IFG Advisory LLC lifted its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 948.3% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 23,797 shares of the Internet television network’s stock after buying an additional 21,527 shares during the period. IFG Advisory LLC’s holdings in Netflix were worth $2,231,000 at the end of the most recent reporting period.
A number of other institutional investors have also recently made changes to their positions in NFLX. Brighton Jones LLC lifted its holdings in shares of Netflix by 5.0% in the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock valued at $4,804,000 after acquiring an additional 257 shares during the last quarter. Revolve Wealth Partners LLC raised its holdings in Netflix by 16.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after buying an additional 144 shares during the period. Sivia Capital Partners LLC raised its holdings in Netflix by 21.2% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after buying an additional 246 shares during the period. Strategic Investment Advisors MI raised its holdings in Netflix by 18.9% during the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock valued at $1,036,000 after buying an additional 123 shares during the period. Finally, Schnieders Capital Management LLC. raised its holdings in Netflix by 12.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after buying an additional 228 shares during the period. Institutional investors own 80.93% of the company’s stock.
Wall Street Analysts Forecast Growth
Several research firms recently weighed in on NFLX. Wolfe Research restated an “outperform” rating and set a $107.00 price target on shares of Netflix in a report on Friday, April 17th. Arete Research upgraded Netflix from a “neutral” rating to a “buy” rating in a report on Friday, February 27th. HSBC increased their price target on Netflix from $106.00 to $114.00 and gave the company a “buy” rating in a report on Friday, April 10th. Raymond James Financial restated a “market perform” rating on shares of Netflix in a report on Thursday, May 14th. Finally, Citigroup began coverage on Netflix in a report on Thursday, April 16th. They set a “market perform” rating on the stock. Two analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and sixteen have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $114.82.
Netflix Trading Down 1.1%
NASDAQ NFLX opened at $86.36 on Friday. The company’s 50-day moving average price is $93.29 and its 200-day moving average price is $93.43. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43. The stock has a market cap of $363.64 billion, a PE ratio of 27.89, a PEG ratio of 1.11 and a beta of 1.55. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12.
Netflix (NASDAQ:NFLX – Get Free Report) last posted its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, topping analysts’ consensus estimates of $0.76 by $0.47. The firm had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The business’s revenue for the quarter was up 16.2% on a year-over-year basis. During the same period in the prior year, the business posted $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Equities research analysts forecast that Netflix, Inc. will post 3.6 earnings per share for the current year.
Insider Transactions at Netflix
In other news, CFO Spencer Adam Neumann sold 28,630 shares of the company’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $98.00, for a total value of $2,805,740.00. Following the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,231,126. This represents a 27.95% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $88.69, for a total transaction of $2,422,301.28. Following the completion of the transaction, the chief executive officer owned 120,931 shares in the company, valued at approximately $10,725,370.39. The trade was a 18.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 1,365,509 shares of company stock valued at $129,675,743. Company insiders own 1.24% of the company’s stock.
Key Netflix News
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Multiple analyst-style pieces argue that Netflix’s ad business is becoming a major growth driver, with 2026 ad revenue projections around $3 billion and new formats, live events, and ad-tech tools expanding monetization. Article Title
- Positive Sentiment: Several bullish writeups say Netflix could be in the early stages of a comeback, citing upside from advertising scale and stronger cash generation, with one piece raising a 12-month target far above current levels. Article Title
- Positive Sentiment: Another bullish note says Netflix’s ad empire story is “too good to ignore,” highlighting the scalability of the ad tier, higher ARPU, and the potential for ad revenue to become a meaningful share of total sales. Article Title
- Positive Sentiment: Netflix is also getting support from reports tied to the AI/content-efficiency narrative, including a $600 million deal involving Ben Affleck’s AI company and claims that Netflix could save billions over time through production efficiencies. Article Title
- Neutral Sentiment: Netflix-related mentions in broader entertainment coverage, including a new “60 Minutes” head who previously worked with Netflix projects, are not likely to have a direct material impact on the stock. Article Title
- Negative Sentiment: Some recent coverage still points out that NFLX has been trading well below its 52-week high and has had a difficult year, which keeps valuation concerns and skepticism alive. Article Title
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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