Netflix, Inc. $NFLX Shares Purchased by HHM Wealth Advisors LLC

Key Points

• HHM Wealth Advisors LLC raised its Netflix stake by 904% in Q4, buying an additional 11,255 shares to hold 12,500 shares worth about $1.17 million, according to its latest 13F filing.
• Netflix posted a slight earnings beat (Q4 EPS $0.56 vs. $0.55) with revenue of $12.05B (+17.6% YoY), and analysts are broadly positive—consensus is a “Moderate Buy” with an average price target of $115.50 amid upgrades and optimism about the ad-supported tier and margin/buyback potential.
• Despite heavy institutional ownership (~80.9%) and recent fund buying, insiders have been net sellers—including large sales by the CEO and a director—with insiders offloading about 1.54M shares ($141.1M) in the past 90 days, presenting a mixed signal for investors.

HHM Wealth Advisors LLC raised its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 904.0% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 12,500 shares of the Internet television network's stock after buying an additional 11,255 shares during the quarter. HHM Wealth Advisors LLC's holdings in Netflix were worth $1,172,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Imprint Wealth LLC acquired a new stake in Netflix during the 3rd quarter valued at $25,000. Retirement Wealth Solutions LLC acquired a new stake in Netflix during the 3rd quarter valued at $28,000. Steph & Co. grew its holdings in Netflix by 188.9% during the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network's stock valued at $31,000 after buying an additional 17 shares during the last quarter. Bare Financial Services Inc grew its holdings in Netflix by 93.3% during the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network's stock valued at $35,000 after buying an additional 14 shares during the last quarter. Finally, Horizon Financial Services LLC grew its holdings in Netflix by 480.0% during the 3rd quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network's stock valued at $35,000 after buying an additional 24 shares during the last quarter. Institutional investors and hedge funds own 80.93% of the company's stock.

Netflix Trading Up 0.9%

Shares of NFLX opened at $103.02 on Friday. 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 firm has a market capitalization of $434.96 billion, a P/E ratio of 40.77, a price-to-earnings-growth ratio of 1.55 and a beta of 1.67. The stock's fifty day simple moving average is $89.88 and its 200 day simple moving average is $99.14. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12.

Netflix (NASDAQ:NFLX - Get Free Report) last issued its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.01. The business had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The business's quarterly revenue was up 17.6% on a year-over-year basis. During the same period last year, the company posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities research analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current year.

Analyst Upgrades and Downgrades

A number of brokerages have weighed in on NFLX. Morgan Stanley increased their price target on Netflix from $110.00 to $115.00 and gave the stock an "overweight" rating in a research note on Thursday. Canaccord Genuity Group set a $125.00 price target on Netflix and gave the stock a "buy" rating in a research note on Wednesday, January 21st. Cfra raised Netflix from a "hold" rating to a "buy" rating and set a $115.00 price target on the stock in a research note on Friday, March 6th. Royal Bank Of Canada reissued a "hold" rating on shares of Netflix in a research note on Wednesday, January 21st. Finally, HSBC increased their price target on Netflix from $106.00 to $114.00 and gave the stock a "buy" rating in a research note on Friday. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and twelve have given 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.

Netflix News Roundup

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

Insiders Place Their Bets

In related news, Director Bradford L. Smith sold 31,790 shares of the stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $88.86, for a total value of $2,824,859.40. Following the transaction, the director directly owned 79,690 shares of the company's stock, valued at approximately $7,081,253.40. This trade represents a 28.52% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, CEO Gregory K. Peters sold 105,781 shares of the stock in a transaction on Thursday, January 29th. The stock was sold at an average price of $82.94, for a total value of $8,773,476.14. Following the completion of the transaction, the chief executive officer directly owned 122,140 shares in the company, valued at $10,130,291.60. This trade represents a 46.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 1,543,023 shares of company stock worth $141,145,842. Corporate insiders own 1.37% of the company's stock.

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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