Mather Group LLC. Grows Stake in Netflix, Inc. $NFLX

Key Points

• Mather Group LLC boosted its stake in Netflix by 951.1% in Q4, acquiring an additional 50,455 shares to hold 55,760 shares worth about $5.23 million.
• Netflix raised U.S. subscription prices across all plans (ad $8.99, standard $19.99, premium $26.99) to help fund a roughly $20 billion content budget, while analysts highlight ad-business momentum and live-sports initiatives as additional growth drivers.
• Corporate insiders have been net sellers — Reed Hastings sold 410,550 shares for roughly $39.8 million, and insiders sold about 1.52 million shares (~$137.3 million) over the last 90 days, leaving insiders with about 1.37% ownership.

Mather Group LLC. boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 951.1% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 55,760 shares of the Internet television network's stock after acquiring an additional 50,455 shares during the quarter. Mather Group LLC.'s holdings in Netflix were worth $5,228,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in NFLX. First Financial Corp IN increased its position in shares of Netflix by 900.0% during the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network's stock valued at $25,000 after purchasing an additional 243 shares during the last quarter. Imprint Wealth LLC bought a new stake in Netflix in the third quarter worth $25,000. Retirement Wealth Solutions LLC bought a new stake in Netflix in the third quarter worth $28,000. Steph & Co. boosted its stake in Netflix by 188.9% during the third quarter. Steph & Co. now owns 26 shares of the Internet television network's stock worth $31,000 after buying an additional 17 shares during the period. Finally, Bare Financial Services Inc boosted its stake 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 buying an additional 14 shares during the period. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Netflix Stock Up 1.1%

NASDAQ:NFLX opened at $93.32 on Friday. The company has a market cap of $394.01 billion, a price-to-earnings ratio of 36.93, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68. Netflix, Inc. has a twelve month low of $75.01 and a twelve 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 fifty day simple moving average of $87.14 and a 200-day simple moving average of $100.82.

Netflix (NASDAQ:NFLX - Get Free Report) last posted its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping 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 period in the prior year, the business posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current year.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Price increases across all U.S. plans should raise ARPU and near-term revenue; Netflix says hikes support expanded programming (new prices: ad tier $8.99, standard $19.99, premium $26.99). Netflix raises subscription prices across all plans in US
• Positive Sentiment: Analyst support: Erste Group raised its rating to Buy and lifted FY2026/27 EPS estimates modestly, reinforcing positive analyst sentiment. Netflix NASDAQ: NFLX Raised to Buy at Erste Group Bank
• Positive Sentiment: Ad business momentum and live-sports initiatives (MLB) point to diversified growth beyond subscriptions — advertising revenue and live-event deals could bolster top-line and monetization. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Neutral Sentiment: Company plans a roughly $20B content budget — this supports growth initiatives (originals, video podcasts, live sports) but increases capital intensity and execution risk. Netflix hiking subscription plans to pay for $20B content budget
• Neutral Sentiment: Guidance & earnings context: recent quarter beat expectations modestly and Netflix reiterated content-led strategy; investors will watch subscriber trends and margin impact. Stock Market Today, March 26: Netflix Stock Rises After Raising Subscription Prices
• Negative Sentiment: Political/public backlash: Senator Elizabeth Warren publicly criticized the timing of the price hike, arguing it came after a large fee payout — potential PR and regulatory scrutiny risk. Netflix 'Just Got $2.8 Billion… Turned Around And Raised Prices': Elizabeth Warren Blasts Streaming Giant's Latest Hike
• Negative Sentiment: Valuation and "stream‑flation" concerns: some analysts flag stretched multiples (PS) and slowing growth; repeated price hikes may push users toward free competitors over time. Is Netflix Stock's 7.3X PS Still Worth it? Buy, Sell, or Hold?

Analyst Ratings Changes

Several brokerages have recently weighed in on NFLX. Wells Fargo & Company started coverage on shares of Netflix in a research note on Monday, March 9th. They issued an "equal weight" rating and a $105.00 target price on the stock. UBS Group set a $104.00 price target on shares of Netflix in a research note on Tuesday, January 27th. Robert W. Baird cut their price target on shares of Netflix from $150.00 to $120.00 and set an "outperform" rating on the stock in a report on Friday, January 23rd. JPMorgan Chase & Co. started coverage on shares of Netflix in a research report on Monday, March 2nd. They issued an "overweight" rating and a $120.00 price objective on the stock. Finally, Evercore started coverage on shares of Netflix in a research note on Friday, February 27th. They issued an "outperform" rating and a $115.00 price objective for the company. Two analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $114.30.

Insider Buying and Selling

In other news, Director Reed Hastings sold 410,550 shares of Netflix stock in a transaction that occurred on Monday, March 2nd. The shares were sold at an average price of $97.01, for a total transaction of $39,827,455.50. Following the completion of the sale, the director owned 3,940 shares of the company's stock, valued at approximately $382,219.40. The trade was a 99.05% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, CEO Gregory K. Peters sold 27,312 shares of the business's stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $83.24, for a total value of $2,273,450.88. Following the completion of the sale, the chief executive officer owned 122,140 shares of the company's stock, valued at $10,166,933.60. The trade was a 18.27% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 1,520,133 shares of company stock worth $137,259,786 over the last 90 days. Corporate insiders own 1.37% of the company's stock.

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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