Aaron Wealth Advisors LLC Grows Position in Netflix, Inc. $NFLX

Key Points

• Aaron Wealth Advisors LLC boosted its Netflix stake by 637.7% in Q4, acquiring an additional 33,697 shares to hold 38,981 shares worth about $3.655 million.
• Wall Street sentiment is improving — Goldman Sachs upgraded Netflix to a Buy and raised its 12‑month target to $120, JPMorgan started coverage at Overweight/$120, and MarketBeat shows a consensus rating of Moderate Buy with an average target of $115.10.
• Operationally Netflix slightly beat Q4 estimates (EPS $0.56 vs. $0.55; revenue $12.05B, +17.6% YoY) and is pushing growth drivers (price hikes, ad revenue, live sports, new kids "Playground" app) ahead of Q1 earnings on April 16, though recent insider selling (CFO sold ≈$2.8M) is a potential near‑term risk.

Aaron Wealth Advisors LLC raised its position in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 637.7% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 38,981 shares of the Internet television network's stock after purchasing an additional 33,697 shares during the quarter. Aaron Wealth Advisors LLC's holdings in Netflix were worth $3,655,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of NFLX. Brighton Jones LLC raised its holdings in shares of Netflix by 5.0% during the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network's stock valued at $4,804,000 after buying an additional 257 shares during the period. Revolve Wealth Partners LLC raised its holdings in shares of Netflix by 16.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network's stock valued at $912,000 after buying an additional 144 shares during the period. Sivia Capital Partners LLC raised its holdings in shares of Netflix by 21.2% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network's stock valued at $1,883,000 after buying an additional 246 shares during the period. Strategic Investment Advisors MI raised its holdings in shares of Netflix by 18.9% during the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network's stock valued at $1,036,000 after buying an additional 123 shares during the period. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Netflix by 12.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network's stock valued at $2,832,000 after buying an additional 228 shares during the period. 80.93% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several brokerages recently commented on NFLX. The Goldman Sachs Group upgraded Netflix from a "neutral" rating to a "buy" rating and raised their target price for the company from $100.00 to $120.00 in a report on Monday. TD Cowen dropped their target price on Netflix from $115.00 to $112.00 and set a "buy" rating on the stock in a report on Wednesday, January 21st. JPMorgan Chase & Co. began coverage on Netflix in a report on Monday, March 2nd. They set an "overweight" rating and a $120.00 price objective on the stock. Freedom Capital upgraded Netflix from a "hold" rating to a "strong-buy" rating in a report on Tuesday, January 27th. Finally, Bank of America dropped their price objective on Netflix from $149.00 to $125.00 and set a "buy" rating on the stock in a report on Friday, March 6th. Two analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat, Netflix has a consensus rating of "Moderate Buy" and an average price target of $115.10.

More Netflix News

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

Netflix Price Performance

NFLX stock opened at $98.93 on Tuesday. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The stock's 50 day moving average is $88.55 and its two-hundred day moving average is $99.57. The company has a market capitalization of $417.70 billion, a PE ratio of 39.15, a P/E/G ratio of 1.50 and a beta of 1.67.

Netflix (NASDAQ:NFLX - Get Free Report) last posted 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 company had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. During the same period in the previous year, the business earned $0.43 EPS. Netflix'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. Analysts predict that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, Director Bradford L. Smith sold 31,790 shares of Netflix stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $88.86, for a total value of $2,824,859.40. Following the completion of the transaction, the director owned 79,690 shares in the company, valued at approximately $7,081,253.40. This trade represents a 28.52% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider David A. Hyman sold 23,439 shares of Netflix stock in a transaction that occurred on Friday, January 16th. The stock was sold at an average price of $88.11, for a total value of $2,065,210.29. Following the completion of the transaction, the insider owned 316,100 shares of the company's stock, valued at approximately $27,851,571. The trade was a 6.90% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 1,543,023 shares of company stock worth $141,145,842. 1.37% of the stock is currently owned by 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.

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