SeaBridge Investment Advisors LLC Has $4.83 Million Stock Holdings in Netflix, Inc. $NFLX

SeaBridge Investment Advisors LLC lifted its stake in Netflix, Inc. (NASDAQ:NFLX) by 790.7% during the fourth quarter, Holdings Channel.com reports. The fund owned 51,542 shares of the Internet television network’s stock after buying an additional 45,755 shares during the period. SeaBridge Investment Advisors LLC’s holdings in Netflix were worth $4,833,000 as of its most recent SEC filing.

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

Insiders Place Their Bets

In other Netflix news, insider David A. Hyman sold 23,439 shares of the stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $88.11, for a total value of $2,065,210.29. Following the completion of the transaction, the insider directly owned 316,100 shares in the company, valued at approximately $27,851,571. This trade represents a 6.90% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Reed Hastings sold 420,550 shares of Netflix stock in a transaction that occurred on Wednesday, April 1st. The stock was sold at an average price of $95.49, for a total transaction of $40,158,319.50. Following the sale, the director owned 3,940 shares in the company, valued at approximately $376,230.60. This represents a 99.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 1,511,233 shares of company stock worth $138,320,982. Insiders own 1.37% of the company’s stock.

Netflix Stock Up 1.3%

NFLX stock opened at $107.71 on Thursday. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12. The business has a 50-day simple moving average of $91.36 and a 200 day simple moving average of $98.65. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. The company has a market cap of $454.77 billion, a PE ratio of 42.62, a price-to-earnings-growth ratio of 1.61 and a beta of 1.67.

Netflix (NASDAQ:NFLX) last released its earnings results 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 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%. The business’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same period last year, the firm earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Sell-side analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analyst note: Citizens/JMP and others project a meaningful Q1 benefit from recent U.S. price increases and faster ad monetization — one analyst estimates about a $1.1B revenue tailwind that should help margins. Netflix Stock Eyes $1.1 Billion Windfall As US Price Hikes Kick Into Gear
• Positive Sentiment: Broker support: Guggenheim reaffirmed a Buy rating (raised price target reported), and other firms (Wedbush, Moffett Nathanson, KeyBanc) have recently lifted targets/forecasts on stronger ad-tier scaling and revenue outlooks. Netflix (NASDAQ:NFLX) Receives “Buy” Rating from Guggenheim
• Positive Sentiment: KeyBanc says Netflix’s ad-supported tier is scaling faster than expected, prompting raised forecasts — a structural revenue tail that investors view as durable. ‘Netflix’s Advertising Tier Is Scaling Faster than Anticipated,’ Says KeyBanc Analyst; Raises NFLX Stock Forecast
• Positive Sentiment: Technical breakout: Netflix recently moved above its 200?day moving average, a bullish sign that has attracted momentum buyers ahead of earnings. Netflix (NFLX) Recently Broke Out Above the 200-Day Moving Average
• Neutral Sentiment: Market setup: Options traders expect a sizable post-earnings swing (implied move ~6–7%), and unusually large call activity has been noted — signals of anticipation but not directional certainty. Netflix Will Report Q1 Earnings Tomorrow. Options Traders Expect a 7.13% Move in NFLX Stock
• Neutral Sentiment: Consensus expectations: Analysts are looking for ~15% revenue growth (Q1 revenue and EPS beats would reinforce the bullish thesis); some houses maintain Hold/Market?Perform alongside Buy calls, so guidance will be closely parsed. Netflix (NFLX) To Report Earnings Tomorrow: Here Is What To Expect
• Negative Sentiment: Strategic risk: Netflix’s failed bid for Warner Bros removes an easy path to major franchise ownership and may leave Netflix to compete with a potentially larger Warner?Paramount Skydance combination; management says it will refocus on content and ads, but the competitive landscape is tougher. Netflix to refocus on ads, content after failed Warner Bros bid

Analysts Set New Price Targets

NFLX has been the subject of several research reports. Benchmark reaffirmed a “hold” rating on shares of Netflix in a report on Tuesday, January 13th. DZ Bank reissued a “buy” rating on shares of Netflix in a report on Friday, February 27th. Phillip Securities raised Netflix from a “sell” rating to a “moderate buy” rating and upped their price objective for the company from $95.00 to $100.00 in a report on Monday, January 26th. Wedbush increased their price objective on Netflix from $115.00 to $118.00 and gave the stock an “outperform” rating in a research report on Friday, April 10th. Finally, Citigroup began coverage on Netflix in a report on Wednesday, March 18th. They set a “buy” rating and a $115.00 target price for the company. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Netflix has a consensus rating of “Moderate Buy” and a consensus price target of $115.80.

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.