Ameliora Wealth Management Ltd. Raises Position in Netflix, Inc. $NFLX

Ameliora Wealth Management Ltd. boosted its stake in Netflix, Inc. (NASDAQ:NFLX) by 900.0% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 6,040 shares of the Internet television network’s stock after buying an additional 5,436 shares during the quarter. Ameliora Wealth Management Ltd.’s holdings in Netflix were worth $566,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Nordea Investment Management AB increased 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 worth $902,798,000 after acquiring an additional 8,688,113 shares during the last quarter. Assenagon Asset Management S.A. increased its stake in shares of Netflix by 983.1% in the 4th quarter. Assenagon Asset Management S.A. now owns 6,234,314 shares of the Internet television network’s stock worth $584,529,000 after acquiring an additional 5,658,740 shares during the last quarter. Aberdeen Group plc increased 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 acquiring an additional 2,912,392 shares during the last quarter. Allspring Global Investments Holdings LLC increased its stake 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 acquiring an additional 2,703,997 shares during the last quarter. Finally, Sarasin & Partners LLP increased its stake in shares of Netflix by 2,758.1% in the 4th quarter. Sarasin & Partners LLP now owns 2,361,663 shares of the Internet television network’s stock worth $221,430,000 after acquiring an additional 2,279,032 shares during the last quarter. 80.93% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on NFLX. Phillip Securities raised Netflix from a “sell” rating to a “moderate buy” rating and raised their target price for the stock from $95.00 to $100.00 in a research note on Monday, January 26th. TD Cowen reduced their price target on shares of Netflix from $115.00 to $112.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Citizens Jmp assumed coverage on shares of Netflix in a research report on Monday, March 30th. They set a “market perform” rating on the stock. Moffett Nathanson reduced their price target on shares of Netflix from $140.00 to $115.00 and set a “buy” rating on the stock in a research report on Wednesday, January 21st. Finally, Benchmark reaffirmed a “hold” rating on shares of Netflix in a research report on Tuesday, January 13th. Two research analysts have rated the stock with a Strong Buy rating, thirty-six have given a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $115.10.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Goldman Sachs upgraded NFLX to Buy and raised its 12‑month price target to $120, citing stronger revenue prospects, margin expansion and potential capital returns — a high‑profile endorsement that lifted sentiment and helped push the stock higher earlier this week. Read More.
• Positive Sentiment: Jefferies expects recent subscription price increases to flow through and lift full‑year guidance; the firm reiterated a Buy and a $134 target, reinforcing the narrative that pricing and ad revenue will materially improve profitability. Read More.
• Positive Sentiment: Netflix launched “Playground,” an ad‑free kids gaming app, expanding its product ecosystem into family gaming and increasing engagement/ARPU potential — a product move investors view as a low‑risk way to deepen subscriber stickiness and monetize IP. Read More.
• Positive Sentiment: Market and trade commentary (MarketBeat/other outlets) are reframing Netflix from a pure growth story to a profitability and cash‑return story (price hikes, ad monetization, gaming, sports), prompting upgrades/price‑target raises and attracting buy interest. Read More.
• Neutral Sentiment: Broader analyst coverage is active — some firms remain cautious (holds) while others raise targets; that mixed tape drives intraday swings as investors position ahead of Netflix’s upcoming earnings. Read More.
• Neutral Sentiment: Minor target tweaks from smaller shops (e.g., Rosenblatt) and numerous commentary pieces keep volatility high but don’t shift the core thesis — investors are parsing execution on pricing/ad revenue vs. subscriber growth. (No single article link.)
• Negative Sentiment: Harding Loevner flagged that recent results fell short of expectations in its investor letter, which feeds concerns about near‑term execution and can pressure the stock ahead of earnings. Read More.
• Negative Sentiment: Insider selling: Netflix’s CFO disclosed a multi‑million dollar stock sale, a datapoint some investors treat as a behavioral red flag (or simply portfolio management), and it can weigh on sentiment when combined with mixed fundamentals. Read More.

Insiders Place Their Bets

In other Netflix news, insider David A. Hyman sold 23,439 shares of the business’s stock in a transaction on Friday, January 16th. The shares were 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 owned 316,100 shares in the company, valued at $27,851,571. The trade was a 6.90% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, CFO Spencer Adam Neumann sold 57,260 shares of the business’s stock in a transaction on Friday, February 27th. The stock was sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the completion of the transaction, the chief financial officer owned 73,787 shares of the company’s stock, valued at approximately $7,046,658.50. This trade represents a 43.69% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 1,543,023 shares of company stock valued at $141,145,842. Corporate insiders own 1.37% of the company’s stock.

Netflix Stock Down 0.1%

Netflix stock opened at $98.82 on Wednesday. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The company has a debt-to-equity ratio of 0.51, a quick ratio of 1.19 and a current ratio of 1.19. The firm has a 50 day moving average price of $88.81 and a 200 day moving average price of $99.40. The company has a market capitalization of $417.23 billion, a PE ratio of 39.11, a price-to-earnings-growth ratio of 1.50 and a beta of 1.67.

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 business had revenue of $12.05 billion during 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 company’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Research analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current year.

Netflix 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.