BIP Wealth LLC Acquires 17,919 Shares of Netflix, Inc. $NFLX

BIP Wealth LLC boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 1,878.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 18,873 shares of the Internet television network’s stock after purchasing an additional 17,919 shares during the quarter. BIP Wealth LLC’s holdings in Netflix were worth $1,770,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of the stock. Imprint Wealth LLC bought a new position in Netflix during the third quarter valued at about $25,000. Retirement Wealth Solutions LLC bought a new position in Netflix during the third quarter valued at about $28,000. Steph & Co. increased its stake in Netflix by 188.9% during the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after acquiring an additional 17 shares during the period. Bare Financial Services Inc increased its stake in Netflix by 93.3% during the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after acquiring an additional 14 shares during the period. Finally, Horizon Financial Services LLC increased its stake in Netflix by 480.0% during the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock valued at $35,000 after acquiring an additional 24 shares during the period. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Netflix Stock Performance

Netflix stock opened at $99.39 on Thursday. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The stock has a fifty day moving average price of $89.11 and a two-hundred day moving average price of $99.25. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The firm has a market capitalization of $419.64 billion, a P/E ratio of 39.33, a P/E/G ratio of 1.50 and a beta of 1.67.

Netflix (NASDAQ:NFLX) last released 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 during the quarter, compared to analyst estimates of $11.97 billion. During the same period in the prior year, the company posted $0.43 earnings per share. 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. As a group, analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research firms have weighed in on NFLX. Loop Capital set a $104.00 price target on shares of Netflix in a research note on Tuesday, January 27th. HSBC decreased their price target on shares of Netflix from $107.00 to $106.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. JPMorgan Chase & Co. began coverage on shares of Netflix in a research note on Monday, March 2nd. They set an “overweight” rating and a $120.00 price target on the stock. Guggenheim decreased their price target on shares of Netflix from $145.00 to $130.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Finally, Jefferies Financial Group restated a “buy” rating on shares of Netflix in a research note on Wednesday. Two analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have issued a Hold rating to the stock. Based on data from MarketBeat, Netflix currently has an average rating of “Moderate Buy” and an average price target of $115.10.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Oppenheimer kept an “Outperform” on NFLX and raised its price target to $135, citing better revenue visibility as price hikes roll through and stronger margin prospects. Oppenheimer Bullish on Netflix
• Positive Sentiment: Goldman Sachs upgraded Netflix on improved growth outlook and raised its target (coverage highlighted by media), signaling renewed sell‑side confidence that supports the rally. Netflix Wins Goldman Upgrade
• Positive Sentiment: Jefferies reiterated a Buy and analysts (and other shops) expect recent subscription price increases to lift full‑year guidance and margins — a core reason funds are rotating back into the name. Netflix price increases expected to lift full-year guidance
• Positive Sentiment: Product/market expansion: Netflix launched “Playground,” an ad‑free kids’ gaming app, and is pushing partnerships (sports/dining, Argentina focus) that expand engagement and monetization levers beyond streaming. These initiatives support longer‑term ARPU and retention narratives. Netflix (NFLX) Kicks Off ‘Playground’ App for Ad-Free Kids Gaming
• Neutral Sentiment: Rosenblatt raised a price target to $96 — a modest call (below some other targets) that reflects mixed valuation views and keeps debate alive about fair value amid faster profitability. Rosenblatt Securities Raises Netflix Price Target to $96
• Neutral Sentiment: Investors are watching April 16 (next earnings/updates) as estimates and guidance will determine whether price increases and new products translate into sustained revenue/margin beats. Dear Netflix Stock Fans, Mark Your Calendars for April 16
• Negative Sentiment: Regulatory/legal risk: An Italian court ordered Netflix to refund subscribers over repeated price hikes, potentially meaning hundreds of euros per customer if the ruling stands — an appeal is pending but the headline raises consumer‑backlash and regulatory risk concerns. Netflix told by court to refund customers over repeated price hikes

Insider Activity

In other Netflix news, Director Reed Hastings sold 420,550 shares of the company’s stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total transaction of $40,158,319.50. Following the sale, the director directly owned 3,940 shares of the company’s stock, valued at approximately $376,230.60. This represents a 99.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider David A. Hyman sold 5,727 shares of the company’s stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the sale, the insider directly owned 316,100 shares in the company, valued at $25,623,066. This represents a 1.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last three months, insiders sold 1,543,023 shares of company stock valued at $141,145,842. Corporate insiders own 1.37% of the company’s stock.

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.