Secure Asset Management LLC Increases Stock Position in Netflix, Inc. $NFLX

Secure Asset Management LLC increased its position in Netflix, Inc. (NASDAQ:NFLX) by 1,121.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 8,267 shares of the Internet television network’s stock after purchasing an additional 7,590 shares during the quarter. Secure Asset Management LLC’s holdings in Netflix were worth $775,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in the company. BAM Wealth Management LLC boosted its stake in shares of Netflix by 939.0% in the fourth quarter. BAM Wealth Management LLC now owns 3,699 shares of the Internet television network’s stock valued at $347,000 after purchasing an additional 3,343 shares during the period. Independence Bank of Kentucky boosted its stake in shares of Netflix by 1,651.4% in the fourth quarter. Independence Bank of Kentucky now owns 32,226 shares of the Internet television network’s stock valued at $3,022,000 after purchasing an additional 30,386 shares during the period. Austin Private Wealth LLC boosted its stake in shares of Netflix by 730.6% in the fourth quarter. Austin Private Wealth LLC now owns 7,766 shares of the Internet television network’s stock valued at $728,000 after purchasing an additional 6,831 shares during the period. RPG Investment Advisory LLC purchased a new position in shares of Netflix in the fourth quarter valued at $8,201,000. Finally, Realta Investment Advisors boosted its stake in shares of Netflix by 833.6% in the fourth quarter. Realta Investment Advisors now owns 25,038 shares of the Internet television network’s stock valued at $2,348,000 after purchasing an additional 22,356 shares during the period. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Netflix Stock Up 0.3%

Shares of NASDAQ:NFLX opened at $98.93 on Tuesday. The stock has a market capitalization of $417.70 billion, a price-to-earnings ratio of 39.15, a price-to-earnings-growth ratio of 1.50 and a beta of 1.67. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The company’s fifty day moving average is $88.55 and its two-hundred day moving average is $99.57. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19.

Netflix (NASDAQ:NFLX) last issued 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 company had revenue of $12.05 billion for the quarter, compared to analysts’ expectations of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm’s revenue was up 17.6% compared to the same quarter last year. During the same period in the prior year, the company earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current year.

Insider Activity at Netflix

In other Netflix news, CFO Spencer Adam Neumann sold 28,630 shares of the 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 of the company’s stock, valued at approximately $7,231,126. This represents a 27.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider David A. Hyman sold 5,727 shares of the stock in a transaction on 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 trade represents a 1.78% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold 1,543,023 shares of company stock valued at $141,145,842 in the last ninety days. 1.37% of the stock is owned by insiders.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Goldman Sachs upgraded NFLX to Buy and raised its 12‑month price target to $120, citing improving revenue durability, operating leverage and shareholder returns — a major catalyst for the stock rally this morning. Goldman Sachs resets Netflix stock price target for rest of 2026
• Positive Sentiment: Analysts and press point to Netflix’s recent price hikes, faster ad-revenue growth and selective live‑sports strategy as margin drivers that support higher profitability and valuation upside. Netflix Rises as Price Hikes, Ad Revenue Growth, and Live Sports Signal a New Phase of Profitability
• Positive Sentiment: Product expansion: Netflix launched “Netflix Playground,” an ad‑free kids gaming app built on its IP — a user‑engagement play that supports stickiness, potential ARPU lift for families, and cross‑sell opportunities. Netflix debuts new ‘Playground’ gaming app for kids
• Neutral Sentiment: Upcoming catalyst: Q1 2026 earnings are due April 16. Market expectations are mixed but some analysts and note‑writers argue Netflix has multiple levers (price, ads, breakup fee) that could produce an earnings beat — the report will likely swing sentiment sharply. Will Netflix Inc (NFLX) beat quarterly earnings?
• Neutral Sentiment: Strategic relief: analysts note Netflix may benefit after losing the Warner Bros. auction (avoids massive acquisition cost and may receive breakup fee), a development reframed as financially constructive by some commentators. Why Netflix stands to get richer after losing Warner Bros. bidding war
• Negative Sentiment: Insider activity: Netflix’s CFO sold roughly $2.8M of stock recently — a small red flag for some traders that can add near‑term pressure or be used by bears as a talking point. Insider Selling: Netflix (NASDAQ:NFLX) CFO Sells $2,805,740.00 in Stock

Wall Street Analysts Forecast Growth

A number of research analysts have commented on the stock. Loop Capital set a $104.00 price objective on shares of Netflix in a research note on Tuesday, January 27th. Citic Securities reduced their price objective on shares of Netflix from $109.00 to $95.00 and set a “hold” rating on the stock in a research note on Monday, January 26th. Phillip Securities upgraded shares of Netflix from a “sell” rating to a “moderate buy” rating and increased their price objective for the company from $95.00 to $100.00 in a research note on Monday, January 26th. Wedbush reiterated an “outperform” rating and set a $115.00 price objective on shares of Netflix in a research note on Friday, February 20th. Finally, Needham & Company LLC reduced their price objective on shares of Netflix from $150.00 to $120.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. Two investment analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $115.10.

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.