Curated Wealth Partners LLC Acquires 16,506 Shares of Netflix, Inc. $NFLX

Curated Wealth Partners LLC lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 2,221.5% in the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 17,249 shares of the Internet television network’s stock after buying an additional 16,506 shares during the period. Curated Wealth Partners LLC’s holdings in Netflix were worth $1,617,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also modified their holdings of the company. Vanguard Group Inc. raised its stake in Netflix by 0.4% during the third quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after acquiring an additional 142,238 shares in the last quarter. State Street Corp lifted its holdings in shares of Netflix by 2.1% in the second quarter. State Street Corp now owns 17,444,013 shares of the Internet television network’s stock worth $23,359,801,000 after acquiring an additional 360,604 shares during the last quarter. Nordea Investment Management AB boosted its stake in shares of Netflix by 886.6% in the 4th quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock valued at $902,798,000 after purchasing an additional 8,688,113 shares in the last quarter. Assenagon Asset Management S.A. grew its holdings in shares of Netflix by 983.1% during the 4th quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock valued at $584,529,000 after purchasing an additional 5,658,740 shares during the last quarter. Finally, Norges Bank bought a new stake in shares of Netflix during the 2nd quarter valued at approximately $7,929,645,000. 80.93% of the stock is currently owned by institutional investors.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: BTS Seoul concert livestream drew 18.4 million global viewers — a large live-event audience that supports Netflix’s push into live‑adjacent and music-driven programming, potential ad revenue, and subscriber engagement. BTS Seoul concert livestream draws 18.4 million global viewers, Netflix says
• Positive Sentiment: ‘Bridgerton’ Season 5 filming is underway with new romantic leads and the show promoting its first LGBTQ leads — signals of continued franchise strength and cultural relevance that help retention and organic subscriber interest. ‘Bridgerton’ Season 5 Sets Francesca and Michaela Stirling as Romantic Leads, Filming Now Underway – Variety
• Positive Sentiment: Analyst sentiment is warming: Citi resumed coverage with a $115 price target and other firms (Erste, Bernstein) have upgraded or reiterated buy/outperform views — supports near-term demand from institutional buyers. Citi Resumes Coverage of Netflix (NFLX) Stock
• Neutral Sentiment: Warner Music multi‑year first‑look partnership to produce music-focused docs/films with Netflix — expands content mix into music and could bolster advertising and live-adjacent offerings, but the revenue impact timing is uncertain. Is Netflix’s (NFLX) Warner Music Deal a Clue to Its Next Advertising Growth Lever?
• Neutral Sentiment: Coverage pieces and analysis (Zacks, The Motley Fool) are debating what comes next after Netflix withdrew from the Warner Bros. assets contest — raises strategic questions but also highlights management discipline; outcome is uncertain. What Comes Next After Netflix Walked Away From Warner?
• Negative Sentiment: Survey data suggests price‑sensitive consumers (e.g., in Canada) are opting for ad‑supported plans — a potential headwind to ARPU if shifts accelerate and ad load/pricing doesn’t fully offset lower subscription revenue. NFLX, DIS, PSKY: New ‘Couch Potato Report’ Shows Cash-Strapped Canadians Choose to Stream with Ads
• Negative Sentiment: Several short‑interest notices reported a “large increase” but the published figures appear erroneous (0 shares/NaN). If accurate shorting picked up it would be negative, but current public data are unreliable — treat reported short‑pressure as uncertain.

Insider Buying and Selling at Netflix

In other Netflix news, Director Reed Hastings sold 426,290 shares of the stock in a transaction dated Friday, January 2nd. The stock was sold at an average price of $91.67, for a total transaction of $39,078,004.30. Following the completion of the sale, the director directly owned 3,940 shares in the company, valued at approximately $361,179.80. This trade represents a 99.08% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Also, insider David A. Hyman sold 23,439 shares of Netflix stock in a transaction dated Friday, January 16th. The stock was sold at an average price of $88.11, for a total value of $2,065,210.29. Following the completion of the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at approximately $27,851,571. This trade represents a 6.90% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 1,520,133 shares of company stock valued at $137,259,786 over the last three months. 1.37% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

Several equities analysts recently commented on the stock. UBS Group set a $104.00 price objective on shares of Netflix in a research note on Tuesday, January 27th. The Goldman Sachs Group reaffirmed a “neutral” rating and set a $100.00 target price (down from $112.00) on shares of Netflix in a research note on Wednesday, January 21st. Rothschild & Co Redburn set a $120.00 price target on shares of Netflix in a report on Wednesday, January 21st. Needham & Company LLC dropped their price target on Netflix from $150.00 to $120.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. Finally, Barclays started coverage on Netflix in a report on Monday, March 2nd. They set an “equal weight” rating and a $115.00 price objective on the stock. Two analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat, Netflix currently has a consensus rating of “Moderate Buy” and an average price target of $114.35.

Netflix Stock Performance

NASDAQ:NFLX opened at $90.92 on Wednesday. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The company has a 50 day simple moving average of $86.96 and a two-hundred day simple moving average of $101.27. The company has a market capitalization of $383.88 billion, a PE ratio of 35.98, a P/E/G ratio of 1.43 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. During the same quarter in the previous year, the company earned $0.43 EPS. 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. Research analysts anticipate that Netflix, Inc. will post 24.58 earnings per share for the current year.

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.