First Long Island Investors LLC Purchases 6,677 Shares of Netflix, Inc. $NFLX

First Long Island Investors LLC grew its position in Netflix, Inc. (NASDAQ:NFLX) by 69.4% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 16,293 shares of the Internet television network’s stock after purchasing an additional 6,677 shares during the period. First Long Island Investors LLC’s holdings in Netflix were worth $19,534,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Legacy Investment Solutions LLC acquired a new position in shares of Netflix in the 2nd quarter valued at approximately $31,000. Retirement Wealth Solutions LLC bought a new position in Netflix in the third quarter valued at approximately $28,000. Steph & Co. boosted its holdings in shares of Netflix by 188.9% in 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 during the period. Bare Financial Services Inc increased its position in shares of Netflix by 93.3% during the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after acquiring an additional 14 shares in the last quarter. Finally, Redmont Wealth Advisors LLC acquired a new stake in shares of Netflix during the third quarter worth $36,000. 80.93% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research firms have recently weighed in on NFLX. Benchmark reaffirmed a “hold” rating on shares of Netflix in a research report on Tuesday, January 13th. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $100.00 price target (down from $112.00) on shares of Netflix in a research note on Wednesday, January 21st. Cfra lowered shares of Netflix from a “strong-buy” rating to a “hold” rating and set a $100.00 price objective on the stock. in a research report on Monday, January 5th. Freedom Capital raised shares of Netflix from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Finally, Evercore assumed coverage on shares of Netflix in a research report on Friday. They set an “outperform” rating and a $115.00 price target on the stock. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating and fifteen have issued a Hold rating to the stock. According to MarketBeat, Netflix currently has an average rating of “Moderate Buy” and a consensus target price of $115.91.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Management walked away from the Warner Bros. bid, framing the decision as disciplined capital allocation and a return-to-core strategy — a catalyst investors rewarded. Thank You for Walking Away, Netflix
• Positive Sentiment: The stock jump after CEO/Co‑CEO comments explaining the exit (and saying it was preplanned) reinforced the narrative that management prioritized shareholder value over a risky, expensive acquisition. Netflix’s Sarandos says Warner exit was preplanned, not political
• Positive Sentiment: Several firms initiated or raised coverage/targets and reiterated buy ratings (Arete, Evercore start of coverage, Huber Research upgrade, Jefferies buy reiteration, DZ Bank reiteration), supporting the rally and signaling buy-side confidence. Netflix (NASDAQ:NFLX) Price Target Raised to $110.00
• Neutral Sentiment: Management says it will double down on its core growth plan and is “unlikely” to pursue another large M&A soon — suggests capital will be deployed for organic growth and product/content investment instead of big acquisitions. Netflix Walks From Warner Deal To Double Down On Core Growth Plan
• Neutral Sentiment: Commentary and analysis pieces (Fool, TechCrunch, Business Insider) are parsing whether losing the bid is ultimately positive; that ongoing debate keeps volatility possible as investors price growth vs. valuation. Why did Netflix back down from its deal to acquire Warner Bros.
• Negative Sentiment: Co‑CEO Ted Sarandos warned Paramount’s acquisition could trigger up to $16 billion in industry cost cuts — a structural change that could pressure content production, licensing dynamics, or competitor behavior over time. Netflix Co-CEO Ted Sarandos Expects Paramount’s Warner Bros. Takeover To Result In Cost Cuts Worth $16 Billion: ‘I Hope I’m Wrong…’
• Negative Sentiment: Notable hedge fund selling (e.g., Ole Andreas Halvorsen liquidating positions) is a reminder that some large investors are trimming exposure despite recent strength. Billionaire Halvorsen Sold Nike, Netflix, Meta Stock

Netflix Stock Up 13.8%

Netflix stock opened at $96.24 on Monday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The company’s 50-day moving average is $85.83 and its 200-day moving average is $104.40. The firm has a market capitalization of $406.34 billion, a PE ratio of 38.08, a P/E/G ratio of 1.71 and a beta of 1.68. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. The firm had revenue of $12.05 billion for 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 business’s revenue was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Sell-side analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current year.

Insiders Place Their Bets

In other Netflix news, insider Cletus R. Willems sold 3,136 shares of the firm’s stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total transaction of $259,253.12. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $81.06, for a total transaction of $464,230.62. Following the completion of the transaction, the insider owned 316,100 shares in the company, valued at approximately $25,623,066. This represents a 1.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,023,693 shares of company stock worth $89,186,891 in the last quarter. Company 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.