Braun Stacey Associates Inc. Grows Holdings in Netflix, Inc. $NFLX

Posted by Francis Steltz on Aug 29th, 2026

Braun Stacey Associates Inc. boosted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 9.5% during the 2nd quarter, according to its most recent 13F filing with the SEC. The fund owned 262,861 shares of the Internet television network’s stock after purchasing an additional 22,760 shares during the period. Braun Stacey Associates Inc.’s holdings in Netflix were worth $18,768,000 as of its most recent filing with the SEC.

Other institutional investors also recently bought and sold shares of the company. Pacific Sun Financial Corp boosted its stake in shares of Netflix by 1.6% during the third quarter. Pacific Sun Financial Corp now owns 574 shares of the Internet television network’s stock worth $688,000 after buying an additional 9 shares during the period. Beaird Harris Wealth Management LLC increased its position in Netflix by 9.6% in the 3rd quarter. Beaird Harris Wealth Management LLC now owns 114 shares of the Internet television network’s stock valued at $137,000 after acquiring an additional 10 shares during the period. Monograph Wealth Advisors LLC increased its position in Netflix by 1.8% in the 2nd quarter. Monograph Wealth Advisors LLC now owns 682 shares of the Internet television network’s stock valued at $913,000 after acquiring an additional 12 shares during the period. Resources Management Corp CT ADV raised its stake in Netflix by 2.0% during the 2nd quarter. Resources Management Corp CT ADV now owns 829 shares of the Internet television network’s stock valued at $1,110,000 after acquiring an additional 16 shares during the last quarter. Finally, Sompo Asset Management Co. Ltd. raised its stake in Netflix by 1.4% during the 2nd quarter. Sompo Asset Management Co. Ltd. now owns 1,500 shares of the Internet television network’s stock valued at $2,009,000 after acquiring an additional 20 shares during the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

Positive Sentiment: Bill Ackman’s Pershing Square reportedly added approximately 13.1 million Netflix shares, making NFLX one of the hedge fund’s new concentrated holdings. The move may bolster investor confidence in Netflix’s valuation and long-term earnings potential. Bill Ackman portfolio overhaul article
Positive Sentiment: Analysts and market commentators point to Netflix’s rapidly expanding advertising business, a potential $3 billion advertising revenue opportunity, continued global expansion and margin growth as catalysts for a possible recovery toward $100 and beyond. Record share buybacks could further support earnings per share. Netflix stock price prediction article
Positive Sentiment: Netflix is being described as an undervalued long-term holding, with bullish arguments centered on double-digit revenue growth, free-cash-flow generation and the ability to monetize live events and lower-priced ad-supported plans. Netflix five-year outlook article
Neutral Sentiment: The Netflix preview of Grand Theft Auto VI attracted significant online attention and traffic, but the immediate stock-market beneficiary appears to be Take-Two Interactive, the game’s publisher, rather than Netflix. GTA 6 Netflix preview article
Negative Sentiment: Some analysts argue that Netflix’s growth is moderating and that Alphabet offers stronger diversification, advertising exposure and valuation. Recent commentary also identifies resistance near $82 and muted enthusiasm following the latest earnings report. NFLX versus GOOGL article
Negative Sentiment: Reported insider activity remains a potential overhang: executives and directors made numerous sales and no purchases over the past six months. Investors may interpret the selling as reduced insider conviction, although it may also reflect routine diversification. Netflix ad monetization and market resistance article

Insider Activity at Netflix

In other news, Director Richard N. Barton sold 2,160 shares of the stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $75.10, for a total value of $162,216.00. Following the completion of the transaction, the director owned 246 shares in the company, valued at $18,474.60. This trade represents a 89.78% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Spencer Adam Neumann sold 9,248 shares of the firm’s stock in a transaction dated Monday, August 10th. The shares were sold at an average price of $75.79, for a total transaction of $700,905.92. Following the completion of the sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at $5,592,316.73. This trade represents a 11.14% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 600,295 shares of company stock worth $49,056,671. 1.24% of the stock is currently owned by insiders.

Netflix Stock Performance

Shares of NFLX stock opened at $81.72 on Friday. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.39. The stock has a 50 day simple moving average of $74.65 and a 200-day simple moving average of $84.33. The company has a market cap of $340.28 billion, a price-to-earnings ratio of 25.72, a price-to-earnings-growth ratio of 1.00 and a beta of 1.52. Netflix, Inc. has a 12-month low of $65.08 and a 12-month high of $126.71.

Netflix (NASDAQ:NFLX – Get Free Report) last posted its quarterly earnings results on Thursday, July 16th. The Internet television network reported $0.80 earnings per share for the quarter, beating analysts’ consensus estimates of $0.79 by $0.01. Netflix had a return on equity of 40.02% and a net margin of 28.22%.The firm had revenue of $12.56 billion for the quarter, compared to the consensus estimate of $12.58 billion. During the same period in the previous year, the business earned $0.72 earnings per share. The company’s revenue for the quarter was up 13.4% compared to the same quarter last year. On average, equities analysts forecast that Netflix, Inc. will post 3.59 EPS for the current year.

Analysts Set New Price Targets

Several brokerages have weighed in on NFLX. Raymond James Financial reiterated a “market perform” rating on shares of Netflix in a research note on Thursday, May 14th. Sanford C. Bernstein set a $95.00 price target on Netflix and gave the stock an “outperform” rating in a research note on Friday, July 17th. Wolfe Research reaffirmed an “outperform” rating and set a $95.00 price target (up from $84.00) on shares of Netflix in a report on Tuesday. Seaport Research Partners lowered shares of Netflix from a “buy” rating to a “neutral” rating in a research report on Monday, July 20th. Finally, Weiss Ratings cut shares of Netflix from a “hold (c+)” rating to a “hold (c)” rating in a research note on Friday, June 26th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, seventeen have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $103.19.

Check Out Our Latest Analysis on NFLX

Netflix Company Profile

(Free Report)

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.