Netflix, Inc. $NFLX Shares Bought by Willner & Heller LLC

Willner & Heller LLC lifted its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 1,871.7% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 5,915 shares of the Internet television network’s stock after acquiring an additional 5,615 shares during the period. Willner & Heller LLC’s holdings in Netflix were worth $555,000 as of its most recent filing with the SEC.

A number of other large investors have also modified their holdings of NFLX. Imprint Wealth LLC acquired a new position in Netflix during the 3rd quarter valued at about $25,000. Retirement Wealth Solutions LLC acquired a new stake in shares of Netflix in the third quarter valued at approximately $28,000. Steph & Co. increased its stake in shares of Netflix by 188.9% in the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after purchasing an additional 17 shares during the period. Bare Financial Services Inc raised its holdings in shares of Netflix by 93.3% during the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 14 shares during the last quarter. Finally, Horizon Financial Services LLC raised its holdings in shares of Netflix by 480.0% during the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 24 shares during the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Insider Buying and Selling at Netflix

In related news, CFO Spencer Adam Neumann sold 57,260 shares of Netflix stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $7,046,658.50. The trade was 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 available at the SEC website. Also, Director Reed Hastings sold 426,290 shares of the business’s stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the completion of the sale, the director owned 3,940 shares in the company, valued at approximately $361,179.80. This trade represents a 99.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. Corporate insiders own 1.37% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts recently commented on NFLX shares. Robert W. Baird lowered their target price on Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a research report on Friday, January 23rd. The Goldman Sachs Group reiterated a “neutral” rating and set a $100.00 price target (down from $112.00) on shares of Netflix in a research report on Wednesday, January 21st. Moffett Nathanson decreased their price target on Netflix from $140.00 to $115.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. Susquehanna raised Netflix to a “positive” rating and set a $112.00 price target on the stock in a report on Wednesday, January 21st. Finally, Arete Research upgraded shares of Netflix from a “neutral” rating to a “buy” rating in a research note on Friday, February 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $114.35.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Erste Group upgraded Netflix to “Buy” and nudged up FY2026–FY2027 EPS estimates, signaling analyst confidence in margin and earnings recovery. Netflix Raised to Buy at Erste Group Bank
• Positive Sentiment: Netflix reported continued strength in its ad business (roughly 2.5x growth to ~$1.5B), suggesting a faster-growing revenue stream that supports upside to monetization and ARPU. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Positive Sentiment: Large content and engagement wins: Netflix said the BTS Seoul livestream drew 18.4M global viewers, and production continues on flagship franchises (e.g., Bridgerton S5), supporting subscriber engagement and marketing reach. BTS Seoul concert livestream draws 18.4 million global viewers, Netflix says
• Positive Sentiment: Third-party partnerships and ad inventory expansion (e.g., Joey Ai in Canada, branded promotions like the McDonald’s tie‑in) point to growing non-subscription revenue channels. Joey Ai Expands Netflix Advertising Opportunities in Canada
• Neutral Sentiment: Analyst commentary and investor notes are mixed—some see the March pullback as an entry opportunity while others flag execution risks; sentiment appears to be shifting but not unanimous. Here is What to Know Beyond Why Netflix, Inc. (NFLX) is a Trending Stock
• Negative Sentiment: Valuation concerns persist—coverage warns NFLX’s ~7.3x P/S and slowing growth plus heavy early‑2026 content spending could pressure near‑term returns. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: Strategic uncertainty after Netflix walked away from a potential Warner Bros. deal has prompted debate on growth strategy and M&A appetite—some investors view this as a risk to scale and content access. Netflix Walked Away From Warner Bros. Was That a Smart Move?

Netflix Stock Performance

Shares of NASDAQ NFLX opened at $92.28 on Thursday. The stock has a fifty day moving average price of $87.04 and a two-hundred day moving average price of $101.04. 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 firm has a market cap of $389.62 billion, a P/E ratio of 36.52, a PEG ratio of 1.39 and a beta of 1.68. Netflix, Inc. has a 1 year low of $75.01 and a 1 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 earnings per share (EPS) for the quarter, beating 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 company had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. During the same period last year, the firm earned $0.43 EPS. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts forecast that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

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.