Netflix, Inc. $NFLX Shares Bought by Harbor Capital Advisors Inc.

Harbor Capital Advisors Inc. raised its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 898.6% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 83,553 shares of the Internet television network’s stock after acquiring an additional 75,186 shares during the quarter. Netflix makes up about 0.6% of Harbor Capital Advisors Inc.’s holdings, making the stock its 24th largest holding. Harbor Capital Advisors Inc.’s holdings in Netflix were worth $7,834,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC raised its holdings in Netflix by 5.0% in the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock valued at $4,804,000 after acquiring an additional 257 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in Netflix by 16.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after purchasing an additional 144 shares during the last quarter. Sivia Capital Partners LLC raised its position in shares of Netflix by 21.2% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after buying an additional 246 shares during the period. Strategic Investment Advisors MI increased its stake in Netflix by 18.9% during the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after acquiring an additional 123 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in Netflix by 12.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after buying an additional 228 shares during the period. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Netflix Price Performance

NFLX stock opened at $98.66 on Friday. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The stock has a market capitalization of $416.56 billion, a P/E ratio of 39.04, a PEG ratio of 1.50 and a beta of 1.67. The company has a 50 day moving average price of $88.28 and a two-hundred day moving average price of $99.86. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating the consensus estimate of $0.55 by $0.01. The company had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The firm’s revenue was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the business earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, sell-side analysts expect 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: Recent subscription price increases are expected to lift ARPU and near‑term revenue, and most analysts/media expect limited churn — this supports earnings upside. Netflix Is Raising Prices Again: What It Means for Investors
• Positive Sentiment: Large institutional buying and some price‑target lifts (one firm raised NFLX to $134) provide demand/support beneath the share price, signaling confidence from major investors and some analysts. Netflix (NASDAQ:NFLX) Price Target Raised to $134.00
• Neutral Sentiment: Options and near‑term earnings positioning: traders are pricing a meaningful move into Q1 results (options strategies like iron condors are being discussed) — raises short‑term volatility but not directional conviction for the stock itself. Trade Netflix Stock with This Iron Condor Strategy to See a 23% Return in Just 3 Weeks
• Neutral Sentiment: New commercial distribution deals (e.g., EverPass for a major boxing event) slightly expand non‑subscription revenue channels but are modest relative to core business. EverPass Media Expands Relationship with Netflix
• Negative Sentiment: Italian court ruled Netflix’s 2017–2024 price‑hike clauses void and ordered refunds to subscribers — this creates potential one‑time liability, reputational risk in Europe and could spur similar claims elsewhere. Netflix will appeal. Italian court rules Netflix price‑hike clauses are void, orders refunds
• Negative Sentiment: Board chair Reed Hastings sold ~420,550 shares under a pre‑arranged 10b5‑1 plan (≈$40M) — large insider sales can spook some investors even if pre‑planned, since they reduce insider exposure. Reed Hastings Sells 420,550 Shares of Netflix (NASDAQ:NFLX) Stock
• Negative Sentiment: Deal speculation (a reported US$42.2B Warner‑style acquisition) and commentary about derating/ acquisition concerns pressure views on capital discipline and potential leverage — raises risk premium if pursued. Netflix’s US$42.2b Warner Bros. Deal Tests Growth And Discipline

Wall Street Analyst Weigh In

NFLX has been the subject of several research reports. Citic Securities dropped their target price on shares of Netflix from $109.00 to $95.00 and set a “hold” rating for the company in a report on Monday, January 26th. Oppenheimer increased their price target on Netflix from $125.00 to $135.00 and gave the company an “outperform” rating in a research report on Friday, March 27th. Phillip Securities upgraded shares of Netflix from a “sell” rating to a “moderate buy” rating and boosted their price target for the stock from $95.00 to $100.00 in a report on Monday, January 26th. Loop Capital set a $104.00 price target on shares of Netflix in a research note on Tuesday, January 27th. Finally, President Capital upped their target price on Netflix from $133.00 to $134.00 and gave the company a “buy” rating in a research report on Tuesday. Two analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $114.57.

Insider Buying and Selling at Netflix

In other Netflix news, CEO Gregory K. Peters sold 105,781 shares of the company’s stock in a transaction dated Thursday, January 29th. The shares were sold at an average price of $82.94, for a total value of $8,773,476.14. Following the completion of the transaction, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at $10,130,291.60. This represents a 46.41% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Bradford L. Smith sold 31,790 shares of the stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $88.86, for a total value 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 $7,081,253.40. This represents a 28.52% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 1,543,023 shares of company stock worth $141,145,842. Corporate 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.