BCS Private Wealth Management Inc. Increases Stock Position in Netflix, Inc. $NFLX

BCS Private Wealth Management Inc. raised its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 869.2% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 6,775 shares of the Internet television network’s stock after buying an additional 6,076 shares during the quarter. BCS Private Wealth Management Inc.’s holdings in Netflix were worth $635,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of NFLX. Natural Investments LLC increased its stake in shares of Netflix by 0.5% during the third quarter. Natural Investments LLC now owns 1,668 shares of the Internet television network’s stock valued at $1,999,000 after purchasing an additional 9 shares in the last quarter. Hengehold Capital Management LLC increased its stake in shares of Netflix by 3.3% during the third quarter. Hengehold Capital Management LLC now owns 282 shares of the Internet television network’s stock valued at $338,000 after purchasing an additional 9 shares in the last quarter. Financial Partners Group Inc increased its stake in shares of Netflix by 0.9% during the third quarter. Financial Partners Group Inc now owns 969 shares of the Internet television network’s stock valued at $1,162,000 after purchasing an additional 9 shares in the last quarter. Seascape Capital Management increased its stake in shares of Netflix by 1.6% during the third quarter. Seascape Capital Management now owns 568 shares of the Internet television network’s stock valued at $681,000 after purchasing an additional 9 shares in the last quarter. Finally, Crews Bank & Trust increased its holdings in shares of Netflix by 5.8% during the third quarter. Crews Bank & Trust now owns 164 shares of the Internet television network’s stock valued at $197,000 after acquiring an additional 9 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors.

Netflix Stock Up 2.9%

NFLX stock opened at $106.17 on Wednesday. The business’s 50-day moving average price is $90.81 and its 200-day moving average price is $98.74. 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 twelve month low of $75.01 and a twelve month high of $134.12. The stock has a market cap of $448.27 billion, a P/E ratio of 42.01, a PEG ratio of 1.56 and a beta of 1.67.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping the consensus estimate 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 company’s revenue for the quarter was up 17.6% on a year-over-year basis. During the same period in the prior year, the firm earned $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, equities research analysts forecast that Netflix, Inc. will post 24.58 EPS for the current year.

Insider Activity at Netflix

In related news, CFO Spencer Adam Neumann sold 28,630 shares of the firm’s stock in a transaction dated Thursday, April 2nd. The stock was sold at an average price of $98.00, for a total transaction of $2,805,740.00. Following the sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at $7,231,126. This trade represents a 27.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, insider Cletus R. Willems sold 3,136 shares of the firm’s stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total value of $259,253.12. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,543,023 shares of company stock valued at $141,145,842 over the last 90 days. Company insiders own 1.37% of the company’s stock.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Multiple Wall Street price-target boosts and buy ratings — Wedbush, Moffett Nathanson and Guggenheim increased targets (Wedbush to $118, Moffett to $120, Guggenheim $130), signaling expectations for stronger ad monetization and operating leverage ahead of earnings. Netflix Stock Gains Momentum as Wedbush Lifts Target to $118 Ahead of Q1 Results
• Positive Sentiment: KeyBanc says Netflix’s ad-supported tier is scaling faster than expected and raised its forecast — this supports the story that ad revenue could materially outpace guidance. KeyBanc: Netflix’s Advertising Tier Is Scaling Faster Than Anticipated
• Positive Sentiment: Heavy bullish options activity — an unusually large number of call options traded, indicating short‑term speculative or hedged bullish positioning ahead of earnings (could amplify moves around the print).
• Positive Sentiment: Consensus Q1 previews expect solid results (an analyst street view calls for ~15% revenue growth, EPS beat potential and ad revenue >$3B) — investors are positioning for a beat-and-raise quarter. Netflix (NFLX) Stock: Q1 2026 Earnings Preview and What Analysts Are Saying
• Positive Sentiment: Positive media/analyst narratives and investor commentary (Jim Cramer, Seeking Alpha, Zacks) are reinforcing bullish sentiment ahead of the print, which can drive momentum into the report. Jim Cramer Calls Netflix a “Juggernaut”
• Neutral Sentiment: Analytical pieces highlighting Netflix’s “moat” and international growth runway reinforce longer‑term thesis but are unlikely to move the stock absent fresh data. What Gives Netflix (NFLX) a Valuable Moat?
• Neutral Sentiment: Ted Sarandos’ outreach to cinema owners and other corporate/industry moves are strategic but represent medium-term optionality rather than immediate earnings drivers. Netflix Leader Makes Rare Overture to Cinema Owners
• Negative Sentiment: Not all signals are unequivocally bullish — at least one major shop (Deutsche Bank) retains a hold rating with a $100 target (below recent levels), highlighting some analyst caution and potential downside if Netflix misses guidance. Deutsche Bank Adjusts Netflix Price Target to $100 From $98
• Negative Sentiment: Elevated implied volatility around earnings (analysts note a >6% expected move) and recent insider/insider-related headlines could amplify downside on a disappointment or create whipsaw trading. Netflix (NFLX) Stock: Q1 2026 Earnings Preview and What Analysts Are Saying

Analyst Ratings Changes

Several brokerages have recently weighed in on NFLX. Susquehanna upgraded Netflix to a “positive” rating and set a $112.00 price target for the company in a report on Wednesday, January 21st. Citic Securities reduced their price target on Netflix from $109.00 to $95.00 and set a “hold” rating for the company in a report on Monday, January 26th. Weiss Ratings downgraded Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 22nd. Argus reduced their price target on Netflix from $141.00 to $110.00 and set a “buy” rating for the company in a report on Thursday, January 22nd. Finally, Morgan Stanley raised their price target on Netflix from $110.00 to $115.00 and gave the company an “overweight” rating in a report on Thursday, April 9th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-six have assigned a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average target price of $115.80.

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.