Cypress Financial Planning LLC grew its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 852.2% during the fourth quarter, HoldingsChannel reports. The institutional investor owned 9,731 shares of the Internet television network’s stock after purchasing an additional 8,709 shares during the period. Cypress Financial Planning LLC’s holdings in Netflix were worth $913,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds also recently made changes to their positions in NFLX. Nordea Investment Management AB boosted its stake in 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 valued at $902,798,000 after purchasing an additional 8,688,113 shares during the last quarter. Assenagon Asset Management S.A. increased its holdings in shares of 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. Sarasin & Partners LLP raised its stake in shares of Netflix by 2,758.1% in the fourth quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network’s stock worth $221,430,000 after purchasing an additional 2,279,032 shares during the last quarter. SG Americas Securities LLC raised its stake in shares of Netflix by 456.5% in the fourth quarter. SG Americas Securities LLC now owns 1,890,836 shares of the Internet television network’s stock worth $177,285,000 after purchasing an additional 1,551,086 shares during the last quarter. Finally, Congress Asset Management Co. lifted its holdings in shares of Netflix by 886.2% during the fourth quarter. Congress Asset Management Co. now owns 1,381,176 shares of the Internet television network’s stock valued at $129,499,000 after purchasing an additional 1,241,124 shares in the last quarter. Institutional investors own 80.93% of the company’s stock.
Analysts Set New Price Targets
Several equities research analysts recently commented on the company. Moffett Nathanson dropped their price objective on Netflix from $140.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Royal Bank Of Canada reissued a “hold” rating on shares of Netflix in a research report on Wednesday, January 21st. Freedom Capital upgraded shares of Netflix from a “hold” rating to a “strong-buy” rating in a research note on Tuesday, January 27th. Arete Research raised shares of Netflix from a “neutral” rating to a “buy” rating in a report on Friday, February 27th. Finally, Erste Group Bank upgraded shares of Netflix from a “hold” rating to a “buy” rating in a research note on Tuesday, March 24th. Two analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.55.
Netflix Stock Up 0.1%
NFLX stock opened at $93.43 on Friday. The company has a market cap of $394.48 billion, a price-to-earnings ratio of 36.97, a P/E/G ratio of 1.43 and a beta of 1.68. 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 business’s 50-day moving average is $87.25 and its two-hundred day moving average is $100.77. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12.
Netflix (NASDAQ:NFLX – Get Free Report) last released its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating 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 business had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. During the same period in the previous year, the company posted $0.43 EPS. The business’s quarterly revenue was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current year.
More Netflix News
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
Insider Buying and Selling
In other Netflix news, CFO Spencer Adam Neumann sold 57,260 shares of the stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $95.50, for a total value of $5,468,330.00. Following the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,046,658.50. This trade represents a 43.69% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Gregory K. Peters sold 105,781 shares of Netflix stock in a transaction on Thursday, January 29th. The stock was sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the transaction, the chief executive officer owned 122,140 shares in the company, valued at $10,130,291.60. This represents a 46.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,520,133 shares of company stock valued at $137,259,786 in the last 90 days. 1.37% of the stock is owned by insiders.
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.
Further Reading
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