Three Seasons Wealth LLC Buys 14,841 Shares of Netflix, Inc. $NFLX

Three Seasons Wealth LLC increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 906.0% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 16,479 shares of the Internet television network’s stock after purchasing an additional 14,841 shares during the period. Three Seasons Wealth LLC’s holdings in Netflix were worth $1,545,000 as of its most recent SEC filing.

A number of other hedge funds have also added to or reduced their stakes in the stock. Natural Investments LLC lifted its holdings in shares of Netflix by 0.5% in the third quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock worth $1,999,000 after buying an additional 9 shares in the last quarter. Hengehold Capital Management LLC grew its stake in Netflix by 3.3% during the third quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network’s stock valued at $338,000 after acquiring an additional 9 shares in the last quarter. Financial Partners Group Inc increased its holdings in Netflix by 0.9% during the 3rd quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network’s stock worth $1,162,000 after acquiring an additional 9 shares during the period. Seascape Capital Management increased its holdings in Netflix by 1.6% during the 3rd quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock worth $681,000 after acquiring an additional 9 shares during the period. Finally, Crews Bank & Trust lifted its stake in Netflix by 5.8% in the 3rd quarter. Crews Bank & Trust now owns 164 shares of the Internet television network’s stock worth $197,000 after purchasing an additional 9 shares in the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Netflix Stock Up 3.4%

Shares of NASDAQ NFLX opened at $96.15 on Wednesday. The stock has a market capitalization of $405.96 billion, a P/E ratio of 38.05, a PEG ratio of 1.41 and a beta of 1.68. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The firm’s 50 day simple moving average is $87.53 and its two-hundred day simple moving average is $100.18. 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 (NASDAQ:NFLX) last announced its quarterly earnings data 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 net margin of 24.30% and a return on equity of 43.26%. The firm had revenue of $12.05 billion during the quarter, compared to analyst estimates of $11.97 billion. During the same period in the previous year, the business posted $0.43 EPS. The business’s quarterly revenue was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, analysts expect that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Insider Buying and Selling at Netflix

In other Netflix news, insider Cletus R. Willems sold 3,136 shares of the company’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 document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, insider David A. Hyman sold 5,727 shares of the firm’s stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $81.06, for a total value of $464,230.62. Following the transaction, the insider directly owned 316,100 shares in the company, valued at $25,623,066. This trade represents a 1.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last quarter, insiders sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of research analysts have recently commented on the stock. Citic Securities reduced their price target on shares of Netflix from $109.00 to $95.00 and set a “hold” rating for the company in a research report on Monday, January 26th. Bank of America lowered their price objective on Netflix from $149.00 to $125.00 and set a “buy” rating on the stock in a research report on Friday, March 6th. Wolfe Research lifted their price objective on Netflix from $95.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, February 27th. Canaccord Genuity Group set a $125.00 target price on Netflix and gave the stock a “buy” rating in a research report on Wednesday, January 21st. Finally, Oppenheimer upped their target price on Netflix from $125.00 to $135.00 and gave the stock an “outperform” rating in a research note on Friday, March 27th. Two 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 company. According to MarketBeat.com, Netflix presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.55.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: UBS named Netflix its “top pick” among media stocks, arguing industry consolidation and peers’ higher prices favor Netflix’s direct-to-consumer position — a near-term bullish research catalyst. Netflix Labeled ‘Top Pick’ Among Media Stocks. Here’s Why.
• Positive Sentiment: Engagement remains strong: Netflix reported ~96 billion hours viewed, which supports retention, pricing power and ad revenue scaling — fundamentals that bolster revenue growth expectations for 2026. Can NFLX’s Content Strength Sustain User Engagement & Revenue Growth?
• Positive Sentiment: Walking away from the Warner Bros. deal has been framed as a net positive: Netflix received a ~$2.8B termination fee and avoided large additional debt, leaving capital to fund content, ads and organic growth. Why Losing the Warner Bros. Deal May Be the Best Outcome for Netflix Stock
• Neutral Sentiment: Netflix raised subscription prices across tiers (first increase since Jan 2025). This should boost revenue and margins if churn is limited, but the impact will hinge on subscriber response and ad growth execution. Netflix (NFLX) Raises Subscription Prices
• Neutral Sentiment: Strategic push into live sports (pursuing additional NFL packages) could justify higher prices and expand ad inventory, but success is execution-dependent and will take time to materialize in results. Netflix May Have Good Reason To Raise Prices: Streamer Eyes More NFL Games
• Negative Sentiment: Customer reaction to the price hikes has been mixed and triggered some negative sentiment — reports show customer pushback and an initial stock slip after the announcement, a short-term risk to subscriber growth. Customers React to Netflix Price Hikes; Netflix Stock Slips
• Negative Sentiment: Some commentators warn the latest price increases could strain consumer budgets amid macro weakness — a potential demand risk if inflation/consumer spending deteriorates. Prediction: Netflix’s Latest Price Increase Will Be the Ultimate Stress Test on the U.S. Economy

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.