YHB Investment Advisors Inc. Increases Stock Holdings in Netflix, Inc. $NFLX

YHB Investment Advisors Inc. increased its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 956.3% in the 4th quarter, Holdings Channel.com reports. The firm owned 74,291 shares of the Internet television network’s stock after acquiring an additional 67,258 shares during the quarter. YHB Investment Advisors Inc.’s holdings in Netflix were worth $6,966,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Natural Investments LLC increased its holdings 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 during the last quarter. Hengehold Capital Management LLC lifted its holdings in Netflix by 3.3% in the third quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network’s stock valued at $338,000 after acquiring an additional 9 shares during the last quarter. Financial Partners Group Inc lifted its holdings in Netflix by 0.9% in the third quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network’s stock valued at $1,162,000 after acquiring an additional 9 shares during the last quarter. Seascape Capital Management grew its position in Netflix by 1.6% in the third quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock worth $681,000 after acquiring an additional 9 shares during the period. Finally, Crews Bank & Trust grew its position in Netflix by 5.8% in the third quarter. Crews Bank & Trust now owns 164 shares of the Internet television network’s stock worth $197,000 after acquiring an additional 9 shares during the period. 80.93% of the stock is owned by hedge funds and other institutional investors.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Price increases across tiers should lift ARPU and near-term revenue, and market commentary expects limited subscriber churn—supporting earnings upside. Article Title
• Positive Sentiment: An analyst price target was bumped (President Capital to $134) and some boutiques maintain buy ratings, reinforcing upside expectations. Article Title
• Positive Sentiment: Large institutional investors and hedge funds (reports of D. E. Shaw, Paul Tudor Jones, others) are adding exposure, which can provide buying support into momentum. Article Title
• Neutral Sentiment: Netflix is focused on building original franchises after losing some bids (e.g., Harry Potter). This is a long-term content strategy with unclear short-term revenue impact. Article Title
• Neutral Sentiment: Q1 earnings expectations and an April earnings catalyst are front-and-center for traders; results will likely determine whether the current momentum holds. Article Title
• Neutral Sentiment: Valuation checks note recent share momentum has created mixed undervaluation/overvaluation signals — some momentum tailwinds but also higher expectations. Article Title
• Negative Sentiment: Director Reed Hastings sold ~420,550 shares (~$40M) under a pre-arranged Rule 10b5-1 plan—a large, disclosed insider sale that can spook investors despite being pre-planned. Article Title
• Negative Sentiment: Speculation about very large M&A (a reported ~$42.2B Warner-style deal) raises questions about financial discipline, integration risk and leverage if pursued. Article Title
• Negative Sentiment: Some analysts warn repeated price hikes coupled with macro weakness could pressure subscriber growth and make valuation vulnerable if the economy slows. Article Title

Netflix Stock Up 3.3%

Shares of NFLX opened at $98.66 on Friday. The company’s 50-day simple moving average is $88.03 and its 200-day simple moving average is $99.87. 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 stock has a market capitalization of $416.56 billion, a PE ratio of 39.04, a P/E/G ratio of 1.45 and a beta of 1.67.

Netflix (NASDAQ:NFLX) last announced 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. 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 business posted $0.43 earnings per share. The business’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. Analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Wall Street Analysts Forecast Growth

NFLX has been the topic of a number of research analyst reports. Rosenblatt Securities lifted their target price on Netflix from $94.00 to $95.00 and gave the company a “neutral” rating in a research report on Friday, February 27th. Oppenheimer increased their price target on Netflix from $125.00 to $135.00 and gave the stock an “outperform” rating in a report on Friday, March 27th. Evercore initiated coverage on Netflix in a research report on Friday, February 27th. They set an “outperform” rating and a $115.00 price objective for the company. Barclays assumed coverage on shares of Netflix in a report on Monday, March 2nd. They issued an “equal weight” rating and a $115.00 price objective on the stock. Finally, Rothschild & Co Redburn set a $120.00 target price on shares of Netflix in a research note on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen 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 $114.57.

Insider Buying and Selling

In other Netflix news, CEO Gregory K. Peters sold 105,781 shares of the business’s stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total value of $8,773,476.14. Following the completion of the transaction, the chief executive officer owned 122,140 shares in the company, valued at $10,130,291.60. The trade was a 46.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, insider David A. Hyman sold 23,439 shares of the company’s stock in a transaction on 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 sale, the insider directly owned 316,100 shares in the company, valued at $27,851,571. This represents a 6.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,514,393 shares of company stock worth $138,340,102 over the last three months. 1.37% of the stock is owned by insiders.

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.