Jacobs & Co. CA raised its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 68,782.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 138,454 shares of the Internet television network’s stock after purchasing an additional 138,253 shares during the period. Netflix accounts for 1.2% of Jacobs & Co. CA’s portfolio, making the stock its 26th largest position. Jacobs & Co. CA’s holdings in Netflix were worth $12,981,000 as of its most recent SEC filing.
Several other large investors have also recently made changes to their positions in NFLX. Weaver Consulting Group grew its stake in shares of Netflix by 4.1% in the 2nd quarter. Weaver Consulting Group now owns 231 shares of the Internet television network’s stock worth $309,000 after buying an additional 9 shares during the last quarter. Natural Investments LLC raised its stake in Netflix by 0.5% during the third quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock valued at $1,999,000 after buying an additional 9 shares during the last quarter. Hengehold Capital Management LLC raised its stake in Netflix by 3.3% during the third quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network’s stock valued at $338,000 after buying an additional 9 shares during the last quarter. Financial Partners Group Inc boosted its holdings in Netflix by 0.9% in the third quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network’s stock worth $1,162,000 after acquiring an additional 9 shares in the last quarter. Finally, Seascape Capital Management boosted its holdings in Netflix by 1.6% in the third quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock worth $681,000 after acquiring an additional 9 shares in the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.
Analyst Ratings Changes
Several equities analysts have recently weighed in on the company. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $98.00 price target (up from $95.00) on shares of Netflix in a report on Wednesday, January 21st. Sanford C. Bernstein reiterated a “buy” rating on shares of Netflix in a research note on Wednesday, February 18th. UBS Group set a $104.00 price objective on shares of Netflix in a research report on Tuesday, January 27th. Arete Research upgraded shares of Netflix from a “neutral” rating to a “buy” rating in a research note on Friday, February 27th. Finally, Huber Research raised shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a report on Friday, February 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $114.35.
Netflix Price Performance
NASDAQ NFLX opened at $94.70 on Thursday. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The stock has a 50-day moving average of $86.80 and a 200 day moving average of $102.09. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. The company has a market capitalization of $399.84 billion, a price-to-earnings ratio of 37.48, a PEG ratio of 1.45 and a beta of 1.68.
Netflix (NASDAQ:NFLX – Get Free Report) last posted 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 business had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.43 EPS. 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 EPS for the current year.
Insider Activity at Netflix
In other Netflix news, Director Bradford L. Smith sold 31,790 shares of the business’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the completion of the sale, the director directly 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 sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider David A. Hyman sold 23,439 shares of the stock in a transaction on Friday, January 16th. The shares were sold at an average price of $88.11, for a total value of $2,065,210.29. Following the transaction, the insider directly owned 316,100 shares in the company, valued at $27,851,571. The trade was a 6.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,520,133 shares of company stock valued at $137,259,786 over the last quarter. 1.37% of the stock is owned by company insiders.
More Netflix News
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Citi reinstated coverage with a Buy and a roughly $115 price target, citing margin upside, expected U.S. price increases and stronger shareholder-return optionality — a clear analyst catalyst supporting upside. Citi Reinstates Netflix (NFLX) Stock with Buy Rating — 3 Key Catalysts Revealed
- Positive Sentiment: Citi also argues Netflix is better positioned to push through subscription price increases now that M&A and regulatory attention around the Warner Bros. pursuit are behind it — this supports revenue-per-subscriber upside. Netflix more likely to raise prices with Warner Bros deal out of the way, Citi says
- Positive Sentiment: Netflix is pursuing new monetization for breakout IP: Bloomberg/Reuters report plans for a global “KPop Demon Hunters” concert tour tied to its hit movie, which would boost ancillary revenue and engagement. Netflix plans ‘KPop Demon Hunters’ global concert tour, Bloomberg News reports
- Positive Sentiment: Netflix is also using limited theatrical releases to amplify tentpole franchises (e.g., a theatrical push for a Stranger Things animated spinoff), helping discoverability and potential box-office/streaming lift. Netflix turns theaters to launch ‘Stranger Things’ animated spino‑off
- Neutral Sentiment: Wells Fargo initiated coverage with an Equal Weight, reflecting mixed views on growth versus valuation — another data point for investors but not an immediate directional catalyst. Wells Fargo Initiates Netflix (NFLX) with Equal Weight
- Neutral Sentiment: Analyst and media comparisons (Netflix vs. Disney) are driving debate about which streamer offers better long-term upside; useful context but not an immediate stock mover. Netflix vs. Disney: Which Streaming Giant Is the Better Buy for 2026 and Beyond?
- Negative Sentiment: Coverage flagged that CEO Ted Sarandos’ political remarks have pressured sentiment recently — political headlines can prompt short-term selling or multiple compression. Netflix Stock (NASDAQ:NFLX) Slips as Ted Sarandos Talks Politics
- Negative Sentiment: Ongoing celebrity/PR stories (coverage about Meghan Markle/Prince Harry’s relationship with Netflix) create distracting headline risk that can amplify short-term volatility. Why Meghan Markle and Prince Harry Have Reportedly “Struggled” to Find Their Footing in Hollywood
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.
Further Reading
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.
