Rede Wealth LLC Purchases 12,483 Shares of Netflix, Inc. $NFLX

Key Points

• Rede Wealth LLC boosted its Netflix stake by 3,913.2% in Q4, purchasing 12,483 shares to hold 12,802 shares valued at about $1.2 million, making NFLX 0.4% of its portfolio and its 25th-largest position.
• Several analysts (KeyBanc, Wedbush, Deutsche Bank, Goldman Sachs) have raised price targets or upgraded Netflix, citing faster-than-expected scaling of its advertising tier and strong ad momentum, with Q1 ad revenues expected to exceed $3 billion.
• Significant insider selling occurred recently—CEO Gregory Peters and CFO Spencer Neumann sold large blocks (105,781 and 57,260 shares, respectively), and insiders disposed of about 1.543 million shares (~$141 million) over the past 90 days, leaving insiders with roughly 1.37% ownership.

Rede Wealth LLC grew its position in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 3,913.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 12,802 shares of the Internet television network's stock after buying an additional 12,483 shares during the period. Netflix makes up 0.4% of Rede Wealth LLC's holdings, making the stock its 25th biggest position. Rede Wealth LLC's holdings in Netflix were worth $1,200,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in NFLX. First Financial Corp IN increased its position in Netflix by 900.0% during the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network's stock worth $25,000 after buying an additional 243 shares during the period. DiNuzzo Private Wealth Inc. increased its position in Netflix by 885.2% during the 4th quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network's stock worth $25,000 after buying an additional 239 shares during the period. Imprint Wealth LLC bought a new position in Netflix during the 3rd quarter worth $25,000. Retirement Wealth Solutions LLC bought a new position in shares of Netflix in the third quarter worth $28,000. Finally, MB Levis & Associates LLC increased its position in shares of Netflix by 177.8% in the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network's stock worth $28,000 after purchasing an additional 192 shares during the period. Institutional investors own 80.93% of the company's stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: KeyBanc says Netflix’s advertising tier is scaling faster than anticipated and raised its NFLX forecast, citing stronger ad traction and faster monetization that improve revenue mix prospects. ‘Netflix’s Advertising Tier Is Scaling Faster than Anticipated,’ Says KeyBanc Analyst; Raises NFLX Stock Forecast
• Positive Sentiment: Wedbush lifted its price target to $118 and flagged strong ad momentum heading into Q1, expecting ad revenue and overall results to beat guidance. Wedbush Raises Netflix Stock (NFLX) Price Target Ahead of Q1 Earnings — Sees Strong Ad Momentum
• Positive Sentiment: Deutsche Bank also bumped its price target ahead of Q1, reflecting cautious optimism that pricing power, ad growth and international expansion will continue to drive top-line strength. Netflix Stock (NFLX) Gets a Price Target Boost ahead of Q1 Earnings
• Positive Sentiment: Goldman Sachs upgraded NFLX to Buy (from Neutral) and raised its 12‑month target, increasing institutional confidence in Netflix’s risk/reward given ad upside and sustained subscriber resilience. Goldman Sachs Upgrades Netflix (NFLX) Stock to Buy from Neutral
• Positive Sentiment: Analysts (Benzinga/SeekingAlpha coverage) expect Q1 ad revenues to top $3B and see ad growth as the primary driver of better-than-guidance gross margins and free-cash-flow improvement. Netflix Q1 Preview: Analyst Expects Ad Revenues To Exceed $3 Billion
• Neutral Sentiment: Ted Sarandos made a rare outreach to movie theater owners (CinemaCon attendance), signaling Netflix is exploring theatrical/windowed releases — a potential incremental revenue channel but unlikely to meaningfully affect Q1 results. Netflix Leader Makes Rare Overture to Cinema Owners
• Neutral Sentiment: Multiple earnings previews and buy-side writeups (Zacks, Barron’s, Seeking Alpha) highlight solid subscriber trends, price hikes, and ad momentum but note execution and content cadence are key risks into the print. 3 Quarterly Reports to Watch This Week: NFLX, PEP, TSM
• Negative Sentiment: Report that co‑founder Reed Hastings realized ~$500M in option gains since 2025 may be viewed as insider monetization/timing risk by some investors, creating headline noise ahead of earnings. Netflix co-founder makes shocking $500M move as new fight erupts

Netflix Price Performance

NFLX stock opened at $103.16 on Tuesday. The company has a fifty day moving average price of $90.28 and a 200-day moving average price of $98.84. The company has a market capitalization of $435.56 billion, a P/E ratio of 40.82, a PEG ratio of 1.56 and a beta of 1.67. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19.

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

Analyst Upgrades and Downgrades

NFLX has been the topic of a number of recent analyst reports. Citic Securities decreased their price target on Netflix from $109.00 to $95.00 and set a "hold" rating on the stock in a research report on Monday, January 26th. President Capital raised their price target on Netflix from $133.00 to $134.00 and gave the stock a "buy" rating in a research report on Tuesday, March 31st. Phillip Securities upgraded Netflix from a "sell" rating to a "moderate buy" rating and raised their price target for the stock from $95.00 to $100.00 in a research report on Monday, January 26th. Deutsche Bank Aktiengesellschaft restated a "hold" rating and issued a $98.00 price target (up from $95.00) on shares of Netflix in a research report on Wednesday, January 21st. Finally, Wedbush raised their price target on Netflix from $115.00 to $118.00 and gave the stock an "outperform" rating in a research report on Friday. Two 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's stock. Based on data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and a consensus price target of $115.50.

Insider Buying and Selling

In related news, CEO Gregory K. Peters sold 105,781 shares of Netflix stock in a transaction that occurred 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 transaction, the chief executive officer directly owned 122,140 shares of the company's stock, valued at $10,130,291.60. The trade was a 46.41% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Spencer Adam Neumann sold 57,260 shares of Netflix stock in a transaction that occurred on Friday, February 27th. The stock was sold at an average price of $95.50, for a total value of $5,468,330.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,046,658.50. This represents a 43.69% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,543,023 shares of company stock valued at $141,145,842 over the last 90 days. 1.37% of the stock is currently owned by corporate insiders.

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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