Mayflower Financial Advisors LLC Has $899,000 Stock Holdings in Netflix, Inc. $NFLX

Mayflower Financial Advisors LLC raised its stake in Netflix, Inc. (NASDAQ:NFLX) by 876.5% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,589 shares of the Internet television network’s stock after purchasing an additional 8,607 shares during the period. Mayflower Financial Advisors LLC’s holdings in Netflix were worth $899,000 at the end of the most recent quarter.

Several other large investors also recently modified their holdings of the stock. Stablepoint Partners LLC lifted its holdings in Netflix by 904.9% during the 4th quarter. Stablepoint Partners LLC now owns 28,971 shares of the Internet television network’s stock worth $2,716,000 after purchasing an additional 26,088 shares during the last quarter. Stableford Capital II LLC grew its holdings in Netflix by 872.2% in the 4th quarter. Stableford Capital II LLC now owns 8,001 shares of the Internet television network’s stock valued at $750,000 after buying an additional 7,178 shares in the last quarter. Regatta Capital Group LLC grew its holdings in Netflix by 863.8% in the 4th quarter. Regatta Capital Group LLC now owns 41,655 shares of the Internet television network’s stock valued at $3,906,000 after buying an additional 37,333 shares in the last quarter. Argentarii LLC increased its position in Netflix by 897.2% during the 4th quarter. Argentarii LLC now owns 19,315 shares of the Internet television network’s stock worth $1,811,000 after buying an additional 17,378 shares during the period. Finally, First Financial Corp IN increased its position in Netflix by 900.0% during the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after buying an additional 243 shares during the period. 80.93% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of analysts have issued reports on NFLX shares. William Blair reissued an “outperform” rating on shares of Netflix in a report on Wednesday, January 21st. HSBC lowered their target price on shares of Netflix from $107.00 to $106.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. UBS Group set a $104.00 price target on shares of Netflix in a research report on Tuesday, January 27th. Huber Research upgraded Netflix from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, February 27th. Finally, Wells Fargo & Company started coverage on Netflix in a research report on Monday, March 9th. They set an “equal weight” rating and a $105.00 price target on the stock. Two analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $114.55.

Insider Activity

In other news, CFO Spencer Adam Neumann sold 57,260 shares of the firm’s stock in a transaction dated 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 transaction, the chief financial officer directly owned 73,787 shares in the company, valued at $7,046,658.50. This trade represents a 43.69% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Reed Hastings sold 426,290 shares of Netflix stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $91.67, for a total value of $39,078,004.30. Following the completion of the transaction, the director directly owned 3,940 shares in the company, valued at approximately $361,179.80. This represents a 99.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is owned by corporate insiders.

Netflix Price Performance

NFLX stock opened at $93.43 on Friday. The company has a market capitalization of $394.48 billion, a P/E ratio of 36.97, a PEG ratio of 1.43 and a beta of 1.68. The company has a fifty day moving average price of $87.25 and a 200-day moving average price of $100.77. 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 quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.01. The company had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. Netflix’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, equities analysts expect that Netflix, Inc. will post 24.58 EPS for the current year.

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

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.