LVW Advisors LLC Has $1.83 Million Stock Position in Netflix, Inc. $NFLX

LVW Advisors LLC lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 822.9% during the fourth quarter, HoldingsChannel reports. The firm owned 19,547 shares of the Internet television network’s stock after acquiring an additional 17,429 shares during the quarter. LVW Advisors LLC’s holdings in Netflix were worth $1,833,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Acropolis Investment Management LLC grew its stake in shares of Netflix by 1,413.2% in the fourth quarter. Acropolis Investment Management LLC now owns 5,160 shares of the Internet television network’s stock valued at $484,000 after buying an additional 4,819 shares in the last quarter. Worth Asset Management LLC raised its position in Netflix by 841.6% during the fourth quarter. Worth Asset Management LLC now owns 3,823 shares of the Internet television network’s stock worth $358,000 after acquiring an additional 3,417 shares in the last quarter. Legal Advantage Investments Inc. lifted its stake in Netflix by 899.9% in the fourth quarter. Legal Advantage Investments Inc. now owns 32,116 shares of the Internet television network’s stock valued at $3,011,000 after acquiring an additional 28,904 shares during the last quarter. Bell Bank lifted its stake in Netflix by 916.0% in the fourth quarter. Bell Bank now owns 21,296 shares of the Internet television network’s stock valued at $1,997,000 after acquiring an additional 19,200 shares during the last quarter. Finally, Mechanics Bank Trust Department grew its position in shares of Netflix by 980.2% in the 4th quarter. Mechanics Bank Trust Department now owns 25,742 shares of the Internet television network’s stock valued at $2,414,000 after acquiring an additional 23,359 shares during the period. 80.93% of the stock is owned by institutional investors.

Netflix Stock Performance

NASDAQ NFLX opened at $93.43 on Friday. The stock has a market cap of $394.48 billion, a PE ratio of 36.97, a P/E/G ratio of 1.43 and a beta of 1.68. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. The firm has a 50-day moving average of $87.25 and a 200-day moving average of $100.77. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12.

Netflix (NASDAQ:NFLX) last announced 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 business had revenue of $12.05 billion for 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%. Netflix’s quarterly revenue was up 17.6% on a year-over-year basis. 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. On average, sell-side analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current year.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analysts say the price increases should drive meaningful revenue upside (estimates cite as much as ~$1.7B potential incremental revenue) with limited churn risk — a direct boost to near‑term top‑line and profit leverage. Netflix Price Hikes Could Unlock $1.7 Billion
• Positive Sentiment: Multiple firms (including Jefferies, Citi, JPMorgan and Oppenheimer) responded with upgraded views or higher targets, arguing strong engagement and low churn give Netflix room to raise prices — this analyst support is pro‑stock. Jefferies Commentary on Price Hike
• Positive Sentiment: Research upgrades and modest EPS estimate bumps (e.g., Erste Group raising EPS and issuing a Buy) reinforce the view that higher ARPU will flow through to earnings. Erste Group Upgrade / Marketbeat
• Neutral Sentiment: Price changes: ad tier to $8.99 (+$1), standard to $19.99 (+$2), premium to $26.99 (+$2). Netflix says the increases help fund a $20B content budget (up ~$2B yr/yr). This is the direct rationale investors are pricing in. Reuters: Netflix raises subscription prices
• Neutral Sentiment: Widespread media coverage details the new rates and compares competitors; useful for gauging consumer reaction but not immediately decisive for fundamentals. Investopedia Pricing Summary
• Negative Sentiment: Political and consumer backlash: critics (including Senator Elizabeth Warren) flagged the hike soon after a large payout, which could pressure PR and invite scrutiny — a headline risk. Benzinga: Warren Criticism
• Negative Sentiment: Longer‑term risk: repeated “stream‑flation” could push price‑sensitive subscribers toward free alternatives (YouTube, ad‑supported platforms), so the revenue upside depends on continued low churn. Some commentators remain cautious. Business Insider: Stream‑flation

Insider Buying and Selling

In related news, CFO Spencer Adam Neumann sold 57,260 shares of Netflix stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the completion of the sale, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at approximately $7,046,658.50. This trade represents a 43.69% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Reed Hastings sold 426,290 shares of the business’s stock in a transaction on Friday, January 2nd. The shares were sold at an average price of $91.67, for a total value of $39,078,004.30. Following the completion of the sale, the director owned 3,940 shares of the company’s stock, valued at $361,179.80. This trade represents a 99.08% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,520,133 shares of company stock valued at $137,259,786 in the last ninety days. 1.37% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

Several research firms have recently weighed in on NFLX. Rothschild & Co Redburn set a $120.00 price objective on shares of Netflix in a research note on Wednesday, January 21st. UBS Group set a $104.00 target price on shares of Netflix in a research note on Tuesday, January 27th. Wells Fargo & Company started coverage on Netflix in a report on Monday, March 9th. They set an “equal weight” rating and a $105.00 price target for the company. Robert W. Baird lowered their price target on Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a research report on Friday, January 23rd. Finally, Weiss Ratings lowered Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 22nd. Two analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and twelve have issued a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $114.55.

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.