Netflix, Inc. $NFLX Shares Bought by Community Financial Services Group LLC

Community Financial Services Group LLC lifted its position in Netflix, Inc. (NASDAQ:NFLX) by 890.6% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 42,013 shares of the Internet television network’s stock after buying an additional 37,772 shares during the period. Community Financial Services Group LLC’s holdings in Netflix were worth $3,939,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. First Financial Corp IN grew its holdings in Netflix by 900.0% during the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after acquiring an additional 243 shares during the period. Imprint Wealth LLC acquired a new stake in Netflix in the 3rd quarter valued at about $25,000. Retirement Wealth Solutions LLC acquired a new stake in Netflix in the 3rd quarter valued at about $28,000. MB Levis & Associates LLC lifted its holdings in Netflix by 177.8% in the 4th 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 during the last quarter. Finally, Steph & Co. boosted its position in shares of 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 purchasing an additional 17 shares in the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Netflix Stock Performance

Shares of NFLX opened at $96.15 on Wednesday. The company has a 50-day moving average of $87.53 and a two-hundred day moving average of $100.18. The stock has a market cap of $405.96 billion, a price-to-earnings ratio of 38.05, a PEG ratio of 1.41 and a beta of 1.68. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12.

Netflix (NASDAQ:NFLX) last issued 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. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The business had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. During the same quarter in the prior year, the firm earned $0.43 EPS. The firm’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. On average, equities research analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current year.

Insider Activity at Netflix

In other news, insider Cletus R. Willems sold 3,136 shares of Netflix stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total transaction of $259,253.12. The sale was disclosed in a filing with the SEC, which is available at this link. Also, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $81.06, for a total value of $464,230.62. Following the transaction, the insider directly owned 316,100 shares in the company, valued at $25,623,066. The trade was a 1.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 1,520,133 shares of company stock worth $137,259,786. Insiders own 1.37% of the company’s stock.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: UBS named Netflix its “top pick” among media stocks, arguing industry consolidation and peers’ higher prices favor Netflix’s direct-to-consumer position — a near-term bullish research catalyst. Netflix Labeled ‘Top Pick’ Among Media Stocks. Here’s Why.
• Positive Sentiment: Engagement remains strong: Netflix reported ~96 billion hours viewed, which supports retention, pricing power and ad revenue scaling — fundamentals that bolster revenue growth expectations for 2026. Can NFLX’s Content Strength Sustain User Engagement & Revenue Growth?
• Positive Sentiment: Walking away from the Warner Bros. deal has been framed as a net positive: Netflix received a ~$2.8B termination fee and avoided large additional debt, leaving capital to fund content, ads and organic growth. Why Losing the Warner Bros. Deal May Be the Best Outcome for Netflix Stock
• Neutral Sentiment: Netflix raised subscription prices across tiers (first increase since Jan 2025). This should boost revenue and margins if churn is limited, but the impact will hinge on subscriber response and ad growth execution. Netflix (NFLX) Raises Subscription Prices
• Neutral Sentiment: Strategic push into live sports (pursuing additional NFL packages) could justify higher prices and expand ad inventory, but success is execution-dependent and will take time to materialize in results. Netflix May Have Good Reason To Raise Prices: Streamer Eyes More NFL Games
• Negative Sentiment: Customer reaction to the price hikes has been mixed and triggered some negative sentiment — reports show customer pushback and an initial stock slip after the announcement, a short-term risk to subscriber growth. Customers React to Netflix Price Hikes; Netflix Stock Slips
• Negative Sentiment: Some commentators warn the latest price increases could strain consumer budgets amid macro weakness — a potential demand risk if inflation/consumer spending deteriorates. Prediction: Netflix’s Latest Price Increase Will Be the Ultimate Stress Test on the U.S. Economy

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. Canaccord Genuity Group set a $125.00 price objective on shares of Netflix and gave the stock a “buy” rating in a research note on Wednesday, January 21st. JPMorgan Chase & Co. began coverage on shares of Netflix in a report on Monday, March 2nd. They set an “overweight” rating and a $120.00 target price for the company. Wells Fargo & Company initiated coverage on shares of Netflix in a research report on Monday, March 9th. They issued an “equal weight” rating and a $105.00 price target on the stock. Morgan Stanley set a $110.00 price target on Netflix and gave the company an “overweight” rating in a report on Wednesday, January 21st. Finally, DZ Bank reiterated a “buy” rating on shares of Netflix in a research report on Friday, February 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $114.55.

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.