MBL Wealth LLC grew its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,063.2% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 9,143 shares of the Internet television network’s stock after buying an additional 8,357 shares during the quarter. MBL Wealth LLC’s holdings in Netflix were worth $857,000 as of its most recent filing with the Securities & Exchange Commission.
Several other hedge funds have also recently modified their holdings of the company. Natural Investments LLC lifted its position in shares of Netflix by 0.5% during the 3rd quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock worth $1,999,000 after buying an additional 9 shares in the last quarter. Hengehold Capital Management LLC lifted its position in shares of Netflix by 3.3% during the 3rd quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network’s stock worth $338,000 after buying an additional 9 shares in the last quarter. Financial Partners Group Inc lifted its position in shares of Netflix by 0.9% during the 3rd quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network’s stock worth $1,162,000 after buying an additional 9 shares in the last quarter. Seascape Capital Management lifted its position in shares of Netflix by 1.6% during the 3rd quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock worth $681,000 after buying an additional 9 shares in the last quarter. Finally, Crews Bank & Trust lifted its position in shares of Netflix by 5.8% during the 3rd quarter. Crews Bank & Trust now owns 164 shares of the Internet television network’s stock worth $197,000 after buying an additional 9 shares in the last quarter. Institutional investors own 80.93% of the company’s stock.
Wall Street Analysts Forecast Growth
Several research firms have commented on NFLX. Erste Group Bank raised shares of Netflix from a “hold” rating to a “buy” rating in a research report on Tuesday, March 24th. Robert W. Baird lowered their price target on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a report on Friday, January 23rd. Huber Research raised shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a report on Friday, February 27th. Arete Research raised shares of Netflix from a “neutral” rating to a “buy” rating in a report on Friday, February 27th. Finally, Loop Capital set a $104.00 price target on shares of Netflix in a report on Tuesday, January 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $115.10.
Insider Activity
In other Netflix news, insider Cletus R. Willems sold 3,136 shares of the stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total transaction of $259,253.12. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Spencer Adam Neumann sold 28,630 shares of the stock in a transaction on Thursday, April 2nd. The stock was sold at an average price of $98.00, for a total value of $2,805,740.00. Following the sale, the chief financial officer owned 73,787 shares in the company, valued at approximately $7,231,126. This represents a 27.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,543,023 shares of company stock valued at $141,145,842. 1.37% of the stock is currently owned by corporate insiders.
More Netflix News
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Goldman Sachs upgraded NFLX to Buy and raised its 12‑month price target to $120, citing stronger revenue prospects, margin expansion and potential capital returns — a high‑profile endorsement that lifted sentiment and helped push the stock higher earlier this week. Read More.
- Positive Sentiment: Jefferies expects recent subscription price increases to flow through and lift full‑year guidance; the firm reiterated a Buy and a $134 target, reinforcing the narrative that pricing and ad revenue will materially improve profitability. Read More.
- Positive Sentiment: Netflix launched “Playground,” an ad‑free kids gaming app, expanding its product ecosystem into family gaming and increasing engagement/ARPU potential — a product move investors view as a low‑risk way to deepen subscriber stickiness and monetize IP. Read More.
- Positive Sentiment: Market and trade commentary (MarketBeat/other outlets) are reframing Netflix from a pure growth story to a profitability and cash‑return story (price hikes, ad monetization, gaming, sports), prompting upgrades/price‑target raises and attracting buy interest. Read More.
- Neutral Sentiment: Broader analyst coverage is active — some firms remain cautious (holds) while others raise targets; that mixed tape drives intraday swings as investors position ahead of Netflix’s upcoming earnings. Read More.
- Neutral Sentiment: Minor target tweaks from smaller shops (e.g., Rosenblatt) and numerous commentary pieces keep volatility high but don’t shift the core thesis — investors are parsing execution on pricing/ad revenue vs. subscriber growth. (No single article link.)
- Negative Sentiment: Harding Loevner flagged that recent results fell short of expectations in its investor letter, which feeds concerns about near‑term execution and can pressure the stock ahead of earnings. Read More.
- Negative Sentiment: Insider selling: Netflix’s CFO disclosed a multi‑million dollar stock sale, a datapoint some investors treat as a behavioral red flag (or simply portfolio management), and it can weigh on sentiment when combined with mixed fundamentals. Read More.
Netflix Trading Down 0.1%
NASDAQ:NFLX opened at $98.82 on Wednesday. The company has a market cap of $417.23 billion, a P/E ratio of 39.11, a P/E/G ratio of 1.50 and a beta of 1.67. The stock’s fifty day moving average price is $88.81 and its two-hundred day moving average price is $99.40. Netflix, Inc. has a 1 year low of $75.01 and a 1 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.
Netflix (NASDAQ:NFLX – Get Free Report) last posted its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.55 by $0.01. The firm had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The business’s quarterly revenue was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, analysts expect that Netflix, Inc. will post 24.58 EPS for the current year.
Netflix 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.
Further Reading
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