BCS Wealth Management Has $1.37 Million Holdings in Netflix, Inc. $NFLX

Key Points

• BCS Wealth Management boosted its Netflix stake by 1,877.6% in Q4 to 14,634 shares (an additional 13,894 shares) worth about $1.37 million.
• Insiders have been heavy sellers: Reed Hastings sold 420,550 shares (≈$40.16M) on April 1, and insiders disposed of 1,543,023 shares totaling ~$141.15M in the last 90 days, with some trades executed under a Rule 10b5‑1 plan.
• Netflix reported an EPS beat for the quarter (EPS $0.56 vs. $0.55) with revenue of $12.05B (up 17.6%), and analysts remain broadly positive with a MarketBeat average rating of "Moderate Buy" and an average price target of $115.80.

BCS Wealth Management lifted its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 1,877.6% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 14,634 shares of the Internet television network's stock after buying an additional 13,894 shares during the period. BCS Wealth Management's holdings in Netflix were worth $1,372,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. First Financial Corp IN increased its holdings in shares of Netflix by 900.0% during the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network's stock worth $25,000 after buying an additional 243 shares in the last quarter. DiNuzzo Private Wealth Inc. increased its holdings in shares of Netflix by 885.2% during the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network's stock worth $25,000 after buying an additional 239 shares in the last quarter. Imprint Wealth LLC acquired a new position in shares of Netflix during the third quarter worth $25,000. Retirement Wealth Solutions LLC acquired a new stake in Netflix in the third quarter valued at $28,000. Finally, MB Levis & Associates LLC increased its holdings in Netflix by 177.8% in the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network's stock valued at $28,000 after purchasing an additional 192 shares during the period. 80.93% of the stock is currently owned by institutional investors and hedge funds.

Netflix Stock Performance

Shares of Netflix stock opened at $106.17 on Wednesday. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. The business has a 50-day moving average price of $90.81 and a two-hundred day moving average price of $98.74. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The company has a market cap of $448.27 billion, a P/E ratio of 42.01, a PEG ratio of 1.56 and a beta of 1.67.

Netflix (NASDAQ:NFLX - Get Free Report) last issued its quarterly 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. 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 the consensus estimate of $11.97 billion. During the same period last year, the business posted $0.43 EPS. The business's revenue 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 year.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Multiple Wall Street price-target boosts and buy ratings — Wedbush, Moffett Nathanson and Guggenheim increased targets (Wedbush to $118, Moffett to $120, Guggenheim $130), signaling expectations for stronger ad monetization and operating leverage ahead of earnings. Netflix Stock Gains Momentum as Wedbush Lifts Target to $118 Ahead of Q1 Results
• Positive Sentiment: KeyBanc says Netflix’s ad-supported tier is scaling faster than expected and raised its forecast — this supports the story that ad revenue could materially outpace guidance. KeyBanc: Netflix’s Advertising Tier Is Scaling Faster Than Anticipated
• Positive Sentiment: Heavy bullish options activity — an unusually large number of call options traded, indicating short‑term speculative or hedged bullish positioning ahead of earnings (could amplify moves around the print).
• Positive Sentiment: Consensus Q1 previews expect solid results (an analyst street view calls for ~15% revenue growth, EPS beat potential and ad revenue >$3B) — investors are positioning for a beat-and-raise quarter. Netflix (NFLX) Stock: Q1 2026 Earnings Preview and What Analysts Are Saying
• Positive Sentiment: Positive media/analyst narratives and investor commentary (Jim Cramer, Seeking Alpha, Zacks) are reinforcing bullish sentiment ahead of the print, which can drive momentum into the report. Jim Cramer Calls Netflix a “Juggernaut”
• Neutral Sentiment: Analytical pieces highlighting Netflix’s “moat” and international growth runway reinforce longer‑term thesis but are unlikely to move the stock absent fresh data. What Gives Netflix (NFLX) a Valuable Moat?
• Neutral Sentiment: Ted Sarandos’ outreach to cinema owners and other corporate/industry moves are strategic but represent medium-term optionality rather than immediate earnings drivers. Netflix Leader Makes Rare Overture to Cinema Owners
• Negative Sentiment: Not all signals are unequivocally bullish — at least one major shop (Deutsche Bank) retains a hold rating with a $100 target (below recent levels), highlighting some analyst caution and potential downside if Netflix misses guidance. Deutsche Bank Adjusts Netflix Price Target to $100 From $98
• Negative Sentiment: Elevated implied volatility around earnings (analysts note a >6% expected move) and recent insider/insider-related headlines could amplify downside on a disappointment or create whipsaw trading. Netflix (NFLX) Stock: Q1 2026 Earnings Preview and What Analysts Are Saying

Insider Activity

In other Netflix news, insider Cletus R. Willems sold 3,136 shares of the stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total transaction of $259,253.12. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Reed Hastings sold 420,550 shares of the stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $95.49, for a total value of $40,158,319.50. Following the sale, the director owned 3,940 shares of the company's stock, valued at approximately $376,230.60. The trade was a 99.07% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 1,543,023 shares of company stock worth $141,145,842. 1.37% of the stock is owned by insiders.

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on NFLX. Robert W. Baird decreased their price objective on Netflix from $150.00 to $120.00 and set an "outperform" rating for the company in a report on Friday, January 23rd. Weiss Ratings downgraded Netflix from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, January 22nd. Citic Securities decreased their price objective on Netflix from $109.00 to $95.00 and set a "hold" rating for the company in a report on Monday, January 26th. Wolfe Research increased their price objective on Netflix from $95.00 to $110.00 and gave the company an "outperform" rating in a report on Friday, February 27th. Finally, Piper Sandler restated a "positive" rating and issued a $103.00 price objective (down from $140.00) on shares of Netflix in a report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat, Netflix has an average rating of "Moderate Buy" and an average price target of $115.80.

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.

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