Netflix, Inc. $NFLX Shares Acquired by Silver Oak Securities Incorporated

Silver Oak Securities Incorporated lifted its position in Netflix, Inc. (NASDAQ:NFLX) by 1,007.4% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 20,929 shares of the Internet television network’s stock after buying an additional 19,039 shares during the quarter. Silver Oak Securities Incorporated’s holdings in Netflix were worth $1,963,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of the company. First Financial Corp IN lifted its position in shares of Netflix by 900.0% during the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after purchasing an additional 243 shares in the last quarter. Imprint Wealth LLC purchased a new position in shares of Netflix in the third quarter valued at approximately $25,000. Retirement Wealth Solutions LLC acquired a new position in shares of Netflix in the third quarter valued at approximately $28,000. MB Levis & Associates LLC grew its holdings in shares of Netflix by 177.8% in the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock valued at $28,000 after purchasing an additional 192 shares in the last quarter. Finally, Steph & Co. increased its stake in Netflix by 188.9% during the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after buying an additional 17 shares during the period. Institutional investors and hedge funds own 80.93% of the company’s stock.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: UBS named Netflix its “top pick” among media stocks, arguing industry consolidation and peers’ higher prices favor Netflix’s direct-to-consumer position — a near-term bullish research catalyst. Netflix Labeled ‘Top Pick’ Among Media Stocks. Here’s Why.
• Positive Sentiment: Engagement remains strong: Netflix reported ~96 billion hours viewed, which supports retention, pricing power and ad revenue scaling — fundamentals that bolster revenue growth expectations for 2026. Can NFLX’s Content Strength Sustain User Engagement & Revenue Growth?
• Positive Sentiment: Walking away from the Warner Bros. deal has been framed as a net positive: Netflix received a ~$2.8B termination fee and avoided large additional debt, leaving capital to fund content, ads and organic growth. Why Losing the Warner Bros. Deal May Be the Best Outcome for Netflix Stock
• Neutral Sentiment: Netflix raised subscription prices across tiers (first increase since Jan 2025). This should boost revenue and margins if churn is limited, but the impact will hinge on subscriber response and ad growth execution. Netflix (NFLX) Raises Subscription Prices
• Neutral Sentiment: Strategic push into live sports (pursuing additional NFL packages) could justify higher prices and expand ad inventory, but success is execution-dependent and will take time to materialize in results. Netflix May Have Good Reason To Raise Prices: Streamer Eyes More NFL Games
• Negative Sentiment: Customer reaction to the price hikes has been mixed and triggered some negative sentiment — reports show customer pushback and an initial stock slip after the announcement, a short-term risk to subscriber growth. Customers React to Netflix Price Hikes; Netflix Stock Slips
• Negative Sentiment: Some commentators warn the latest price increases could strain consumer budgets amid macro weakness — a potential demand risk if inflation/consumer spending deteriorates. Prediction: Netflix’s Latest Price Increase Will Be the Ultimate Stress Test on the U.S. Economy

Insiders Place Their Bets

In related news, insider David A. Hyman sold 23,439 shares of the company’s stock in a transaction that occurred 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 completion of the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at $27,851,571. This represents a 6.90% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Reed Hastings sold 426,290 shares of the stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the completion of the transaction, the director owned 3,940 shares in the company, valued at $361,179.80. This represents a 99.08% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is currently owned by company insiders.

Netflix Stock Performance

Shares of NFLX stock opened at $96.15 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 fifty day moving average price of $87.53 and a 200 day moving average price of $100.18. The company has a market cap of $405.96 billion, a P/E ratio of 38.05, a PEG ratio of 1.41 and a beta of 1.68. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12.

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

Analysts Set New Price Targets

A number of equities research analysts have issued reports on the stock. DZ Bank reiterated a “buy” rating on shares of Netflix in a report on Friday, February 27th. Jefferies Financial Group reaffirmed a “buy” rating on shares of Netflix in a research report on Friday, February 27th. HSBC reduced their price objective on Netflix from $107.00 to $106.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Erste Group Bank raised Netflix from a “hold” rating to a “buy” rating in a research note on Tuesday, March 24th. Finally, Wolfe Research upped their price target on Netflix from $95.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have assigned a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $114.55.

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.