Moseley Investment Management Inc. lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 843.2% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 26,240 shares of the Internet television network’s stock after acquiring an additional 23,458 shares during the period. Moseley Investment Management Inc.’s holdings in Netflix were worth $2,460,000 as of its most recent filing with the SEC.
Several other institutional investors have also made changes to their positions in NFLX. First Financial Corp IN raised its position in Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after purchasing an additional 243 shares in the last quarter. DiNuzzo Private Wealth Inc. boosted its holdings in Netflix by 885.2% during the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 239 shares in the last quarter. Imprint Wealth LLC acquired a new stake in Netflix during the third quarter valued at approximately $25,000. Retirement Wealth Solutions LLC bought a new stake in shares of Netflix in the 3rd quarter valued at approximately $28,000. Finally, MB Levis & Associates LLC raised its holdings in shares of Netflix by 177.8% in the 4th quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock worth $28,000 after buying an additional 192 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling
In related news, 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 value of $464,230.62. Following the completion of the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at $25,623,066. The trade was a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CFO Spencer Adam Neumann sold 28,630 shares of the company’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $98.00, for a total transaction of $2,805,740.00. Following the transaction, the chief financial officer owned 73,787 shares in the company, valued at approximately $7,231,126. This trade represents a 27.95% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,543,023 shares of company stock valued at $141,145,842 in the last 90 days. 1.37% of the stock is owned by corporate insiders.
Netflix Price Performance
Netflix (NASDAQ:NFLX – Get Free Report) last issued its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.01. The firm had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The business’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, sell-side analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.
Netflix News Roundup
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Recent subscription price increases are expected to lift ARPU and near‑term revenue, and most analysts/media expect limited churn — this supports earnings upside. Netflix Is Raising Prices Again: What It Means for Investors
- Positive Sentiment: Large institutional buying and some price‑target lifts (one firm raised NFLX to $134) provide demand/support beneath the share price, signaling confidence from major investors and some analysts. Netflix (NASDAQ:NFLX) Price Target Raised to $134.00
- Neutral Sentiment: Options and near‑term earnings positioning: traders are pricing a meaningful move into Q1 results (options strategies like iron condors are being discussed) — raises short‑term volatility but not directional conviction for the stock itself. Trade Netflix Stock with This Iron Condor Strategy to See a 23% Return in Just 3 Weeks
- Neutral Sentiment: New commercial distribution deals (e.g., EverPass for a major boxing event) slightly expand non‑subscription revenue channels but are modest relative to core business. EverPass Media Expands Relationship with Netflix
- Negative Sentiment: Italian court ruled Netflix’s 2017–2024 price‑hike clauses void and ordered refunds to subscribers — this creates potential one‑time liability, reputational risk in Europe and could spur similar claims elsewhere. Netflix will appeal. Italian court rules Netflix price‑hike clauses are void, orders refunds
- Negative Sentiment: Board chair Reed Hastings sold ~420,550 shares under a pre‑arranged 10b5‑1 plan (≈$40M) — large insider sales can spook some investors even if pre‑planned, since they reduce insider exposure. Reed Hastings Sells 420,550 Shares of Netflix (NASDAQ:NFLX) Stock
- Negative Sentiment: Deal speculation (a reported US$42.2B Warner‑style acquisition) and commentary about derating/ acquisition concerns pressure views on capital discipline and potential leverage — raises risk premium if pursued. Netflix’s US$42.2b Warner Bros. Deal Tests Growth And Discipline
Analyst Upgrades and Downgrades
Several equities analysts recently commented on NFLX shares. Pivotal Research cut their target price on Netflix from $105.00 to $95.00 and set a “hold” rating for the company in a research report on Wednesday, January 21st. TD Cowen lowered their price target on Netflix from $115.00 to $112.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. New Street Research dropped their price objective on Netflix from $100.00 to $96.00 and set a “neutral” rating for the company in a research note on Thursday, January 22nd. KeyCorp set a $110.00 price objective on Netflix and gave the company an “overweight” rating in a report on Friday, January 16th. Finally, Susquehanna upgraded shares of Netflix to a “positive” rating and set a $112.00 target price on the stock in a research note on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $114.57.
View Our Latest Analysis on Netflix
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.
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