Hennion & Walsh Asset Management Inc. Has $2.82 Million Stake in Netflix, Inc. $NFLX

Hennion & Walsh Asset Management Inc. increased its position in Netflix, Inc. (NASDAQ:NFLX) by 1,071.9% during the fourth quarter, Holdings Channel.com reports. The firm owned 30,119 shares of the Internet television network’s stock after buying an additional 27,549 shares during the quarter. Hennion & Walsh Asset Management Inc.’s holdings in Netflix were worth $2,824,000 as of its most recent SEC filing.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. raised its holdings 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 during the last quarter. State Street Corp grew its holdings in shares of Netflix by 2.1% during the second quarter. State Street Corp now owns 17,444,013 shares of the Internet television network’s stock valued at $23,359,801,000 after buying an additional 360,604 shares during the last quarter. Nordea Investment Management AB grew its holdings in shares of Netflix by 886.6% during the fourth quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock valued at $902,798,000 after buying an additional 8,688,113 shares during the last quarter. Assenagon Asset Management S.A. increased its position in shares of Netflix by 983.1% during the fourth quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock worth $584,529,000 after acquiring an additional 5,658,740 shares in the last quarter. Finally, Invesco Ltd. increased its position in shares of Netflix by 7.2% during the third quarter. Invesco Ltd. now owns 4,643,749 shares of the Internet television network’s stock worth $5,567,483,000 after acquiring an additional 313,014 shares in the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: UBS named Netflix its “top pick” among media stocks, arguing industry consolidation and peers’ higher prices favor Netflix’s direct-to-consumer position — a near-term bullish research catalyst. Netflix Labeled ‘Top Pick’ Among Media Stocks. Here’s Why.
• Positive Sentiment: Engagement remains strong: Netflix reported ~96 billion hours viewed, which supports retention, pricing power and ad revenue scaling — fundamentals that bolster revenue growth expectations for 2026. Can NFLX’s Content Strength Sustain User Engagement & Revenue Growth?
• Positive Sentiment: Walking away from the Warner Bros. deal has been framed as a net positive: Netflix received a ~$2.8B termination fee and avoided large additional debt, leaving capital to fund content, ads and organic growth. Why Losing the Warner Bros. Deal May Be the Best Outcome for Netflix Stock
• Neutral Sentiment: Netflix raised subscription prices across tiers (first increase since Jan 2025). This should boost revenue and margins if churn is limited, but the impact will hinge on subscriber response and ad growth execution. Netflix (NFLX) Raises Subscription Prices
• Neutral Sentiment: Strategic push into live sports (pursuing additional NFL packages) could justify higher prices and expand ad inventory, but success is execution-dependent and will take time to materialize in results. Netflix May Have Good Reason To Raise Prices: Streamer Eyes More NFL Games
• Negative Sentiment: Customer reaction to the price hikes has been mixed and triggered some negative sentiment — reports show customer pushback and an initial stock slip after the announcement, a short-term risk to subscriber growth. Customers React to Netflix Price Hikes; Netflix Stock Slips
• Negative Sentiment: Some commentators warn the latest price increases could strain consumer budgets amid macro weakness — a potential demand risk if inflation/consumer spending deteriorates. Prediction: Netflix’s Latest Price Increase Will Be the Ultimate Stress Test on the U.S. Economy

Netflix Trading Up 3.4%

Shares of NFLX stock opened at $96.15 on Wednesday. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. The company has a 50-day simple moving average of $87.53 and a two-hundred day simple moving average of $100.18. The company has a market capitalization of $405.96 billion, a price-to-earnings ratio of 38.05, a PEG ratio of 1.41 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last posted its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping 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 for the quarter, compared to analysts’ expectations of $11.97 billion. During the same quarter last year, the firm earned $0.43 EPS. The company’s quarterly revenue was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Analyst Ratings Changes

Several brokerages recently weighed in on NFLX. Evercore began coverage on shares of Netflix in a research report on Friday, February 27th. They issued an “outperform” rating and a $115.00 price target on the stock. The Goldman Sachs Group reissued a “neutral” rating and set a $100.00 price objective (down from $112.00) on shares of Netflix in a report on Wednesday, January 21st. Jefferies Financial Group reissued a “buy” rating on shares of Netflix in a research note on Friday, February 27th. Barclays initiated coverage on Netflix in a report on Monday, March 2nd. They issued an “equal weight” rating and a $115.00 target price on the stock. Finally, Morgan Stanley set a $110.00 target price on Netflix and gave the company an “overweight” rating in a research report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $114.55.

Insider Activity at Netflix

In related news, Director Reed Hastings sold 410,550 shares of Netflix stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $97.01, for a total transaction of $39,827,455.50. Following the sale, the director directly owned 3,940 shares in the company, valued at approximately $382,219.40. This trade represents a 99.05% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, CEO Gregory K. Peters sold 27,312 shares of Netflix stock in a transaction on 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 sale, the chief executive officer owned 122,140 shares in the company, valued at $10,166,933.60. This trade represents a 18.27% decrease in their ownership of the stock. 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 in the last ninety days. Insiders own 1.37% of the company’s 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.