Lake Street Private Wealth LLC Increases Stake in Netflix, Inc. $NFLX

Lake Street Private Wealth LLC increased its stake in Netflix, Inc. (NASDAQ:NFLX) by 952.6% in the fourth quarter, Holdings Channel reports. The firm owned 17,421 shares of the Internet television network’s stock after purchasing an additional 15,766 shares during the period. Lake Street Private Wealth LLC’s holdings in Netflix were worth $1,633,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of the stock. Imprint Wealth LLC acquired a new stake in shares of Netflix during the third quarter worth $25,000. Retirement Wealth Solutions LLC acquired a new position in shares of Netflix in the 3rd quarter valued at $28,000. Steph & Co. increased 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 acquiring an additional 17 shares during the period. Bare Financial Services Inc raised its stake in Netflix by 93.3% in the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after acquiring an additional 14 shares during the last quarter. Finally, Horizon Financial Services LLC raised its stake in Netflix by 480.0% in the 3rd quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after acquiring an additional 24 shares during the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Insider Activity

In other news, CEO Gregory K. Peters sold 105,781 shares of Netflix stock in a transaction that occurred on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the completion of the transaction, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at $10,130,291.60. The trade was a 46.41% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Bradford L. Smith sold 31,790 shares of the business’s stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the completion of the transaction, the director owned 79,690 shares of the company’s stock, valued at approximately $7,081,253.40. This represents a 28.52% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is currently owned by corporate insiders.

Netflix Stock Up 0.1%

Shares of NFLX opened at $91.82 on Friday. The company has a market capitalization of $387.68 billion, a price-to-earnings ratio of 36.34, a PEG ratio of 1.41 and a beta of 1.68. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12. The stock’s 50-day moving average price is $86.87 and its 200-day moving average price is $101.82. 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 announced its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating the consensus estimate of $0.55 by $0.01. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same period last year, the business earned $0.43 earnings per share. Netflix’s quarterly revenue was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, sell-side analysts predict that Netflix, Inc. will post 24.58 EPS for the current year.

Analyst Upgrades and Downgrades

Several analysts have weighed in on NFLX shares. Pivotal Research dropped their price target on Netflix from $105.00 to $95.00 and set a “hold” rating on the stock in a research note on Wednesday, January 21st. Royal Bank Of Canada restated a “hold” rating on shares of Netflix in a research note on Wednesday, January 21st. HSBC decreased their target price on Netflix from $107.00 to $106.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. Morgan Stanley set a $110.00 price target on shares of Netflix and gave the stock an “overweight” rating in a report on Wednesday, January 21st. Finally, BMO Capital Markets reduced their price target on shares of Netflix from $143.00 to $135.00 and set an “outperform” rating for the company in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have given a Hold rating to the stock. According to data from MarketBeat, Netflix presently has a consensus rating of “Moderate Buy” and a consensus target price of $114.35.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: TV personality/market commentator Jim Cramer reiterated a buy-tilting stance — advising investors to “buy some here, buy some a little bit lower,” which can support retail momentum and short-term investor confidence. Jim Cramer on Netflix
• Positive Sentiment: Market response to Netflix walking away from its bid for Warner Bros. assets has been upbeat — reports note a strong near-term rally and at least one bank (Citi) turning bullish, arguing the move preserves capital and simplifies execution risk. That narrative supports multiple analysts raising targets and buyer interest. Netflix Stock Surges After Walking Away From Warner Deal
• Positive Sentiment: Content partnerships: Netflix signed an exclusive multi‑year documentary deal with Warner Music Group to mine WMG’s artist catalog for films/series — a steady stream of premium, exclusive music-related content could lift engagement and differentiate the service. Netflix, Warner Music deal
• Positive Sentiment: Live events strategy: Netflix is pushing into live K‑pop events (notably the BTS comeback livestream) and sees more opportunity in Korea — if monetized successfully these events can add new revenue streams and global engagement spikes. Netflix sees more prospects for live events
• Neutral Sentiment: New programming: Netflix and Higher Ground/Obamas are producing an eight-episode series about the FTX collapse — high-profile nonfiction can draw viewers but may also court controversy; content upside is balanced by reputational risk. Netflix FTX series
• Negative Sentiment: Operational worries: several outlets flagged slowing paid-subscriber growth (markedly weaker YoY) and a planned increase in 2026 content spending — the combination raises concerns about near-term margin pressure and execution on content ROI. Subscriber growth stalls
• Negative Sentiment: Volatility & valuation questions: commentary and headlines show recent big swings (both rallies and pullbacks), with some analysts highlighting mixed signals on valuation and the stock falling more steeply than the market on certain days — this keeps risk premia elevated. Netflix falls more steeply than market

About Netflix

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.