RF&L Wealth Management LLC Takes Position in Netflix, Inc. $NFLX

RF&L Wealth Management LLC purchased a new position in shares of Netflix, Inc. (NASDAQ:NFLX) in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 8,532 shares of the Internet television network’s stock, valued at approximately $800,000.

Several other hedge funds have also recently added to or reduced their stakes in NFLX. Natural Investments LLC boosted its stake in Netflix by 0.5% during the 3rd quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock worth $1,999,000 after purchasing an additional 9 shares during the last quarter. Hengehold Capital Management LLC grew its holdings 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 worth $338,000 after buying an additional 9 shares in the last quarter. Financial Partners Group Inc raised its position in shares of Netflix by 0.9% in the third quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network’s stock valued at $1,162,000 after buying an additional 9 shares during the last quarter. Seascape Capital Management lifted its stake in shares of Netflix by 1.6% in the third quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock worth $681,000 after buying an additional 9 shares in the last quarter. Finally, Crews Bank & Trust lifted its stake in shares of Netflix by 5.8% in the third quarter. Crews Bank & Trust now owns 164 shares of the Internet television network’s stock worth $197,000 after buying an additional 9 shares in the last quarter. 80.93% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

NFLX has been the subject of several research reports. Royal Bank Of Canada reaffirmed a “hold” rating on shares of Netflix in a research note on Wednesday, January 21st. Phillip Securities raised shares of Netflix from a “sell” rating to a “moderate buy” rating and raised their target price for the stock from $95.00 to $100.00 in a research note on Monday, January 26th. Guggenheim lowered their target price on Netflix from $145.00 to $130.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Moffett Nathanson dropped their price target on Netflix from $140.00 to $115.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Finally, Evercore assumed coverage on Netflix in a report on Friday, February 27th. They issued an “outperform” rating and a $115.00 price target for the company. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $114.35.

Insider Transactions at Netflix

In related news, Director Reed Hastings sold 426,290 shares of the stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $91.67, for a total value of $39,078,004.30. Following the completion of the transaction, the director directly owned 3,940 shares in the company, valued at approximately $361,179.80. This represents a 99.08% decrease in their ownership of the stock. The sale was disclosed in a legal 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 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 sale, the director directly owned 79,690 shares of the company’s stock, valued at approximately $7,081,253.40. This trade represents a 28.52% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold a total of 1,520,133 shares of company stock valued at $137,259,786 in the last ninety days. 1.37% of the stock is currently owned by corporate insiders.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Citi resumes coverage, reiterates Buy and $115 price objective — Citi points to improving profitability, pricing power and enhanced capital returns as upside catalysts for Netflix. Citi Resumes Coverage of Netflix (NFLX) Stock
• Positive Sentiment: Ad business momentum — reports highlight Netflix’s ad revenue surge ( ~$1.5B and estimates up to $3B in 2026) and its investment in an in‑house ad platform, which supports higher monetization per user and recurring revenue diversification. Netflix’s Ad Revenue Surges to $1.5 Billion: Is the Stock a No-Brainer Buy Today With $2,000?
• Positive Sentiment: Live events and cultural hits driving engagement — Netflix streamed BTS’s Seoul concert (positioning it as a leader in live concert streaming) and launched a successful second season of “Culinary Class Wars,” which drove restaurant bookings and demonstrates content’s real‑world economic and engagement impact. These signal subscriber engagement and event‑driven monetization upside. BTS Comeback Becomes Netflix’s Biggest Live Bet Yet A Netflix cooking show is changing how people travel — and restaurants are seeing bookings jump 303%
• Negative Sentiment: Price sensitivity among consumers — a report on Canadian streaming behavior shows cash‑strapped consumers gravitating to lower‑cost ad tiers, which could limit ARPU upside in pressured markets even as ad revenue grows. NFLX, DIS, PSKY: New ‘Couch Potato Report’ Shows Cash-Strapped Canadians Choose to Stream with Ads

Netflix Price Performance

Shares of NFLX stock opened at $93.38 on Tuesday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The firm’s 50-day moving average is $86.95 and its two-hundred day moving average is $101.49. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The company has a market capitalization of $394.27 billion, a PE ratio of 36.95, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last posted its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, beating the consensus estimate 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 for the quarter, compared to analyst estimates of $11.97 billion. During the same period in the previous year, the business posted $0.43 EPS. Netflix’s revenue was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Analysts predict that Netflix, Inc. will post 24.58 earnings per share for the current 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.