Netflix, Inc. $NFLX Shares Purchased by FFG Partners LLC

Key Points

• FFG Partners LLC boosted its Netflix stake by 1,046.1% in Q4, adding 115,551 shares to hold 126,597 shares worth $11.87 million, about 3.4% of its portfolio and its 12th-largest position.
• Analysts and institutions are growing bullish—several price-target raises and increased fund buying cite the ad-supported tier scaling, margin upside and potential buybacks, with Q1 earnings on April 16 the near-term catalyst.
• Insider selling has been notable: CEO Gregory Peters sold 27,312 shares and insiders sold 1,543,023 shares (~$141.1M) over the past 90 days, leaving insiders with roughly 1.37% ownership.

FFG Partners LLC raised its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 1,046.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 126,597 shares of the Internet television network's stock after buying an additional 115,551 shares during the quarter. Netflix comprises about 3.4% of FFG Partners LLC's investment portfolio, making the stock its 12th biggest position. FFG Partners LLC's holdings in Netflix were worth $11,870,000 as of its most recent filing with the SEC.

Other large investors have also recently bought and sold shares of the company. Brown Miller Wealth Management LLC lifted its stake in shares of Netflix by 464.0% during the 4th quarter. Brown Miller Wealth Management LLC now owns 3,480 shares of the Internet television network's stock worth $326,000 after purchasing an additional 2,863 shares during the period. Private Wealth Management Group LLC lifted its stake in shares of Netflix by 900.0% during the 4th quarter. Private Wealth Management Group LLC now owns 980 shares of the Internet television network's stock worth $92,000 after purchasing an additional 882 shares during the period. Smallwood Wealth Investment Management LLC lifted its stake in shares of Netflix by 829.2% during the 4th quarter. Smallwood Wealth Investment Management LLC now owns 7,610 shares of the Internet television network's stock worth $714,000 after purchasing an additional 6,791 shares during the period. Cathy Pareto & Associates Inc. raised its position in shares of Netflix by 964.4% in the 4th quarter. Cathy Pareto & Associates Inc. now owns 6,429 shares of the Internet television network's stock worth $603,000 after buying an additional 5,825 shares during the period. Finally, Northland Securities Inc. purchased a new position in shares of Netflix in the 4th quarter worth $384,000. Institutional investors and hedge funds own 80.93% 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

Netflix Stock Up 0.0%

Shares of NASDAQ NFLX opened at $103.02 on Monday. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12. The company has a market cap of $434.96 billion, a P/E ratio of 40.77, a P/E/G ratio of 1.56 and a beta of 1.67. 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 stock has a fifty day moving average price of $89.88 and a 200 day moving average price of $98.97.

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 for the quarter, beating the consensus estimate of $0.55 by $0.01. The company had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The company's revenue was up 17.6% on a year-over-year basis. During the same period last year, the firm earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts anticipate that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on NFLX shares. Citizens Jmp started coverage on Netflix in a research report on Monday, March 30th. They issued a "market perform" rating on the stock. Weiss Ratings lowered Netflix from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Thursday, January 22nd. Wedbush increased their target price on Netflix from $115.00 to $118.00 and gave the stock an "outperform" rating in a research report on Friday. UBS Group set a $104.00 price target on Netflix in a report on Tuesday, January 27th. Finally, Huber Research upgraded Netflix from a "strong sell" rating to a "strong-buy" rating in a report on Friday, February 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $115.50.

Insider Activity at Netflix

In other news, CEO Gregory K. Peters sold 27,312 shares of the firm's stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the completion of the sale, the chief executive officer directly owned 122,140 shares in the company, valued at $10,166,933.60. This trade represents a 18.27% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Cletus R. Willems sold 3,136 shares of the firm's stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total value of $259,253.12. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 1,543,023 shares of company stock valued at $141,145,842. 1.37% of the stock is currently owned by insiders.

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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