Netflix, Inc. $NFLX Shares Purchased by Red Door Wealth Management LLC

Red Door Wealth Management LLC boosted its holdings in Netflix, Inc. (NASDAQ:NFLX) by 904.3% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 28,742 shares of the Internet television network’s stock after buying an additional 25,880 shares during the quarter. Red Door Wealth Management LLC’s holdings in Netflix were worth $2,695,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC lifted its position in shares of Netflix by 5.0% during the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock worth $4,804,000 after buying an additional 257 shares during the last quarter. Revolve Wealth Partners LLC raised its stake in Netflix by 16.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after acquiring an additional 144 shares in the last quarter. Sivia Capital Partners LLC raised its stake in Netflix by 21.2% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock worth $1,883,000 after acquiring an additional 246 shares in the last quarter. Strategic Investment Advisors MI lifted its position in 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 acquiring an additional 123 shares during the last quarter. Finally, Schnieders Capital Management LLC. boosted its stake in 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 acquiring an additional 228 shares in the last quarter. 80.93% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CEO Gregory K. Peters sold 27,312 shares of the business’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the transaction, the chief executive officer directly owned 122,140 shares in the company, valued at $10,166,933.60. The trade was a 18.27% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. Also, insider David A. Hyman sold 5,727 shares of the stock in a transaction dated Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at $25,623,066. This represents a 1.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders have sold 1,543,023 shares of company stock worth $141,145,842. 1.37% of the stock is currently owned by insiders.

Netflix Stock Performance

Shares of NFLX stock opened at $98.66 on Friday. The company has a market capitalization of $416.56 billion, a P/E ratio of 39.04, a price-to-earnings-growth ratio of 1.50 and a beta of 1.67. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. The business’s 50 day moving average is $88.28 and its two-hundred day moving average is $99.86. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share 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 firm had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. During the same period last year, the company earned $0.43 earnings per share. The company’s revenue for the quarter was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities analysts forecast that Netflix, Inc. will post 24.58 EPS for the current year.

Key Stories Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Recent subscription price increases are expected to lift ARPU and near‑term revenue, and most analysts/media expect limited churn — this supports earnings upside. Netflix Is Raising Prices Again: What It Means for Investors
• Positive Sentiment: Large institutional buying and some price‑target lifts (one firm raised NFLX to $134) provide demand/support beneath the share price, signaling confidence from major investors and some analysts. Netflix (NASDAQ:NFLX) Price Target Raised to $134.00
• Neutral Sentiment: Options and near‑term earnings positioning: traders are pricing a meaningful move into Q1 results (options strategies like iron condors are being discussed) — raises short‑term volatility but not directional conviction for the stock itself. Trade Netflix Stock with This Iron Condor Strategy to See a 23% Return in Just 3 Weeks
• Neutral Sentiment: New commercial distribution deals (e.g., EverPass for a major boxing event) slightly expand non‑subscription revenue channels but are modest relative to core business. EverPass Media Expands Relationship with Netflix
• Negative Sentiment: Italian court ruled Netflix’s 2017–2024 price‑hike clauses void and ordered refunds to subscribers — this creates potential one‑time liability, reputational risk in Europe and could spur similar claims elsewhere. Netflix will appeal. Italian court rules Netflix price‑hike clauses are void, orders refunds
• Negative Sentiment: Board chair Reed Hastings sold ~420,550 shares under a pre‑arranged 10b5‑1 plan (≈$40M) — large insider sales can spook some investors even if pre‑planned, since they reduce insider exposure. Reed Hastings Sells 420,550 Shares of Netflix (NASDAQ:NFLX) Stock
• Negative Sentiment: Deal speculation (a reported US$42.2B Warner‑style acquisition) and commentary about derating/ acquisition concerns pressure views on capital discipline and potential leverage — raises risk premium if pursued. Netflix’s US$42.2b Warner Bros. Deal Tests Growth And Discipline

Analyst Ratings Changes

A number of research firms have recently commented on NFLX. Pivotal Research cut their target price on Netflix from $105.00 to $95.00 and set a “hold” rating on the stock in a research report on Wednesday, January 21st. Rothschild & Co Redburn set a $120.00 price target on Netflix in a research report on Wednesday, January 21st. Wolfe Research increased their price objective on Netflix from $95.00 to $110.00 and gave the company an “outperform” rating in a report on Friday, February 27th. William Blair restated an “outperform” rating on shares of Netflix in a research report on Wednesday, January 21st. Finally, TD Cowen reduced their price target on shares of Netflix from $115.00 to $112.00 and set a “buy” rating for the company in a research report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to data from MarketBeat, Netflix currently has an average rating of “Moderate Buy” and an average price target of $114.57.

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.