Walkner Condon Financial Advisors LLC lifted its stake in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 999.4% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,180 shares of the Internet television network’s stock after buying an additional 8,345 shares during the period. Walkner Condon Financial Advisors LLC’s holdings in Netflix were worth $861,000 as of its most recent SEC filing.
Several other hedge funds have also modified their holdings of the stock. First Financial Corp IN boosted its holdings in Netflix by 900.0% in the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after acquiring an additional 243 shares during the period. DiNuzzo Private Wealth Inc. raised its stake in shares of Netflix by 885.2% during the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after purchasing an additional 239 shares during the period. Imprint Wealth LLC purchased a new stake in shares of Netflix during the third quarter valued at approximately $25,000. Retirement Wealth Solutions LLC acquired a new position in shares of Netflix during the third quarter worth $28,000. Finally, MB Levis & Associates LLC lifted its position in shares of Netflix by 177.8% during the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock worth $28,000 after purchasing an additional 192 shares in the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
A number of equities research analysts recently weighed in on the stock. Phillip Securities raised shares of Netflix from a “sell” rating to a “moderate buy” rating and raised their price target for the company from $95.00 to $100.00 in a report on Monday, January 26th. Citic Securities decreased their price objective on shares of Netflix from $109.00 to $95.00 and set a “hold” rating for the company in a research report on Monday, January 26th. Robert W. Baird lowered their target price on Netflix from $150.00 to $120.00 and set an “outperform” rating for the company in a research note on Friday, January 23rd. Oppenheimer lifted their target price on Netflix from $125.00 to $135.00 and gave the stock an “outperform” rating in a research report on Friday, March 27th. Finally, UBS Group set a $104.00 price target on Netflix in a report on Tuesday, January 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $115.07.
Insider Activity
In other Netflix news, insider Cletus R. Willems sold 3,136 shares of the stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total transaction of $259,253.12. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, CFO Spencer Adam Neumann sold 28,630 shares of Netflix stock in a transaction that occurred on Thursday, April 2nd. The stock was sold at an average price of $98.00, for a total value of $2,805,740.00. Following the completion of the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at approximately $7,231,126. The trade was a 27.95% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,543,023 shares of company stock valued at $141,145,842 over the last three months. Company insiders own 1.37% of the company’s stock.
Key Netflix News
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Goldman Sachs upgraded NFLX to a Buy with a $120 price target, citing improving ad-revenue growth, better operating leverage and shareholder-return potential — a catalyst investors pushed the stock higher on. Netflix Stock (NFLX) Just Got a Rating and Price Target Boost from Goldman Sachs. Here’s Why
- Positive Sentiment: Market reaction noted: news outlets report NFLX jumped ~3% immediately after Goldman’s upgrade — showing the upgrade is the main near-term driver of today’s price strength. Netflix (NFLX) Stock Jumps 3% Following Goldman Sachs Buy Rating
- Positive Sentiment: Analysts and bullish pieces argue Netflix could beat Q1 thanks to price hikes, accelerating ad revenue (some forecasts see ad rev doubling to ~$3B in 2026), better margins from ad tech, and a potential breakup fee related to the failed Warner Bros deal — all supportive of upside. Netflix: Three Reasons To Expect An Earnings Beat
- Neutral Sentiment: Coverage highlights Netflix’s increasing focus on live sports rights and strategic event bids — this supports long-term subscriber and pricing power but requires capital and carries execution risk; it’s being cited as a reason Netflix can justify recent price increases. Netflix May Have Good Reason To Raise Prices: Streamer Eyes More NFL Games
- Neutral Sentiment: Investor commentary asks whether the recent price hike leaves upside limited near term — useful context for investors deciding whether to buy before April 16 earnings. Is Netflix a Buy After Its Most Recent Price Hike?
- Negative Sentiment: Insider risk: Netflix CFO reportedly sold about $2.8M of stock — an item investors sometimes view as a mild negative signal, especially ahead of earnings. Insider Selling: Netflix (NASDAQ:NFLX) CFO Sells $2,805,740.00 in Stock
- Negative Sentiment: Regulatory/legal headwind: A Rome court ruled some historical subscription price increases in Italy unlawful, ordering rollbacks and refunds — a reminder of regulatory risks for Netflix’s pricing strategy in Europe. Rome Court Ruling Tests Netflix Pricing Power And Investor Expectations
Netflix Price Performance
NFLX opened at $98.66 on Monday. The company has a 50-day moving average of $88.28 and a 200-day moving average of $99.72. The company has a market capitalization of $416.56 billion, a P/E ratio of 39.04, a PEG ratio of 1.50 and a beta of 1.67. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19.
Netflix (NASDAQ:NFLX – Get Free Report) last issued its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, topping the consensus estimate of $0.55 by $0.01. The business had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The company’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same quarter last year, the company posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities analysts expect that Netflix, Inc. will post 24.58 EPS for the current fiscal year.
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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