Premier Path Wealth Partners LLC Grows Position in Netflix, Inc. $NFLX

Key Points

• Premier Path Wealth Partners LLC boosted its Netflix stake by 928.5% in Q4, buying an additional 33,380 shares to hold 36,975 shares valued at about $3.47 million.
• Significant insider selling occurred recently: Director Reed Hastings sold 420,550 shares for roughly $40.16 million and the CFO sold 57,260 shares, with insiders selling about 1.543 million shares (~$141.15 million) over the last quarter.
• Sell-side sentiment is broadly positive with an average rating of "Moderate Buy" and an average price target of about $115.50, though individual targets and ratings vary.

Premier Path Wealth Partners LLC increased its holdings in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 928.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 36,975 shares of the Internet television network's stock after purchasing an additional 33,380 shares during the period. Premier Path Wealth Partners LLC's holdings in Netflix were worth $3,467,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in NFLX. Brighton Jones LLC grew its position in shares of 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 purchasing an additional 257 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of Netflix by 16.4% during the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network's stock worth $912,000 after purchasing an additional 144 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in shares of Netflix by 21.2% during the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network's stock worth $1,883,000 after purchasing an additional 246 shares in the last quarter. Strategic Investment Advisors MI lifted its stake in shares of Netflix by 18.9% during the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network's stock worth $1,036,000 after purchasing an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. lifted its stake 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.

Analysts Set New Price Targets

Several research analysts recently commented on the company. KeyCorp set a $110.00 price target on Netflix and gave the stock an "overweight" rating in a research note on Friday, January 16th. Wells Fargo & Company assumed coverage on Netflix in a report on Monday, March 9th. They set an "equal weight" rating and a $105.00 target price for the company. Pivotal Research lowered their target price on Netflix from $105.00 to $95.00 and set a "hold" rating for the company in a report on Wednesday, January 21st. Phillip Securities upgraded Netflix from a "sell" rating to a "moderate buy" rating and boosted their price objective for the stock from $95.00 to $100.00 in a research report on Monday, January 26th. Finally, Citic Securities reduced their price objective on Netflix from $109.00 to $95.00 and set a "hold" rating for the company in a research report on Monday, January 26th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $115.50.

More 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

Insider Activity at Netflix

In other Netflix news, Director Reed Hastings sold 420,550 shares of the firm's stock in a transaction dated Wednesday, April 1st. The stock was sold at an average price of $95.49, for a total transaction of $40,158,319.50. Following the transaction, the director directly owned 3,940 shares in the company, valued at $376,230.60. This trade represents a 99.07% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Spencer Adam Neumann sold 57,260 shares of the firm's stock in a transaction dated Friday, February 27th. The shares were sold at an average price of $95.50, for a total value of $5,468,330.00. Following the transaction, the chief financial officer owned 73,787 shares in the company, valued at approximately $7,046,658.50. This trade represents a 43.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders sold 1,543,023 shares of company stock valued at $141,145,842. Insiders own 1.37% of the company's stock.

Netflix Trading Up 0.9%

NASDAQ NFLX opened at $103.02 on Friday. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. 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 company has a market capitalization of $434.96 billion, a PE ratio of 40.77, a price-to-earnings-growth ratio of 1.55 and a beta of 1.67. The firm's fifty day simple moving average is $89.88 and its 200-day simple moving average is $99.14.

Netflix (NASDAQ:NFLX - Get Free Report) last posted its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share 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 business had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. During the same period in the prior year, the business posted $0.43 earnings per share. Netflix's revenue for the quarter was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, sell-side analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

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.

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