Talbot Financial LLC Buys 157,727 Shares of Netflix, Inc. $NFLX

Talbot Financial LLC increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 907.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 175,117 shares of the Internet television network’s stock after acquiring an additional 157,727 shares during the quarter. Netflix comprises approximately 1.4% of Talbot Financial LLC’s holdings, making the stock its 29th largest holding. Talbot Financial LLC’s holdings in Netflix were worth $16,419,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. boosted its stake in Netflix by 0.4% during the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after buying an additional 142,238 shares in the last quarter. Contravisory Investment Management Inc. boosted its stake in Netflix by 837.2% during the fourth quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock worth $10,443,000 after buying an additional 99,496 shares in the last quarter. Crew Capital Management Ltd boosted its stake in Netflix by 1,021.9% during the fourth quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network’s stock worth $847,000 after buying an additional 8,226 shares in the last quarter. Grove Bank & Trust boosted its stake in Netflix by 1,379.8% during the fourth quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock worth $2,392,000 after buying an additional 23,788 shares in the last quarter. Finally, CIBC Capital Markets Europe S.A. boosted its stake in Netflix by 171.4% during the third quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock worth $79,732,000 after buying an additional 42,000 shares in the last quarter. Institutional investors own 80.93% of the company’s stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Goldman Sachs upgraded NFLX to Buy and lifted its 12‑month target to $120, citing stronger ad revenue, improving margins and better capital returns — a major driver of today’s rally. Goldman Sachs resets Netflix stock price target for rest of 2026
• Positive Sentiment: Netflix launched “Netflix Playground,” an ad‑free, standalone kids’ gaming app built around IP like Peppa Pig and Sesame Street — expanding monetizable ecosystems beyond video and aiming to boost engagement and family retention. Netflix Playground Puts Kids’ Gaming At The Center Of Growth Story
• Positive Sentiment: Investors are rewarding Netflix’s profitability pivot — recent price increases, growing ad revenue and selective live‑sports rights are being viewed as durable margin enhancers rather than subscriber‑growth gambits. That narrative is underpinning multiple bullish analyst notes. Netflix Rises as Price Hikes, Ad Revenue Growth, and Live Sports Signal a New Phase of Profitability
• Positive Sentiment: Several pieces argue Netflix benefits from stepping back after losing the Warner Bros. bidding — avoiding a large acquisition price and keeping balance‑sheet optionality for shareholder returns or targeted investments. Why Netflix stands to get richer after losing Warner Bros. bidding war
• Neutral Sentiment: Minor analyst moves: Rosenblatt nudged its target slightly, reflecting mixed views on near‑term upside versus valuation — useful for gauging divergent Wall Street expectations heading into earnings. Rosenblatt adjusts price target on Netflix to $96 from $95
• Neutral Sentiment: Q1 2026 earnings are due Apr. 16; consensus estimates and guidance will dictate whether the current optimism (on margins and ARPU) holds through into results — this is a decisive near‑term event. Will Netflix Inc (NFLX) beat quarterly earnings?
• Negative Sentiment: Insider selling: Netflix’s CFO reported a roughly $2.8M stock sale; while common and not necessarily a red flag, insider disposals can invite short‑term scrutiny. Insider Selling: Netflix (NASDAQ:NFLX) CFO Sells $2,805,740.00 in Stock

Analysts Set New Price Targets

A number of equities research analysts have weighed in on NFLX shares. Cfra upgraded shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 price target on the stock in a research note on Friday, March 6th. Argus decreased their price target on shares of Netflix from $141.00 to $110.00 and set a “buy” rating on the stock in a research note on Thursday, January 22nd. Wells Fargo & Company started coverage on shares of Netflix in a research note on Monday, March 9th. They set an “equal weight” rating and a $105.00 price target on the stock. New Street Research decreased 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. Finally, Morgan Stanley set a $110.00 price target on shares of Netflix and gave the stock an “overweight” rating in a research note on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $115.10.

Netflix Stock Up 0.3%

Shares of NASDAQ:NFLX opened at $98.93 on Tuesday. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12. 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 company’s fifty day moving average is $88.55 and its 200-day moving average is $99.57. The company has a market capitalization of $417.70 billion, a PE ratio of 39.15, a P/E/G ratio of 1.50 and a beta of 1.67.

Netflix (NASDAQ:NFLX) last issued its 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. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The company had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. During the same quarter in the previous year, the company earned $0.43 EPS. The firm’s revenue for the quarter was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities research analysts predict that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Insider Buying and Selling at Netflix

In related news, Director Bradford L. Smith sold 31,790 shares of the company’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 transaction, the director owned 79,690 shares in the company, valued at $7,081,253.40. This represents a 28.52% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, CFO Spencer Adam Neumann sold 57,260 shares of the company’s 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 owned 73,787 shares in the company, valued at approximately $7,046,658.50. This trade represents a 43.69% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,543,023 shares of company stock worth $141,145,842 over the last quarter. Corporate insiders own 1.37% of the company’s stock.

Netflix Company 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.