Barden Capital Management Inc. Invests $796,000 in Netflix, Inc. $NFLX

Barden Capital Management Inc. purchased a new stake in Netflix, Inc. (NASDAQ:NFLX) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 8,494 shares of the Internet television network’s stock, valued at approximately $796,000.

Several other hedge funds have also added to or reduced their stakes in NFLX. Norges Bank bought a new stake in Netflix in the second quarter valued at approximately $7,929,645,000. Laurel Wealth Advisors LLC raised its stake in shares of Netflix by 128,553.9% in the second quarter. Laurel Wealth Advisors LLC now owns 4,881,129 shares of the Internet television network’s stock worth $6,536,466,000 after purchasing an additional 4,877,335 shares during the last quarter. Union Bancaire Privee UBP SA lifted its position in shares of Netflix by 1,672.4% during the fourth quarter. Union Bancaire Privee UBP SA now owns 943,533 shares of the Internet television network’s stock valued at $86,741,000 after purchasing an additional 890,299 shares in the last quarter. Viking Global Investors LP purchased a new position in Netflix in the third quarter worth $600,434,000. Finally, Park National Corp OH increased its holdings in Netflix by 1,926.4% during the fourth quarter. Park National Corp OH now owns 421,449 shares of the Internet television network’s stock worth $39,515,000 after buying an additional 400,651 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Citi reinstated coverage on NFLX with a Buy and a higher price target, arguing the company is better positioned to raise prices, expand margins and return cash after stepping away from a Warner deal. Citi bullish on Netflix after walking away from Warner deal
• Positive Sentiment: Content and event catalysts: Netflix is pushing originals and theatrical windows (Stranger Things movie activity), hosting a major BTS event and reportedly planning a global tour tied to its K‑pop hit — moves that can drive engagement and ancillary revenue. Netflix balances EU rule talks with BTS event and franchise wins
• Neutral Sentiment: Media noise and PR stories (including coverage about Meghan & Harry and Netflix) are getting press attention but are unlikely to materially affect core subscriber or revenue trends. Variety / aggregated coverage on royal couple and Netflix
• Negative Sentiment: Operational concerns: reports note a sharp slowdown in paid subscriber growth (reported ~46% YoY decline in a headline) while Netflix plans to increase 2026 content spending ~10%, raising near‑term margin and cash‑flow questions. Netflix stock tumbles as subscriber growth stalls and content budget balloons
• Negative Sentiment: Short‑term stock weakness/profit taking: outlets note a pullback after a ~23% one‑month advance and intraday/closing declines; the market is digesting mixed signals (growth vs. spend) and trimming positions. Netflix falls more steeply than broader market

Insider Buying and Selling

In other news, insider David A. Hyman sold 5,727 shares of the business’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $81.06, for a total value of $464,230.62. Following the completion of the sale, the insider directly owned 316,100 shares in the company, valued at $25,623,066. The trade was a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Spencer Adam Neumann sold 28,630 shares of the business’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $97.00, for a total transaction of $2,777,110.00. Following the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $7,157,339. This represents a 27.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,520,133 shares of company stock valued at $137,259,786 in the last 90 days. 1.37% of the stock is currently owned by insiders.

Netflix Trading Down 3.1%

Shares of NASDAQ NFLX opened at $91.75 on Friday. The business has a fifty day simple moving average of $86.82 and a two-hundred day simple moving average of $101.89. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The firm has a market cap of $387.38 billion, a PE ratio of 36.31, a price-to-earnings-growth ratio of 1.45 and a beta of 1.68. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. The firm had revenue of $12.05 billion during 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%.The firm’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period in the prior year, the business posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts have commented on NFLX shares. Susquehanna upgraded Netflix to a “positive” rating and set a $112.00 target price for the company in a research note on Wednesday, January 21st. The Goldman Sachs Group restated a “neutral” rating and set a $100.00 target price (down from $112.00) on shares of Netflix in a report on Wednesday, January 21st. Pivotal Research dropped their target price on shares of Netflix from $105.00 to $95.00 and set a “hold” rating on the stock in a report on Wednesday, January 21st. Barclays began coverage on shares of Netflix in a research note on Monday, March 2nd. They set an “equal weight” rating and a $115.00 price objective for the company. Finally, Oppenheimer set a $125.00 price target on Netflix and gave the company an “outperform” rating in a research note on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have issued a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $114.35.

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.