Birchcreek Wealth Management LLC Boosts Holdings in Netflix, Inc. $NFLX

Birchcreek Wealth Management LLC grew its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 849.4% in the fourth quarter, Holdings Channel reports. The firm owned 7,681 shares of the Internet television network’s stock after purchasing an additional 6,872 shares during the period. Birchcreek Wealth Management LLC’s holdings in Netflix were worth $720,000 at the end of the most recent reporting period.

Other institutional investors have also recently made changes to their positions in the company. First Financial Corp IN grew its position in Netflix by 900.0% during the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after buying an additional 243 shares in the last quarter. DiNuzzo Private Wealth Inc. raised its holdings in shares of Netflix by 885.2% in the 4th quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 239 shares in the last quarter. Imprint Wealth LLC bought a new stake in shares of Netflix during the 3rd quarter valued at about $25,000. Retirement Wealth Solutions LLC purchased a new position in shares of Netflix during the third quarter worth about $28,000. Finally, MB Levis & Associates LLC grew its holdings 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. Institutional investors own 80.93% of the company’s stock.

Analyst Upgrades and Downgrades

NFLX has been the topic of a number of recent analyst reports. Pivotal Research lowered their target price on shares of Netflix from $105.00 to $95.00 and set a “hold” rating on the stock in a research note on Wednesday, January 21st. President Capital increased their price target on shares of Netflix from $133.00 to $134.00 and gave the stock a “buy” rating in a report on Tuesday. Oppenheimer raised their price objective on shares of Netflix from $125.00 to $135.00 and gave the company an “outperform” rating in a research report on Friday, March 27th. The Goldman Sachs Group reiterated a “neutral” rating and issued a $100.00 target price (down from $112.00) on shares of Netflix in a research report on Wednesday, January 21st. Finally, Canaccord Genuity Group set a $125.00 target price on Netflix and gave the company a “buy” rating in a research note on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have given a Hold rating to the stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $114.57.

Netflix Stock Performance

NASDAQ:NFLX opened at $98.66 on Friday. 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, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The firm has a market cap of $416.56 billion, a PE ratio of 39.04, a price-to-earnings-growth ratio of 1.50 and a beta of 1.67. The business has a 50 day moving average price of $88.28 and a 200-day moving average price of $99.86.

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

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Recent subscription price increases are expected to lift ARPU and near‑term revenue, and most analysts/media expect limited churn — this supports earnings upside. Netflix Is Raising Prices Again: What It Means for Investors
• Positive Sentiment: Large institutional buying and some price‑target lifts (one firm raised NFLX to $134) provide demand/support beneath the share price, signaling confidence from major investors and some analysts. Netflix (NASDAQ:NFLX) Price Target Raised to $134.00
• Neutral Sentiment: Options and near‑term earnings positioning: traders are pricing a meaningful move into Q1 results (options strategies like iron condors are being discussed) — raises short‑term volatility but not directional conviction for the stock itself. Trade Netflix Stock with This Iron Condor Strategy to See a 23% Return in Just 3 Weeks
• Neutral Sentiment: New commercial distribution deals (e.g., EverPass for a major boxing event) slightly expand non‑subscription revenue channels but are modest relative to core business. EverPass Media Expands Relationship with Netflix
• Negative Sentiment: Italian court ruled Netflix’s 2017–2024 price‑hike clauses void and ordered refunds to subscribers — this creates potential one‑time liability, reputational risk in Europe and could spur similar claims elsewhere. Netflix will appeal. Italian court rules Netflix price‑hike clauses are void, orders refunds
• Negative Sentiment: Board chair Reed Hastings sold ~420,550 shares under a pre‑arranged 10b5‑1 plan (≈$40M) — large insider sales can spook some investors even if pre‑planned, since they reduce insider exposure. Reed Hastings Sells 420,550 Shares of Netflix (NASDAQ:NFLX) Stock
• Negative Sentiment: Deal speculation (a reported US$42.2B Warner‑style acquisition) and commentary about derating/ acquisition concerns pressure views on capital discipline and potential leverage — raises risk premium if pursued. Netflix’s US$42.2b Warner Bros. Deal Tests Growth And Discipline

Insider Buying and Selling at Netflix

In other Netflix news, CFO Spencer Adam Neumann sold 57,260 shares of the stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $95.50, for a total value of $5,468,330.00. Following the completion of the sale, the chief financial officer owned 73,787 shares in the company, valued at approximately $7,046,658.50. This trade represents a 43.69% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Bradford L. Smith sold 31,790 shares of the company’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $88.86, for a total value of $2,824,859.40. Following the transaction, the director owned 79,690 shares of the company’s stock, valued at approximately $7,081,253.40. This represents a 28.52% 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 worth $141,145,842 over the last three months. 1.37% of the stock is owned by corporate insiders.

Netflix 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.