Daymark Wealth Partners LLC Has $2.48 Million Stake in Netflix, Inc. $NFLX

Daymark Wealth Partners LLC raised its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 868.3% during the fourth quarter, HoldingsChannel.com reports. The fund owned 26,445 shares of the Internet television network’s stock after buying an additional 23,714 shares during the quarter. Daymark Wealth Partners LLC’s holdings in Netflix were worth $2,479,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Nordea Investment Management AB boosted its position in shares of Netflix by 886.6% during the 4th quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock valued at $902,798,000 after purchasing an additional 8,688,113 shares in the last quarter. Norges Bank acquired a new stake in Netflix during the second quarter worth approximately $7,929,645,000. Assenagon Asset Management S.A. increased its holdings in Netflix by 983.1% in the fourth 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. Sarasin & Partners LLP increased its holdings in Netflix by 2,758.1% in the fourth quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network’s stock worth $221,430,000 after purchasing an additional 2,279,032 shares in the last quarter. Finally, SG Americas Securities LLC lifted its stake in Netflix by 456.5% in the fourth quarter. SG Americas Securities LLC now owns 1,890,836 shares of the Internet television network’s stock valued at $177,285,000 after buying an additional 1,551,086 shares during the period. 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. Rothschild & Co Redburn set a $120.00 price target on Netflix in a report on Wednesday, January 21st. Susquehanna upgraded shares of Netflix to a “positive” rating and set a $112.00 target price on the stock in a research report on Wednesday, January 21st. UBS Group set a $104.00 target price on shares of Netflix in a research note on Tuesday, January 27th. Royal Bank Of Canada reissued a “hold” rating on shares of Netflix in a research note on Wednesday, January 21st. Finally, The Goldman Sachs Group restated a “neutral” rating and issued a $100.00 price target (down from $112.00) on shares of Netflix in a report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat, Netflix presently has a consensus rating of “Moderate Buy” and an average price target of $114.35.

Insider Activity

In other Netflix news, CEO Gregory K. Peters sold 105,781 shares of the firm’s stock in a transaction on Thursday, January 29th. The shares were sold at an average price of $82.94, for a total value of $8,773,476.14. Following the transaction, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at approximately $10,130,291.60. This trade represents a 46.41% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Bradford L. Smith sold 31,790 shares of Netflix stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the transaction, the director owned 79,690 shares of the company’s stock, valued at $7,081,253.40. This represents a 28.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is currently owned by insiders.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Ad business accelerating — reports show Netflix’s advertising revenue jumped roughly 2.5x to about $1.5B, driven by AI targeting and global scale, supporting the company’s monetization thesis and near-term revenue upside. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Positive Sentiment: Huge live-audience engagement — Netflix said the BTS Seoul concert livestream drew 18.4 million global viewers, signaling strong reach for live and event-based programming that can boost subscriptions and ad inventory value. BTS Seoul concert livestream draws 18.4 million global viewers, Netflix says
• Positive Sentiment: Ad product expansion — Joey Ai announced premium advertising opportunities on Netflix Canada, indicating continued third‑party interest in Netflix’s ad platform and potential to expand ad revenue internationally. Joey Ai Expands Netflix Advertising Opportunities in Canada
• Positive Sentiment: Analyst backing — recent upgrades and reiterated Outperform ratings (including Erste Group and Bernstein coverage) provide short-term buy-side support and may underpin today’s upward move. Sentiment Shifts on These Beaten Down Stocks: NFLX, ORCL
• Neutral Sentiment: Marketing tie-ins widen reach — a McDonald’s tie-in with the Netflix film “KPop Demon Hunters” is expected to drive mass awareness (analyst suggests big sales for McDonald’s), offering promotional upside for Netflix but limited direct revenue impact. Gonna be golden: These ‘KPop Demon Hunters’ meals could make McDonald’s $100 million
• Neutral Sentiment: Strategic content moves — partnerships like the Warner Music first‑look deal and Netflix walking away from a Warner Bros. acquisition both reshape content strategy; they affect medium‑term growth mix but are mixed for near-term stock direction. Is Netflix’s (NFLX) Warner Music Deal a Clue to Its Next Advertising Growth Lever?
• Negative Sentiment: Valuation concerns — analysts note Netflix trades at ~7.3x price/sales and caution that slowing core growth plus heavy early‑2026 content spending could make the multiple look stretched, leaving the stock vulnerable if ad or subscriber momentum softens. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: Investor sentiment and Q4 concerns — investor letters and coverage flag lingering sentiment pressure from recent quarters and strategic uncertainty, which can weigh on multiples despite operational progress. Investors’ Concerns Hurt Netflix (NFLX) in Q4

Netflix Trading Up 1.5%

NASDAQ NFLX opened at $92.28 on Thursday. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12. The business has a 50 day moving average price of $87.04 and a 200-day moving average price of $101.04. The company has a market cap of $389.62 billion, a price-to-earnings ratio of 36.52, a P/E/G ratio of 1.39 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last issued its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. During the same period last year, the business earned $0.43 EPS. Netflix’s quarterly revenue was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, equities analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current fiscal 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.