Nisa Investment Advisors LLC Raises Position in Netflix, Inc. $NFLX

Nisa Investment Advisors LLC lifted its position in Netflix, Inc. (NASDAQ:NFLX) by 921.7% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 1,400,023 shares of the Internet television network’s stock after buying an additional 1,262,993 shares during the period. Netflix comprises 1.9% of Nisa Investment Advisors LLC’s portfolio, making the stock its 19th largest holding. Nisa Investment Advisors LLC’s holdings in Netflix were worth $131,266,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in NFLX. First Financial Corp IN lifted its position in Netflix by 900.0% in the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 243 shares in the last quarter. Imprint Wealth LLC purchased a new stake in Netflix during the 3rd quarter valued at $25,000. Retirement Wealth Solutions LLC bought a new stake in shares of Netflix in the 3rd quarter worth $28,000. MB Levis & Associates LLC increased its holdings in shares of Netflix by 177.8% in the 4th quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock worth $28,000 after purchasing an additional 192 shares in the last quarter. Finally, Steph & Co. raised its stake in shares of Netflix by 188.9% in the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after purchasing an additional 17 shares during the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on NFLX shares. Argus lowered their price target on Netflix from $141.00 to $110.00 and set a “buy” rating on the stock in a report on Thursday, January 22nd. Canaccord Genuity Group set a $125.00 target price on Netflix and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $98.00 price target (up from $95.00) on shares of Netflix in a report on Wednesday, January 21st. Piper Sandler reiterated a “positive” rating and issued a $103.00 price target (down from $140.00) on shares of Netflix in a research note on Wednesday, January 21st. Finally, The Goldman Sachs Group reissued a “neutral” rating and set a $100.00 price objective (down from $112.00) on shares of Netflix in a report on Wednesday, January 21st. 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 company’s stock. According to data from MarketBeat, Netflix presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.55.

Insider Transactions at Netflix

In other news, Director Bradford L. Smith sold 31,790 shares of Netflix stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the transaction, the director directly owned 79,690 shares of the company’s stock, valued at $7,081,253.40. The trade was a 28.52% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider David A. Hyman sold 23,439 shares of the business’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 value of $2,065,210.29. Following the transaction, the insider owned 316,100 shares of the company’s stock, valued at approximately $27,851,571. This trade represents a 6.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. Company insiders own 1.37% of the company’s stock.

More Netflix News

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. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The business has a fifty day moving average price of $87.53 and a 200-day moving average price of $100.18. The firm has a market capitalization of $405.96 billion, a price-to-earnings ratio of 38.05, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19.

Netflix (NASDAQ:NFLX) last released its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share 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 company had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. During the same period in the previous year, the business earned $0.43 earnings per share. Netflix’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. Sell-side analysts forecast that Netflix, Inc. will post 24.58 EPS 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.