Three Seasons Wealth LLC Purchases 14,841 Shares of Netflix, Inc. $NFLX

Three Seasons Wealth LLC boosted its position in Netflix, Inc. (NASDAQ:NFLX) by 906.0% during the fourth quarter, Holdings Channel.com reports. The fund owned 16,479 shares of the Internet television network’s stock after acquiring an additional 14,841 shares during the period. Three Seasons Wealth LLC’s holdings in Netflix were worth $1,545,000 at the end of the most recent quarter.

A number of other hedge funds have also recently modified their holdings of the company. Brighton Jones LLC grew its stake in shares of Netflix by 5.0% in the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after purchasing an additional 257 shares during the last quarter. Revolve Wealth Partners LLC raised its position in Netflix by 16.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after purchasing an additional 144 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in Netflix by 21.2% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock worth $1,883,000 after buying an additional 246 shares during the period. Strategic Investment Advisors MI lifted its holdings in Netflix by 18.9% in the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock worth $1,036,000 after buying an additional 123 shares during the period. Finally, Schnieders Capital Management LLC. grew its position in shares of Netflix by 12.1% in the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock worth $2,832,000 after buying an additional 228 shares during the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Trending Headlines about Netflix

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

Insiders Place Their Bets

In other news, CEO Gregory K. Peters sold 105,781 shares of Netflix stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the transaction, the chief executive officer owned 122,140 shares in the company, valued at $10,130,291.60. This trade represents a 46.41% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, Director Reed Hastings sold 426,290 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the sale, the director directly owned 3,940 shares of the company’s stock, valued at approximately $361,179.80. The trade was a 99.08% 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 worth $137,259,786 in the last three months. Corporate insiders own 1.37% of the company’s stock.

Netflix Stock Up 3.4%

Shares of Netflix stock opened at $96.15 on Wednesday. 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 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, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The company has a 50-day simple moving average of $87.53 and a two-hundred day simple moving average of $100.18.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS 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 analysts’ expectations of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The business’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same quarter in the prior year, the company posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several equities analysts have recently issued reports on NFLX shares. Rothschild & Co Redburn set a $120.00 target price on Netflix in a research note on Wednesday, January 21st. UBS Group set a $104.00 price target on Netflix in a research note on Tuesday, January 27th. HSBC reduced their price objective on shares of Netflix from $107.00 to $106.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. William Blair restated an “outperform” rating on shares of Netflix in a report on Wednesday, January 21st. Finally, TD Cowen dropped their target price on shares of Netflix from $115.00 to $112.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Two research 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 MarketBeat.com, Netflix presently has a consensus rating of “Moderate Buy” and an average target price of $114.55.

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.