Personal CFO Solutions LLC Acquires 20,523 Shares of Netflix, Inc. $NFLX

Key Points

• Personal CFO Solutions LLC boosted its Netflix stake by 701.6% in Q4, buying an additional 20,523 shares to hold 23,448 shares worth about $2.20 million.
• Several large institutions (e.g., Nordea, Assenagon, Aberdeen, Allspring, Sarasin) also massively increased positions—Nordea added roughly 8.7 million shares—leaving institutional ownership at 80.93%.
• Analyst upgrades (Goldman Sachs, Morgan Stanley, Oppenheimer) and expectations for a Q1 beat driven by price increases and ad revenue are boosting sentiment, with earnings on or around April 16 seen as a near‑term catalyst.

Personal CFO Solutions LLC boosted its holdings in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 701.6% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 23,448 shares of the Internet television network's stock after buying an additional 20,523 shares during the period. Personal CFO Solutions LLC's holdings in Netflix were worth $2,198,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in NFLX. Nordea Investment Management AB increased its position in Netflix by 886.6% in the 4th quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network's stock worth $902,798,000 after buying an additional 8,688,113 shares during the period. Assenagon Asset Management S.A. increased its position in Netflix by 983.1% in the 4th quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network's stock worth $584,529,000 after buying an additional 5,658,740 shares during the period. Aberdeen Group plc increased its position in Netflix by 878.7% in the 4th quarter. Aberdeen Group plc now owns 3,243,837 shares of the Internet television network's stock worth $304,142,000 after buying an additional 2,912,392 shares during the period. Allspring Global Investments Holdings LLC increased its position in Netflix by 870.2% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 3,014,717 shares of the Internet television network's stock worth $274,309,000 after buying an additional 2,703,997 shares during the period. Finally, Sarasin & Partners LLP increased its position in Netflix by 2,758.1% in the 4th quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network's stock worth $221,430,000 after buying an additional 2,279,032 shares during the period. 80.93% of the stock is owned by institutional investors.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Analyst upgrades and higher price targets are boosting sentiment — Goldman Sachs (new $120 target), Morgan Stanley (raised to $115, overweight) and Oppenheimer (raised to $135, Outperform) have been positive on NFLX, citing profitability and price-hike/ad-revenue tailwinds. Read More.
• Positive Sentiment: Q1 expectations point to an earnings beat: UBS and other outlets expect results modestly above Netflix’s guidance due to recent price increases and accelerating ad business; that outlook is a near-term catalyst ahead of earnings. Read More.
• Positive Sentiment: Deal risk removed — Netflix walking away from the Warner Bros. Discovery deal has been framed as net positive by analysts (clears acquisition overhang, leaves cash and ad momentum intact), supporting upside case. Read More.
• Positive Sentiment: Product & ecosystem moves (e.g., Netflix Playground kids app, sports/dining partnerships) widen engagement and new monetization paths—supporting revenue diversification. Read More.
• Neutral Sentiment: Options market shows “sawtooth” volatility implying a strong post‑earnings move — this signals bigger price swings after results (direction depends on beat vs. miss). Read More.
• Neutral Sentiment: Analyst notes and features (comparisons with Disney, founder-led company profiles) underscore Netflix’s steady revenue growth vs. peers but offer mixed valuation signals — useful context but not immediately catalytic. Read More.
• Neutral Sentiment: Market calendar: multiple outlets flag April 16 (earnings) as the key date — expect elevated newsflow and volatility into the print. Read More.
• Negative Sentiment: Legal/refund risk in Europe — an Italian court ordered refunds over repeated price hikes; although appeal is possible, the ruling introduces regulatory/consumer-risk uncertainty. Read More.
• Negative Sentiment: Balance-sheet nuance: coverage points to roughly $7.4B of stock-option-related obligations that can act like hidden leverage — investors should monitor dilution/financial flexibility implications. Read More.

Netflix Stock Performance

NASDAQ NFLX opened at $102.05 on Friday. The firm has a market cap of $430.87 billion, a price-to-earnings ratio of 40.38, a PEG ratio of 1.51 and a beta of 1.67. The company has a 50 day moving average of $89.49 and a 200-day moving average of $99.11. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12.

Netflix (NASDAQ:NFLX - Get Free Report) last posted its quarterly earnings data 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 company had revenue of $12.05 billion during the quarter, compared to analyst estimates of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The company's revenue was up 17.6% on a year-over-year basis. During the same quarter last year, the business posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research analysts have commented on NFLX shares. Jefferies Financial Group reaffirmed a "buy" rating on shares of Netflix in a research report on Wednesday. Morgan Stanley boosted their price objective on Netflix from $110.00 to $115.00 and gave the company an "overweight" rating in a research report on Thursday. Pivotal Research lowered their price objective on Netflix from $105.00 to $95.00 and set a "hold" rating on the stock in a research report on Wednesday, January 21st. Wedbush restated an "outperform" rating and set a $115.00 price objective on shares of Netflix in a research report on Friday, February 20th. Finally, Moffett Nathanson lowered their price objective on Netflix from $140.00 to $115.00 and set a "buy" rating on the stock in a research report on Wednesday, January 21st. Two investment 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 stock. According to MarketBeat.com, Netflix has a consensus rating of "Moderate Buy" and a consensus target price of $115.22.

Insider Activity at Netflix

In other news, insider David A. Hyman sold 5,727 shares of the stock in a transaction 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 represents a 1.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Gregory K. Peters sold 27,312 shares of the stock in a transaction 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 in the company, valued at $10,166,933.60. The trade was a 18.27% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 1,543,023 shares of company stock valued at $141,145,842. 1.37% of the stock is currently owned by company insiders.

Netflix 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.

Want to see what other hedge funds are holding NFLX? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Netflix, Inc. (NASDAQ:NFLX - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.