Netflix, Inc. $NFLX Stock Holdings Increased by Northstar Advisory Group LLC

Northstar Advisory Group LLC raised its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 617.1% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 33,760 shares of the Internet television network’s stock after buying an additional 29,052 shares during the period. Netflix comprises approximately 1.1% of Northstar Advisory Group LLC’s investment portfolio, making the stock its 29th biggest position. Northstar Advisory Group LLC’s holdings in Netflix were worth $3,165,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in NFLX. Polianta Ltd bought a new position in shares of Netflix in the fourth quarter valued at $1,518,000. J. Safra Sarasin Holding AG boosted its stake in shares of Netflix by 3,746.8% during the 4th quarter. J. Safra Sarasin Holding AG now owns 358,827 shares of the Internet television network’s stock worth $33,740,000 after acquiring an additional 349,499 shares in the last quarter. Westend Capital Management LLC grew its holdings in shares of Netflix by 403.8% in the 4th quarter. Westend Capital Management LLC now owns 72,085 shares of the Internet television network’s stock worth $6,759,000 after acquiring an additional 57,777 shares during the last quarter. Mn Services Vermogensbeheer B.V. grew its holdings in shares of Netflix by 921.4% in the 4th quarter. Mn Services Vermogensbeheer B.V. now owns 1,656,790 shares of the Internet television network’s stock worth $155,341,000 after acquiring an additional 1,494,590 shares during the last quarter. Finally, Wealth Quarterback LLC raised its position in shares of Netflix by 900.0% during the fourth quarter. Wealth Quarterback LLC now owns 3,560 shares of the Internet television network’s stock worth $334,000 after purchasing an additional 3,204 shares during the period. Institutional investors and hedge funds own 80.93% of the company’s stock.

Analyst Upgrades and Downgrades

NFLX has been the subject of several analyst reports. Pivotal Research reduced their target price on Netflix from $105.00 to $95.00 and set a “hold” rating for the company in a report on Wednesday, January 21st. Wedbush restated an “outperform” rating and set a $115.00 price objective on shares of Netflix in a report on Friday, February 20th. JPMorgan Chase & Co. began coverage on shares of Netflix in a research note on Monday, March 2nd. They set an “overweight” rating and a $120.00 price objective for the company. Weiss Ratings cut shares of Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 22nd. Finally, New Street Research dropped their target price on shares of Netflix from $100.00 to $96.00 and set a “neutral” rating on the stock in a research report on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have given a Hold rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $114.55.

Insider Buying and Selling at Netflix

In related news, CEO Gregory K. Peters sold 27,312 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the transaction, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at approximately $10,166,933.60. The trade was a 18.27% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Reed Hastings sold 410,550 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $97.01, for a total transaction of $39,827,455.50. Following the completion of the transaction, the director owned 3,940 shares in the company, valued at approximately $382,219.40. This represents a 99.05% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 1,520,133 shares of company stock valued at $137,259,786 in the last 90 days. Corporate insiders own 1.37% of the company’s stock.

Netflix Stock Down 0.5%

NASDAQ:NFLX opened at $92.97 on Tuesday. The business’s fifty day moving average price is $87.35 and its 200 day moving average price is $100.38. The firm has a market capitalization of $392.53 billion, a price-to-earnings ratio of 36.79, 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 1-year low of $75.01 and a 1-year high of $134.12.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The firm had revenue of $12.05 billion during the quarter, compared to analyst estimates of $11.97 billion. During the same period last year, the company posted $0.43 EPS. 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. On average, sell-side analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix avoided a large, debt-funded acquisition and collected a sizable termination fee — a material near-term cash boost and preservation of balance-sheet flexibility that reduces execution risk. Paramount Paid Netflix $2.8 Billion Breakup Fee
• Positive Sentiment: Analysts remain generally constructive: recent price-target raises (including a $135 target) and consensus targets imply meaningful upside vs. the current level, reflecting expectations for margin expansion from price increases and ad monetization. Netflix Price Target Raised to $135.00
• Neutral Sentiment: Management is leaning on organic growth levers — higher subscription prices, ad revenue growth and live sports — which are strategic positives but carry execution risk and timing uncertainty. MarketBeat Netflix Overview
• Neutral Sentiment: Coverage changes and rating moves include a Citizens JMP “market perform” initiation, signaling some analyst caution despite long-term upside scenarios. Benzinga Coverage Note
• Negative Sentiment: Customer reaction to the latest 10% U.S. price hike has been negative in social and survey coverage, and early market reactions show some share weakness on fears of churn and subscriber sensitivity. Customers React to Netflix Price Hikes
• Negative Sentiment: Analysts are split after the price increase — some see durable monetization upside, others worry valuation leaves little room for error; mixed headlines are increasing near-term volatility. Analysts Split on Outlook Following 10% Price Increase
• Negative Sentiment: Competitive pressure in ad-supported streaming (Roku cited as a cheaper/AI-ad advantaged alternative) tempers enthusiasm about Netflix’s ad growth thesis and relative valuation. NFLX vs. ROKU: Which Ad-Supported Streaming Stock is the Better Buy?

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.