Jamison Private Wealth Management Inc. Buys 37,942 Shares of Netflix, Inc. $NFLX

Jamison Private Wealth Management Inc. grew its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 978.6% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 41,819 shares of the Internet television network’s stock after acquiring an additional 37,942 shares during the quarter. Jamison Private Wealth Management Inc.’s holdings in Netflix were worth $3,921,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also recently modified their holdings of NFLX. Vanguard Group Inc. boosted its holdings in shares of Netflix by 0.4% in the 3rd 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 during the last quarter. Contravisory Investment Management Inc. grew its position in shares of Netflix by 837.2% during the 4th quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock valued at $10,443,000 after acquiring an additional 99,496 shares during the period. Grove Bank & Trust increased its stake in shares of Netflix by 1,379.8% during the 4th quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock worth $2,392,000 after purchasing an additional 23,788 shares during the last quarter. CIBC Capital Markets Europe S.A. raised its holdings in shares of Netflix by 171.4% in the 3rd quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock worth $79,732,000 after purchasing an additional 42,000 shares during the period. Finally, NorthCrest Asset Manangement LLC raised its holdings in shares of Netflix by 2,184.8% in the 4th quarter. NorthCrest Asset Manangement LLC now owns 85,727 shares of the Internet television network’s stock worth $7,841,000 after purchasing an additional 81,975 shares during the period. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts have weighed in on the company. Susquehanna raised Netflix to a “positive” rating and set a $112.00 price objective for the company in a report on Wednesday, January 21st. Arete Research raised Netflix from a “neutral” rating to a “buy” rating in a research report on Friday, February 27th. Oppenheimer boosted their price objective on Netflix from $125.00 to $135.00 and gave the company an “outperform” rating in a research note on Friday, March 27th. Erste Group Bank upgraded shares of Netflix from a “hold” rating to a “buy” rating in a research report on Tuesday, March 24th. Finally, Guggenheim reduced their target price on shares of Netflix from $145.00 to $130.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. Two equities research 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 data from MarketBeat.com, Netflix presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.55.

Insider Buying and Selling

In related news, CEO Gregory K. Peters sold 105,781 shares of the company’s stock in a transaction that occurred on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the sale, the chief executive officer owned 122,140 shares of the company’s stock, valued at approximately $10,130,291.60. This represents a 46.41% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, CFO Spencer Adam Neumann sold 57,260 shares of the stock in a transaction that occurred on 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 completion of the sale, the chief financial officer owned 73,787 shares in the company, valued at $7,046,658.50. This represents a 43.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,520,133 shares of company stock valued at $137,259,786 in the last three months. Insiders own 1.37% of the company’s stock.

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 Stock Performance

NASDAQ:NFLX opened at $96.15 on Wednesday. The business’s fifty day moving average is $87.53 and its 200 day moving average is $100.18. The firm has a market cap of $405.96 billion, a price-to-earnings ratio of 38.05, a PEG ratio of 1.41 and a beta of 1.68. 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, Inc. has a 52-week low of $75.01 and a 52-week 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. The business had revenue of $12.05 billion during the quarter, compared to the consensus estimate 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% compared to the same quarter last year. During the same quarter last year, the company earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts predict that Netflix, Inc. will post 24.58 EPS for the current year.

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.