Netflix, Inc. $NFLX Stock Position Increased by Crystal Rock Capital Management

Posted by Francis Steltz on Oct 30th, 2026

Crystal Rock Capital Management boosted its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 64.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 56,375 shares of the Internet television network’s stock after buying an additional 22,125 shares during the quarter. Netflix makes up about 2.1% of Crystal Rock Capital Management’s holdings, making the stock its 20th biggest position. Crystal Rock Capital Management’s holdings in Netflix were worth $3,923,000 at the end of the most recent reporting period.

Several other institutional investors have also recently bought and sold shares of NFLX. Clal Insurance Enterprises Holdings Ltd bought a new stake in Netflix during the second quarter valued at about $26,000. Sawyer & Company Inc acquired a new stake in shares of Netflix in the third quarter valued at about $27,000. Compound Global Advisors LLC acquired a new stake in shares of Netflix in the second quarter valued at about $29,000. Burnham & Co LLC bought a new position in shares of Netflix in the second quarter worth about $29,000. Finally, Pin Oak Investment Advisors Inc. bought a new position in shares of Netflix in the second quarter worth about $44,000. Institutional investors own 80.93% of the company’s stock.

Netflix Stock Up 0.1%

NFLX stock opened at $62.05 on Friday. Netflix, Inc. has a twelve month low of $61.39 and a twelve month high of $116.73. The company has a market cap of $254.80 billion, a PE ratio of 17.93, a price-to-earnings-growth ratio of 0.91 and a beta of 1.62. The business’s 50-day simple moving average is $73.03 and its 200 day simple moving average is $81.71. The company has a quick ratio of 1.07, a current ratio of 1.07 and a debt-to-equity ratio of 0.43.

Netflix (NASDAQ:NFLX – Get Free Report) last posted its quarterly earnings results on Tuesday, October 20th. The Internet television network reported $0.87 EPS for the quarter, beating the consensus estimate of $0.82 by $0.05. The firm had revenue of $12.87 billion during the quarter, compared to analysts’ expectations of $12.87 billion. Netflix had a return on equity of 42.69% and a net margin of 29.69%. The company’s revenue for the quarter was up 11.9% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.59 EPS. On average, research analysts anticipate that Netflix, Inc. will post 3.59 earnings per share for the current year.

More Netflix News

Here are the key news stories impacting Netflix this week:

Positive Sentiment: Some investors view the sell-off as a buying opportunity. Morningstar reportedly sees approximately 30% upside, while other bullish analyses point to Netflix’s strong free cash flow, healthy balance sheet, international growth and expected 2026 operating-margin expansion to 31.5%. Morningstar Netflix Analysis
Positive Sentiment: Netflix expects advertising revenue to grow more than 80% in 2026. If the company can overcome rollout delays and improve execution, the advertising business could provide a meaningful new growth and monetization stream. Netflix Advertising Business Analysis
Neutral Sentiment: Director Bradford Smith sold 17,980 shares worth approximately $1.15 million under a pre-arranged Rule 10b5-1 plan. The sale reduced his holdings by 18.4%, but its planned nature makes it a limited signal about management’s current outlook. Netflix Insider Sale
Negative Sentiment: Investors are increasingly concerned that members are watching less, particularly in the United States. The resulting questions about engagement, cultural relevance and competition from short-form video, artificial intelligence and other entertainment platforms have extended the post-earnings sell-off. Netflix Attention Economy Analysis
Negative Sentiment: YouTube’s strong living-room advertising performance is raising concerns that Alphabet’s platform is taking television viewing time and advertising dollars that Netflix hopes to capture. YouTube Living-Room Competition
Negative Sentiment: Analysts have reduced ratings or price targets, citing slower growth, limited upside from additional price increases and advertising execution risks. Netflix’s roughly $2 billion 2026 advertising forecast is also being viewed as modest relative to competitors such as YouTube. Netflix Price Increase Downgrade

Insider Activity at Netflix

In related news, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction on Thursday, August 6th. The stock was sold at an average price of $73.54, for a total value of $2,008,524.48. Following the completion of the transaction, the chief executive officer directly owned 120,931 shares of the company’s stock, valued at $8,893,265.74. This trade represents a 18.42% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Bradford L. Smith sold 17,980 shares of the business’s stock in a transaction on Monday, October 26th. The shares were sold at an average price of $64.03, for a total transaction of $1,151,259.40. Following the completion of the sale, the director directly owned 79,690 shares in the company, valued at $5,102,550.70. This trade represents a 18.41% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 197,025 shares of company stock worth $14,283,453 in the last three months. Company insiders own 1.24% of the company’s stock.

Analysts Set New Price Targets

NFLX has been the subject of several research analyst reports. Stephens initiated coverage on Netflix in a research report on Friday, July 17th. They set an “overweight” rating for the company. Guggenheim lowered their target price on Netflix from $80.00 to $78.00 and set a “buy” rating on the stock in a report on Wednesday, October 21st. China Renaissance dropped their price target on Netflix from $100.00 to $80.00 and set a “hold” rating on the stock in a research report on Friday, July 17th. KGI Securities lowered Netflix from an “outperform” rating to a “neutral” rating and set a $75.00 price target for the company. in a report on Friday, July 17th. Finally, New Street Research upped their price target on Netflix from $96.00 to $102.00 and gave the stock a “neutral” rating in a report on Friday, July 17th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, seventeen have issued a Hold rating and two have given a Sell rating to the company. Based on data from MarketBeat, Netflix currently has an average rating of “Moderate Buy” and an average target price of $89.14.

View Our Latest Stock Report on Netflix

Netflix Profile

(Free Report)

Netflix, Inc (NASDAQ:NFLX) is a global entertainment company that provides subscription-based streaming services. Its platform offers a broad selection of television series, films, documentaries, stand-up specials and other programming, including content produced by Netflix and licensed from third-party studios and creators.

The company also develops and distributes original productions under the Netflix brand and has expanded into additional entertainment offerings, including mobile and cloud-based games in select markets and live programming.