Jacobs & Co. CA Purchases 138,253 Shares of Netflix, Inc. $NFLX

Jacobs & Co. CA grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 68,782.6% in the 4th quarter, Holdings Channel.com reports. The firm owned 138,454 shares of the Internet television network’s stock after purchasing an additional 138,253 shares during the quarter. Netflix makes up approximately 1.2% of Jacobs & Co. CA’s investment portfolio, making the stock its 26th largest position. Jacobs & Co. CA’s holdings in Netflix were worth $12,981,000 as of its most recent filing with the Securities & Exchange Commission.

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

Netflix Trading Up 0.4%

Shares of NFLX stock opened at $94.70 on Thursday. 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 stock has a fifty day simple moving average of $86.80 and a two-hundred day simple moving average of $102.09. The firm has a market capitalization of $399.84 billion, a PE ratio of 37.48, a PEG ratio of 1.45 and a beta of 1.68. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12.

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

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on NFLX shares. TD Cowen decreased their target price on Netflix from $115.00 to $112.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Jefferies Financial Group reissued a “buy” rating on shares of Netflix in a report on Friday, February 27th. Wolfe Research raised their price objective on Netflix from $95.00 to $110.00 and gave the stock an “outperform” rating in a research note on Friday, February 27th. Loop Capital set a $104.00 price objective on Netflix in a research report on Tuesday, January 27th. Finally, Bank of America cut their price objective on Netflix from $149.00 to $125.00 and set a “buy” rating for the company in a research note on Friday, March 6th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have assigned a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $114.35.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Citi reinstated coverage with a Buy and a roughly $115 price target, citing margin upside, expected U.S. price increases and stronger shareholder-return optionality — a clear analyst catalyst supporting upside. Citi Reinstates Netflix (NFLX) Stock with Buy Rating — 3 Key Catalysts Revealed
• Positive Sentiment: Citi also argues Netflix is better positioned to push through subscription price increases now that M&A and regulatory attention around the Warner Bros. pursuit are behind it — this supports revenue-per-subscriber upside. Netflix more likely to raise prices with Warner Bros deal out of the way, Citi says
• Positive Sentiment: Netflix is pursuing new monetization for breakout IP: Bloomberg/Reuters report plans for a global “KPop Demon Hunters” concert tour tied to its hit movie, which would boost ancillary revenue and engagement. Netflix plans ‘KPop Demon Hunters’ global concert tour, Bloomberg News reports
• Positive Sentiment: Netflix is also using limited theatrical releases to amplify tentpole franchises (e.g., a theatrical push for a Stranger Things animated spinoff), helping discoverability and potential box-office/streaming lift. Netflix turns theaters to launch ‘Stranger Things’ animated spino‑off
• Neutral Sentiment: Wells Fargo initiated coverage with an Equal Weight, reflecting mixed views on growth versus valuation — another data point for investors but not an immediate directional catalyst. Wells Fargo Initiates Netflix (NFLX) with Equal Weight
• Neutral Sentiment: Analyst and media comparisons (Netflix vs. Disney) are driving debate about which streamer offers better long-term upside; useful context but not an immediate stock mover. Netflix vs. Disney: Which Streaming Giant Is the Better Buy for 2026 and Beyond?
• Negative Sentiment: Coverage flagged that CEO Ted Sarandos’ political remarks have pressured sentiment recently — political headlines can prompt short-term selling or multiple compression. Netflix Stock (NASDAQ:NFLX) Slips as Ted Sarandos Talks Politics
• Negative Sentiment: Ongoing celebrity/PR stories (coverage about Meghan Markle/Prince Harry’s relationship with Netflix) create distracting headline risk that can amplify short-term volatility. Why Meghan Markle and Prince Harry Have Reportedly “Struggled” to Find Their Footing in Hollywood

Insider Buying and Selling

In other news, CFO Spencer Adam Neumann sold 57,260 shares of Netflix stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the sale, the chief financial officer owned 73,787 shares in the company, valued at $7,046,658.50. This trade represents a 43.69% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider David A. Hyman sold 23,439 shares of the business’s stock in a transaction on Friday, January 16th. The stock was sold at an average price of $88.11, for a total transaction of $2,065,210.29. Following the completion of the transaction, the insider directly owned 316,100 shares in the company, valued at $27,851,571. This trade represents a 6.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 1,520,133 shares of company stock worth $137,259,786 in the last quarter. 1.37% of the stock is owned by 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.