Parsons Capital Management Inc. RI Increases Stock Position in Netflix, Inc. $NFLX

Parsons Capital Management Inc. RI grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 1,046.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 19,885 shares of the Internet television network’s stock after buying an additional 18,151 shares during the period. Parsons Capital Management Inc. RI’s holdings in Netflix were worth $1,864,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Natural Investments LLC boosted its stake in Netflix by 0.5% during the third quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock worth $1,999,000 after acquiring an additional 9 shares in the last quarter. Hengehold Capital Management LLC increased its stake in shares of 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 purchasing an additional 9 shares in the last quarter. Financial Partners Group Inc increased its stake in shares of Netflix by 0.9% during the third quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network’s stock valued at $1,162,000 after purchasing an additional 9 shares in the last quarter. Seascape Capital Management lifted its holdings in shares of Netflix by 1.6% during the third quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock valued at $681,000 after purchasing an additional 9 shares during the last quarter. Finally, Crews Bank & Trust boosted its position in shares of 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. 80.93% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. Huber Research raised Netflix from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 27th. Evercore began 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. BMO Capital Markets dropped their price target on shares of Netflix from $143.00 to $135.00 and set an “outperform” rating on the stock in a research note on Wednesday, January 21st. Rothschild & Co Redburn set a $120.00 price objective on shares of Netflix in a research report on Wednesday, January 21st. Finally, Loop Capital set a $104.00 price objective on shares of Netflix in a research note on Tuesday, January 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $114.55.

Insider Buying and Selling at Netflix

In related news, Director Bradford L. Smith sold 31,790 shares of the stock in a transaction that occurred on 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, CEO Gregory K. Peters sold 105,781 shares of the firm’s stock in a transaction that occurred on Thursday, January 29th. The stock was sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the completion of the sale, the chief executive officer owned 122,140 shares in the company, valued at $10,130,291.60. This represents a 46.41% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is owned by company insiders.

Netflix Stock Up 0.1%

NFLX stock opened at $93.43 on Friday. The stock has a market capitalization of $394.48 billion, a P/E ratio of 36.97, a P/E/G ratio of 1.43 and a beta of 1.68. 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 business has a fifty day moving average price of $87.25 and a 200-day moving average price of $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, beating 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 for the quarter, compared to analysts’ expectations of $11.97 billion. During the same period last year, the firm posted $0.43 earnings per share. Netflix’s 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. Equities analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Key Stories Impacting Netflix

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.