Mirador Capital Partners LP Buys 61,478 Shares of Netflix, Inc. $NFLX

Mirador Capital Partners LP grew its stake in Netflix, Inc. (NASDAQ:NFLX) by 2,708.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,748 shares of the Internet television network’s stock after buying an additional 61,478 shares during the quarter. Mirador Capital Partners LP’s holdings in Netflix were worth $5,977,000 as of its most recent SEC filing.

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

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on NFLX. JPMorgan Chase & Co. initiated coverage on shares of Netflix in a research note on Monday, March 2nd. They issued an “overweight” rating and a $120.00 price objective for the company. Argus dropped their target price on shares of Netflix from $141.00 to $110.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Cfra upgraded Netflix from a “hold” rating to a “buy” rating and set a $115.00 price target for the company in a research note on Friday, March 6th. Susquehanna upgraded Netflix to a “positive” rating and set a $112.00 price target for the company in a research note on Wednesday, January 21st. Finally, Sanford C. Bernstein reissued a “buy” rating on shares of Netflix in a report on Wednesday, February 18th. Two analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average price target of $114.55.

Insider Activity

In related news, Director Bradford L. Smith sold 31,790 shares of the business’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $88.86, for a total value of $2,824,859.40. Following the sale, the director directly owned 79,690 shares in the company, valued at approximately $7,081,253.40. The trade was a 28.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CFO Spencer Adam Neumann sold 57,260 shares of the stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $95.50, for a total value of $5,468,330.00. Following the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $7,046,658.50. The trade was a 43.69% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is owned by corporate insiders.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analysts say the price increases should drive meaningful revenue upside (estimates cite as much as ~$1.7B potential incremental revenue) with limited churn risk — a direct boost to near?term top?line and profit leverage. Netflix Price Hikes Could Unlock $1.7 Billion
• Positive Sentiment: Multiple firms (including Jefferies, Citi, JPMorgan and Oppenheimer) responded with upgraded views or higher targets, arguing strong engagement and low churn give Netflix room to raise prices — this analyst support is pro?stock. Jefferies Commentary on Price Hike
• Positive Sentiment: Research upgrades and modest EPS estimate bumps (e.g., Erste Group raising EPS and issuing a Buy) reinforce the view that higher ARPU will flow through to earnings. Erste Group Upgrade / Marketbeat
• Neutral Sentiment: Price changes: ad tier to $8.99 (+$1), standard to $19.99 (+$2), premium to $26.99 (+$2). Netflix says the increases help fund a $20B content budget (up ~$2B yr/yr). This is the direct rationale investors are pricing in. Reuters: Netflix raises subscription prices
• Neutral Sentiment: Widespread media coverage details the new rates and compares competitors; useful for gauging consumer reaction but not immediately decisive for fundamentals. Investopedia Pricing Summary
• Negative Sentiment: Political and consumer backlash: critics (including Senator Elizabeth Warren) flagged the hike soon after a large payout, which could pressure PR and invite scrutiny — a headline risk. Benzinga: Warren Criticism
• Negative Sentiment: Longer?term risk: repeated “stream?flation” could push price?sensitive subscribers toward free alternatives (YouTube, ad?supported platforms), so the revenue upside depends on continued low churn. Some commentators remain cautious. Business Insider: Stream?flation

Netflix Price Performance

NFLX stock opened at $93.43 on Friday. 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 company’s fifty day moving average price is $87.25 and its 200-day moving average price is $100.77. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The company has a market capitalization of $394.48 billion, a PE ratio of 36.97, a price-to-earnings-growth ratio of 1.43 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last posted its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating the consensus estimate of $0.55 by $0.01. The company had revenue of $12.05 billion during 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%. Netflix’s quarterly revenue was up 17.6% on a year-over-year basis. During the same period last year, the company posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

About Netflix

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.