Crumly & Associates Inc. raised its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 920.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,413 shares of the Internet television network’s stock after purchasing an additional 17,510 shares during the quarter. Crumly & Associates Inc.’s holdings in Netflix were worth $1,820,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. First Financial Corp IN lifted its holdings in shares of Netflix by 900.0% in the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after buying an additional 243 shares during the period. Imprint Wealth LLC acquired a new position in Netflix during the third quarter worth $25,000. Retirement Wealth Solutions LLC purchased a new position in Netflix in the third quarter worth $28,000. MB Levis & Associates LLC raised its position in Netflix by 177.8% in the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock worth $28,000 after acquiring an additional 192 shares in the last quarter. Finally, Steph & Co. lifted its holdings in 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 acquiring an additional 17 shares during the period. Institutional investors and hedge funds own 80.93% of the company’s stock.
Insider Buying and Selling
In other news, CFO Spencer Adam Neumann sold 28,630 shares of the stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $97.00, for a total value of $2,777,110.00. Following the sale, the chief financial officer directly owned 73,787 shares in the company, valued at $7,157,339. This represents a 27.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider David A. Hyman sold 5,727 shares of the stock in a transaction that occurred on 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 owned 316,100 shares in the company, valued at $25,623,066. This represents a 1.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is owned by company insiders.
Analysts Set New Price Targets
Get Our Latest Research Report on NFLX
Key Netflix News
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 Trading Up 0.1%
NASDAQ:NFLX opened at $93.43 on Friday. The company has a market capitalization of $394.48 billion, a PE ratio of 36.97, a price-to-earnings-growth ratio of 1.43 and a beta of 1.68. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The stock has a fifty day simple moving average of $87.25 and a 200-day simple moving average of $100.77.
Netflix (NASDAQ:NFLX – Get Free Report) last issued its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 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 for the quarter, compared to analysts’ expectations of $11.97 billion. During the same period in the prior year, the company earned $0.43 EPS. The firm’s revenue was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities research analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current fiscal 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.
Featured Articles
Want to see what other hedge funds are holding NFLX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Netflix, Inc. (NASDAQ:NFLX – Free Report).
Receive News & Ratings for Netflix Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Netflix and related companies with MarketBeat.com's FREE daily email newsletter.
