Wealthcare Advisory Partners LLC raised its position in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,848.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 45,984 shares of the Internet television network’s stock after acquiring an additional 43,624 shares during the quarter. Wealthcare Advisory Partners LLC’s holdings in Netflix were worth $4,311,000 as of its most recent SEC filing.
Other hedge funds have also made changes to their positions in the company. Nordea Investment Management AB lifted its holdings in Netflix by 886.6% during the 4th quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock worth $902,798,000 after buying an additional 8,688,113 shares in the last quarter. Assenagon Asset Management S.A. increased its position in shares of Netflix by 983.1% during the fourth quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock worth $584,529,000 after acquiring an additional 5,658,740 shares during the period. Sarasin & Partners LLP raised its stake in shares of Netflix by 2,758.1% in the fourth quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network’s stock valued at $221,430,000 after acquiring an additional 2,279,032 shares in the last quarter. SG Americas Securities LLC boosted its holdings in Netflix by 456.5% in the fourth 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 period. Finally, Congress Asset Management Co. increased its holdings in Netflix by 886.2% during the 4th quarter. Congress Asset Management Co. now owns 1,381,176 shares of the Internet television network’s stock worth $129,499,000 after purchasing an additional 1,241,124 shares during the period. Institutional investors and hedge funds own 80.93% of the company’s stock.
Insider Activity at Netflix
In related news, insider Cletus R. Willems sold 3,136 shares of the stock in a transaction on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total transaction of $259,253.12. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Spencer Adam Neumann sold 28,630 shares of the business’s stock in a transaction on Monday, March 2nd. The shares were sold at an average price of $97.00, for a total transaction of $2,777,110.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at $7,157,339. This represents a 27.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,520,133 shares of company stock worth $137,259,786 in the last ninety days. Company insiders own 1.37% of the company’s stock.
Trending Headlines about Netflix
- Positive Sentiment: Analysts say the price increases should drive meaningful revenue upside (estimates cite as much as ~$1.7B potential incremental revenue) with limited churn risk — a direct boost to near‑term top‑line and profit leverage. Netflix Price Hikes Could Unlock $1.7 Billion
- Positive Sentiment: Multiple firms (including Jefferies, Citi, JPMorgan and Oppenheimer) responded with upgraded views or higher targets, arguing strong engagement and low churn give Netflix room to raise prices — this analyst support is pro‑stock. Jefferies Commentary on Price Hike
- Positive Sentiment: Research upgrades and modest EPS estimate bumps (e.g., Erste Group raising EPS and issuing a Buy) reinforce the view that higher ARPU will flow through to earnings. Erste Group Upgrade / Marketbeat
- Neutral Sentiment: Price changes: ad tier to $8.99 (+$1), standard to $19.99 (+$2), premium to $26.99 (+$2). Netflix says the increases help fund a $20B content budget (up ~$2B yr/yr). This is the direct rationale investors are pricing in. Reuters: Netflix raises subscription prices
- Neutral Sentiment: Widespread media coverage details the new rates and compares competitors; useful for gauging consumer reaction but not immediately decisive for fundamentals. Investopedia Pricing Summary
- Negative Sentiment: Political and consumer backlash: critics (including Senator Elizabeth Warren) flagged the hike soon after a large payout, which could pressure PR and invite scrutiny — a headline risk. Benzinga: Warren Criticism
- Negative Sentiment: Longer‑term risk: repeated “stream‑flation” could push price‑sensitive subscribers toward free alternatives (YouTube, ad‑supported platforms), so the revenue upside depends on continued low churn. Some commentators remain cautious. Business Insider: Stream‑flation
Wall Street Analysts Forecast Growth
A number of research firms have issued reports on NFLX. KeyCorp set a $110.00 price target on Netflix and gave the company an “overweight” rating in a research report on Friday, January 16th. Weiss Ratings lowered shares of Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 22nd. Wells Fargo & Company began coverage on shares of Netflix in a report on Monday, March 9th. They issued an “equal weight” rating and a $105.00 target price on the stock. BMO Capital Markets decreased their price target on shares of Netflix from $143.00 to $135.00 and set an “outperform” rating for the company in a research note on Wednesday, January 21st. Finally, Piper Sandler reiterated a “positive” rating and set a $103.00 price target (down from $140.00) on shares of Netflix in a 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 twelve have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average target price of $114.55.
Get Our Latest Research Report on Netflix
Netflix Trading Up 0.1%
Shares of Netflix stock opened at $93.43 on Friday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. The company has a market capitalization of $394.48 billion, a P/E ratio of 36.97, a PEG ratio of 1.43 and a beta of 1.68. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. The company’s fifty day moving average is $87.25 and its two-hundred day moving average is $100.77.
Netflix (NASDAQ:NFLX – Get Free Report) last announced its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The business had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same period in the prior year, the company earned $0.43 earnings per share. The business’s revenue was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Analysts forecast that Netflix, Inc. will post 24.58 earnings per share 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.
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