MassMutual Private Wealth & Trust FSB raised its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 969.6% in the fourth quarter, Holdings Channel.com reports. The fund owned 26,409 shares of the Internet television network’s stock after buying an additional 23,940 shares during the quarter. MassMutual Private Wealth & Trust FSB’s holdings in Netflix were worth $2,476,000 at the end of the most recent quarter.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Imprint Wealth LLC purchased a new stake in shares of Netflix during the 3rd quarter worth about $25,000. Retirement Wealth Solutions LLC acquired a new stake in Netflix during the 3rd quarter worth approximately $28,000. Steph & Co. raised its holdings in 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 lifted its position in Netflix by 93.3% during the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 14 shares in the last quarter. Finally, Horizon Financial Services LLC lifted its position in Netflix by 480.0% during the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 24 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.
Insider Activity at Netflix
In other Netflix news, Director Reed Hastings sold 410,550 shares of Netflix stock in a transaction that occurred on Monday, March 2nd. The stock was sold at an average price of $97.01, for a total transaction of $39,827,455.50. Following the sale, the director directly owned 3,940 shares in the company, valued at $382,219.40. The trade was a 99.05% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $81.06, for a total value of $464,230.62. Following the completion of the transaction, the insider directly owned 316,100 shares in the company, valued at approximately $25,623,066. The trade was a 1.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,520,133 shares of company stock worth $137,259,786 over the last ninety days. Company insiders own 1.37% of the company’s stock.
Netflix Stock Performance
Netflix (NASDAQ:NFLX – Get Free Report) last announced its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The business had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same period in the previous year, the company earned $0.43 earnings per share. The company’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. On average, research analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In
NFLX has been the subject of several recent research reports. Oppenheimer set a $125.00 price objective on shares of Netflix and gave the stock an “outperform” rating in a research report on Wednesday, January 21st. HSBC cut their target price on shares of Netflix from $107.00 to $106.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Huber Research raised shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 27th. The Goldman Sachs Group reiterated a “neutral” rating and issued a $100.00 price target (down from $112.00) on shares of Netflix in a report on Wednesday, January 21st. Finally, Freedom Capital raised Netflix from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Two analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $114.35.
Check Out Our Latest Report on Netflix
Trending Headlines about Netflix
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: TV personality/market commentator Jim Cramer reiterated a buy-tilting stance — advising investors to “buy some here, buy some a little bit lower,” which can support retail momentum and short-term investor confidence. Jim Cramer on Netflix
- Positive Sentiment: Market response to Netflix walking away from its bid for Warner Bros. assets has been upbeat — reports note a strong near-term rally and at least one bank (Citi) turning bullish, arguing the move preserves capital and simplifies execution risk. That narrative supports multiple analysts raising targets and buyer interest. Netflix Stock Surges After Walking Away From Warner Deal
- Positive Sentiment: Content partnerships: Netflix signed an exclusive multi‑year documentary deal with Warner Music Group to mine WMG’s artist catalog for films/series — a steady stream of premium, exclusive music-related content could lift engagement and differentiate the service. Netflix, Warner Music deal
- Positive Sentiment: Live events strategy: Netflix is pushing into live K‑pop events (notably the BTS comeback livestream) and sees more opportunity in Korea — if monetized successfully these events can add new revenue streams and global engagement spikes. Netflix sees more prospects for live events
- Neutral Sentiment: New programming: Netflix and Higher Ground/Obamas are producing an eight-episode series about the FTX collapse — high-profile nonfiction can draw viewers but may also court controversy; content upside is balanced by reputational risk. Netflix FTX series
- Negative Sentiment: Operational worries: several outlets flagged slowing paid-subscriber growth (markedly weaker YoY) and a planned increase in 2026 content spending — the combination raises concerns about near-term margin pressure and execution on content ROI. Subscriber growth stalls
- Negative Sentiment: Volatility & valuation questions: commentary and headlines show recent big swings (both rallies and pullbacks), with some analysts highlighting mixed signals on valuation and the stock falling more steeply than the market on certain days — this keeps risk premia elevated. Netflix falls more steeply than market
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.
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