Goelzer Investment Management Inc. Has $1.62 Million Stock Position in Netflix, Inc. $NFLX

Goelzer Investment Management Inc. boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 1,035.6% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 17,306 shares of the Internet television network’s stock after acquiring an additional 15,782 shares during the quarter. Goelzer Investment Management Inc.’s holdings in Netflix were worth $1,623,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. boosted its position in Netflix by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after buying an additional 142,238 shares during the last quarter. Contravisory Investment Management Inc. increased its stake in shares of Netflix by 837.2% in 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 buying an additional 99,496 shares during the period. Grove Bank & Trust raised its position in shares of Netflix by 1,379.8% during the fourth quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock worth $2,392,000 after acquiring an additional 23,788 shares during the last quarter. CIBC Capital Markets Europe S.A. raised its position in shares of Netflix by 171.4% during the third quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock worth $79,732,000 after acquiring an additional 42,000 shares during the last quarter. Finally, NorthCrest Asset Manangement LLC lifted its stake in shares of Netflix by 2,184.8% during the fourth quarter. NorthCrest Asset Manangement LLC now owns 85,727 shares of the Internet television network’s stock valued at $7,841,000 after acquiring an additional 81,975 shares during the period. Institutional investors and hedge funds own 80.93% of the company’s stock.

Netflix Trading Up 0.1%

NASDAQ NFLX opened at $93.43 on Friday. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The stock has a 50-day simple moving average of $87.25 and a 200 day simple moving average of $100.77. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. The company has a market capitalization of $394.48 billion, a PE ratio of 36.97, a P/E/G ratio of 1.43 and a beta of 1.68.

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

Insiders Place Their Bets

In related news, CEO Gregory K. Peters sold 27,312 shares of Netflix stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the transaction, the chief executive officer owned 122,140 shares of the company’s stock, valued at $10,166,933.60. This trade represents a 18.27% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, insider Cletus R. Willems sold 3,136 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 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 News Summary

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

Analyst Ratings Changes

NFLX has been the topic of several recent research reports. Citigroup started coverage on Netflix in a report on Wednesday, March 18th. They issued a “buy” rating and a $115.00 price target on the stock. Rothschild & Co Redburn set a $120.00 target price on shares of Netflix in a research report on Wednesday, January 21st. Robert W. Baird reduced their target price on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a research note on Friday, January 23rd. Citic Securities reduced their target price on shares of Netflix from $109.00 to $95.00 and set a “hold” rating on the stock in a research note on Monday, January 26th. Finally, Piper Sandler reiterated a “positive” rating and set a $103.00 price target (down from $140.00) on shares of Netflix in a research report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $114.55.

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.