Netflix, Inc. $NFLX Shares Newly Acquired by Madrona Financial Services LLC

Madrona Financial Services LLC bought a new position in Netflix, Inc. (NASDAQ:NFLX) in the third quarter, Holdings Channel.com reports. The institutional investor bought 7,763 shares of the Internet television network’s stock, valued at approximately $540,000.

Several other hedge funds have also modified their holdings of NFLX. Mountain Hill Investment Partners Corp. increased its position in shares of Netflix by 55.7% during the third quarter. Mountain Hill Investment Partners Corp. now owns 1,090 shares of the Internet television network’s stock worth $76,000 after purchasing an additional 390 shares in the last quarter. Ascent Wealth Partners LLC lifted its holdings in shares of Netflix by 1.9% during the 3rd quarter. Ascent Wealth Partners LLC now owns 63,681 shares of the Internet television network’s stock valued at $4,431,000 after purchasing an additional 1,195 shares during the last quarter. Evergreen Capital Management LLC lifted its holdings in shares of Netflix by 14.1% during the 3rd quarter. Evergreen Capital Management LLC now owns 86,112 shares of the Internet television network’s stock valued at $5,992,000 after purchasing an additional 10,631 shares during the last quarter. Dudley Capital Management LLC boosted its position in shares of Netflix by 8.8% in the 3rd quarter. Dudley Capital Management LLC now owns 21,615 shares of the Internet television network’s stock worth $1,504,000 after purchasing an additional 1,750 shares in the last quarter. Finally, Gibbs Wealth Management boosted its position in shares of Netflix by 21.0% in the 3rd quarter. Gibbs Wealth Management now owns 64,321 shares of the Internet television network’s stock worth $4,475,000 after purchasing an additional 11,169 shares in the last quarter. 80.93% of the stock is owned by hedge funds and other institutional investors.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix reported third-quarter EPS of $0.87, ahead of the $0.82 consensus estimate, while revenue reached $12.87 billion. Operating margin rose to 34.6%, supporting the argument that the core streaming business remains highly profitable. Can Netflix Stock Hold Margin Gains as Content Spending Keeps Growing?
• Positive Sentiment: Longer-term bulls argue that Netflix’s profitability, systematic share repurchases, local-language content, and continued subscriber retention could create meaningful upside after the sell-off. Bill Ackman has also returned to the stock and expects annualized returns above 20%. Bill Ackman Lost $400 Million on Netflix
• Positive Sentiment: Ark Invest’s Cathie Wood bought 18,000 Netflix shares, signaling that some growth-oriented investors view the two-year-low valuation as an opportunity. Cathie Wood Just Bought Netflix Stock
• Neutral Sentiment: Netflix is reportedly planning layoffs at its Bay Area headquarters. The cuts could reduce costs, but they also raise questions about operating priorities and employee productivity. Netflix Stock Slips as Layoffs Hit Bay Area Headquarters
• Neutral Sentiment: Paramount Skydance’s completed merger highlights intensifying competition for scale and content across the entertainment industry, potentially increasing pressure on Netflix to sustain its content advantage. Could Skydance Be Bigger Than Disney?
• Negative Sentiment: Management reduced its 2026 advertising-revenue outlook to approximately $2.7 billion from about $3 billion. Softer ad growth undermines a major part of Netflix’s expansion thesis and overshadowed the earnings beat. Netflix Cut Its 2026 Ad Forecast by $300 Million
• Negative Sentiment: Disappointing fourth-quarter revenue guidance and decelerating growth have led investors to discount the strong quarterly results. Netflix’s reduced 2026 free-cash-flow outlook is another concern as content spending continues to rise. Netflix Has Lower FCF Guidance
• Negative Sentiment: Several analysts lowered their price targets or ratings after the report. One fair-value estimate fell from $92.62 to $86.24, while UBS, Guggenheim, and Needham adopted more cautious views. Netflix Stock Fair Value Falls After Cautious Q3 Analyst Revisions
• Negative Sentiment: Reports indicate viewing time is declining even though subscribers are staying, suggesting weaker engagement. YouTube and lower-cost streaming alternatives may also be contributing to slower revenue growth. Netflix Is Losing Viewers

Netflix Stock Down 1.8%

NFLX stock opened at $65.85 on Friday. The company has a market capitalization of $270.40 billion, a P/E ratio of 19.03, a price-to-earnings-growth ratio of 0.96 and a beta of 1.62. Netflix, Inc. has a 12 month low of $64.10 and a 12 month high of $116.73. The firm’s fifty day simple moving average is $74.27 and its 200-day simple moving average is $79.64. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.07 and a quick ratio of 1.14.

Netflix (NASDAQ:NFLX) last posted its earnings results on Tuesday, October 20th. The Internet television network reported $0.87 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.82 by $0.05. Netflix had a net margin of 29.69% and a return on equity of 42.69%. The company had revenue of $12.87 billion during the quarter, compared to the consensus estimate of $12.87 billion. During the same period in the previous year, the firm posted $0.59 earnings per share. The firm’s quarterly revenue was up 11.9% on a year-over-year basis. As a group, equities research analysts forecast that Netflix, Inc. will post 3.59 earnings per share for the current year.

Analyst Ratings Changes

Several research analysts recently weighed in on NFLX shares. Jefferies Financial Group set a $85.00 target price on Netflix and gave the stock a “buy” rating in a research note on Thursday, October 15th. President Capital reduced their target price on Netflix from $134.00 to $83.00 and set a “buy” rating on the stock in a research report on Monday, July 20th. New Street Research increased their price target on Netflix from $96.00 to $102.00 and gave the company a “neutral” rating in a research note on Friday, July 17th. Piper Sandler reiterated an “overweight” rating and issued a $78.00 price target (down from $85.00) on shares of Netflix in a research note on Wednesday. Finally, Moffett Nathanson reissued a “buy” rating and issued a $90.00 price target on shares of Netflix in a report on Wednesday. Two analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating, seventeen have issued a Hold rating and two have given a Sell rating to the stock. Based on data from MarketBeat.com, Netflix has a consensus rating of “Moderate Buy” and a consensus price target of $89.59.

Insider Activity at Netflix

In other Netflix news, CEO Gregory Peters sold 27,312 shares of Netflix stock in a transaction dated Thursday, August 6th. The stock was sold at an average price of $73.54, for a total transaction of $2,008,524.48. Following the completion of the transaction, the chief executive officer owned 120,931 shares in the company, valued at approximately $8,893,265.74. This trade represents a 18.42% decrease in their position. The transaction was disclosed in a filing with the SEC, which is accessible through this link. Also, CFO Spencer Neumann sold 9,248 shares of Netflix stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $75.79, for a total value of $700,905.92. Following the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at $5,592,316.73. The trade was a 11.14% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 179,045 shares of company stock worth $13,132,194 in the last three months. Company insiders own 1.24% of the company’s stock.

Netflix Company Profile

Netflix, Inc (NASDAQ:NFLX) is a global entertainment company that provides subscription-based streaming services. Its platform offers a broad selection of television series, films, documentaries, stand-up specials and other programming, including content produced by Netflix and licensed from third-party studios and creators.

The company also develops and distributes original productions under the Netflix brand and has expanded into additional entertainment offerings, including mobile and cloud-based games in select markets and live programming.