Mezzasalma Advisors LLC Purchases 71,894 Shares of Netflix, Inc. $NFLX

Mezzasalma Advisors LLC increased its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 967.9% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 79,322 shares of the Internet television network’s stock after buying an additional 71,894 shares during the quarter. Netflix makes up 1.7% of Mezzasalma Advisors LLC’s investment portfolio, making the stock its 16th largest holding. Mezzasalma Advisors LLC’s holdings in Netflix were worth $7,218,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of the company. First Financial Corp IN boosted its position in shares of Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 243 shares during the period. DiNuzzo Private Wealth Inc. boosted its position in shares of Netflix by 885.2% in the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 239 shares during the period. Imprint Wealth LLC bought a new stake in shares of Netflix in the third quarter valued at approximately $25,000. Retirement Wealth Solutions LLC bought a new stake in shares of Netflix in the third quarter valued at approximately $28,000. Finally, MB Levis & Associates LLC boosted its position in shares of Netflix by 177.8% in the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock valued at $28,000 after acquiring an additional 192 shares during the period. 80.93% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

Several research firms have recently weighed in on NFLX. TD Cowen reduced their price objective on Netflix from $115.00 to $112.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Wells Fargo & Company initiated coverage on Netflix in a research report on Monday, March 9th. They issued an “equal weight” rating and a $105.00 price objective for the company. Wedbush reiterated an “outperform” rating and issued a $115.00 price objective on shares of Netflix in a research report on Friday, February 20th. DZ Bank reiterated a “buy” rating on shares of Netflix in a research report on Friday, February 27th. Finally, Canaccord Genuity Group set a $125.00 price target on shares of Netflix and gave the stock a “buy” rating in a research note on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $115.10.

Insiders Place Their Bets

In related news, CFO Spencer Adam Neumann sold 57,260 shares of Netflix stock in a transaction dated Friday, February 27th. The stock was sold at an average price of $95.50, for a total value of $5,468,330.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $7,046,658.50. The trade was a 43.69% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider David A. Hyman sold 23,439 shares of Netflix stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $88.11, for a total value of $2,065,210.29. Following the completion of the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at $27,851,571. This represents a 6.90% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 1,543,023 shares of company stock valued at $141,145,842 over the last three months. Company insiders own 1.37% of the company’s stock.

Netflix Trading Up 0.3%

Shares of NFLX stock opened at $98.93 on Tuesday. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12. The company has a market capitalization of $417.70 billion, a P/E ratio of 39.15, a P/E/G ratio of 1.50 and a beta of 1.67. The firm has a 50-day moving average price of $88.55 and a 200 day moving average price of $99.57. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. During the same period last year, the firm posted $0.43 EPS. The firm’s quarterly revenue was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Goldman Sachs upgraded NFLX to Buy and raised its 12‑month price target to $120, citing improving revenue durability, operating leverage and shareholder returns — a major catalyst for the stock rally this morning. Goldman Sachs resets Netflix stock price target for rest of 2026
• Positive Sentiment: Analysts and press point to Netflix’s recent price hikes, faster ad-revenue growth and selective live‑sports strategy as margin drivers that support higher profitability and valuation upside. Netflix Rises as Price Hikes, Ad Revenue Growth, and Live Sports Signal a New Phase of Profitability
• Positive Sentiment: Product expansion: Netflix launched “Netflix Playground,” an ad‑free kids gaming app built on its IP — a user‑engagement play that supports stickiness, potential ARPU lift for families, and cross‑sell opportunities. Netflix debuts new ‘Playground’ gaming app for kids
• Neutral Sentiment: Upcoming catalyst: Q1 2026 earnings are due April 16. Market expectations are mixed but some analysts and note‑writers argue Netflix has multiple levers (price, ads, breakup fee) that could produce an earnings beat — the report will likely swing sentiment sharply. Will Netflix Inc (NFLX) beat quarterly earnings?
• Neutral Sentiment: Strategic relief: analysts note Netflix may benefit after losing the Warner Bros. auction (avoids massive acquisition cost and may receive breakup fee), a development reframed as financially constructive by some commentators. Why Netflix stands to get richer after losing Warner Bros. bidding war
• Negative Sentiment: Insider activity: Netflix’s CFO sold roughly $2.8M of stock recently — a small red flag for some traders that can add near‑term pressure or be used by bears as a talking point. Insider Selling: Netflix (NASDAQ:NFLX) CFO Sells $2,805,740.00 in Stock

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.