Silver Oak Securities Incorporated Increases Stock Position in Netflix, Inc. $NFLX

Silver Oak Securities Incorporated raised its stake in Netflix, Inc. (NASDAQ:NFLX) by 1,007.4% in the 4th quarter, HoldingsChannel.com reports. The fund owned 20,929 shares of the Internet television network’s stock after purchasing an additional 19,039 shares during the period. Silver Oak Securities Incorporated’s holdings in Netflix were worth $1,963,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds also recently made changes to their positions in the company. Imprint Wealth LLC acquired a new stake in shares of Netflix in the 3rd quarter valued at about $25,000. Retirement Wealth Solutions LLC acquired a new position in Netflix during the third quarter worth approximately $28,000. Steph & Co. increased its position in Netflix by 188.9% during the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock worth $31,000 after buying an additional 17 shares during the period. Bare Financial Services Inc lifted its stake in Netflix by 93.3% in the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 14 shares during the last quarter. Finally, Horizon Financial Services LLC lifted its stake in Netflix by 480.0% in the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 24 shares during the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Netflix Price Performance

Netflix stock opened at $96.15 on Wednesday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The business has a 50 day simple moving average of $87.53 and a 200-day simple moving average of $100.18. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The stock has a market capitalization of $405.96 billion, a PE ratio of 38.05, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68.

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

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

Insider Buying and Selling

In related news, insider David A. Hyman sold 5,727 shares of the stock in a transaction dated Monday, February 9th. The shares were sold at an average price of $81.06, for a total transaction of $464,230.62. Following the completion of the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at $25,623,066. This represents a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this link. Also, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the completion of the sale, the chief executive officer owned 122,140 shares of the company’s stock, valued at approximately $10,166,933.60. The trade was a 18.27% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last three months, insiders have sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of brokerages have recently issued reports on NFLX. Bank of America lowered their target price on shares of Netflix from $149.00 to $125.00 and set a “buy” rating on the stock in a research report on Friday, March 6th. Citizens Jmp initiated coverage on shares of Netflix in a research report on Monday. They issued a “market perform” rating for the company. Barclays assumed coverage on shares of Netflix in a research note on Monday, March 2nd. They set an “equal weight” rating and a $115.00 price target for the company. Cfra raised shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 price objective on the stock in a research report on Friday, March 6th. Finally, UBS Group set a $104.00 price objective on shares of Netflix in a research note on Tuesday, January 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.55.

Netflix 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.