Perfromance Wealth Partners LLC increased its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 923.9% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 7,505 shares of the Internet television network’s stock after purchasing an additional 6,772 shares during the period. Perfromance Wealth Partners LLC’s holdings in Netflix were worth $704,000 at the end of the most recent quarter.
Several other large investors also recently bought and sold shares of the business. Natural Investments LLC boosted its stake in shares of Netflix by 0.5% during the third quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock valued at $1,999,000 after purchasing an additional 9 shares during the period. Hengehold Capital Management LLC boosted its stake in shares of Netflix by 3.3% during the third quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network’s stock valued at $338,000 after purchasing an additional 9 shares during the period. Financial Partners Group Inc boosted its stake in shares of Netflix by 0.9% during the third quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network’s stock valued at $1,162,000 after purchasing an additional 9 shares during the period. Seascape Capital Management boosted its stake in shares of Netflix by 1.6% during the third quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock valued at $681,000 after purchasing an additional 9 shares during the period. Finally, Crews Bank & Trust boosted its stake in shares of Netflix by 5.8% during the third quarter. Crews Bank & Trust now owns 164 shares of the Internet television network’s stock valued at $197,000 after purchasing an additional 9 shares during the period. Institutional investors own 80.93% of the company’s stock.
Analyst Upgrades and Downgrades
NFLX has been the subject of a number of recent analyst reports. Susquehanna raised shares of Netflix to a “positive” rating and set a $112.00 target price for the company in a research note on Wednesday, January 21st. JPMorgan Chase & Co. initiated coverage on shares of Netflix in a research note on Monday, March 2nd. They set an “overweight” rating and a $120.00 target price for the company. Moffett Nathanson lowered their target price on shares of Netflix from $140.00 to $115.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. UBS Group set a $104.00 target price on shares of Netflix in a research note on Tuesday, January 27th. Finally, Citigroup started coverage on shares of Netflix in a research note on Wednesday, March 18th. They set a “buy” rating and a $115.00 target price for the company. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $115.10.
Key Headlines Impacting Netflix
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
Insider Buying and Selling
In other Netflix news, CFO Spencer Adam Neumann sold 28,630 shares of the stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $98.00, for a total transaction of $2,805,740.00. Following the completion of the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $7,231,126. This represents a 27.95% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, insider Cletus R. Willems sold 3,136 shares of the stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,543,023 shares of company stock valued at $141,145,842 over the last quarter. 1.37% of the stock is owned by company insiders.
Netflix Stock Up 0.6%
NASDAQ:NFLX opened at $99.39 on Thursday. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The company has a 50-day moving average of $89.11 and a 200 day moving average of $99.25. The firm has a market cap of $419.64 billion, a PE ratio of 39.33, a price-to-earnings-growth ratio of 1.50 and a beta of 1.67. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19.
Netflix (NASDAQ:NFLX – Get Free Report) last released its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping 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 company had revenue of $12.05 billion during the quarter, compared to analyst estimates of $11.97 billion. During the same period in the prior year, the firm earned $0.43 earnings per share. The firm’s revenue for the quarter was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, research analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current fiscal year.
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.
Further Reading
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