Signal Advisors Wealth LLC boosted its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,200.2% in the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 39,057 shares of the Internet television network’s stock after buying an additional 36,053 shares during the quarter. Signal Advisors Wealth LLC’s holdings in Netflix were worth $3,662,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors have also added to or reduced their stakes in NFLX. Nordea Investment Management AB boosted its holdings 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 worth $902,798,000 after purchasing an additional 8,688,113 shares during the period. Norges Bank purchased a new position in Netflix during the 2nd quarter valued at about $7,929,645,000. Assenagon Asset Management S.A. raised its position in Netflix by 983.1% during the 4th quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock valued at $584,529,000 after purchasing an additional 5,658,740 shares during the last quarter. Sarasin & Partners LLP raised its position in Netflix by 2,758.1% during the 4th quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network’s stock valued at $221,430,000 after purchasing an additional 2,279,032 shares during the last quarter. Finally, SG Americas Securities LLC lifted its holdings in Netflix by 456.5% in the 4th quarter. SG Americas Securities LLC now owns 1,890,836 shares of the Internet television network’s stock worth $177,285,000 after buying an additional 1,551,086 shares during the period. Institutional investors own 80.93% of the company’s stock.
Netflix News Summary
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Erste Group upgraded Netflix to “Buy” and nudged up FY2026–FY2027 EPS estimates, signaling analyst confidence in margin and earnings recovery. Netflix Raised to Buy at Erste Group Bank
- Positive Sentiment: Netflix reported continued strength in its ad business (roughly 2.5x growth to ~$1.5B), suggesting a faster-growing revenue stream that supports upside to monetization and ARPU. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
- Positive Sentiment: Large content and engagement wins: Netflix said the BTS Seoul livestream drew 18.4M global viewers, and production continues on flagship franchises (e.g., Bridgerton S5), supporting subscriber engagement and marketing reach. BTS Seoul concert livestream draws 18.4 million global viewers, Netflix says
- Positive Sentiment: Third-party partnerships and ad inventory expansion (e.g., Joey Ai in Canada, branded promotions like the McDonald’s tie‑in) point to growing non-subscription revenue channels. Joey Ai Expands Netflix Advertising Opportunities in Canada
- Neutral Sentiment: Analyst commentary and investor notes are mixed—some see the March pullback as an entry opportunity while others flag execution risks; sentiment appears to be shifting but not unanimous. Here is What to Know Beyond Why Netflix, Inc. (NFLX) is a Trending Stock
- Negative Sentiment: Valuation concerns persist—coverage warns NFLX’s ~7.3x P/S and slowing growth plus heavy early‑2026 content spending could pressure near‑term returns. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
- Negative Sentiment: Strategic uncertainty after Netflix walked away from a potential Warner Bros. deal has prompted debate on growth strategy and M&A appetite—some investors view this as a risk to scale and content access. Netflix Walked Away From Warner Bros. Was That a Smart Move?
Netflix Price Performance
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, topping analysts’ consensus estimates of $0.55 by $0.01. The firm had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The company’s revenue was up 17.6% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts predict that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.
Wall Street Analyst Weigh In
Several equities analysts have recently issued reports on the company. Wells Fargo & Company started coverage on Netflix in a research note on Monday, March 9th. They set an “equal weight” rating and a $105.00 target price on the stock. The Goldman Sachs Group reiterated a “neutral” rating and issued a $100.00 price target (down from $112.00) on shares of Netflix in a report on Wednesday, January 21st. Weiss Ratings downgraded shares of Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, January 22nd. Erste Group Bank upgraded shares of Netflix from a “hold” rating to a “buy” rating in a report on Tuesday. Finally, UBS Group set a $104.00 target price on shares of Netflix in a research report on Tuesday, January 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have assigned a Hold rating to the stock. According to MarketBeat, Netflix presently has an average rating of “Moderate Buy” and an average price target of $114.35.
Check Out Our Latest Stock Report on Netflix
Insider Buying and Selling at Netflix
In other news, Director Reed Hastings sold 426,290 shares of Netflix stock in a transaction that occurred on Friday, January 2nd. The shares were sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the completion of the transaction, the director directly owned 3,940 shares in the company, valued at approximately $361,179.80. This trade represents a 99.08% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, CFO Spencer Adam Neumann sold 57,260 shares of the business’s 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 directly owned 73,787 shares in the company, valued at approximately $7,046,658.50. This represents a 43.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is currently owned by company insiders.
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.
Featured Articles
Receive News & Ratings for Netflix Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Netflix and related companies with MarketBeat.com's FREE daily email newsletter.
