Westmount Partners LLC Acquires 27,165 Shares of Netflix, Inc. $NFLX

Westmount Partners LLC boosted its holdings in Netflix, Inc. (NASDAQ:NFLX) by 914.6% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 30,135 shares of the Internet television network’s stock after purchasing an additional 27,165 shares during the period. Westmount Partners LLC’s holdings in Netflix were worth $2,825,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in NFLX. Vanguard Group Inc. grew its position in shares of Netflix by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after buying an additional 142,238 shares during the last quarter. Contravisory Investment Management Inc. raised its holdings in shares of Netflix by 837.2% during the fourth quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock valued at $10,443,000 after acquiring an additional 99,496 shares in the last quarter. Grove Bank & Trust raised its holdings in shares of Netflix by 1,379.8% during the fourth quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock valued at $2,392,000 after acquiring an additional 23,788 shares in the last quarter. CIBC Capital Markets Europe S.A. lifted its stake in Netflix by 171.4% in the third quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock worth $79,732,000 after acquiring an additional 42,000 shares during the period. Finally, NorthCrest Asset Manangement LLC lifted its stake in Netflix by 2,184.8% in the fourth quarter. NorthCrest Asset Manangement LLC now owns 85,727 shares of the Internet television network’s stock worth $7,841,000 after acquiring an additional 81,975 shares during the period. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: UBS named Netflix a “top pick” among media stocks, citing industry consolidation, peers’ rising prices and Netflix’s structural advantages as reasons the company should outperform; that bullish endorsement helped lift the stock. Netflix Labeled ‘Top Pick’ Among Media Stocks
• Positive Sentiment: Analysts and coverage highlight Netflix’s content engine and high engagement (96B hours viewed), which supports retention, pricing power and growing ad revenue — a structural revenue tailwind as ad tiers scale. Can NFLX’s Content Strength Sustain User Engagement & Revenue Growth?
• Positive Sentiment: Market commentary argues Netflix’s recent price hikes plus higher engagement mean its “revenue engine” is heating up and should materially lift revenue and margins if churn stays controlled. Netflix’s Revenue Engine Is Heating Up — Time to Buy NFLX Stock?
• Neutral Sentiment: Netflix is due to report Q1 2026 results next month; analysts expect double-digit profit growth, making the upcoming print a key near-term catalyst but outcome-dependent. What to Expect From Netflix’s Q1 2026 Earnings Report
• Neutral Sentiment: Citizens Jmp initiated coverage with a market-perform rating (neutral), adding institutional context but not a buy signal; analyst views remain mixed across firms. Citizens Jmp Begins Coverage on Netflix
• Positive Sentiment: After walking away from the Warner Bros. deal Netflix received a $2.8B termination fee and avoided taking on large new debt, improving its cash/credit outlook and removing a major acquisition overhang. Why Losing the Warner Bros. Deal May Be the Best Outcome for Netflix Stock
• Negative Sentiment: Customer backlash and social-media complaints followed the price increases; if churn accelerates or new sign-ups slow, higher prices could backfire. Customers React to Netflix Price Hikes; Netflix Stock Slips
• Negative Sentiment: Commentary warns the latest price hike could be a broader consumer stress test amid weaker spending — a macro risk that could limit upside if consumers cut discretionary subscriptions. Prediction: Netflix’s Latest Price Increase Will Be the Ultimate Stress Test on the U.S. Economy

Wall Street Analysts Forecast Growth

NFLX has been the topic of a number of research analyst reports. Wells Fargo & Company assumed coverage on shares of Netflix in a research report on Monday, March 9th. They set an “equal weight” rating and a $105.00 price objective on the stock. Arete Research raised shares of Netflix from a “neutral” rating to a “buy” rating in a research report on Friday, February 27th. New Street Research cut their target price on shares of Netflix from $100.00 to $96.00 and set a “neutral” rating on the stock in a research note on Thursday, January 22nd. Piper Sandler reiterated a “positive” rating and set a $103.00 price target (down from $140.00) on shares of Netflix in a research report on Wednesday, January 21st. Finally, Deutsche Bank Aktiengesellschaft restated a “hold” rating and issued a $98.00 price objective (up from $95.00) on shares of Netflix in a report on Wednesday, January 21st. Two research 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.com, Netflix has an average rating of “Moderate Buy” and an average target price of $114.55.

Insider Buying and Selling at Netflix

In other news, CFO Spencer Adam Neumann sold 57,260 shares of Netflix stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $95.50, for a total value of $5,468,330.00. Following the completion of the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at $7,046,658.50. The trade was a 43.69% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Bradford L. Smith sold 31,790 shares of the company’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the completion of the transaction, the director owned 79,690 shares in the company, valued at approximately $7,081,253.40. The trade was a 28.52% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,520,133 shares of company stock valued at $137,259,786 in the last ninety days. Corporate insiders own 1.37% of the company’s stock.

Netflix Price Performance

Shares of NFLX opened at $96.15 on Wednesday. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The firm’s 50-day simple moving average is $87.53 and its two-hundred day simple moving average is $100.18. The stock has a market cap of $405.96 billion, a PE ratio of 38.05, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68. 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 (NASDAQ:NFLX) last released its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.01. The firm 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%. The business’s revenue was up 17.6% on a year-over-year basis. During the same period last year, the business earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Netflix Company 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.