Fourth Dimension Wealth LLC Increases Stock Holdings in Netflix, Inc. $NFLX

Key Points

• Fourth Dimension Wealth LLC boosted its Netflix stake by 913.8% in the fourth quarter, ending with 19,475 shares valued at about $1.83 million.
• Netflix reported a strong quarter, with EPS of $1.23 versus expectations of $0.76 and revenue up 16.2% year over year to $12.25 billion.
• Despite positive earnings, the stock faced mixed signals: insiders sold heavily in recent months, while analysts still view Netflix as a Moderate Buy with an average price target of $114.82.

Fourth Dimension Wealth LLC increased its holdings in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 913.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 19,475 shares of the Internet television network's stock after purchasing an additional 17,554 shares during the period. Fourth Dimension Wealth LLC's holdings in Netflix were worth $1,826,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Brighton Jones LLC boosted its holdings in Netflix by 5.0% in the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network's stock valued at $4,804,000 after acquiring an additional 257 shares during the last quarter. Revolve Wealth Partners LLC boosted its holdings in Netflix by 16.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network's stock valued at $912,000 after acquiring an additional 144 shares during the last quarter. Sivia Capital Partners LLC boosted its holdings in Netflix by 21.2% in the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network's stock valued at $1,883,000 after acquiring an additional 246 shares during the last quarter. Strategic Investment Advisors MI increased its position in shares of Netflix by 18.9% in the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network's stock worth $1,036,000 after acquiring an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its position in shares of Netflix by 12.1% in the second quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network's stock worth $2,832,000 after acquiring an additional 228 shares in the last quarter. Hedge funds and other institutional investors own 80.93% of the company's stock.

Insider Buying and Selling at Netflix

In related news, CEO Theodore A. Sarandos sold 27,312 shares of the firm's stock in a transaction on Tuesday, May 5th. The shares were sold at an average price of $87.97, for a total transaction of $2,402,636.64. Following the completion of the sale, the chief executive officer directly owned 284,804 shares of the company's stock, valued at approximately $25,054,207.88. This trade represents a 8.75% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Reed Hastings sold 407,550 shares of the stock in a transaction on Friday, May 1st. The shares were sold at an average price of $93.13, for a total transaction of $37,955,131.50. Following the transaction, the director owned 3,940 shares in the company, valued at $366,932.20. This trade represents a 99.04% 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 1,422,769 shares of company stock worth $135,144,073. 1.37% of the stock is currently owned by insiders.

Netflix Price Performance

NFLX opened at $85.45 on Tuesday. The company has a fifty day simple moving average of $95.55 and a 200 day simple moving average of $95.62. The firm has a market cap of $359.81 billion, a price-to-earnings ratio of 27.60, a PEG ratio of 1.11 and a beta of 1.55. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43.

Netflix (NASDAQ:NFLX - Get Free Report) last released its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, beating analysts' consensus estimates of $0.76 by $0.47. The business had revenue of $12.25 billion during the quarter, compared to analyst estimates of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The business's revenue was up 16.2% on a year-over-year basis. During the same period last year, the business earned $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Equities research analysts expect that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

Several equities analysts recently weighed in on NFLX shares. The Goldman Sachs Group upgraded shares of Netflix from a "neutral" rating to a "buy" rating in a report on Monday, April 13th. Rothschild & Co Redburn set a $120.00 price objective on Netflix in a research report on Wednesday, January 21st. Robert W. Baird cut their price objective on Netflix from $150.00 to $120.00 and set an "outperform" rating on the stock in a research report on Friday, January 23rd. Moffett Nathanson raised their price objective on Netflix from $115.00 to $120.00 and gave the company a "buy" rating in a research report on Tuesday, April 14th. Finally, Huber Research raised Netflix from a "strong sell" rating to a "strong-buy" rating in a research report on Friday, February 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and fifteen have assigned a Hold rating to the stock. According to MarketBeat, Netflix currently has a consensus rating of "Moderate Buy" and an average price target of $114.82.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix raised prices on its ad-free standard plan, which could lift average revenue per user and support profitability as streaming services push harder to monetize heavy viewing. With Netflix new ad-free standard plan at $20, streaming's tipping point into old TV is getting closer
• Positive Sentiment: Netflix continues to benefit from high-profile original content and promotional events, including “The Roast of Kevin Hart,” which helps keep the platform in the entertainment conversation. Tom Brady Hits On Kevin Hart's Wife During Netflix is a Joke Roast - TMZ
• Neutral Sentiment: Netflix was mentioned in broader media-industry coverage around TV upfronts and ad spending, but the article was more about sector trends than a company-specific catalyst. At TV upfronts, AI is in and corporate shuffles are reshaping the line-up
• Negative Sentiment: Texas Attorney General Ken Paxton filed a lawsuit accusing Netflix of spying on users, collecting data without consent, and designing its platform to be addictive, creating headline risk and potential legal costs. Netflix sued by Texas for allegedly spying on consumers
• Negative Sentiment: Another report highlighted alleged data collection of children without consent, reinforcing investor concerns about regulation and privacy-related liabilities. Texas Sues Netflix for Alleged Data Collection of Children Without Consent
• Negative Sentiment: Netflix also saw insider-selling coverage, with the CFO selling shares, which can add to bearish sentiment even if it is not necessarily a fundamental red flag. Insider Selling: Netflix NASDAQ: NFLX CFO Sells $823,054.35 in 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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