Western Financial Corp CA raised its stake in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 333.9% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 25,017 shares of the Internet television network’s stock after purchasing an additional 19,252 shares during the quarter. Netflix makes up about 0.9% of Western Financial Corp CA’s holdings, making the stock its 21st biggest holding. Western Financial Corp CA’s holdings in Netflix were worth $2,346,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors have also added to or reduced their stakes in the company. First Financial Corp IN increased its position in shares of Netflix by 900.0% during the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after buying an additional 243 shares during the period. DiNuzzo Private Wealth Inc. lifted its holdings in Netflix by 885.2% in the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after buying an additional 239 shares during the period. Imprint Wealth LLC bought a new stake in Netflix during the 3rd quarter valued at approximately $25,000. Retirement Wealth Solutions LLC purchased a new position in shares of Netflix during the 3rd quarter worth approximately $28,000. Finally, MB Levis & Associates LLC grew its holdings in shares of Netflix by 177.8% during the 4th quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock worth $28,000 after acquiring an additional 192 shares during the period. 80.93% of the stock is currently owned by institutional investors.
Trending Headlines about Netflix
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Goldman Sachs upgraded NFLX to Buy and lifted its 12‑month target to $120, citing stronger ad revenue, improving margins and better capital returns — a major driver of today’s rally. Goldman Sachs resets Netflix stock price target for rest of 2026
- Positive Sentiment: Netflix launched “Netflix Playground,” an ad‑free, standalone kids’ gaming app built around IP like Peppa Pig and Sesame Street — expanding monetizable ecosystems beyond video and aiming to boost engagement and family retention. Netflix Playground Puts Kids’ Gaming At The Center Of Growth Story
- Positive Sentiment: Investors are rewarding Netflix’s profitability pivot — recent price increases, growing ad revenue and selective live‑sports rights are being viewed as durable margin enhancers rather than subscriber‑growth gambits. That narrative is underpinning multiple bullish analyst notes. Netflix Rises as Price Hikes, Ad Revenue Growth, and Live Sports Signal a New Phase of Profitability
- Positive Sentiment: Several pieces argue Netflix benefits from stepping back after losing the Warner Bros. bidding — avoiding a large acquisition price and keeping balance‑sheet optionality for shareholder returns or targeted investments. Why Netflix stands to get richer after losing Warner Bros. bidding war
- Neutral Sentiment: Minor analyst moves: Rosenblatt nudged its target slightly, reflecting mixed views on near‑term upside versus valuation — useful for gauging divergent Wall Street expectations heading into earnings. Rosenblatt adjusts price target on Netflix to $96 from $95
- Neutral Sentiment: Q1 2026 earnings are due Apr. 16; consensus estimates and guidance will dictate whether the current optimism (on margins and ARPU) holds through into results — this is a decisive near‑term event. Will Netflix Inc (NFLX) beat quarterly earnings?
- Negative Sentiment: Insider selling: Netflix’s CFO reported a roughly $2.8M stock sale; while common and not necessarily a red flag, insider disposals can invite short‑term scrutiny. Insider Selling: Netflix (NASDAQ:NFLX) CFO Sells $2,805,740.00 in Stock
Netflix Stock Performance
Netflix (NASDAQ:NFLX – Get Free Report) last announced its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.55 by $0.01. The business had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The firm’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities research analysts predict that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.
Wall Street Analysts Forecast Growth
NFLX has been the subject of a number of research analyst reports. Sanford C. Bernstein restated a “buy” rating on shares of Netflix in a research note on Wednesday, February 18th. Cfra raised Netflix from a “hold” rating to a “buy” rating and set a $115.00 price target on the stock in a research note on Friday, March 6th. Rothschild & Co Redburn set a $120.00 price objective on Netflix in a report on Wednesday, January 21st. BMO Capital Markets lowered their price objective on Netflix from $143.00 to $135.00 and set an “outperform” rating for the company in a research report on Wednesday, January 21st. Finally, Citigroup initiated coverage on shares of Netflix in a report on Wednesday, March 18th. They set a “buy” rating and a $115.00 target price on the stock. Two investment analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat.com, Netflix has an average rating of “Moderate Buy” and an average target price of $115.10.
Read Our Latest Research Report on NFLX
Insider Buying and Selling at Netflix
In other news, Director Reed Hastings sold 420,550 shares of the company’s stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $95.49, for a total transaction of $40,158,319.50. Following the transaction, the director directly owned 3,940 shares of the company’s stock, valued at $376,230.60. This represents a 99.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Cletus R. Willems sold 3,136 shares of the stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total value of $259,253.12. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 1,543,023 shares of company stock worth $141,145,842. Insiders own 1.37% of the company’s stock.
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.
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