Netflix, Inc. $NFLX Shares Acquired by Serenus Wealth Advisors LLC

Serenus Wealth Advisors LLC lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 900.1% in the fourth quarter, HoldingsChannel reports. The firm owned 6,751 shares of the Internet television network’s stock after acquiring an additional 6,076 shares during the period. Serenus Wealth Advisors LLC’s holdings in Netflix were worth $633,000 at the end of the most recent reporting period.

Other institutional investors have also recently modified their holdings of the company. Baillie Gifford & Co. raised its holdings in shares of Netflix by 912.3% in the fourth quarter. Baillie Gifford & Co. now owns 36,940,035 shares of the Internet television network’s stock worth $3,463,498,000 after acquiring an additional 33,290,988 shares during the last quarter. Sumitomo Mitsui Trust Group Inc. lifted its position in shares of Netflix by 891.3% in the fourth quarter. Sumitomo Mitsui Trust Group Inc. now owns 12,099,908 shares of the Internet television network’s stock valued at $1,134,487,000 after acquiring an additional 10,879,276 shares in the last quarter. Nordea Investment Management AB boosted its stake in shares of Netflix by 886.6% during 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. Assenagon Asset Management S.A. increased its position 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 worth $584,529,000 after purchasing an additional 5,658,740 shares in the last quarter. Finally, Massachusetts Financial Services Co. MA increased its position in Netflix by 430.6% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 6,738,241 shares of the Internet television network’s stock worth $631,777,000 after purchasing an additional 5,468,262 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on NFLX. William Blair restated an “outperform” rating on shares of Netflix in a report on Wednesday, January 21st. Canaccord Genuity Group set a $125.00 price target on shares of Netflix and gave the stock a “buy” rating in a report on Wednesday, January 21st. Phillip Securities boosted their price objective on shares of Netflix from $100.00 to $110.00 in a research report on Monday. Piper Sandler reissued an “overweight” rating and set a $115.00 price objective (up from $103.00) on shares of Netflix in a research note on Friday, April 17th. Finally, Citizens Jmp restated a “market perform” rating on shares of Netflix in a research report on Wednesday, April 15th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fourteen have issued a Hold rating to the company’s stock. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $114.85.

Insider Activity at Netflix

In related news, insider David A. Hyman sold 5,727 shares of the stock in a transaction on Monday, February 9th. The stock was sold at an average price of $81.06, for a total value of $464,230.62. Following the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at approximately $25,623,066. This trade represents a 1.78% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CFO Spencer Adam Neumann sold 57,260 shares of Netflix stock in a transaction on Friday, February 27th. The shares were sold at an average price of $95.50, for a total value of $5,468,330.00. Following the completion of the transaction, the chief financial officer owned 73,787 shares in the company, valued at $7,046,658.50. The trade was a 43.69% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,487,794 shares of company stock worth $136,255,772 in the last 90 days. Company insiders own 1.37% of the company’s stock.

Netflix Trading Up 0.7%

Shares of NFLX stock opened at $93.24 on Thursday. The firm’s 50-day simple moving average is $92.95 and its 200-day simple moving average is $97.90. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.19. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The firm has a market cap of $392.61 billion, a P/E ratio of 30.12, a PEG ratio of 1.20 and a beta of 1.67.

Netflix (NASDAQ:NFLX) last released its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The firm had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.17 billion. During the same period in the previous year, the firm earned $6.61 earnings per share. Netflix’s revenue was up 16.2% compared to the same quarter last year. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, equities analysts forecast that Netflix, Inc. will post 3.53 EPS for the current year.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Board approved an additional $25 billion share-repurchase authorization (no expiration date), boosting capital returns and signaling management confidence in cash generation and valuation. This is the primary near-term positive catalyst for the stock. Netflix announces $25 billion share buyback
• Positive Sentiment: Product push: Netflix plans to launch a TikTok-style vertical video feed to capture “snackable” mobile viewing and increase engagement — a potential lever for retention, ad revenue and cross-selling to long-form content. Netflix Eyes TikTok-Style Feed To Capture ‘Snackable’ Viewing
• Positive Sentiment: Engagement and earnings beat: Q1 showed record engagement and an EPS/revenue beat, supporting pricing power, ad growth and longer‑term margin upside — factors analysts cite when reiterating constructive long-term views. Netflix’s Engagement Momentum Builds: Is Growth Sustainable?
• Neutral Sentiment: Strategic real estate move: Netflix is in talks to buy Radford Studio Center (historic LA lot) to expand owned production capacity — could lower long-term content costs but requires capital and integration. Netflix In Negotiations To Buy Radford Studios
• Neutral Sentiment: Analyst and investor reaction is mixed: Several firms reiterated Buy/Market Perform ratings and called the post‑earnings pullback a buying opportunity, keeping a range of price targets and emphasizing long‑term growth. MarketScreener: JPMorgan keeps buy rating
• Negative Sentiment: Lingering concerns: recent guidance was softer than some expected and reporting around leadership change (Reed Hastings stepping back) contributed to a sharp post‑earnings selloff; those worries still create volatility risk despite the buyback. Netflix (NFLX) Stock Plunges 13%: Should Investors Buy the Dip?

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.