Netflix, Inc. $NFLX Stock Position Raised by Meyer Handelman Co.

Meyer Handelman Co. increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 961.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 31,300 shares of the Internet television network’s stock after acquiring an additional 28,350 shares during the quarter. Meyer Handelman Co.’s holdings in Netflix were worth $2,935,000 at the end of the most recent quarter.

A number of other large investors have also recently bought and sold shares of NFLX. Imprint Wealth LLC acquired a new stake in shares of Netflix during the 3rd quarter worth approximately $25,000. Retirement Wealth Solutions LLC bought a new stake in shares of Netflix in the 3rd quarter worth approximately $28,000. Steph & Co. boosted its position in Netflix by 188.9% during the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after purchasing an additional 17 shares during the period. Bare Financial Services Inc boosted its position in Netflix by 93.3% during the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after purchasing an additional 14 shares during the period. Finally, Horizon Financial Services LLC grew its stake in Netflix by 480.0% during the 3rd quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after buying an additional 24 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.

Insider Activity at Netflix

In other news, insider David A. Hyman sold 5,727 shares of the stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $81.06, for a total value of $464,230.62. Following the completion of the transaction, the insider directly owned 316,100 shares in the company, valued at $25,623,066. This trade represents a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CFO Spencer Adam Neumann sold 28,630 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $97.00, for a total transaction of $2,777,110.00. Following the transaction, the chief financial officer owned 73,787 shares in the company, valued at $7,157,339. This represents a 27.95% decrease in their position. 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 three months. Insiders own 1.37% of the company’s stock.

Analysts Set New Price Targets

Several brokerages have weighed in on NFLX. Moffett Nathanson dropped their target price on Netflix from $140.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. DZ Bank restated a “buy” rating on shares of Netflix in a research report on Friday, February 27th. UBS Group set a $104.00 price objective on shares of Netflix in a report on Tuesday, January 27th. BMO Capital Markets cut their price objective on shares of Netflix from $143.00 to $135.00 and set an “outperform” rating on the stock in a research report on Wednesday, January 21st. Finally, TD Cowen reduced their target price on shares of Netflix from $115.00 to $112.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat.com, Netflix has a consensus rating of “Moderate Buy” and a consensus target price of $114.55.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: UBS named Netflix its “top pick” among media stocks, arguing industry consolidation and peers’ higher prices favor Netflix’s direct-to-consumer position — a near-term bullish research catalyst. Netflix Labeled ‘Top Pick’ Among Media Stocks. Here’s Why.
• Positive Sentiment: Engagement remains strong: Netflix reported ~96 billion hours viewed, which supports retention, pricing power and ad revenue scaling — fundamentals that bolster revenue growth expectations for 2026. Can NFLX’s Content Strength Sustain User Engagement & Revenue Growth?
• Positive Sentiment: Walking away from the Warner Bros. deal has been framed as a net positive: Netflix received a ~$2.8B termination fee and avoided large additional debt, leaving capital to fund content, ads and organic growth. Why Losing the Warner Bros. Deal May Be the Best Outcome for Netflix Stock
• Neutral Sentiment: Netflix raised subscription prices across tiers (first increase since Jan 2025). This should boost revenue and margins if churn is limited, but the impact will hinge on subscriber response and ad growth execution. Netflix (NFLX) Raises Subscription Prices
• Neutral Sentiment: Strategic push into live sports (pursuing additional NFL packages) could justify higher prices and expand ad inventory, but success is execution-dependent and will take time to materialize in results. Netflix May Have Good Reason To Raise Prices: Streamer Eyes More NFL Games
• Negative Sentiment: Customer reaction to the price hikes has been mixed and triggered some negative sentiment — reports show customer pushback and an initial stock slip after the announcement, a short-term risk to subscriber growth. Customers React to Netflix Price Hikes; Netflix Stock Slips
• Negative Sentiment: Some commentators warn the latest price increases could strain consumer budgets amid macro weakness — a potential demand risk if inflation/consumer spending deteriorates. Prediction: Netflix’s Latest Price Increase Will Be the Ultimate Stress Test on the U.S. Economy

Netflix Trading Up 3.4%

NASDAQ:NFLX opened at $96.15 on Wednesday. The stock has a market cap of $405.96 billion, a price-to-earnings ratio of 38.05, a PEG ratio of 1.41 and a beta of 1.68. 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, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. The business has a fifty day moving average of $87.53 and a 200-day moving average of $100.18.

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