Certified Advisory Corp Acquires 10,641 Shares of Netflix, Inc. $NFLX

Certified Advisory Corp grew its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 886.8% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 11,841 shares of the Internet television network’s stock after acquiring an additional 10,641 shares during the period. Certified Advisory Corp’s holdings in Netflix were worth $1,110,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Imprint Wealth LLC purchased a new stake in Netflix during the 3rd quarter worth about $25,000. Retirement Wealth Solutions LLC bought a new position in Netflix in the 3rd quarter worth about $28,000. Steph & Co. grew its holdings in Netflix by 188.9% during the 3rd quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after buying an additional 17 shares in the last quarter. Bare Financial Services Inc grew its holdings in Netflix by 93.3% during the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 14 shares in the last quarter. Finally, Horizon Financial Services LLC increased its position in shares of Netflix by 480.0% during the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock valued at $35,000 after buying an additional 24 shares during the period. 80.93% of the stock is owned by institutional investors.

Analysts Set New Price Targets

NFLX has been the topic of a number of recent analyst reports. Citigroup began coverage on shares of Netflix in a report on Wednesday, March 18th. They issued a “buy” rating and a $115.00 price target on the stock. Needham & Company LLC reduced their price objective on shares of Netflix from $150.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. TD Cowen decreased their target price on shares of Netflix from $115.00 to $112.00 and set a “buy” rating on the stock in a report on Wednesday, January 21st. Robert W. Baird lowered their target price on shares of Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a research note on Friday, January 23rd. Finally, William Blair reissued an “outperform” rating on shares of Netflix in a report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, thirty-six have issued a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat, Netflix currently has an average rating of “Moderate Buy” and a consensus target price of $114.35.

Insider Activity at Netflix

In other Netflix news, Director Bradford L. Smith sold 31,790 shares of the company’s stock in a transaction dated Thursday, January 15th. The shares were sold at an average price of $88.86, for a total transaction of $2,824,859.40. Following the completion of the sale, the director directly owned 79,690 shares in the company, valued at $7,081,253.40. This represents a 28.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, CEO Gregory K. Peters sold 105,781 shares of the firm’s stock in a transaction dated 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 directly owned 122,140 shares in the company, valued at $10,130,291.60. This trade represents a 46.41% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 1,520,133 shares of company stock worth $137,259,786 in the last 90 days. Corporate insiders own 1.37% of the company’s stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Ad business accelerating — reports show Netflix’s advertising revenue jumped roughly 2.5x to about $1.5B, driven by AI targeting and global scale, supporting the company’s monetization thesis and near-term revenue upside. Netflix Rides on Strong Advertising Revenues: More Upside Ahead?
• Positive Sentiment: Huge live-audience engagement — Netflix said the BTS Seoul concert livestream drew 18.4 million global viewers, signaling strong reach for live and event-based programming that can boost subscriptions and ad inventory value. BTS Seoul concert livestream draws 18.4 million global viewers, Netflix says
• Positive Sentiment: Ad product expansion — Joey Ai announced premium advertising opportunities on Netflix Canada, indicating continued third‑party interest in Netflix’s ad platform and potential to expand ad revenue internationally. Joey Ai Expands Netflix Advertising Opportunities in Canada
• Positive Sentiment: Analyst backing — recent upgrades and reiterated Outperform ratings (including Erste Group and Bernstein coverage) provide short-term buy-side support and may underpin today’s upward move. Sentiment Shifts on These Beaten Down Stocks: NFLX, ORCL
• Neutral Sentiment: Marketing tie-ins widen reach — a McDonald’s tie-in with the Netflix film “KPop Demon Hunters” is expected to drive mass awareness (analyst suggests big sales for McDonald’s), offering promotional upside for Netflix but limited direct revenue impact. Gonna be golden: These ‘KPop Demon Hunters’ meals could make McDonald’s $100 million
• Neutral Sentiment: Strategic content moves — partnerships like the Warner Music first‑look deal and Netflix walking away from a Warner Bros. acquisition both reshape content strategy; they affect medium‑term growth mix but are mixed for near-term stock direction. Is Netflix’s (NFLX) Warner Music Deal a Clue to Its Next Advertising Growth Lever?
• Negative Sentiment: Valuation concerns — analysts note Netflix trades at ~7.3x price/sales and caution that slowing core growth plus heavy early‑2026 content spending could make the multiple look stretched, leaving the stock vulnerable if ad or subscriber momentum softens. Is Netflix Stock’s 7.3X PS Still Worth it? Buy, Sell, or Hold?
• Negative Sentiment: Investor sentiment and Q4 concerns — investor letters and coverage flag lingering sentiment pressure from recent quarters and strategic uncertainty, which can weigh on multiples despite operational progress. Investors’ Concerns Hurt Netflix (NFLX) in Q4

Netflix Stock Performance

NASDAQ:NFLX opened at $92.28 on Thursday. The company has a market capitalization of $389.62 billion, a price-to-earnings ratio of 36.52, a PEG ratio of 1.39 and a beta of 1.68. The business has a 50 day moving average of $87.04 and a 200 day moving average of $101.04. 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, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12.

Netflix (NASDAQ:NFLX) last posted its quarterly 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. The firm had revenue of $12.05 billion for 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 business’s revenue was up 17.6% compared to the same quarter last year. During the same period last year, the firm posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, sell-side analysts predict that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

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.