Nvwm LLC grew its holdings in Netflix, Inc. (NASDAQ:NFLX – Free Report) by 932.6% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 53,849 shares of the Internet television network’s stock after buying an additional 48,634 shares during the quarter. Netflix makes up 1.1% of Nvwm LLC’s holdings, making the stock its 17th biggest holding. Nvwm LLC’s holdings in Netflix were worth $5,049,000 as of its most recent SEC filing.
Several other large investors also recently added to or reduced their stakes in NFLX. First Financial Corp IN lifted its holdings in Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock valued at $25,000 after acquiring an additional 243 shares during the last quarter. DiNuzzo Private Wealth Inc. increased its stake in Netflix by 885.2% during the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock worth $25,000 after purchasing an additional 239 shares during the period. Imprint Wealth LLC purchased a new stake in Netflix during the 3rd quarter worth approximately $25,000. Retirement Wealth Solutions LLC acquired a new stake in shares of Netflix in the third quarter valued at $28,000. Finally, MB Levis & Associates LLC raised its position in Netflix by 177.8% in the 4th quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock valued at $28,000 after purchasing an additional 192 shares in the last quarter. 80.93% of the stock is currently owned by hedge funds and other institutional investors.
Insider Buying and Selling at Netflix
In other news, CFO Spencer Adam Neumann sold 28,630 shares of the business’s stock in a transaction dated Thursday, April 2nd. The shares were sold at an average price of $98.00, for a total value of $2,805,740.00. Following the completion of the sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at approximately $7,231,126. The trade was a 27.95% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director Reed Hastings sold 420,550 shares of the company’s stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total value of $40,158,319.50. Following the sale, the director owned 3,940 shares in the company, valued at $376,230.60. The trade was a 99.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last three months, insiders have sold 1,543,023 shares of company stock valued at $141,145,842. Corporate insiders own 1.37% of the company’s stock.
Netflix Stock Performance
Netflix (NASDAQ:NFLX – Get Free Report) last released its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. The firm 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%.Netflix’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same quarter in the prior year, the business earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities research analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current year.
Analysts Set New Price Targets
Several equities analysts recently commented on the company. HSBC dropped their target price on Netflix from $107.00 to $106.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Needham & Company LLC reduced their target price on shares of Netflix from $150.00 to $120.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. Oppenheimer raised their price target on Netflix from $125.00 to $135.00 and gave the stock an “outperform” rating in a report on Friday, March 27th. Arete Research raised Netflix from a “neutral” rating to a “buy” rating in a research note on Friday, February 27th. Finally, Piper Sandler reaffirmed a “positive” rating and set a $103.00 price objective (down from $140.00) on shares of Netflix in a research report on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have given a Hold rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $114.57.
Check Out Our Latest Stock Report on Netflix
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
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.
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