Netflix, Inc. $NFLX Stake Raised by Frank Rimerman Advisors LLC

Frank Rimerman Advisors LLC lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 896.3% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 588,508 shares of the Internet television network’s stock after purchasing an additional 529,438 shares during the quarter. Netflix comprises about 3.5% of Frank Rimerman Advisors LLC’s investment portfolio, making the stock its 6th largest position. Frank Rimerman Advisors LLC’s holdings in Netflix were worth $55,179,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in NFLX. First Financial Corp IN grew its position 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 buying an additional 243 shares during the period. Imprint Wealth LLC acquired a new stake in shares of Netflix during the 3rd quarter valued at approximately $25,000. Retirement Wealth Solutions LLC acquired a new stake in shares of Netflix during the 3rd quarter valued at approximately $28,000. MB Levis & Associates LLC boosted its stake in shares of Netflix by 177.8% during the 4th quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock worth $28,000 after acquiring an additional 192 shares in the last quarter. Finally, Steph & Co. boosted its stake 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 in the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Analyst Ratings Changes

Several equities analysts recently weighed in on NFLX shares. Cfra raised Netflix from a “hold” rating to a “buy” rating and set a $115.00 price objective for the company in a research note on Friday, March 6th. Phillip Securities upgraded Netflix from a “sell” rating to a “moderate buy” rating and boosted their target price for the stock from $95.00 to $100.00 in a research report on Monday, January 26th. New Street Research lowered their target price on Netflix from $100.00 to $96.00 and set a “neutral” rating on the stock in a report on Thursday, January 22nd. HSBC dropped their price target on Netflix from $107.00 to $106.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Finally, Weiss Ratings downgraded Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 22nd. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $114.57.

Netflix Price Performance

NFLX stock opened at $95.55 on Thursday. 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 stock’s 50 day moving average price is $87.73 and its 200 day moving average price is $100.01. The firm has a market cap of $403.43 billion, a P/E ratio of 37.81, a PEG ratio of 1.46 and a beta of 1.67. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12.

Netflix (NASDAQ:NFLX) last released its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same period in the previous year, the firm posted $0.43 earnings per share. The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, sell-side analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Insider Activity

In other Netflix news, insider Cletus R. Willems sold 3,136 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, insider David A. Hyman sold 5,727 shares of Netflix stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the sale, the insider owned 316,100 shares of the company’s stock, valued at approximately $25,623,066. This trade represents a 1.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 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.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: D.E. Shaw has been adding to NFLX, signaling institutional confidence that could support the stock and reduce downside risk. D. E. Shaw Is Loading Up on This Stock
• Positive Sentiment: Billionaire investor Paul Tudor Jones is buying Netflix, another high-profile buyer that can boost sentiment and attract momentum investors. Billionaire Paul Tudor Jones Is Buying This Stock
• Positive Sentiment: UBS named Netflix a top pick in TMT, and President Capital nudged its price target higher — analyst support can lift valuation expectations and buying interest. Netflix, Amazon named among UBS top technology, media and telecommunications stocks picks
• Neutral Sentiment: Bank of America says Q1 will be pivotal after Netflix stepped back from the Warner Bros. Discovery deal and refocused on core strategy — this raises the stakes for upcoming results (beat/miss could swing the stock). Netflix faces key quarter after strategic reset, says Bank of America
• Neutral Sentiment: Market commentary highlights that rising digital ad spend and Netflix’s push into ads, sports and gaming could expand revenue diversification — a long-term positive but dependent on execution. As Digital Ad Spend Hits a High, These Firms Could Reap Rewards (NFLX)
• Neutral Sentiment: Citizens initiated coverage with a cautious Market Perform — signals mixed analyst views and suggests limited near-term upside from that shop. Citizens Starts Netflix, Inc. (NFLX) Coverage, But Stays Cautious
• Negative Sentiment: Netflix raised U.S. prices across tiers and appears to be steering some users toward ad-supported plans — price hikes can boost near-term revenue but risk subscriber pushback and churn in a sensitive consumer environment. Netflix’s Latest Price Hike Reveals Its Endgame: Steering Subscribers Toward Ads
• Negative Sentiment: Analyst/columnist pieces flag structural risks and “red flags” after a recent pullback — these narratives can amplify selling pressure if earnings or guidance disappoint. Down 30%, 3 Red Flags That Suggest Netflix’s Best Days Are Behind It

Netflix Company 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.