Netflix, Inc. $NFLX Stake Lifted by First Heartland Consultants Inc.

First Heartland Consultants Inc. increased its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 959.8% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,288 shares of the Internet television network’s stock after purchasing an additional 7,506 shares during the period. First Heartland Consultants Inc.’s holdings in Netflix were worth $777,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in NFLX. Brighton Jones LLC increased its position in shares of Netflix by 5.0% during the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock valued at $4,804,000 after purchasing an additional 257 shares during the period. Revolve Wealth Partners LLC lifted its holdings in shares of Netflix by 16.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after buying an additional 144 shares during the period. Sivia Capital Partners LLC lifted its holdings in shares of Netflix by 21.2% in the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after buying an additional 246 shares during the period. Strategic Investment Advisors MI boosted its stake in Netflix by 18.9% during the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock valued at $1,036,000 after buying an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in Netflix by 12.1% during the second quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after buying an additional 228 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

Several equities research analysts have commented on NFLX shares. Rothschild & Co Redburn set a $120.00 price target on shares of Netflix in a research report on Wednesday, January 21st. Phillip Securities upgraded shares of Netflix from a “sell” rating to a “moderate buy” rating and raised their price objective for the company from $95.00 to $100.00 in a research report on Monday, January 26th. Huber Research raised shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, February 27th. Erste Group Bank upgraded shares of Netflix from a “hold” rating to a “buy” rating in a report on Tuesday. Finally, Pivotal Research cut their target price on shares of Netflix from $105.00 to $95.00 and set a “hold” rating for the company in a research note on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $114.35.

Insiders Place Their Bets

In related news, Director Reed Hastings sold 410,550 shares of the company’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $97.01, for a total value of $39,827,455.50. Following the completion of the sale, the director owned 3,940 shares in the company, valued at approximately $382,219.40. This represents a 99.05% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the completion of the transaction, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at $10,166,933.60. This represents a 18.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,520,133 shares of company stock worth $137,259,786 in the last quarter. Corporate insiders own 1.37% of the company’s stock.

Netflix Trading Down 2.6%

Shares of NFLX opened at $90.92 on Wednesday. The business’s 50-day moving average price is $86.96 and its 200 day moving average price is $101.27. 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 stock has a market capitalization of $383.88 billion, a P/E ratio of 35.98, a P/E/G ratio of 1.43 and a beta of 1.68. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12.

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

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: BTS Seoul concert livestream drew 18.4 million global viewers — a large live-event audience that supports Netflix’s push into live‑adjacent and music-driven programming, potential ad revenue, and subscriber engagement. BTS Seoul concert livestream draws 18.4 million global viewers, Netflix says
• Positive Sentiment: ‘Bridgerton’ Season 5 filming is underway with new romantic leads and the show promoting its first LGBTQ leads — signals of continued franchise strength and cultural relevance that help retention and organic subscriber interest. ‘Bridgerton’ Season 5 Sets Francesca and Michaela Stirling as Romantic Leads, Filming Now Underway – Variety
• Positive Sentiment: Analyst sentiment is warming: Citi resumed coverage with a $115 price target and other firms (Erste, Bernstein) have upgraded or reiterated buy/outperform views — supports near-term demand from institutional buyers. Citi Resumes Coverage of Netflix (NFLX) Stock
• Neutral Sentiment: Warner Music multi‑year first‑look partnership to produce music-focused docs/films with Netflix — expands content mix into music and could bolster advertising and live-adjacent offerings, but the revenue impact timing is uncertain. Is Netflix’s (NFLX) Warner Music Deal a Clue to Its Next Advertising Growth Lever?
• Neutral Sentiment: Coverage pieces and analysis (Zacks, The Motley Fool) are debating what comes next after Netflix withdrew from the Warner Bros. assets contest — raises strategic questions but also highlights management discipline; outcome is uncertain. What Comes Next After Netflix Walked Away From Warner?
• Negative Sentiment: Survey data suggests price‑sensitive consumers (e.g., in Canada) are opting for ad‑supported plans — a potential headwind to ARPU if shifts accelerate and ad load/pricing doesn’t fully offset lower subscription revenue. NFLX, DIS, PSKY: New ‘Couch Potato Report’ Shows Cash-Strapped Canadians Choose to Stream with Ads
• Negative Sentiment: Several short‑interest notices reported a “large increase” but the published figures appear erroneous (0 shares/NaN). If accurate shorting picked up it would be negative, but current public data are unreliable — treat reported short‑pressure as uncertain.

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.