United Asset Strategies Inc. raised its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,088.2% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 26,675 shares of the Internet television network’s stock after buying an additional 24,430 shares during the quarter. United Asset Strategies Inc.’s holdings in Netflix were worth $2,501,000 at the end of the most recent quarter.
A number of other hedge funds also recently bought and sold shares of the company. Imprint Wealth LLC purchased a new stake in shares of Netflix in the third quarter worth approximately $25,000. Bare Financial Services Inc lifted its position in shares of Netflix by 93.3% in the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 14 shares in the last quarter. Horizon Financial Services LLC lifted its position in shares of Netflix by 480.0% in the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 24 shares in the last quarter. Redmont Wealth Advisors LLC purchased a new stake in shares of Netflix in the third quarter worth approximately $36,000. Finally, Marquette Asset Management LLC purchased a new stake in shares of Netflix in the third quarter worth approximately $44,000. 80.93% of the stock is owned by hedge funds and other institutional investors.
Insider Buying and Selling at Netflix
In related news, CFO Spencer Adam Neumann sold 57,260 shares of the firm’s stock in a transaction that occurred on Friday, February 27th. The shares were sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at approximately $7,046,658.50. This trade represents a 43.69% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Gregory K. Peters sold 105,781 shares of the stock in a transaction that occurred 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 transaction, the chief executive officer owned 122,140 shares in the company, valued at approximately $10,130,291.60. This trade represents a 46.41% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 1,487,794 shares of company stock worth $136,255,772 in the last ninety days. Insiders own 1.37% of the company’s stock.
Netflix Price Performance
Netflix (NASDAQ:NFLX – Get Free Report) last issued its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, beating the consensus estimate of $0.76 by $0.47. The firm had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The company’s revenue for the quarter was up 16.2% on a year-over-year basis. During the same quarter last year, the firm earned $6.61 earnings per share. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, research analysts expect that Netflix, Inc. will post 3.53 EPS for the current fiscal year.
More Netflix News
Here are the key news stories impacting Netflix this week:
- Positive Sentiment: Netflix is in late talks to buy the historic Radford Studio Center in Los Angeles — ownership would lower production costs, lock in studio capacity and support content control, which investors view as strategic for long‑term margin expansion. Market Chatter: Netflix in Talks to Buy Los Angeles Movie Studio Space
- Positive Sentiment: Netflix will roll out a TikTok‑style vertical video feed to capture “snackable” mobile viewing and boost content discovery — a product move aimed at increasing short‑form engagement that can drive retention and funnel viewers to longer‑form content. Netflix Eyes TikTok-Style Feed To Capture ‘Snackable’ Viewing
- Positive Sentiment: Engagement hit record levels in Q1, helping retention, ad revenue and pricing power — evidence that content hits and new formats are translating to stronger monetization levers. Netflix’s Engagement Momentum Builds: Is Growth Sustainable?
- Positive Sentiment: Several Wall Street analysts, including JPMorgan, are urging investors to “buy the dip” and have reaffirmed bullish views — analyst support provides near‑term demand and reduces downside as sentiment stabilizes. Buy the Dip in Netflix Stock Now, Says JPMorgan
- Neutral Sentiment: Citizens reiterated a Market Perform rating while acknowledging upside to EPS from better‑than‑expected Q1 results — a measured stance that neither strongly bolsters nor undermines the stock. Citizens Touts Netflix (NFLX) Edge on Pricing Amid Earnings Growth Prospects
- Neutral Sentiment: Insider/insight stories and buys by lawmakers are being noted by the market but have unclear directional impact on price. Lawmakers Bet Big on These 3 Stocks—Should You?
- Negative Sentiment: Shares plunged after the company issued softer Q2 guidance (EPS outlook below some investors’ expectations), which triggered the recent selloff and remains a near‑term headwind until guidance or forward visibility improves. Netflix (NFLX) Stock Plunges 13%: Should Investors Buy the Dip?
- Negative Sentiment: Leadership transition headlines (Reed Hastings stepping back) have increased uncertainty about strategic direction and contributed to volatility. Reed Hastings Is Quitting at Netflix. Should You Quit NFLX Stock?
Analyst Ratings Changes
A number of analysts have recently issued reports on the stock. Robert W. Baird reduced their price target on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating for the company in a research report on Friday, January 23rd. UBS Group set a $104.00 price target on shares of Netflix in a research report on Tuesday, January 27th. Sanford C. Bernstein reduced their price target on shares of Netflix from $115.00 to $110.00 and set an “outperform” rating for the company in a research report on Friday, April 17th. DZ Bank reissued a “buy” rating on shares of Netflix in a research report on Friday, April 17th. Finally, Huber Research raised shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a research report on Friday, February 27th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fourteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Netflix currently has a consensus rating of “Moderate Buy” and a consensus price target of $114.85.
Check Out Our Latest Research Report on Netflix
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.
Further Reading
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