Bell Bank Raises Stock Holdings in Netflix, Inc. $NFLX

Bell Bank raised its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 916.0% in the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 21,296 shares of the Internet television network’s stock after purchasing an additional 19,200 shares during the quarter. Bell Bank’s holdings in Netflix were worth $1,997,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently bought and sold shares of the business. First Financial Corp IN boosted its stake in shares of Netflix by 900.0% during the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after buying an additional 243 shares during the last quarter. Imprint Wealth LLC bought a new stake in shares of Netflix in the third quarter worth $25,000. Retirement Wealth Solutions LLC acquired a new stake in Netflix in the third quarter valued at $28,000. MB Levis & Associates LLC raised its holdings in Netflix by 177.8% in the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock valued at $28,000 after acquiring an additional 192 shares in the last quarter. Finally, Steph & Co. boosted its stake in Netflix by 188.9% during the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after acquiring an additional 17 shares during the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at Netflix

In other news, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $81.06, for a total transaction of $464,230.62. Following the completion of the transaction, the insider owned 316,100 shares in the company, valued at approximately $25,623,066. This represents a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Spencer Adam Neumann sold 28,630 shares of the 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 completion of the sale, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,157,339. This trade represents a 27.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,520,133 shares of company stock valued at $137,259,786 over the last three months. 1.37% of the stock is currently owned by company insiders.

Netflix Stock Up 0.1%

NASDAQ:NFLX opened at $93.43 on Friday. 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 50 day moving average of $87.25 and a 200-day moving average of $100.77. The firm has a market capitalization of $394.48 billion, a PE ratio of 36.97, a price-to-earnings-growth ratio of 1.43 and a beta of 1.68. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping 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 business had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. During the same quarter last year, the business posted $0.43 EPS. The business’s 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 predict that Netflix, Inc. will post 24.58 EPS for the current year.

Analyst Upgrades and Downgrades

Several research analysts have weighed in on NFLX shares. Wolfe Research raised their price objective on shares of Netflix from $95.00 to $110.00 and gave the stock an “outperform” rating in a report on Friday, February 27th. Piper Sandler restated a “positive” rating and issued a $103.00 target price (down from $140.00) on shares of Netflix in a research note on Wednesday, January 21st. Benchmark reaffirmed a “hold” rating on shares of Netflix in a research report on Tuesday, January 13th. Rosenblatt Securities lifted their price target on Netflix from $94.00 to $95.00 and gave the stock a “neutral” rating in a research note on Friday, February 27th. Finally, President Capital boosted their price objective on Netflix from $120.00 to $133.00 and gave the company a “buy” rating in a report on Monday, March 2nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $114.55.

Netflix News Roundup

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.