Sendero Wealth Management LLC Purchases 31,483 Shares of Netflix, Inc. $NFLX

Sendero Wealth Management LLC increased its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 892.9% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 35,009 shares of the Internet television network’s stock after buying an additional 31,483 shares during the quarter. Sendero Wealth Management LLC’s holdings in Netflix were worth $3,282,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. First Financial Corp IN increased its holdings in shares of Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after acquiring an additional 243 shares in the last quarter. Imprint Wealth LLC bought a new position in shares of Netflix during the 3rd quarter valued at about $25,000. Retirement Wealth Solutions LLC bought a new position in shares of Netflix during the 3rd quarter valued at about $28,000. Steph & Co. grew its position in shares of Netflix by 188.9% in the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after purchasing an additional 17 shares during the period. Finally, Bare Financial Services Inc grew its position in shares of Netflix by 93.3% in the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after purchasing an additional 14 shares during the period. 80.93% of the stock is currently owned by institutional investors.

Netflix Trading Up 1.1%

NASDAQ:NFLX opened at $93.32 on Friday. The company has a market cap of $394.01 billion, a P/E 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 business has a 50 day moving average price of $87.14 and a two-hundred day moving average price of $100.82. 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) last posted its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.55 by $0.01. The company had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm’s revenue was up 17.6% compared to the same quarter last year. During the same period last year, the company earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, analysts expect that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Price increases should lift ARPU and near‑term revenue as Netflix explicitly said the hikes will help fund expanded programming (video podcasts, live sports). Netflix raises subscription prices across all plans in US
• Positive Sentiment: Erste Group raised its rating/forecasts for Netflix (Buy, slightly higher FY2026–FY2027 EPS), backing a bullish case that the company can convert higher pricing into profits. Netflix (NASDAQ:NFLX) Raised to Buy at Erste Group Bank
• Positive Sentiment: Ad business momentum and audience wins (large live-event viewership) support non-subscription revenue growth and monetization upside. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Neutral Sentiment: Official new price points: ad‑supported $8.99 (+$1), standard $19.99 (+$2), premium $26.99 (+$2) — the impact depends on churn elasticity and timing of revenue recognition. Netflix confirms it’s raising prices again
• Neutral Sentiment: Live sports and branded events (e.g., MLB tie‑ins, big concert livestreams) are generating buzz and some incremental viewership, but monetization cadence and costs remain to be proven. Major League Baseball Event Gives Netflix Stock (NASDAQ:NFLX) a Small Boost
• Negative Sentiment: “Stream‑flation” — repeated price hikes industry‑wide — risks accelerating churn or pushing viewers to free/cheaper alternatives (YouTube, ad‑supported services). This is a structural headwind to long‑term subscriber retention. Netflix is raising prices again, and stream-flation shows no signs of slowing
• Negative Sentiment: Valuation and margin pressure concerns: some analysts and writeups warn Netflix’s multiple looks stretched given heavy early‑2026 content spending and slower growth expectations. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: Rising content investment to support new formats (live events, podcasts) increases near‑term cash burn and execution risk if incremental revenue doesn’t cover higher costs. Netflix Hikes Prices For All Plans As Content Spending Surges

Wall Street Analyst Weigh In

NFLX has been the topic of several research analyst reports. Evercore began coverage on shares of Netflix in a report on Friday, February 27th. They set an “outperform” rating and a $115.00 target price on the stock. Argus reduced their price target on shares of Netflix from $141.00 to $110.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft reissued a “hold” rating and set a $98.00 price objective (up from $95.00) on shares of Netflix in a research report on Wednesday, January 21st. Bank of America dropped their price objective on shares of Netflix from $149.00 to $125.00 and set a “buy” rating on the stock in a report on Friday, March 6th. Finally, William Blair reaffirmed an “outperform” rating on shares of Netflix in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat, Netflix presently has a consensus rating of “Moderate Buy” and an average price target of $114.30.

Insider Transactions at Netflix

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of Netflix stock in a transaction 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 sale, the chief executive officer directly owned 122,140 shares in the company, valued at approximately $10,166,933.60. The trade was a 18.27% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, insider David A. Hyman sold 5,727 shares of the business’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the sale, the insider directly owned 316,100 shares in the company, valued at $25,623,066. This trade represents a 1.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is owned by insiders.

Netflix 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.