WP Advisors LLC Acquires 9,611 Shares of Netflix, Inc. $NFLX

WP Advisors LLC lifted its holdings in Netflix, Inc. (NASDAQ:NFLX) by 7.3% in the third quarter, Holdings Channel reports. The firm owned 141,341 shares of the Internet television network’s stock after buying an additional 9,611 shares during the period. Netflix comprises about 2.2% of WP Advisors LLC’s portfolio, making the stock its 10th largest position. WP Advisors LLC’s holdings in Netflix were worth $9,835,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Merkkuri Wealth Advisors LLC acquired a new stake in Netflix in the first quarter worth about $31,000. Bayban grew its stake in shares of Netflix by 400.0% during the first quarter. Bayban now owns 350 shares of the Internet television network’s stock worth $34,000 after acquiring an additional 280 shares during the last quarter. Clal Insurance Enterprises Holdings Ltd purchased a new stake in shares of Netflix during the second quarter worth about $26,000. Sawyer & Company Inc acquired a new position in shares of Netflix during the third quarter valued at about $27,000. Finally, Compound Global Advisors LLC acquired a new position in shares of Netflix during the second quarter valued at about $29,000. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Investors are treating the sell-off as a potential buying opportunity. Netflix beat third-quarter EPS expectations, generated $12.87 billion in revenue, and increased operating income 34.6% year over year. Several analysts—including UBS, JPMorgan, Bank of America, and TD Cowen—retained positive ratings despite lowering price targets. Stock Market Today, Oct. 22: Netflix Rises as Investors Capitalize on Post-Earnings Sell-Off
• Positive Sentiment: Netflix’s valuation has become more attractive after the decline, with investors emphasizing rising profits, more than 300 million subscribers, pricing power, and potential long-term growth from advertising, live events, and international content. The company’s buybacks are substantial, although management appears to follow a systematic rather than opportunistic repurchase strategy. The Truth About Netflix’s Massive Stock Buybacks
• Neutral Sentiment: Management continues to target double-digit revenue growth and expects advertising revenue to grow more than 80% in 2026. Netflix is investing in original programming, theatrical releases, live sports, and events such as NFL games, but executives acknowledge that viewer-hour growth and content execution need to improve.
• Negative Sentiment: The principal pressure is Netflix’s fourth-quarter outlook: EPS guidance of $0.67 trails the $0.73 consensus, while projected revenue of $13.4 billion is below the $13.5 billion estimate. Full-year revenue guidance was also slightly reduced. ETFs in Focus as Netflix Shares Tumble Amid Q3 Earnings Beat, Guidance Cut
• Negative Sentiment: Netflix cut its 2026 advertising-revenue forecast from approximately $3 billion to $2.7 billion, reinforcing concerns about slower growth, delayed ad execution, weaker engagement, and competition from YouTube, TikTok, and lower-cost streaming options. Multiple analysts consequently lowered price targets, while Needham downgraded the stock to Hold. Why Netflix Stock Dropped Today

Analysts Set New Price Targets

NFLX has been the subject of several research analyst reports. New Street Research increased their price objective on shares of Netflix from $96.00 to $102.00 and gave the company a “neutral” rating in a research report on Friday, July 17th. Wells Fargo & Company cut shares of Netflix from a “neutral” rating to an “underweight” rating and lowered their target price for the stock from $80.00 to $57.00 in a research note on Friday, September 18th. Guggenheim dropped their target price on shares of Netflix from $80.00 to $78.00 and set a “buy” rating on the stock in a research report on Wednesday. Oppenheimer restated an “outperform” rating and set a $80.00 price target (down from $85.00) on shares of Netflix in a research note on Wednesday. Finally, Argus set a $95.00 price target on shares of Netflix and gave the company a “buy” rating in a research note on Thursday. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, seventeen have issued a Hold rating and two have issued a Sell rating to the company’s stock. According to MarketBeat, Netflix has a consensus rating of “Moderate Buy” and an average target price of $89.59.

Insider Activity at Netflix

In other news, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction on Thursday, August 6th. The shares were sold at an average price of $73.54, for a total value of $2,008,524.48. Following the sale, the chief executive officer directly owned 120,931 shares of the company’s stock, valued at $8,893,265.74. This represents a 18.42% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CEO Theodore A. Sarandos sold 105,850 shares of the stock in a transaction on Monday, August 3rd. The stock was sold at an average price of $73.03, for a total transaction of $7,730,225.50. Following the completion of the sale, the chief executive officer owned 206,266 shares in the company, valued at $15,063,605.98. The trade was a 33.91% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold a total of 179,045 shares of company stock worth $13,132,194 in the last ninety days. 1.24% of the stock is owned by company insiders.

Netflix Trading Up 3.1%

Shares of NASDAQ:NFLX opened at $67.05 on Friday. Netflix, Inc. has a 52-week low of $64.10 and a 52-week high of $116.73. The stock has a market cap of $279.19 billion, a price-to-earnings ratio of 19.38, a PEG ratio of 0.92 and a beta of 1.62. The company has a quick ratio of 1.14, a current ratio of 1.07 and a debt-to-equity ratio of 0.43. The business has a 50-day moving average price of $74.52 and a 200-day moving average price of $79.74.

Netflix (NASDAQ:NFLX) last released its earnings results on Tuesday, October 20th. The Internet television network reported $0.87 EPS for the quarter, topping analysts’ consensus estimates of $0.82 by $0.05. The firm had revenue of $12.87 billion during the quarter, compared to the consensus estimate of $12.87 billion. Netflix had a return on equity of 42.69% and a net margin of 29.69%. The company’s revenue was up 11.9% compared to the same quarter last year. During the same quarter in the previous year, the company posted $0.59 earnings per share. Equities analysts predict that Netflix, Inc. will post 3.58 EPS for the current year.

Netflix Company Profile

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.