Howard Financial Services LTD. Acquires 9,551 Shares of Netflix, Inc. $NFLX

Howard Financial Services LTD. grew its holdings in Netflix, Inc. (NASDAQ:NFLX) by 928.2% in the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 10,580 shares of the Internet television network’s stock after buying an additional 9,551 shares during the quarter. Howard Financial Services LTD.’s holdings in Netflix were worth $992,000 at the end of the most recent reporting period.

Other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. raised its position in shares of Netflix by 0.4% during the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after acquiring an additional 142,238 shares during the last quarter. Contravisory Investment Management Inc. boosted its holdings in Netflix by 837.2% in the fourth quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock valued at $10,443,000 after acquiring an additional 99,496 shares during the last quarter. Grove Bank & Trust increased its position in Netflix by 1,379.8% in the fourth quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock worth $2,392,000 after purchasing an additional 23,788 shares during the period. CIBC Capital Markets Europe S.A. increased its position in Netflix by 171.4% in the third quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock worth $79,732,000 after purchasing an additional 42,000 shares during the period. Finally, NorthCrest Asset Manangement LLC raised its holdings in Netflix by 2,184.8% during the 4th quarter. NorthCrest Asset Manangement LLC now owns 85,727 shares of the Internet television network’s stock worth $7,841,000 after purchasing an additional 81,975 shares during the last quarter. 80.93% of the stock is owned by institutional investors.

Netflix Stock Performance

Shares of NASDAQ:NFLX opened at $90.92 on Wednesday. The firm’s 50 day simple moving average is $86.96 and its 200 day simple moving average is $101.27. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The company has a market capitalization of $383.88 billion, a price-to-earnings ratio of 35.98, a P/E/G ratio of 1.43 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 issued its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating 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 firm 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 company earned $0.43 earnings per share. The business’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. As a group, sell-side analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current year.

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on the stock. Weiss Ratings lowered shares of Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 22nd. Benchmark reissued a “hold” rating on shares of Netflix in a research note on Tuesday, January 13th. Robert W. Baird cut their price objective 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. Needham & Company LLC reduced their price objective on shares of Netflix from $150.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Finally, Rothschild & Co Redburn set a $120.00 target price on shares of Netflix in a report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat.com, Netflix has an average rating of “Moderate Buy” and a consensus target price of $114.35.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: BTS livestream drew 18.4 million global viewers, underscoring Netflix’s ability to scale live and event programming that can attract large global audiences and boost engagement. BTS Seoul concert livestream draws 18.4 million global viewers, Netflix says
• Positive Sentiment: Citi resumed coverage with a Buy and $115 price target, citing improving profitability, pricing power and capital returns — a bullish analyst signal that can support upside. Citi Resumes Coverage of Netflix (NFLX) Stock
• Positive Sentiment: Erste upgraded NFLX from Hold to Buy — another vote of confidence from the sell‑side that can help sentiment and flow into the stock. Erste upgrade / Finviz
• Positive Sentiment: Netflix struck a first‑look partnership with Warner Music to develop music-focused and live-adjacent content — a potential lever for new viewer formats and advertising or sponsorship revenue. Is Netflix’s (NFLX) Warner Music Deal a Clue to Its Next Advertising Growth Lever?
• Neutral Sentiment: Several writeups are re‑assessing valuation after the recent pullback, providing numbers-driven views on whether current levels offer value; useful for investors weighing entry points. Is It Time To Reassess Netflix (NFLX) After Its Recent Share Price Pullback?
• Neutral Sentiment: Zacks and other outlets note Netflix is a trending/beat‑up name with improving short‑term sentiment — these pieces explain investor attention but don’t add new fundamentals. Here is What to Know Beyond Why Netflix, Inc. (NFLX) is a Trending Stock
• Negative Sentiment: Narratives around Netflix walking away from the Warner Bros. deal and prior failed talks are fueling concern about missed M&A catalysts and strategic uncertainty. What Comes Next After Netflix Walked Away From Warner?
• Negative Sentiment: Consumer surveys (Canada) show cash‑strapped households choosing lower‑priced, ad‑supported tiers — a reminder ad adoption could blunt ARPU gains and margin upside. NFLX, DIS, PSKY: New ‘Couch Potato Report’ Shows Cash-Strapped Canadians Choose to Stream with Ads
• Negative Sentiment: Commentators are using Netflix’s past deal setbacks to caution about larger market M&A dynamics, which may add to risk‑off sentiment for high‑beta growth names. Gary Black Cites Netflix-Warner Bros Deal To Caution Against SpaceX-Tesla Merger

Insider Buying and Selling

In other Netflix news, insider David A. Hyman sold 23,439 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $88.11, for a total value of $2,065,210.29. Following the completion of the sale, the insider directly owned 316,100 shares in the company, valued at $27,851,571. This represents a 6.90% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Reed Hastings sold 426,290 shares of the firm’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $91.67, for a total value of $39,078,004.30. Following the sale, the director directly owned 3,940 shares in the company, valued at approximately $361,179.80. This represents a 99.08% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,520,133 shares of company stock worth $137,259,786 over the last ninety days. Insiders own 1.37% of the company’s stock.

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.