Spirit of America Management Corp NY Increases Holdings in Netflix, Inc. $NFLX

Spirit of America Management Corp NY lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 1,019.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 21,050 shares of the Internet television network’s stock after purchasing an additional 19,170 shares during the quarter. Spirit of America Management Corp NY’s holdings in Netflix were worth $1,974,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its position in Netflix by 0.4% during the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after buying an additional 142,238 shares in the last quarter. Contravisory Investment Management Inc. raised its holdings 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 acquiring an additional 99,496 shares in the last quarter. Grove Bank & Trust boosted its position in shares of Netflix by 1,379.8% during the 4th quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock valued at $2,392,000 after acquiring an additional 23,788 shares during the last quarter. CIBC Capital Markets Europe S.A. boosted its position in shares of Netflix by 171.4% during the 3rd quarter. CIBC Capital Markets Europe S.A. now owns 66,503 shares of the Internet television network’s stock valued at $79,732,000 after acquiring an additional 42,000 shares during the last quarter. Finally, NorthCrest Asset Manangement LLC grew its holdings 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 worth $7,841,000 after purchasing an additional 81,975 shares in the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Netflix Trading Down 0.5%

NFLX stock opened at $92.97 on Tuesday. The company has a market capitalization of $392.53 billion, a PE ratio of 36.79, a price-to-earnings-growth ratio of 1.43 and a beta of 1.68. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The company’s 50 day moving average price is $87.35 and its two-hundred day moving average price is $100.38. 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 (NASDAQ:NFLX) last announced its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The company had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same quarter in the prior year, the company earned $0.43 EPS. The firm’s revenue 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, analysts predict that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix avoided a large, debt-funded acquisition and collected a sizable termination fee — a material near-term cash boost and preservation of balance-sheet flexibility that reduces execution risk. Paramount Paid Netflix $2.8 Billion Breakup Fee
• Positive Sentiment: Analysts remain generally constructive: recent price-target raises (including a $135 target) and consensus targets imply meaningful upside vs. the current level, reflecting expectations for margin expansion from price increases and ad monetization. Netflix Price Target Raised to $135.00
• Neutral Sentiment: Management is leaning on organic growth levers — higher subscription prices, ad revenue growth and live sports — which are strategic positives but carry execution risk and timing uncertainty. MarketBeat Netflix Overview
• Neutral Sentiment: Coverage changes and rating moves include a Citizens JMP “market perform” initiation, signaling some analyst caution despite long-term upside scenarios. Benzinga Coverage Note
• Negative Sentiment: Customer reaction to the latest 10% U.S. price hike has been negative in social and survey coverage, and early market reactions show some share weakness on fears of churn and subscriber sensitivity. Customers React to Netflix Price Hikes
• Negative Sentiment: Analysts are split after the price increase — some see durable monetization upside, others worry valuation leaves little room for error; mixed headlines are increasing near-term volatility. Analysts Split on Outlook Following 10% Price Increase
• Negative Sentiment: Competitive pressure in ad-supported streaming (Roku cited as a cheaper/AI-ad advantaged alternative) tempers enthusiasm about Netflix’s ad growth thesis and relative valuation. NFLX vs. ROKU: Which Ad-Supported Streaming Stock is the Better Buy?

Wall Street Analyst Weigh In

Several research analysts recently weighed in on NFLX shares. Pivotal Research decreased their price objective on shares of Netflix from $105.00 to $95.00 and set a “hold” rating on the stock in a research report on Wednesday, January 21st. Rosenblatt Securities lifted their target price on shares of Netflix from $94.00 to $95.00 and gave the company a “neutral” rating in a research report on Friday, February 27th. Moffett Nathanson decreased their price target on shares of Netflix from $140.00 to $115.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Erste Group Bank upgraded shares of Netflix from a “hold” rating to a “buy” rating in a research report on Tuesday, March 24th. Finally, President Capital lifted their price objective on shares of Netflix from $120.00 to $133.00 and gave the stock a “buy” rating in a report on Monday, March 2nd. Two analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have given a Hold rating to the company. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $114.55.

Insiders Place Their Bets

In other news, insider David A. Hyman sold 5,727 shares of the firm’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CEO Gregory K. Peters sold 27,312 shares of Netflix stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total value of $2,273,450.88. Following the completion of the transaction, the chief executive officer owned 122,140 shares in the company, valued at approximately $10,166,933.60. This represents a 18.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,520,133 shares of company stock valued at $137,259,786 over the last three months. 1.37% of the stock is currently owned by company insiders.

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.