Hager Investment Management Services LLC Buys 33,460 Shares of Netflix, Inc. $NFLX

Key Points

• Hager Investment Management boosted its Netflix stake by 897.5% in Q4, adding 33,460 shares to hold 37,188 shares worth about $3.49M, while several other large institutions also made sizable Q4 purchases—institutional ownership is roughly 80.9%.
• Significant insider selling: Director Reed Hastings sold 420,550 shares for ~$40.16M and CEO Gregory Peters sold 27,312 shares, with insiders offloading 1,543,023 shares (~$141.15M) over the past three months; insiders now own about 1.37% of the company.
• Positive analyst momentum and near‑term catalyst: Multiple firms raised targets (Goldman $120, Morgan Stanley $115, Oppenheimer $135) and expect Q1 to modestly beat guidance on price hikes and ad revenue, with earnings on or around April 16 likely to drive volatility.

Hager Investment Management Services LLC raised its stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 897.5% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 37,188 shares of the Internet television network's stock after acquiring an additional 33,460 shares during the quarter. Netflix comprises 1.9% of Hager Investment Management Services LLC's holdings, making the stock its 15th largest position. Hager Investment Management Services LLC's holdings in Netflix were worth $3,487,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently bought and sold shares of NFLX. Nordea Investment Management AB raised its holdings in Netflix by 886.6% in the 4th quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network's stock valued at $902,798,000 after acquiring an additional 8,688,113 shares during the period. Assenagon Asset Management S.A. raised its holdings in Netflix by 983.1% in the 4th quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network's stock valued at $584,529,000 after acquiring an additional 5,658,740 shares during the period. Aberdeen Group plc raised its holdings in Netflix by 878.7% in the 4th quarter. Aberdeen Group plc now owns 3,243,837 shares of the Internet television network's stock valued at $304,142,000 after acquiring an additional 2,912,392 shares during the period. Allspring Global Investments Holdings LLC raised its holdings in Netflix by 870.2% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 3,014,717 shares of the Internet television network's stock valued at $274,309,000 after acquiring an additional 2,703,997 shares during the period. Finally, Sarasin & Partners LLP raised its holdings in Netflix by 2,758.1% in the 4th quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network's stock valued at $221,430,000 after acquiring an additional 2,279,032 shares during the period. 80.93% of the stock is owned by institutional investors.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analyst upgrades and higher price targets are boosting sentiment — Goldman Sachs (new $120 target), Morgan Stanley (raised to $115, overweight) and Oppenheimer (raised to $135, Outperform) have been positive on NFLX, citing profitability and price-hike/ad-revenue tailwinds. Read More.
• Positive Sentiment: Q1 expectations point to an earnings beat: UBS and other outlets expect results modestly above Netflix’s guidance due to recent price increases and accelerating ad business; that outlook is a near-term catalyst ahead of earnings. Read More.
• Positive Sentiment: Deal risk removed — Netflix walking away from the Warner Bros. Discovery deal has been framed as net positive by analysts (clears acquisition overhang, leaves cash and ad momentum intact), supporting upside case. Read More.
• Positive Sentiment: Product & ecosystem moves (e.g., Netflix Playground kids app, sports/dining partnerships) widen engagement and new monetization paths—supporting revenue diversification. Read More.
• Neutral Sentiment: Options market shows “sawtooth” volatility implying a strong post‑earnings move — this signals bigger price swings after results (direction depends on beat vs. miss). Read More.
• Neutral Sentiment: Analyst notes and features (comparisons with Disney, founder-led company profiles) underscore Netflix’s steady revenue growth vs. peers but offer mixed valuation signals — useful context but not immediately catalytic. Read More.
• Neutral Sentiment: Market calendar: multiple outlets flag April 16 (earnings) as the key date — expect elevated newsflow and volatility into the print. Read More.
• Negative Sentiment: Legal/refund risk in Europe — an Italian court ordered refunds over repeated price hikes; although appeal is possible, the ruling introduces regulatory/consumer-risk uncertainty. Read More.
• Negative Sentiment: Balance-sheet nuance: coverage points to roughly $7.4B of stock-option-related obligations that can act like hidden leverage — investors should monitor dilution/financial flexibility implications. Read More.

Insider Buying and Selling at Netflix

In related news, Director Reed Hastings sold 420,550 shares of the stock in a transaction that occurred on Wednesday, April 1st. The shares were 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 trade represents a 99.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Gregory K. Peters sold 27,312 shares of the stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the sale, the chief executive officer owned 122,140 shares in the company, valued at $10,166,933.60. This represents a 18.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 1,543,023 shares of company stock worth $141,145,842 in the last three months. Company insiders own 1.37% of the company's stock.

Netflix Stock Performance

Shares of NASDAQ:NFLX opened at $102.05 on Friday. The company's 50 day moving average price is $89.49 and its two-hundred day moving average price is $99.11. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12. The firm has a market cap of $430.87 billion, a PE ratio of 40.38, a PEG ratio of 1.51 and a beta of 1.67. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51.

Netflix (NASDAQ:NFLX - Get Free Report) last announced its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same quarter in the prior year, the business posted $0.43 EPS. The business's revenue was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities research analysts predict that Netflix, Inc. will post 24.58 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several research analysts have weighed in on NFLX shares. Argus lowered their price target on shares of Netflix from $141.00 to $110.00 and set a "buy" rating on the stock in a report on Thursday, January 22nd. DZ Bank reissued a "buy" rating on shares of Netflix in a report on Friday, February 27th. Erste Group Bank upgraded shares of Netflix from a "hold" rating to a "buy" rating in a research report on Tuesday, March 24th. The Goldman Sachs Group upgraded shares of Netflix from a "neutral" rating to a "buy" rating and increased their target price for the stock from $100.00 to $120.00 in a research report on Monday. Finally, KeyCorp set a $110.00 target price on shares of Netflix and gave the stock an "overweight" rating in a research report on Friday, January 16th. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $115.22.

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.

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