization upside, others worry valuation leaves little room for error; mixed headlines are increasing near-term volatility. Analysts Split on Outlook Following 10% Price Increase
• Negative Sentiment: Competitive pressure in ad-supported streaming (Roku cited as a cheaper/AI-ad advantaged alternative) tempers enthusiasm about Netflix’s ad growth thesis and relative valuation. NFLX vs. ROKU: Which Ad-Supported Streaming Stock is the Better Buy?

Insider Activity at Netflix

In other news, insider David A. Hyman sold 23,439 shares of the firm’s stock in a transaction that occurred on 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 sale, the insider owned 316,100 shares of the company’s stock, valued at $27,851,571. This trade represents a 6.90% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Spencer Adam Neumann sold 57,260 shares of Netflix stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $7,046,658.50. This trade represents a 43.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,520,133 shares of company stock valued at $137,259,786 in the last 90 days. 1.37% of the stock is currently owned by corporate insiders.

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.