Jaffetilchin Investment Partners LLC Has $2.61 Million Holdings in Netflix, Inc. $NFLX

Key Points

• Jaffetilchin Investment Partners boosted its Netflix stake by 926.4% in Q4 to 27,867 shares, increasing its position by 25,152 shares to holdings valued at about $2.61 million.
• Netflix slightly beat Q4 expectations with $0.56 EPS vs. $0.55 estimate and revenue of $12.05 billion (up 17.6% year-over-year), and provided Q1 guidance of roughly 0.76 EPS.
• Company insiders have been net sellers recently — the CFO sold 57,260 shares for ~$5.47 million and insiders sold about 1.52 million shares (~$137.26 million) over the past 90 days, while institutional investors own roughly 80.93% of the stock.

Jaffetilchin Investment Partners LLC boosted its position in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 926.4% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 27,867 shares of the Internet television network's stock after purchasing an additional 25,152 shares during the period. Jaffetilchin Investment Partners LLC's holdings in Netflix were worth $2,613,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Natural Investments LLC grew its holdings in shares of Netflix by 0.5% during the third quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network's stock worth $1,999,000 after buying an additional 9 shares in the last quarter. Hengehold Capital Management LLC raised its position in Netflix by 3.3% in the 3rd quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network's stock valued at $338,000 after buying an additional 9 shares during the last quarter. Financial Partners Group Inc lifted its stake in Netflix by 0.9% in the 3rd quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network's stock valued at $1,162,000 after acquiring an additional 9 shares in the last quarter. Seascape Capital Management boosted its position in Netflix by 1.6% during the 3rd quarter. Seascape Capital Management now owns 568 shares of the Internet television network's stock worth $681,000 after acquiring an additional 9 shares during the last quarter. Finally, Crews Bank & Trust boosted its position in Netflix by 5.8% during the 3rd quarter. Crews Bank & Trust now owns 164 shares of the Internet television network's stock worth $197,000 after acquiring an additional 9 shares during the last quarter. Institutional investors and hedge funds own 80.93% of the company's stock.

Netflix Trading Down 0.5%

NASDAQ NFLX opened at $92.97 on Tuesday. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. The stock has a 50 day moving average of $87.35 and a 200-day moving average of $100.38. The company has a market cap of $392.53 billion, a PE ratio of 36.79, a PEG ratio of 1.43 and a beta of 1.68.

Netflix (NASDAQ:NFLX - Get Free Report) last issued its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share 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 business had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. During the same period in the previous year, the company earned $0.43 earnings per share. The firm's revenue for the quarter was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities research analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Insider Activity at Netflix

In other news, CFO Spencer Adam Neumann sold 57,260 shares of the company's stock in a transaction dated 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 sale, the chief financial officer directly owned 73,787 shares of the company's stock, valued at approximately $7,046,658.50. This represents a 43.69% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider David A. Hyman sold 23,439 shares of the firm's stock in a transaction dated Friday, January 16th. The shares were sold at an average price of $88.11, for a total transaction of $2,065,210.29. Following the completion of the sale, the insider owned 316,100 shares of the company's stock, valued at $27,851,571. This trade represents a 6.90% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,520,133 shares of company stock worth $137,259,786 over the last ninety days. Company insiders own 1.37% of the company's stock.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix avoided a large, debt-funded acquisition and collected a sizable termination fee — a material near-term cash boost and preservation of balance-sheet flexibility that reduces execution risk. Paramount Paid Netflix $2.8 Billion Breakup Fee
• Positive Sentiment: Analysts remain generally constructive: recent price-target raises (including a $135 target) and consensus targets imply meaningful upside vs. the current level, reflecting expectations for margin expansion from price increases and ad monetization. Netflix Price Target Raised to $135.00
• Neutral Sentiment: Management is leaning on organic growth levers — higher subscription prices, ad revenue growth and live sports — which are strategic positives but carry execution risk and timing uncertainty. MarketBeat Netflix Overview
• Neutral Sentiment: Coverage changes and rating moves include a Citizens JMP “market perform” initiation, signaling some analyst caution despite long-term upside scenarios. Benzinga Coverage Note
• Negative Sentiment: Customer reaction to the latest 10% U.S. price hike has been negative in social and survey coverage, and early market reactions show some share weakness on fears of churn and subscriber sensitivity. Customers React to Netflix Price Hikes
• Negative Sentiment: Analysts are split after the price increase — some see durable monetization upside, others worry valuation leaves little room for error; mixed headlines are increasing near-term volatility. Analysts Split on Outlook Following 10% Price Increase
• Negative Sentiment: Competitive pressure in ad-supported streaming (Roku cited as a cheaper/AI-ad advantaged alternative) tempers enthusiasm about Netflix’s ad growth thesis and relative valuation. NFLX vs. ROKU: Which Ad-Supported Streaming Stock is the Better Buy?

Wall Street Analysts Forecast Growth

NFLX has been the topic of a number of recent research reports. Royal Bank Of Canada reiterated a "hold" rating on shares of Netflix in a report on Wednesday, January 21st. UBS Group set a $104.00 target price on shares of Netflix in a report on Tuesday, January 27th. Bank of America decreased their target price on shares of Netflix from $149.00 to $125.00 and set a "buy" rating for the company in a research report on Friday, March 6th. Wells Fargo & Company initiated coverage on shares of Netflix in a research note on Monday, March 9th. They issued an "equal weight" rating and a $105.00 price target on the stock. Finally, Citizens Jmp initiated coverage on shares of Netflix in a research report on Monday. They set a "market perform" rating on the stock. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and a consensus 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.

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