Northside Capital Management LLC Purchases 5,924 Shares of Netflix, Inc. $NFLX

Northside Capital Management LLC increased its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 917.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 6,570 shares of the Internet television network’s stock after acquiring an additional 5,924 shares during the quarter. Northside Capital Management LLC’s holdings in Netflix were worth $616,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of NFLX. Brighton Jones LLC raised its holdings in Netflix by 5.0% in the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after purchasing an additional 257 shares during the period. Revolve Wealth Partners LLC increased its position in shares of Netflix by 16.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after buying an additional 144 shares in the last quarter. Sivia Capital Partners LLC increased its position in shares of Netflix by 21.2% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after buying an additional 246 shares in the last quarter. Strategic Investment Advisors MI increased its position in shares of Netflix by 18.9% in the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock valued at $1,036,000 after buying an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its position in shares of Netflix by 12.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after buying an additional 228 shares in the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Analyst Ratings Changes

Several research analysts have weighed in on the company. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $98.00 target price (up from $95.00) on shares of Netflix in a report on Wednesday, January 21st. Piper Sandler restated a “positive” rating and issued a $103.00 price target (down from $140.00) on shares of Netflix in a report on Wednesday, January 21st. Arete Research raised Netflix from a “neutral” rating to a “buy” rating in a research report on Friday, February 27th. Guggenheim cut their price objective on Netflix from $145.00 to $130.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Finally, 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. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $114.35.

Insiders Place Their Bets

In other Netflix news, insider Cletus R. Willems sold 3,136 shares of the business’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total value of $259,253.12. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $81.06, for a total value of $464,230.62. Following the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at approximately $25,623,066. This trade represents a 1.78% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,520,133 shares of company stock worth $137,259,786 in the last 90 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: 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

Netflix Price Performance

NFLX stock opened at $91.82 on Friday. The stock has a 50-day moving average price of $86.87 and a two-hundred day moving average price of $101.82. The stock has a market cap of $387.68 billion, a PE ratio of 36.34, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12.

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

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.