Avity Investment Management Inc. Has $1.56 Million Stock Position in Netflix, Inc. $NFLX

Avity Investment Management Inc. lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 900.0% during the 4th quarter, HoldingsChannel.com reports. The firm owned 16,610 shares of the Internet television network’s stock after buying an additional 14,949 shares during the period. Avity Investment Management Inc.’s holdings in Netflix were worth $1,557,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of NFLX. Vanguard Group Inc. increased its stake in shares of Netflix by 0.4% in the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after buying an additional 142,238 shares in the last quarter. State Street Corp increased its holdings in Netflix by 2.1% during the second quarter. State Street Corp now owns 17,444,013 shares of the Internet television network’s stock worth $23,359,801,000 after buying an additional 360,604 shares during the last quarter. Nordea Investment Management AB boosted its holdings in shares of Netflix by 886.6% during the 4th quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock worth $902,798,000 after buying an additional 8,688,113 shares during the period. Assenagon Asset Management S.A. raised its stake in Netflix by 983.1% in the 4th quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock worth $584,529,000 after purchasing an additional 5,658,740 shares in the last quarter. Finally, Norges Bank acquired a new stake in shares of Netflix in the second quarter valued at approximately $7,929,645,000. Institutional investors own 80.93% of the company’s stock.

Analysts Set New Price Targets

NFLX has been the topic of several research reports. Susquehanna upgraded Netflix to a “positive” rating and set a $112.00 price target on the stock in a report on Wednesday, January 21st. KeyCorp set a $110.00 target price on Netflix and gave the company an “overweight” rating in a report on Friday, January 16th. President Capital upped their target price on Netflix from $120.00 to $133.00 and gave the stock a “buy” rating in a research note on Monday, March 2nd. Wells Fargo & Company initiated coverage on shares of Netflix in a report on Monday, March 9th. They issued an “equal weight” rating and a $105.00 price target on the stock. Finally, Weiss Ratings cut shares of Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat.com, Netflix presently has a consensus rating of “Moderate Buy” and a consensus price target of $114.55.

Insider Buying and Selling

In other Netflix news, Director Reed Hastings sold 410,550 shares of the company’s stock in a transaction dated 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 transaction, the director directly owned 3,940 shares in the company, valued at approximately $382,219.40. This represents a 99.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CFO Spencer Adam Neumann sold 28,630 shares of the company’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $97.00, for a total value of $2,777,110.00. Following the completion of the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at $7,157,339. The trade was a 27.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,520,133 shares of company stock valued at $137,259,786 in the last three months. 1.37% of the stock is owned by insiders.

Netflix Trading Up 0.1%

Shares of Netflix stock opened at $93.43 on Friday. The stock has a 50 day moving average of $87.25 and a 200 day moving average of $100.77. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two 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. The firm has a market capitalization of $394.48 billion, a price-to-earnings ratio of 36.97, a PEG ratio of 1.43 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last released its 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 company had revenue of $12.05 billion for 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 firm’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period in the prior year, the business earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, research analysts predict that Netflix, Inc. will post 24.58 earnings per share for the current year.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analysts say the price increases should drive meaningful revenue upside (estimates cite as much as ~$1.7B potential incremental revenue) with limited churn risk — a direct boost to near‑term top‑line and profit leverage. Netflix Price Hikes Could Unlock $1.7 Billion
• Positive Sentiment: Multiple firms (including Jefferies, Citi, JPMorgan and Oppenheimer) responded with upgraded views or higher targets, arguing strong engagement and low churn give Netflix room to raise prices — this analyst support is pro‑stock. Jefferies Commentary on Price Hike
• Positive Sentiment: Research upgrades and modest EPS estimate bumps (e.g., Erste Group raising EPS and issuing a Buy) reinforce the view that higher ARPU will flow through to earnings. Erste Group Upgrade / Marketbeat
• Neutral Sentiment: Price changes: ad tier to $8.99 (+$1), standard to $19.99 (+$2), premium to $26.99 (+$2). Netflix says the increases help fund a $20B content budget (up ~$2B yr/yr). This is the direct rationale investors are pricing in. Reuters: Netflix raises subscription prices
• Neutral Sentiment: Widespread media coverage details the new rates and compares competitors; useful for gauging consumer reaction but not immediately decisive for fundamentals. Investopedia Pricing Summary
• Negative Sentiment: Political and consumer backlash: critics (including Senator Elizabeth Warren) flagged the hike soon after a large payout, which could pressure PR and invite scrutiny — a headline risk. Benzinga: Warren Criticism
• Negative Sentiment: Longer‑term risk: repeated “stream‑flation” could push price‑sensitive subscribers toward free alternatives (YouTube, ad‑supported platforms), so the revenue upside depends on continued low churn. Some commentators remain cautious. Business Insider: Stream‑flation

Netflix Profile

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.