Accurate Wealth Management LLC grew its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 887.3% in the 4th quarter, HoldingsChannel reports. The firm owned 27,763 shares of the Internet television network’s stock after acquiring an additional 24,951 shares during the quarter. Accurate Wealth Management LLC’s holdings in Netflix were worth $2,484,000 at the end of the most recent reporting period.
Several other institutional investors have also recently modified their holdings of NFLX. Vanguard Group Inc. increased its stake in Netflix by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after purchasing an additional 142,238 shares during the period. State Street Corp boosted its stake in shares of Netflix by 2.1% during the second quarter. State Street Corp now owns 17,444,013 shares of the Internet television network’s stock valued at $23,359,801,000 after purchasing an additional 360,604 shares during the period. Nordea Investment Management AB boosted its stake in shares of Netflix by 886.6% during the fourth 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 during the period. Assenagon Asset Management S.A. grew its holdings in shares of 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 during the last quarter. Finally, Norges Bank bought a new stake in shares of Netflix in the second quarter worth about $7,929,645,000. 80.93% of the stock is currently owned by institutional investors.
Insider Activity
In related news, insider David A. Hyman sold 23,439 shares of the stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $88.11, for a total value of $2,065,210.29. Following the completion of the sale, the insider directly owned 316,100 shares of the company’s stock, valued at approximately $27,851,571. This represents a 6.90% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Reed Hastings sold 426,290 shares of the firm’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the sale, the director owned 3,940 shares in the company, valued at approximately $361,179.80. The trade was a 99.08% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is currently owned by corporate insiders.
Key Netflix News
- Positive Sentiment: Analysts say the price increases should drive meaningful revenue upside (estimates cite as much as ~$1.7B potential incremental revenue) with limited churn risk — a direct boost to near‑term top‑line and profit leverage. Netflix Price Hikes Could Unlock $1.7 Billion
- Positive Sentiment: Multiple firms (including Jefferies, Citi, JPMorgan and Oppenheimer) responded with upgraded views or higher targets, arguing strong engagement and low churn give Netflix room to raise prices — this analyst support is pro‑stock. Jefferies Commentary on Price Hike
- Positive Sentiment: Research upgrades and modest EPS estimate bumps (e.g., Erste Group raising EPS and issuing a Buy) reinforce the view that higher ARPU will flow through to earnings. Erste Group Upgrade / Marketbeat
- Neutral Sentiment: Price changes: ad tier to $8.99 (+$1), standard to $19.99 (+$2), premium to $26.99 (+$2). Netflix says the increases help fund a $20B content budget (up ~$2B yr/yr). This is the direct rationale investors are pricing in. Reuters: Netflix raises subscription prices
- Neutral Sentiment: Widespread media coverage details the new rates and compares competitors; useful for gauging consumer reaction but not immediately decisive for fundamentals. Investopedia Pricing Summary
- Negative Sentiment: Political and consumer backlash: critics (including Senator Elizabeth Warren) flagged the hike soon after a large payout, which could pressure PR and invite scrutiny — a headline risk. Benzinga: Warren Criticism
- Negative Sentiment: Longer‑term risk: repeated “stream‑flation” could push price‑sensitive subscribers toward free alternatives (YouTube, ad‑supported platforms), so the revenue upside depends on continued low churn. Some commentators remain cautious. Business Insider: Stream‑flation
Netflix Trading Up 0.1%
NASDAQ:NFLX opened at $93.43 on Friday. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The business has a fifty day moving average price of $87.25 and a 200-day moving average price of $100.77. The firm has a market capitalization of $394.48 billion, a price-to-earnings ratio of 36.97, a price-to-earnings-growth ratio of 1.43 and a beta of 1.68. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19.
Netflix (NASDAQ:NFLX – Get Free Report) last released 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 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 the consensus estimate of $11.97 billion. During the same period in the previous year, the business earned $0.43 earnings per share. 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. Sell-side analysts forecast that Netflix, Inc. will post 24.58 EPS for the current year.
Analysts Set New Price Targets
A number of brokerages have issued reports on NFLX. Wells Fargo & Company began coverage on shares of Netflix in a research report on Monday, March 9th. They set an “equal weight” rating and a $105.00 price objective on the stock. Rothschild & Co Redburn set a $120.00 price objective on shares of Netflix in a report on Wednesday, January 21st. Pivotal Research cut their price objective on Netflix from $105.00 to $95.00 and set a “hold” rating on the stock in a research report on Wednesday, January 21st. Oppenheimer upped their price target on Netflix from $125.00 to $135.00 and gave the stock an “outperform” rating in a research note on Friday. Finally, Weiss Ratings downgraded Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 22nd. Two analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $114.55.
View Our Latest Research Report on NFLX
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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