Crumly & Associates Inc. Increases Stock Holdings in Netflix, Inc. $NFLX

Crumly & Associates Inc. lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 920.1% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 19,413 shares of the Internet television network’s stock after buying an additional 17,510 shares during the quarter. Crumly & Associates Inc.’s holdings in Netflix were worth $1,820,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Natural Investments LLC lifted its position in Netflix by 0.5% in the third quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock valued at $1,999,000 after acquiring an additional 9 shares during the last quarter. Hengehold Capital Management LLC grew its holdings 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 worth $338,000 after purchasing an additional 9 shares during the last quarter. Financial Partners Group Inc grew its holdings 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 worth $1,162,000 after purchasing an additional 9 shares during the last quarter. Seascape Capital Management increased its position 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 worth $681,000 after purchasing an additional 9 shares in the last quarter. Finally, Crews Bank & Trust increased its position in shares of Netflix by 5.8% during the third 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. Institutional investors and hedge funds own 80.93% of the company’s stock.

Insider Buying and Selling at Netflix

In related news, CFO Spencer Adam Neumann sold 28,630 shares of the stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $97.00, for a total transaction of $2,777,110.00. Following the completion of the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $7,157,339. This trade represents a 27.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider David A. Hyman sold 5,727 shares of Netflix 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 trade represents a 1.78% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. Corporate insiders own 1.37% of the company’s stock.

Netflix Stock Performance

Shares of NFLX stock opened at $93.43 on Friday. The stock’s 50-day moving average price is $87.25 and its 200 day moving average price is $100.77. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. The stock has a market capitalization of $394.48 billion, a PE ratio of 36.97, a price-to-earnings-growth ratio of 1.43 and a beta of 1.68. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data 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. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same period last year, the firm earned $0.43 EPS. The firm’s revenue for the quarter was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, equities research analysts forecast that Netflix, Inc. will post 24.58 EPS for the current year.

Key Headlines 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

Wall Street Analyst Weigh In

A number of analysts recently issued reports on NFLX shares. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and issued a $98.00 target price (up from $95.00) on shares of Netflix in a research report on Wednesday, January 21st. Erste Group Bank raised Netflix from a “hold” rating to a “buy” rating in a research report on Tuesday. Evercore began coverage on Netflix in a research note on Friday, February 27th. They issued an “outperform” rating and a $115.00 price objective for the company. TD Cowen decreased their price objective on Netflix from $115.00 to $112.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. Finally, Bank of America lowered their target price on shares of Netflix from $149.00 to $125.00 and set a “buy” rating on the stock in a research report on Friday, March 6th. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $114.55.

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.