Modera Wealth Management LLC Acquires 19,179 Shares of Netflix, Inc. $NFLX

Modera Wealth Management LLC increased its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 952.3% during the fourth quarter, according to its most recent filing with the SEC. The institutional investor owned 21,193 shares of the Internet television network’s stock after purchasing an additional 19,179 shares during the period. Modera Wealth Management LLC’s holdings in Netflix were worth $1,987,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in NFLX. Nordea Investment Management AB raised its holdings in shares of Netflix by 886.6% in the 4th 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 in the last quarter. Assenagon Asset Management S.A. raised its holdings in shares of Netflix by 983.1% in 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 acquiring an additional 5,658,740 shares in the last quarter. Aberdeen Group plc raised its holdings in shares of Netflix by 878.7% in the 4th quarter. Aberdeen Group plc now owns 3,243,837 shares of the Internet television network’s stock valued at $304,142,000 after acquiring an additional 2,912,392 shares in the last quarter. Allspring Global Investments Holdings LLC raised its holdings in shares of Netflix by 870.2% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 3,014,717 shares of the Internet television network’s stock valued at $274,309,000 after acquiring an additional 2,703,997 shares in the last quarter. Finally, Sarasin & Partners LLP raised its holdings in shares of Netflix by 2,758.1% in 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 acquiring an additional 2,279,032 shares in the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Analysts Set New Price Targets

Several research firms have weighed in on NFLX. HSBC lowered their price target on Netflix from $107.00 to $106.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Benchmark reaffirmed a “hold” rating on shares of Netflix in a report on Tuesday, January 13th. Canaccord Genuity Group set a $125.00 price target on Netflix and gave the company a “buy” rating in a report on Wednesday, January 21st. Piper Sandler reaffirmed a “positive” rating and issued a $103.00 price target (down from $140.00) on shares of Netflix in a report on Wednesday, January 21st. Finally, Wells Fargo & Company began coverage on Netflix in a report on Monday, March 9th. They issued an “equal weight” rating and a $105.00 price target on the stock. 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. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $115.10.

Insider Activity at Netflix

In related news, CEO Gregory K. Peters sold 105,781 shares of the firm’s stock in a transaction dated Thursday, January 29th. The stock was sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the transaction, the chief executive officer directly 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 filing with the SEC, which is accessible through this link. Also, Director Bradford L. Smith sold 31,790 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $88.86, for a total value of $2,824,859.40. Following the transaction, the director owned 79,690 shares in the company, valued at approximately $7,081,253.40. The trade was a 28.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,543,023 shares of company stock worth $141,145,842 in the last quarter. 1.37% of the stock is owned by company insiders.

Netflix Stock Performance

Shares of NASDAQ NFLX opened at $99.39 on Thursday. The stock has a market cap of $419.64 billion, a price-to-earnings ratio of 39.33, a P/E/G ratio of 1.50 and a beta of 1.67. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The stock’s 50-day moving average is $89.11 and its 200 day moving average is $99.25.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share 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 analysts’ expectations of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.Netflix’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same period last year, the firm posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, sell-side analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Oppenheimer kept an “Outperform” on NFLX and raised its price target to $135, citing better revenue visibility as price hikes roll through and stronger margin prospects. Oppenheimer Bullish on Netflix
• Positive Sentiment: Goldman Sachs upgraded Netflix on improved growth outlook and raised its target (coverage highlighted by media), signaling renewed sell‑side confidence that supports the rally. Netflix Wins Goldman Upgrade
• Positive Sentiment: Jefferies reiterated a Buy and analysts (and other shops) expect recent subscription price increases to lift full‑year guidance and margins — a core reason funds are rotating back into the name. Netflix price increases expected to lift full-year guidance
• Positive Sentiment: Product/market expansion: Netflix launched “Playground,” an ad‑free kids’ gaming app, and is pushing partnerships (sports/dining, Argentina focus) that expand engagement and monetization levers beyond streaming. These initiatives support longer‑term ARPU and retention narratives. Netflix (NFLX) Kicks Off ‘Playground’ App for Ad-Free Kids Gaming
• Neutral Sentiment: Rosenblatt raised a price target to $96 — a modest call (below some other targets) that reflects mixed valuation views and keeps debate alive about fair value amid faster profitability. Rosenblatt Securities Raises Netflix Price Target to $96
• Neutral Sentiment: Investors are watching April 16 (next earnings/updates) as estimates and guidance will determine whether price increases and new products translate into sustained revenue/margin beats. Dear Netflix Stock Fans, Mark Your Calendars for April 16
• Negative Sentiment: Regulatory/legal risk: An Italian court ordered Netflix to refund subscribers over repeated price hikes, potentially meaning hundreds of euros per customer if the ruling stands — an appeal is pending but the headline raises consumer‑backlash and regulatory risk concerns. Netflix told by court to refund customers over repeated price hikes

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.