Netflix, Inc. $NFLX Shares Purchased by Revolve Wealth Partners LLC

Revolve Wealth Partners LLC raised its position in shares of Netflix, Inc. (NASDAQ:NFLX) by 864.6% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 10,427 shares of the Internet television network’s stock after purchasing an additional 9,346 shares during the quarter. Revolve Wealth Partners LLC’s holdings in Netflix were worth $978,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Nordea Investment Management AB grew its holdings in Netflix by 886.6% during the fourth quarter. Nordea Investment Management AB now owns 9,667,997 shares of the Internet television network’s stock worth $902,798,000 after acquiring an additional 8,688,113 shares during the period. Assenagon Asset Management S.A. boosted its position 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 in the last quarter. Aberdeen Group plc grew its stake in shares of Netflix by 878.7% in the 4th quarter. Aberdeen Group plc now owns 3,243,837 shares of the Internet television network’s stock worth $304,142,000 after purchasing an additional 2,912,392 shares during the last quarter. Allspring Global Investments Holdings LLC raised its holdings in shares of Netflix by 870.2% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 3,014,717 shares of the Internet television network’s stock worth $274,309,000 after purchasing an additional 2,703,997 shares in the last quarter. Finally, Sarasin & Partners LLP lifted its stake in Netflix by 2,758.1% during the fourth quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network’s stock valued at $221,430,000 after purchasing an additional 2,279,032 shares during the last quarter. Institutional investors own 80.93% of the company’s stock.

Insider Activity

In related news, insider David A. Hyman sold 5,727 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The shares were sold at an average price of $81.06, for a total transaction of $464,230.62. Following the completion of the sale, the insider directly owned 316,100 shares in the company, valued at approximately $25,623,066. This trade represents a 1.78% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, CFO Spencer Adam Neumann sold 28,630 shares of the business’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $98.00, for a total transaction of $2,805,740.00. Following the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at $7,231,126. The trade was a 27.95% 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 sold 1,543,023 shares of company stock worth $141,145,842. Corporate insiders own 1.37% of the company’s stock.

Netflix Price Performance

Shares of NASDAQ:NFLX opened at $98.66 on Monday. The company’s fifty day moving average is $88.28 and its two-hundred day moving average is $99.72. 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 12-month low of $75.01 and a 12-month high of $134.12. The company has a market cap 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.

Netflix (NASDAQ:NFLX) last issued its 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. Netflix had a return on equity of 43.26% and a net margin of 24.30%.The business had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same quarter last year, the firm posted $0.43 earnings per share. Netflix’s revenue was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Analyst Ratings Changes

Several research analysts have issued reports on the stock. Rothschild & Co Redburn set a $120.00 price target on shares of Netflix in a research report on Wednesday, January 21st. HSBC reduced their price objective on Netflix from $107.00 to $106.00 and set a “buy” rating for the company in a research note on Wednesday, January 21st. Jefferies Financial Group restated a “buy” rating on shares of Netflix in a report on Friday, March 27th. Robert W. Baird cut their target price on Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a research report on Friday, January 23rd. Finally, Morgan Stanley set a $110.00 price target on Netflix and gave the company an “overweight” rating in a research report on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and thirteen have given a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $114.57.

Key Netflix News

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

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.