Armstrong Advisory Group Inc. Raises Position in Netflix, Inc. $NFLX

Armstrong Advisory Group Inc. raised its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 1,036.2% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 6,999 shares of the Internet television network’s stock after acquiring an additional 6,383 shares during the quarter. Armstrong Advisory Group Inc.’s holdings in Netflix were worth $656,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Imprint Wealth LLC bought a new stake in shares of Netflix during the third quarter valued at approximately $25,000. Retirement Wealth Solutions LLC purchased a new stake in Netflix in the third quarter worth $28,000. Steph & Co. raised its holdings in Netflix by 188.9% in the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after purchasing an additional 17 shares in the last quarter. Bare Financial Services Inc raised its holdings in Netflix by 93.3% in the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 14 shares in the last quarter. Finally, Horizon Financial Services LLC lifted its position in Netflix by 480.0% during the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 24 shares during the period. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Netflix News Summary

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

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on NFLX shares. Wedbush reaffirmed an “outperform” rating and issued a $115.00 target price on shares of Netflix in a research report on Friday, February 20th. Sanford C. Bernstein reissued a “buy” rating on shares of Netflix in a research note on Wednesday, February 18th. William Blair restated an “outperform” rating on shares of Netflix in a report on Wednesday, January 21st. Susquehanna raised shares of Netflix to a “positive” rating and set a $112.00 target price for the company in a research note on Wednesday, January 21st. Finally, Morgan Stanley set a $110.00 target price on shares of Netflix and gave the company an “overweight” rating in a report on Wednesday, January 21st. Two research 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. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $114.35.

Netflix Trading Up 0.1%

Shares of NASDAQ:NFLX opened at $91.82 on Monday. The stock’s 50-day simple moving average is $86.87 and its two-hundred day simple moving average is $101.69. The stock has a market capitalization of $387.68 billion, a price-to-earnings ratio of 36.34, a PEG ratio of 1.41 and a beta of 1.68. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. 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 quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 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 for the quarter was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $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 EPS for the current year.

Insider Buying and Selling at Netflix

In other 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 owned 79,690 shares of the company’s stock, valued at $7,081,253.40. The trade was a 28.52% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Spencer Adam Neumann sold 57,260 shares of Netflix stock in a transaction on Friday, February 27th. The shares were sold at an average price of $95.50, for a total value of $5,468,330.00. Following the transaction, the chief financial officer owned 73,787 shares in the company, valued at $7,046,658.50. This trade represents a 43.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 1,520,133 shares of company stock worth $137,259,786. Insiders own 1.37% of the company’s stock.

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.