Romano Brothers AND Company Increases Stock Position in Netflix, Inc. $NFLX

Romano Brothers AND Company lifted its holdings in Netflix, Inc. (NASDAQ:NFLX) by 925.1% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 16,750 shares of the Internet television network’s stock after buying an additional 15,116 shares during the quarter. Romano Brothers AND Company’s holdings in Netflix were worth $1,570,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of the business. Nordea Investment Management AB grew its holdings in Netflix by 886.6% in the fourth quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock worth $902,798,000 after purchasing an additional 8,688,113 shares during the period. Norges Bank purchased a new position in shares of Netflix during the second quarter valued at approximately $7,929,645,000. Assenagon Asset Management S.A. boosted its position 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 grew its stake in shares of Netflix by 2,758.1% in the 4th quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network’s stock worth $221,430,000 after buying an additional 2,279,032 shares during the last quarter. Finally, SG Americas Securities LLC increased its position in Netflix by 456.5% during the 4th quarter. SG Americas Securities LLC now owns 1,890,836 shares of the Internet television network’s stock valued at $177,285,000 after buying an additional 1,551,086 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors.

Netflix Trading Up 0.1%

Shares of NASDAQ:NFLX opened at $93.43 on Friday. 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 1 year low of $75.01 and a 1 year high of $134.12. The company has a market cap of $394.48 billion, a P/E ratio of 36.97, a PEG ratio of 1.43 and a beta of 1.68. The stock’s fifty day moving average price is $87.25 and its 200-day moving average price is $100.77.

Netflix (NASDAQ:NFLX) last released its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping 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 during the quarter, compared to the consensus estimate of $11.97 billion. During the same period last year, the company earned $0.43 EPS. Netflix’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. Sell-side analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current year.

Insider Transactions at Netflix

In related news, CFO Spencer Adam Neumann sold 28,630 shares of the firm’s stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $97.00, for a total value of $2,777,110.00. Following the sale, the chief financial officer owned 73,787 shares in the company, valued at approximately $7,157,339. This trade represents a 27.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, insider Cletus R. Willems sold 3,136 shares of Netflix stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total transaction of $259,253.12. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders sold 1,520,133 shares of company stock valued at $137,259,786. Company insiders own 1.37% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on the company. Pivotal Research lowered their price objective on Netflix from $105.00 to $95.00 and set a “hold” rating for the company in a research note on Wednesday, January 21st. Evercore initiated coverage on Netflix in a research report on Friday, February 27th. They issued an “outperform” rating and a $115.00 price target for the company. New Street Research dropped their price target on shares of Netflix from $100.00 to $96.00 and set a “neutral” rating on the stock in a research note on Thursday, January 22nd. Freedom Capital raised shares of Netflix from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Finally, Rosenblatt Securities raised their price objective on shares of Netflix from $94.00 to $95.00 and gave the company a “neutral” rating in a research note on Friday, February 27th. Two analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and twelve have assigned a Hold rating to the stock. According to MarketBeat.com, Netflix presently has a consensus rating of “Moderate Buy” and an average price target of $114.55.

Key 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

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.