Bell & Brown Wealth Advisors LLC Raises Stock Holdings in Netflix, Inc. $NFLX

Key Points

• Bell & Brown Wealth Advisors raised its Netflix stake by 1,237.9% in the fourth quarter to 17,915 shares worth $1.68 million, and several other institutional investors similarly boosted positions as institutional ownership stands at 80.93%.
• Netflix reported a strong quarter with revenue up 16.2% year‑over‑year and EPS of $1.23 (vs. $0.76 consensus), set Q2 guidance of $0.78 EPS, and carries a MarketBeat consensus of a "Moderate Buy" with an average price target of $114.82.
• Company insiders have been net sellers recently — including CEO Gregory Peters and Reed Hastings — with insiders offloading 1,382,013 shares worth about $127.5 million in the past 90 days, leaving insiders owning 1.37% of the stock.

Bell & Brown Wealth Advisors LLC raised its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 1,237.9% during the 4th quarter, according to its most recent filing with the SEC. The firm owned 17,915 shares of the Internet television network's stock after acquiring an additional 16,576 shares during the period. Bell & Brown Wealth Advisors LLC's holdings in Netflix were worth $1,680,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in NFLX. Vanguard Group Inc. grew its stake in shares of Netflix by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network's stock valued at $46,183,983,000 after acquiring an additional 142,238 shares during the period. Checchi Capital Advisers LLC raised its stake in Netflix by 875.7% during the 4th quarter. Checchi Capital Advisers LLC now owns 31,143 shares of the Internet television network's stock worth $2,920,000 after acquiring an additional 27,951 shares during the period. Contravisory Investment Management Inc. lifted its holdings in Netflix by 837.2% during the fourth quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network's stock valued at $10,443,000 after purchasing an additional 99,496 shares in the last quarter. Crew Capital Management Ltd lifted its holdings in Netflix by 1,021.9% during the fourth quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network's stock valued at $847,000 after purchasing an additional 8,226 shares in the last quarter. Finally, BNC Wealth Management LLC boosted its position in shares of Netflix by 991.3% in the fourth quarter. BNC Wealth Management LLC now owns 41,229 shares of the Internet television network's stock worth $3,866,000 after purchasing an additional 37,451 shares during the period. Hedge funds and other institutional investors own 80.93% of the company's stock.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on NFLX. Daiwa Securities Group increased their price objective on shares of Netflix from $97.00 to $102.00 and gave the stock an "outperform" rating in a research note on Thursday, April 23rd. Argus dropped their target price on shares of Netflix from $141.00 to $110.00 and set a "buy" rating for the company in a report on Thursday, January 22nd. KeyCorp reiterated an "overweight" rating and issued a $115.00 price target (up from $108.00) on shares of Netflix in a research note on Tuesday, April 14th. Cfra raised Netflix from a "hold" rating to a "buy" rating and set a $115.00 price target on the stock in a report on Friday, March 6th. Finally, Phillip Securities boosted their price objective on Netflix from $100.00 to $110.00 in a research report on Monday, April 20th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and fifteen have given a Hold rating to the stock. According to data from MarketBeat.com, Netflix presently has a consensus rating of "Moderate Buy" and an average price target of $114.82.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Quarterly beat and durable growth — Netflix reported Q1 revenue up ~16% year‑over‑year (14% FX‑neutral) with an EPS beat; growth was driven by membership additions, price increases and higher ad revenue, which supports the bull case. Article Title
• Positive Sentiment: Big capital return / buy thesis — Commentary argues Netflix is much cheaper than in recent years and highlights a large capital‑return / buyback story (~$25B cited by commentators) as a catalyst that could support the stock over time. Article Title
• Positive Sentiment: Analyst upside and long‑term endorsements — Piper Sandler reiterated Overweight and lifted its PT to $115; several bullish analyst/columnist pieces rate NFLX as a buy for long‑term investors and note billionaire interest in the fundamentals. Article Title
• Neutral Sentiment: Audience dynamics by market — Netflix is seeing strong subscriber engagement in markets like Australia but viewing is skewed toward non‑local content; this is a product/strategy datapoint rather than an immediate earnings swing. Article Title
• Negative Sentiment: Near‑term margin concerns and cautious notes — Bernstein trimmed its price target to $110 (while keeping Outperform), citing near‑term margin pressure; other pieces urge caution despite solid top‑line growth, pointing to margin, competition and valuation timing risks. Article Title
• Negative Sentiment: Investor disappointment in places — Some commentary notes that despite healthy earnings, investors expected even stronger forward signals; that tempered reactions and supports the view that near‑term execution and margins will drive next moves. Article Title

Netflix Price Performance

Shares of NASDAQ:NFLX opened at $92.12 on Thursday. The firm has a market cap of $387.90 billion, a price-to-earnings ratio of 29.75, a P/E/G ratio of 1.19 and a beta of 1.67. The firm has a fifty day moving average price of $94.48 and a 200 day moving average price of $96.96. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.41 and a current ratio of 1.41.

Netflix (NASDAQ:NFLX - Get Free Report) last announced its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The company had revenue of $12.25 billion for the quarter, compared to the consensus estimate of $12.17 billion. During the same period in the previous year, the firm posted $6.61 EPS. Netflix's revenue for the quarter was up 16.2% compared to the same quarter last year. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, sell-side analysts expect that Netflix, Inc. will post 3.53 earnings per share for the current fiscal year.

Insider Buying and Selling

In other Netflix news, CEO Gregory K. Peters sold 27,312 shares of Netflix stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total value of $2,273,450.88. Following the sale, the chief executive officer owned 122,140 shares of the company's stock, valued at $10,166,933.60. The trade was a 18.27% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, Director Reed Hastings sold 420,550 shares of the company's stock in a transaction that occurred on 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 directly owned 3,940 shares in the company, valued at $376,230.60. This trade represents a 99.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold 1,382,013 shares of company stock valued at $127,482,296 in the last ninety days. Company insiders own 1.37% of the company's stock.

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.

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