Tower View Wealth Management LLC Boosts Stock Position in Netflix, Inc. $NFLX

Key Points

• Tower View Wealth Management LLC boosted its Netflix stake by 1,070.4% in Q4, adding 14,793 shares to hold 16,175 shares worth about $1.52 million.
• Insiders sold heavily over the last quarter — Reed Hastings sold 420,550 shares (~$40.16M) and CEO Greg Peters sold 105,781 shares (~$8.77M), with insiders disposing of 1,543,023 shares (~$141.15M) overall; insiders now own 1.37% of the company.
• Analyst sentiment is bullish, with upgrades and price-target bumps (Goldman Sachs to Buy) amid stronger-than-expected ad monetization; the consensus rating is a "Moderate Buy" with a $115.50 target.

Tower View Wealth Management LLC grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 1,070.4% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 16,175 shares of the Internet television network's stock after acquiring an additional 14,793 shares during the period. Tower View Wealth Management LLC's holdings in Netflix were worth $1,517,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in the stock. Natural Investments LLC raised its position in shares of Netflix by 0.5% in the third quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network's stock worth $1,999,000 after buying an additional 9 shares in the last quarter. Hengehold Capital Management LLC raised its position in shares of Netflix by 3.3% in the third quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network's stock worth $338,000 after buying an additional 9 shares in the last quarter. Financial Partners Group Inc raised its position in shares of Netflix by 0.9% in the third quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network's stock worth $1,162,000 after buying an additional 9 shares in the last quarter. Seascape Capital Management raised its position in shares of Netflix by 1.6% in the third quarter. Seascape Capital Management now owns 568 shares of the Internet television network's stock worth $681,000 after buying an additional 9 shares in the last quarter. Finally, Crews Bank & Trust raised its position in shares of Netflix by 5.8% in the third quarter. Crews Bank & Trust now owns 164 shares of the Internet television network's stock worth $197,000 after buying an additional 9 shares in the last quarter. Hedge funds and other institutional investors own 80.93% of the company's stock.

Trending Headlines about 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

Insiders Place Their Bets

In related news, Director Reed Hastings sold 420,550 shares of the stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $95.49, for a total value of $40,158,319.50. Following the transaction, the director owned 3,940 shares of the company's stock, valued at $376,230.60. This represents a 99.07% 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. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Gregory K. Peters sold 105,781 shares of the stock in a transaction on Thursday, January 29th. The shares were 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 approximately $10,130,291.60. This represents a 46.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,543,023 shares of company stock valued at $141,145,842 over the last quarter. Insiders own 1.37% of the company's stock.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on NFLX shares. Jefferies Financial Group reiterated a "buy" rating on shares of Netflix in a research report on Wednesday, April 8th. Rosenblatt Securities increased their price objective on Netflix from $95.00 to $96.00 and gave the stock a "neutral" rating in a research report on Monday, April 6th. 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. Bank of America lowered their price objective on Netflix from $149.00 to $125.00 and set a "buy" rating on the stock in a research report on Friday, March 6th. Finally, William Blair reiterated an "outperform" rating on shares of Netflix in a research report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $115.50.

Netflix Stock Up 0.1%

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

Netflix (NASDAQ:NFLX - Get Free Report) last released its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating analysts' consensus estimates of $0.55 by $0.01. The business had revenue of $12.05 billion for the quarter, compared to analysts' expectations of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The firm's revenue was up 17.6% on a year-over-year basis. During the same quarter in the prior 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, research analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

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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