Burns J W & Co. Inc. NY Has $13.85 Million Stock Position in Netflix, Inc. $NFLX

Burns J W & Co. Inc. NY increased its stake in Netflix, Inc. (NASDAQ:NFLX) by 914.5% during the fourth quarter, Holdings Channel reports. The firm owned 147,698 shares of the Internet television network’s stock after acquiring an additional 133,140 shares during the period. Netflix makes up approximately 1.5% of Burns J W & Co. Inc. NY’s investment portfolio, making the stock its 15th biggest position. Burns J W & Co. Inc. NY’s holdings in Netflix were worth $13,848,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Imprint Wealth LLC bought a new position in Netflix in the 3rd quarter valued at about $25,000. Retirement Wealth Solutions LLC acquired a new position in shares of Netflix in the 3rd quarter valued at approximately $28,000. Steph & Co. lifted its holdings in shares of Netflix by 188.9% during the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after acquiring an additional 17 shares during the period. Bare Financial Services Inc lifted its holdings in shares of Netflix by 93.3% during the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after acquiring an additional 14 shares during the period. Finally, Horizon Financial Services LLC boosted its position in shares of Netflix by 480.0% during the 3rd quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after acquiring an additional 24 shares in the last quarter. Institutional investors own 80.93% of the company’s stock.

Netflix Trading Up 1.5%

Shares of NFLX stock opened at $92.28 on Thursday. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The stock’s fifty day simple moving average is $87.04 and its 200 day simple moving average is $101.04. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. The firm has a market capitalization of $389.62 billion, a P/E ratio of 36.52, a P/E/G ratio of 1.39 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last posted its 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. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The firm had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. During the same period last year, the company 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. As a group, sell-side analysts predict that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Insider Buying and Selling

In other Netflix news, CFO Spencer Adam Neumann sold 57,260 shares of the business’s stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $7,046,658.50. The trade was a 43.69% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider David A. Hyman sold 23,439 shares of the business’s stock in a transaction that occurred on Friday, January 16th. The stock was 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. The trade was a 6.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,520,133 shares of company stock valued at $137,259,786 over the last three months. Insiders own 1.37% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts recently issued reports on NFLX shares. William Blair reissued an “outperform” rating on shares of Netflix in a research note on Wednesday, January 21st. Bank of America reduced their target price on Netflix from $149.00 to $125.00 and set a “buy” rating on the stock in a report on Friday, March 6th. Loop Capital set a $104.00 price target on Netflix in a research note on Tuesday, January 27th. HSBC lowered their price target on Netflix from $107.00 to $106.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. Finally, Phillip Securities upgraded Netflix from a “sell” rating to a “moderate buy” rating and upped their price objective for the stock from $95.00 to $100.00 in a research report on Monday, January 26th. Two analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have issued a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $114.35.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Ad business accelerating — reports show Netflix’s advertising revenue jumped roughly 2.5x to about $1.5B, driven by AI targeting and global scale, supporting the company’s monetization thesis and near-term revenue upside. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Positive Sentiment: Huge live-audience engagement — Netflix said the BTS Seoul concert livestream drew 18.4 million global viewers, signaling strong reach for live and event-based programming that can boost subscriptions and ad inventory value. BTS Seoul concert livestream draws 18.4 million global viewers, Netflix says
• Positive Sentiment: Ad product expansion — Joey Ai announced premium advertising opportunities on Netflix Canada, indicating continued third‑party interest in Netflix’s ad platform and potential to expand ad revenue internationally. Joey Ai Expands Netflix Advertising Opportunities in Canada
• Positive Sentiment: Analyst backing — recent upgrades and reiterated Outperform ratings (including Erste Group and Bernstein coverage) provide short-term buy-side support and may underpin today’s upward move. Sentiment Shifts on These Beaten Down Stocks: NFLX, ORCL
• Neutral Sentiment: Marketing tie-ins widen reach — a McDonald’s tie-in with the Netflix film “KPop Demon Hunters” is expected to drive mass awareness (analyst suggests big sales for McDonald’s), offering promotional upside for Netflix but limited direct revenue impact. Gonna be golden: These ‘KPop Demon Hunters’ meals could make McDonald’s $100 million
• Neutral Sentiment: Strategic content moves — partnerships like the Warner Music first‑look deal and Netflix walking away from a Warner Bros. acquisition both reshape content strategy; they affect medium‑term growth mix but are mixed for near-term stock direction. Is Netflix’s (NFLX) Warner Music Deal a Clue to Its Next Advertising Growth Lever?
• Negative Sentiment: Valuation concerns — analysts note Netflix trades at ~7.3x price/sales and caution that slowing core growth plus heavy early‑2026 content spending could make the multiple look stretched, leaving the stock vulnerable if ad or subscriber momentum softens. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: Investor sentiment and Q4 concerns — investor letters and coverage flag lingering sentiment pressure from recent quarters and strategic uncertainty, which can weigh on multiples despite operational progress. Investors’ Concerns Hurt Netflix (NFLX) in Q4

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.