Northside Capital Management LLC Acquires 5,924 Shares of Netflix, Inc. $NFLX

Northside Capital Management LLC lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 917.0% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,570 shares of the Internet television network’s stock after buying an additional 5,924 shares during the period. Northside Capital Management LLC’s holdings in Netflix were worth $616,000 at the end of the most recent quarter.

Other hedge funds also recently modified their holdings of the company. Natural Investments LLC lifted its stake in shares of Netflix by 0.5% during the 3rd quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock worth $1,999,000 after buying an additional 9 shares during the last quarter. Hengehold Capital Management LLC grew its stake in Netflix by 3.3% in the 3rd 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 grew its stake in Netflix by 0.9% in the 3rd quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network’s stock valued at $1,162,000 after buying an additional 9 shares during the last quarter. Seascape Capital Management raised its holdings in Netflix by 1.6% in the 3rd quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock valued at $681,000 after acquiring an additional 9 shares during the period. Finally, Crews Bank & Trust raised its holdings in Netflix by 5.8% in the 3rd quarter. Crews Bank & Trust now owns 164 shares of the Internet television network’s stock valued at $197,000 after acquiring an additional 9 shares during the period. Institutional investors own 80.93% of the company’s stock.

Insider Buying and Selling

In other Netflix news, insider David A. Hyman sold 23,439 shares of the stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $88.11, for a total transaction of $2,065,210.29. Following the sale, the insider directly owned 316,100 shares in the company, valued at $27,851,571. This represents a 6.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Bradford L. Smith sold 31,790 shares of the firm’s stock in a transaction dated 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 transaction, the director directly owned 79,690 shares in the company, valued at approximately $7,081,253.40. This represents a 28.52% decrease in their ownership of the stock. 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. Insiders own 1.37% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on the company. President Capital boosted their price objective on Netflix from $120.00 to $133.00 and gave the stock a “buy” rating in a report on Monday, March 2nd. Citic Securities decreased their target price on Netflix from $109.00 to $95.00 and set a “hold” rating on the stock in a research report on Monday, January 26th. Susquehanna upgraded Netflix to a “positive” rating and set a $112.00 target price on the stock in a research note on Wednesday, January 21st. DZ Bank reissued a “buy” rating on shares of Netflix in a report on Friday, February 27th. Finally, Benchmark reissued a “hold” rating on shares of Netflix in a report on Tuesday, January 13th. Two investment 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. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $114.35.

Netflix Stock Up 0.1%

NASDAQ NFLX opened at $91.82 on Friday. 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 company has a market cap of $387.68 billion, a price-to-earnings ratio of 36.34, a PEG ratio of 1.41 and a beta of 1.68. The company has a 50 day moving average of $86.87 and a 200-day moving average of $101.82. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. The business had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The firm’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.43 earnings per share. 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.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: TV personality/market commentator Jim Cramer reiterated a buy-tilting stance — advising investors to “buy some here, buy some a little bit lower,” which can support retail momentum and short-term investor confidence. Jim Cramer on Netflix
• Positive Sentiment: Market response to Netflix walking away from its bid for Warner Bros. assets has been upbeat — reports note a strong near-term rally and at least one bank (Citi) turning bullish, arguing the move preserves capital and simplifies execution risk. That narrative supports multiple analysts raising targets and buyer interest. Netflix Stock Surges After Walking Away From Warner Deal
• Positive Sentiment: Content partnerships: Netflix signed an exclusive multi‑year documentary deal with Warner Music Group to mine WMG’s artist catalog for films/series — a steady stream of premium, exclusive music-related content could lift engagement and differentiate the service. Netflix, Warner Music deal
• Positive Sentiment: Live events strategy: Netflix is pushing into live K‑pop events (notably the BTS comeback livestream) and sees more opportunity in Korea — if monetized successfully these events can add new revenue streams and global engagement spikes. Netflix sees more prospects for live events
• Neutral Sentiment: New programming: Netflix and Higher Ground/Obamas are producing an eight-episode series about the FTX collapse — high-profile nonfiction can draw viewers but may also court controversy; content upside is balanced by reputational risk. Netflix FTX series
• Negative Sentiment: Operational worries: several outlets flagged slowing paid-subscriber growth (markedly weaker YoY) and a planned increase in 2026 content spending — the combination raises concerns about near-term margin pressure and execution on content ROI. Subscriber growth stalls
• Negative Sentiment: Volatility & valuation questions: commentary and headlines show recent big swings (both rallies and pullbacks), with some analysts highlighting mixed signals on valuation and the stock falling more steeply than the market on certain days — this keeps risk premia elevated. Netflix falls more steeply than market

About Netflix

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.