Physicians Financial Services Inc. Grows Holdings in Netflix, Inc. $NFLX

Physicians Financial Services Inc. grew its stake in Netflix, Inc. (NASDAQ:NFLX) by 869.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 9,670 shares of the Internet television network’s stock after buying an additional 8,673 shares during the period. Physicians Financial Services Inc.’s holdings in Netflix were worth $907,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC boosted its stake in Netflix by 5.0% in the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after buying an additional 257 shares in the last quarter. Revolve Wealth Partners LLC boosted its stake in Netflix by 16.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after buying an additional 144 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in Netflix by 21.2% in the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock worth $1,883,000 after buying an additional 246 shares in the last quarter. Strategic Investment Advisors MI boosted its stake in Netflix by 18.9% in the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after buying an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in shares of Netflix by 12.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after purchasing an additional 228 shares in the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Insider Activity at Netflix

In other news, insider David A. Hyman sold 5,727 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $81.06, for a total transaction of $464,230.62. Following the completion of the sale, the insider directly owned 316,100 shares in the company, valued at approximately $25,623,066. This represents a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director Reed Hastings sold 420,550 shares of the stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $95.49, for a total transaction of $40,158,319.50. Following the sale, the director owned 3,940 shares of the company’s stock, valued at approximately $376,230.60. This represents a 99.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 1,543,023 shares of company stock valued at $141,145,842 in the last quarter. 1.37% of the stock is currently owned by company insiders.

Netflix Stock Performance

Netflix stock opened at $98.82 on Wednesday. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. The firm has a 50-day moving average of $88.81 and a 200-day moving average of $99.40. The firm 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. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12.

Netflix (NASDAQ:NFLX) last posted its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. The company had revenue of $12.05 billion during 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%. Netflix’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same period 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. Sell-side analysts expect that Netflix, Inc. will post 24.58 EPS for the current year.

Netflix News Roundup

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.

Wall Street Analyst Weigh In

A number of equities analysts recently commented on the stock. TD Cowen decreased their target price on shares of Netflix from $115.00 to $112.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Needham & Company LLC cut their price target on shares of Netflix from $150.00 to $120.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft reaffirmed a “hold” rating and set a $98.00 price objective (up from $95.00) on shares of Netflix in a research note on Wednesday, January 21st. Citic Securities lowered their target price on Netflix from $109.00 to $95.00 and set a “hold” rating for the company in a research note on Monday, January 26th. Finally, Guggenheim decreased their price target on Netflix from $145.00 to $130.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. 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’s stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $115.10.

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.