Netflix, Inc. $NFLX Shares Bought by Investment Research & Advisory Group Inc.

Investment Research & Advisory Group Inc. increased its stake in Netflix, Inc. (NASDAQ:NFLX) by 897.2% in the 4th quarter, HoldingsChannel reports. The fund owned 39,219 shares of the Internet television network’s stock after acquiring an additional 35,286 shares during the period. Netflix accounts for approximately 1.2% of Investment Research & Advisory Group Inc.’s holdings, making the stock its 24th largest holding. Investment Research & Advisory Group Inc.’s holdings in Netflix were worth $3,683,000 at the end of the most recent reporting period.

Other hedge funds have also made changes to their positions in the company. Cigna Investments Inc. New raised its holdings in Netflix by 888.5% during the fourth quarter. Cigna Investments Inc. New now owns 40,914 shares of the Internet television network’s stock worth $3,836,000 after purchasing an additional 36,775 shares in the last quarter. Red Door Wealth Management LLC boosted its stake in Netflix by 904.3% during the 4th quarter. Red Door Wealth Management LLC now owns 28,742 shares of the Internet television network’s stock valued at $2,695,000 after purchasing an additional 25,880 shares in the last quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors increased its position in shares of Netflix by 965.0% during the 4th quarter. C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors now owns 23,579 shares of the Internet television network’s stock valued at $2,211,000 after purchasing an additional 21,365 shares during the period. Coign Capital Advisors LLC raised its stake in shares of Netflix by 916.3% in the 4th quarter. Coign Capital Advisors LLC now owns 10,204 shares of the Internet television network’s stock worth $957,000 after buying an additional 9,200 shares in the last quarter. Finally, Boyce & Associates Wealth Consulting Inc. raised its stake in shares of Netflix by 907.2% in the 4th quarter. Boyce & Associates Wealth Consulting Inc. now owns 4,049 shares of the Internet television network’s stock worth $380,000 after buying an additional 3,647 shares in the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Insider Buying and Selling at Netflix

In other Netflix news, insider Cletus R. Willems sold 3,136 shares of Netflix stock in a transaction that occurred on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CFO Spencer Adam Neumann sold 28,630 shares of the business’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $98.00, for a total transaction of $2,805,740.00. Following the sale, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,231,126. This trade represents a 27.95% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,543,023 shares of company stock valued at $141,145,842 over the last three months. 1.37% of the stock is owned by insiders.

Netflix Stock Performance

NASDAQ:NFLX opened at $98.66 on Friday. 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 1-year low of $75.01 and a 1-year high of $134.12. The firm has a market capitalization of $416.56 billion, a price-to-earnings ratio of 39.04, a price-to-earnings-growth ratio of 1.50 and a beta of 1.67. The stock has a fifty day simple moving average of $88.28 and a 200 day simple moving average of $99.86.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. During the same quarter in the previous year, the company earned $0.43 EPS. The business’s revenue for the quarter 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 earnings per share for the current year.

Wall Street Analyst Weigh In

NFLX has been the subject of several research reports. BMO Capital Markets decreased their target price on Netflix from $143.00 to $135.00 and set an “outperform” rating for the company in a research note on Wednesday, January 21st. HSBC cut their price target on shares of Netflix from $107.00 to $106.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. DZ Bank restated a “buy” rating on shares of Netflix in a research report on Friday, February 27th. Huber Research raised shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a research note on Friday, February 27th. Finally, Arete Research upgraded shares of Netflix from a “neutral” rating to a “buy” rating in a report on Friday, February 27th. Two analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $114.57.

Trending Headlines about Netflix

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

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.