CVA Family Office LLC Purchases 9,192 Shares of Netflix, Inc. $NFLX

CVA Family Office LLC raised its position in Netflix, Inc. (NASDAQ:NFLX) by 881.3% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 10,235 shares of the Internet television network’s stock after purchasing an additional 9,192 shares during the quarter. CVA Family Office LLC’s holdings in Netflix were worth $960,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in NFLX. Nordea Investment Management AB raised its stake in shares of Netflix by 886.6% in the fourth quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock valued at $902,798,000 after acquiring an additional 8,688,113 shares during the last quarter. Norges Bank bought a new stake in Netflix during the 2nd quarter worth approximately $7,929,645,000. Assenagon Asset Management S.A. increased its holdings in Netflix by 983.1% during the 4th quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock valued at $584,529,000 after purchasing an additional 5,658,740 shares in the last quarter. Sarasin & Partners LLP increased its holdings in Netflix by 2,758.1% during the 4th quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network’s stock valued at $221,430,000 after purchasing an additional 2,279,032 shares in the last quarter. Finally, SG Americas Securities LLC raised its position in Netflix by 456.5% in the 4th quarter. SG Americas Securities LLC now owns 1,890,836 shares of the Internet television network’s stock valued at $177,285,000 after purchasing an additional 1,551,086 shares during the last quarter. 80.93% of the stock is owned by institutional investors.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Ad business accelerating — reports show Netflix’s advertising revenue jumped roughly 2.5x to about $1.5B, driven by AI targeting and global scale, supporting the company’s monetization thesis and near-term revenue upside. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Positive Sentiment: Huge live-audience engagement — Netflix said the BTS Seoul concert livestream drew 18.4 million global viewers, signaling strong reach for live and event-based programming that can boost subscriptions and ad inventory value. BTS Seoul concert livestream draws 18.4 million global viewers, Netflix says
• Positive Sentiment: Ad product expansion — Joey Ai announced premium advertising opportunities on Netflix Canada, indicating continued third‑party interest in Netflix’s ad platform and potential to expand ad revenue internationally. Joey Ai Expands Netflix Advertising Opportunities in Canada
• Positive Sentiment: Analyst backing — recent upgrades and reiterated Outperform ratings (including Erste Group and Bernstein coverage) provide short-term buy-side support and may underpin today’s upward move. Sentiment Shifts on These Beaten Down Stocks: NFLX, ORCL
• Neutral Sentiment: Marketing tie-ins widen reach — a McDonald’s tie-in with the Netflix film “KPop Demon Hunters” is expected to drive mass awareness (analyst suggests big sales for McDonald’s), offering promotional upside for Netflix but limited direct revenue impact. Gonna be golden: These ‘KPop Demon Hunters’ meals could make McDonald’s $100 million
• Neutral Sentiment: Strategic content moves — partnerships like the Warner Music first‑look deal and Netflix walking away from a Warner Bros. acquisition both reshape content strategy; they affect medium‑term growth mix but are mixed for near-term stock direction. Is Netflix’s (NFLX) Warner Music Deal a Clue to Its Next Advertising Growth Lever?
• Negative Sentiment: Valuation concerns — analysts note Netflix trades at ~7.3x price/sales and caution that slowing core growth plus heavy early‑2026 content spending could make the multiple look stretched, leaving the stock vulnerable if ad or subscriber momentum softens. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: Investor sentiment and Q4 concerns — investor letters and coverage flag lingering sentiment pressure from recent quarters and strategic uncertainty, which can weigh on multiples despite operational progress. Investors’ Concerns Hurt Netflix (NFLX) in Q4

Wall Street Analyst Weigh In

A number of equities analysts have commented on NFLX shares. Evercore started coverage on Netflix in a research note on Friday, February 27th. They issued an “outperform” rating and a $115.00 price objective on the stock. Cfra upgraded Netflix from a “hold” rating to a “buy” rating and set a $115.00 target price for the company in a research note on Friday, March 6th. Pivotal Research cut their price target on Netflix from $105.00 to $95.00 and set a “hold” rating for the company in a report on Wednesday, January 21st. HSBC reduced their price target on shares of Netflix from $107.00 to $106.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Finally, Susquehanna upgraded shares of Netflix to a “positive” rating and set a $112.00 price objective for the company in a research report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and twelve have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $114.35.

Insider Activity at Netflix

In other news, CEO Gregory K. Peters sold 105,781 shares of the firm’s stock in a transaction dated Thursday, January 29th. The shares were sold at an average price of $82.94, for a total value of $8,773,476.14. Following the transaction, the chief executive officer owned 122,140 shares of the company’s stock, valued at approximately $10,130,291.60. This trade represents a 46.41% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Reed Hastings sold 426,290 shares of Netflix stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the sale, the director owned 3,940 shares of the company’s stock, valued at approximately $361,179.80. This represents a 99.08% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 1,520,133 shares of company stock worth $137,259,786. Insiders own 1.37% of the company’s stock.

Netflix Trading Up 1.5%

NFLX stock opened at $92.28 on Thursday. 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, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The company has a market cap of $389.62 billion, a P/E ratio of 36.52, a PEG ratio of 1.39 and a beta of 1.68. The business has a fifty day moving average of $87.04 and a 200-day moving average of $101.04.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.55 by $0.01. The business had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The firm’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same quarter last year, the business earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, equities research analysts expect that Netflix, Inc. will post 24.58 EPS for the current year.

Netflix Company 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.