DeDora Capital Inc. Boosts Stock Holdings in Netflix, Inc. $NFLX

Key Points

• DeDora Capital boosted its Netflix stake by 900.7% in Q4 to 25,247 shares (≈$2.37M), and several other institutional funds also added big positions, leaving about 80.93% of the stock owned by institutions.
• Insider selling has been significant: CFO Spencer Neumann sold 28,630 shares (~$2.8M) and insiders sold a total of 1,543,023 shares worth ~$141.1M in the past 90 days, with insiders now owning just 1.37% of the company.
• Analysts are largely positive—multiple price-target raises and buy ratings have pushed the consensus to a "Moderate Buy" with a $115.50 target, citing ad-tier traction, margin expansion and potential buybacks; Q1 earnings on April 16 is the near-term catalyst.

DeDora Capital Inc. increased its position in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 900.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 25,247 shares of the Internet television network's stock after purchasing an additional 22,724 shares during the period. DeDora Capital Inc.'s holdings in Netflix were worth $2,367,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. True North Advisors LLC raised its holdings in Netflix by 518.2% during the fourth quarter. True North Advisors LLC now owns 5,094 shares of the Internet television network's stock worth $478,000 after purchasing an additional 4,270 shares in the last quarter. Jackson Thornton Wealth Management LLC raised its holdings in Netflix by 1,114.4% during the fourth quarter. Jackson Thornton Wealth Management LLC now owns 2,441 shares of the Internet television network's stock worth $221,000 after purchasing an additional 2,240 shares in the last quarter. Quotient Wealth Partners LLC grew its position in Netflix by 853.8% during the fourth quarter. Quotient Wealth Partners LLC now owns 21,298 shares of the Internet television network's stock worth $1,997,000 after buying an additional 19,065 shares during the period. BNC Wealth Management LLC grew its position in Netflix by 991.3% during the fourth quarter. BNC Wealth Management LLC now owns 41,229 shares of the Internet television network's stock worth $3,866,000 after buying an additional 37,451 shares during the period. Finally, Vicus Capital grew its position in Netflix by 867.1% during the fourth quarter. Vicus Capital now owns 14,787 shares of the Internet television network's stock worth $1,386,000 after buying an additional 13,258 shares during the period. 80.93% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, CFO Spencer Adam Neumann sold 28,630 shares of the firm's stock in a transaction that occurred 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 owned 73,787 shares in the company, valued at approximately $7,231,126. This trade represents a 27.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider David A. Hyman sold 5,727 shares of the firm's stock in a transaction that occurred 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 owned 316,100 shares in the company, valued at approximately $25,623,066. This trade represents a 1.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,543,023 shares of company stock valued at $141,145,842 in the last 90 days. Insiders own 1.37% of the company's stock.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Multiple analyst upgrades and price-target raises lift sentiment — Wedbush bumped its target and kept an Outperform rating, Morgan Stanley raised its target and maintained Overweight, and HSBC lifted its target while keeping a Buy. These moves point to growing confidence in Netflix’s revenue and margin outlook. Wedbush price-target raise
• Positive Sentiment: Ad-supported tier is scaling and lowering churn, which analysts say boosts advertiser confidence and monetization — a key driver for revenue upside and margin expansion. Ad-tier traction
• Positive Sentiment: Analysts expect stronger operating margins and more buybacks — one analyst notes Netflix could lift its 2026 operating-margin guide toward ~32% while sustaining mid-teens revenue growth, supporting higher EPS and potential share repurchases. Margin/ buyback outlook
• Positive Sentiment: Institutional buying: several high-profile funds increased Netflix positions after the Warner Bros. deal fell through, signaling conviction from big investors. That institutional demand is propping up the stock into earnings. Hedge funds adding
• Neutral Sentiment: Upcoming catalyst: Q1 earnings on April 16 is the immediate event — positive prints on ad revenue, pricing, or margins could extend the rally; a miss could reverse gains. Earnings catalyst
• Neutral Sentiment: Media/market commentary highlights Netflix’s steady revenue growth versus peers and frames the stock as a durable streaming leader; useful context but not immediate price drivers. Industry comparisons
• Negative Sentiment: Balance-sheet nuance: coverage points to roughly $7.4B in stock-option obligations that can act like hidden leverage — a reminder for investors watching capital allocation and net-debt metrics. Hidden option liability
• Negative Sentiment: Post-earnings volatility risk — options-market patterns suggest a “sawtooth” and potential for a sharp move after the print; that raises short-term risk even if fundamentals look sound. Options volatility risk

Analyst Upgrades and Downgrades

NFLX has been the topic of several recent analyst reports. Argus lowered their target price on shares of Netflix from $141.00 to $110.00 and set a "buy" rating on the stock in a research report on Thursday, January 22nd. TD Cowen lowered their target price on shares of Netflix from $115.00 to $112.00 and set a "buy" rating on the stock in a research report on Wednesday, January 21st. Rosenblatt Securities upped their target price on shares of Netflix from $95.00 to $96.00 and gave the stock a "neutral" rating in a research report on Monday, April 6th. President Capital upped their target price on shares of Netflix from $133.00 to $134.00 and gave the stock a "buy" rating in a research report on Tuesday, March 31st. Finally, Wells Fargo & Company initiated coverage on shares of Netflix in a research report on Monday, March 9th. They set an "equal weight" rating and a $105.00 target price on the stock. Two 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. According to MarketBeat, the stock has an average rating of "Moderate Buy" and a consensus target price of $115.50.

Netflix Stock Up 0.9%

NFLX stock opened at $103.02 on Friday. The company's 50 day simple moving average is $89.88 and its 200-day simple moving average is $99.14. The firm has a market capitalization of $434.96 billion, a PE ratio of 40.77, a P/E/G ratio of 1.55 and a beta of 1.67. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19.

Netflix (NASDAQ:NFLX - Get Free Report) last announced its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same quarter last year, the business earned $0.43 earnings per share. Netflix'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. Equities analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

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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