Pallas Capital Advisors LLC Has $6.14 Million Stock Position in Netflix, Inc. $NFLX

Pallas Capital Advisors LLC lifted its holdings in Netflix, Inc. (NASDAQ:NFLX) by 984.3% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 65,472 shares of the Internet television network’s stock after acquiring an additional 59,434 shares during the period. Pallas Capital Advisors LLC’s holdings in Netflix were worth $6,139,000 as of its most recent filing with the SEC.

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

Netflix Stock Up 0.1%

Shares of NASDAQ NFLX opened at $93.43 on Friday. The company has a market cap of $394.48 billion, a price-to-earnings ratio of 36.97, a PEG ratio of 1.43 and a beta of 1.68. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The stock has a 50-day moving average price of $87.25 and a two-hundred day moving average price of $100.77.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings results 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. The company had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm’s revenue was up 17.6% on a year-over-year basis. During the same period in the previous year, the firm posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several equities analysts have weighed in on NFLX shares. William Blair reaffirmed an “outperform” rating on shares of Netflix in a report on Wednesday, January 21st. Erste Group Bank raised Netflix from a “hold” rating to a “buy” rating in a report on Tuesday. Moffett Nathanson decreased their price target on Netflix from $140.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Wells Fargo & Company initiated coverage on shares of Netflix in a research report on Monday, March 9th. They set an “equal weight” rating and a $105.00 price objective for the company. Finally, Pivotal Research reduced their price objective on shares of Netflix from $105.00 to $95.00 and set a “hold” rating on the stock in a research note on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat, Netflix has a consensus rating of “Moderate Buy” and a consensus target price of $114.55.

Insider Transactions at Netflix

In other news, CFO Spencer Adam Neumann sold 28,630 shares of the stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $97.00, for a total value of $2,777,110.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,157,339. This represents a 27.95% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider David A. Hyman sold 5,727 shares of the firm’s stock in a transaction 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 sale, the insider directly owned 316,100 shares in the company, valued at approximately $25,623,066. This trade represents a 1.78% decrease in their position. 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. Corporate insiders own 1.37% of the company’s stock.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analysts say the price increases should drive meaningful revenue upside (estimates cite as much as ~$1.7B potential incremental revenue) with limited churn risk — a direct boost to near‑term top‑line and profit leverage. Netflix Price Hikes Could Unlock $1.7 Billion
• Positive Sentiment: Multiple firms (including Jefferies, Citi, JPMorgan and Oppenheimer) responded with upgraded views or higher targets, arguing strong engagement and low churn give Netflix room to raise prices — this analyst support is pro‑stock. Jefferies Commentary on Price Hike
• Positive Sentiment: Research upgrades and modest EPS estimate bumps (e.g., Erste Group raising EPS and issuing a Buy) reinforce the view that higher ARPU will flow through to earnings. Erste Group Upgrade / Marketbeat
• Neutral Sentiment: Price changes: ad tier to $8.99 (+$1), standard to $19.99 (+$2), premium to $26.99 (+$2). Netflix says the increases help fund a $20B content budget (up ~$2B yr/yr). This is the direct rationale investors are pricing in. Reuters: Netflix raises subscription prices
• Neutral Sentiment: Widespread media coverage details the new rates and compares competitors; useful for gauging consumer reaction but not immediately decisive for fundamentals. Investopedia Pricing Summary
• Negative Sentiment: Political and consumer backlash: critics (including Senator Elizabeth Warren) flagged the hike soon after a large payout, which could pressure PR and invite scrutiny — a headline risk. Benzinga: Warren Criticism
• Negative Sentiment: Longer‑term risk: repeated “stream‑flation” could push price‑sensitive subscribers toward free alternatives (YouTube, ad‑supported platforms), so the revenue upside depends on continued low churn. Some commentators remain cautious. Business Insider: Stream‑flation

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.