Ipswich Investment Management Co. Inc. Buys Shares of 25,937 Netflix, Inc. $NFLX

Ipswich Investment Management Co. Inc. bought a new position in Netflix, Inc. (NASDAQ:NFLX) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 25,937 shares of the Internet television network’s stock, valued at approximately $2,432,000.

Several other hedge funds also recently modified their holdings of NFLX. Imprint Wealth LLC bought a new stake in Netflix in the third quarter worth $25,000. Retirement Wealth Solutions LLC acquired a new position in Netflix during the third quarter worth $28,000. Steph & Co. raised its holdings in Netflix by 188.9% during the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after buying an additional 17 shares in the last quarter. Bare Financial Services Inc raised its holdings in 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 in the last quarter. Finally, Horizon Financial Services LLC lifted its position in shares of Netflix by 480.0% in the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $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.

Netflix Stock Performance

NFLX opened at $95.55 on Thursday. The stock’s 50 day simple moving average is $87.73 and its 200-day simple moving average is $100.01. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. The stock has a market cap of $403.43 billion, a PE ratio of 37.81, a P/E/G ratio of 1.46 and a beta of 1.67. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12.

Netflix (NASDAQ:NFLX) last issued its earnings results 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 firm had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same period last year, the business earned $0.43 earnings per share. Netflix’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. Sell-side analysts forecast that Netflix, Inc. will post 24.58 EPS for the current year.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: D.E. Shaw has been adding to NFLX, signaling institutional confidence that could support the stock and reduce downside risk. D. E. Shaw Is Loading Up on This Stock
• Positive Sentiment: Billionaire investor Paul Tudor Jones is buying Netflix, another high-profile buyer that can boost sentiment and attract momentum investors. Billionaire Paul Tudor Jones Is Buying This Stock
• Positive Sentiment: UBS named Netflix a top pick in TMT, and President Capital nudged its price target higher — analyst support can lift valuation expectations and buying interest. Netflix, Amazon named among UBS top technology, media and telecommunications stocks picks
• Neutral Sentiment: Bank of America says Q1 will be pivotal after Netflix stepped back from the Warner Bros. Discovery deal and refocused on core strategy — this raises the stakes for upcoming results (beat/miss could swing the stock). Netflix faces key quarter after strategic reset, says Bank of America
• Neutral Sentiment: Market commentary highlights that rising digital ad spend and Netflix’s push into ads, sports and gaming could expand revenue diversification — a long-term positive but dependent on execution. As Digital Ad Spend Hits a High, These Firms Could Reap Rewards (NFLX)
• Neutral Sentiment: Citizens initiated coverage with a cautious Market Perform — signals mixed analyst views and suggests limited near-term upside from that shop. Citizens Starts Netflix, Inc. (NFLX) Coverage, But Stays Cautious
• Negative Sentiment: Netflix raised U.S. prices across tiers and appears to be steering some users toward ad-supported plans — price hikes can boost near-term revenue but risk subscriber pushback and churn in a sensitive consumer environment. Netflix’s Latest Price Hike Reveals Its Endgame: Steering Subscribers Toward Ads
• Negative Sentiment: Analyst/columnist pieces flag structural risks and “red flags” after a recent pullback — these narratives can amplify selling pressure if earnings or guidance disappoint. Down 30%, 3 Red Flags That Suggest Netflix’s Best Days Are Behind It

Analyst Ratings Changes

Several analysts have recently issued reports on NFLX shares. HSBC decreased their price target on Netflix from $107.00 to $106.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. Citigroup assumed coverage on Netflix in a research note on Wednesday, March 18th. They issued a “buy” rating and a $115.00 price objective on the stock. Canaccord Genuity Group set a $125.00 target price on Netflix and gave the stock a “buy” rating in a report on Wednesday, January 21st. Wolfe Research upped their target price on Netflix from $95.00 to $110.00 and gave the stock an “outperform” rating in a research report on Friday, February 27th. Finally, Needham & Company LLC lowered their price target on Netflix from $150.00 to $120.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $114.57.

Insider Buying and Selling

In other news, Director Bradford L. Smith sold 31,790 shares of the firm’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the completion of the transaction, the director directly owned 79,690 shares of the company’s stock, valued at approximately $7,081,253.40. This trade represents a 28.52% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Reed Hastings sold 426,290 shares of Netflix stock in a transaction dated Friday, January 2nd. The shares were sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following 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 disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 1,520,133 shares of company stock worth $137,259,786. Insiders own 1.37% of the company’s stock.

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.