Triad Wealth Partners LLC Has $1.55 Million Stock Holdings in Netflix, Inc. $NFLX

Key Points

• Triad Wealth Partners boosted its Netflix stake by 3,227.9% in Q4 to 16,573 shares, worth about $1.55 million as of its SEC filing.
• Company insiders have been net sellers recently — including Reed Hastings (420,550 shares) and the CFO (28,630 shares) — with insiders selling about 1,543,023 shares ($141.1M) in the last 90 days and now owning just 1.37% of the stock, while institutional investors hold roughly 80.93%.
• Analysts are broadly constructive (average rating "Moderate Buy" and average target $115.50) citing ad-tier traction, margin expansion and potential buybacks, but risks include roughly $7.4B in stock‑option obligations and possible post‑earnings volatility ahead of the Q1 print on April 16.

Triad Wealth Partners LLC grew its stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 3,227.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 16,573 shares of the Internet television network's stock after buying an additional 16,075 shares during the period. Triad Wealth Partners LLC's holdings in Netflix were worth $1,554,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds also recently made changes to their positions in NFLX. Brighton Jones LLC increased its stake 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 buying an additional 257 shares during the period. Revolve Wealth Partners LLC increased its stake in shares of Netflix by 16.4% in the fourth quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network's stock valued at $912,000 after buying an additional 144 shares during the period. Sivia Capital Partners LLC increased its stake in shares of Netflix by 21.2% in the second quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network's stock valued at $1,883,000 after buying an additional 246 shares during the period. Strategic Investment Advisors MI increased its stake in shares of Netflix by 18.9% in the second quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network's stock valued at $1,036,000 after buying an additional 123 shares during the period. Finally, Schnieders Capital Management LLC. increased 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 valued at $2,832,000 after buying an additional 228 shares during the period. Institutional investors and hedge funds own 80.93% of the company's stock.

Netflix Trading Up 0.9%

NASDAQ NFLX opened at $103.02 on Friday. The business has a 50 day simple moving average of $89.88 and a 200 day simple moving average of $99.14. Netflix, Inc. has a one year low of $75.01 and a one year high of $134.12. The stock has a market capitalization of $434.96 billion, a P/E ratio of 40.77, a P/E/G ratio of 1.55 and a beta of 1.67. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19.

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, topping the consensus estimate of $0.55 by $0.01. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The business had revenue of $12.05 billion during the quarter, compared to analysts' expectations of $11.97 billion. During the same quarter last year, the firm posted $0.43 earnings per share. The firm's revenue was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current year.

Insider Transactions at Netflix

In other Netflix news, Director Reed Hastings sold 420,550 shares of the firm's stock in a transaction that occurred 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 completion of the sale, the director owned 3,940 shares of the company's stock, valued at approximately $376,230.60. This trade represents a 99.07% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Spencer Adam Neumann sold 28,630 shares of the firm's stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $98.00, for a total value of $2,805,740.00. Following the completion of the sale, the chief financial officer directly owned 73,787 shares of the company's stock, valued at $7,231,126. This trade represents a 27.95% 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. Company insiders own 1.37% of the company's stock.

Netflix News Summary

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

Wall Street Analyst Weigh In

Several brokerages have recently weighed in on NFLX. Rothschild & Co Redburn set a $120.00 price target on Netflix in a research note on Wednesday, January 21st. Barclays began coverage on Netflix in a research note on Monday, March 2nd. They issued an "equal weight" rating and a $115.00 price target for the company. KeyCorp set a $110.00 price target on Netflix and gave the company an "overweight" rating in a research note on Friday, January 16th. JPMorgan Chase & Co. initiated coverage on Netflix in a research note on Monday, March 2nd. They set an "overweight" rating and a $120.00 target price for the company. Finally, Rosenblatt Securities raised their target price on Netflix from $95.00 to $96.00 and gave the stock a "neutral" rating in a research note on Monday, April 6th. Two analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $115.50.

About Netflix

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.