Netflix, Inc. $NFLX Shares Bought by SOA Wealth Advisors LLC.
by Amy Steele · The Cerbat GemSOA Wealth Advisors LLC. grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 97.4% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 37,591 shares of the Internet television network’s stock after purchasing an additional 18,548 shares during the quarter. SOA Wealth Advisors LLC.’s holdings in Netflix were worth $3,525,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also made changes to their positions in NFLX. Brighton Jones LLC lifted its position in Netflix by 5.0% during the fourth 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 period. Revolve Wealth Partners LLC boosted its stake in Netflix by 16.4% in the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock worth $912,000 after buying an additional 144 shares during the last quarter. Sivia Capital Partners LLC grew its holdings in Netflix by 21.2% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after buying an additional 246 shares during the period. Strategic Investment Advisors MI grew its holdings in Netflix by 18.9% in the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock valued at $1,036,000 after buying an additional 123 shares during the period. Finally, Schnieders Capital Management LLC. increased its stake in shares of Netflix by 12.1% during the 2nd 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 during the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.
Insider Buying and Selling
In related news, insider Cletus R. Willems sold 3,136 shares of the company’s stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total transaction of $259,253.12. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Spencer Adam Neumann sold 28,630 shares of the stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $98.00, for a total value of $2,805,740.00. Following the completion of the sale, the chief financial officer owned 73,787 shares of the company’s stock, valued at approximately $7,231,126. This represents a 27.95% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last ninety days, insiders have sold 1,543,023 shares of company stock valued at $141,145,842. 1.37% of the stock is owned by corporate insiders.
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 Price Performance
Shares of NASDAQ:NFLX opened at $98.66 on Friday. The stock has a 50-day simple moving average of $88.28 and a 200-day simple moving average of $99.86. The stock has a market capitalization of $416.56 billion, a P/E ratio of 39.04, a PEG ratio of 1.50 and a beta of 1.67. Netflix, Inc. has a 1 year low of $75.01 and a 1 year 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.
Netflix (NASDAQ:NFLX – Get Free Report) last posted its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating the consensus estimate of $0.55 by $0.01. The firm had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. Netflix’s revenue for the quarter was up 17.6% compared to the same quarter last year. During the same quarter last year, the firm posted $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. Equities analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current year.
Analyst Upgrades and Downgrades
Several brokerages have recently weighed in on NFLX. DZ Bank reiterated a “buy” rating on shares of Netflix in a report on Friday, February 27th. HSBC lowered their target price on shares of Netflix from $107.00 to $106.00 and set a “buy” rating for the company in a report on Wednesday, January 21st. Morgan Stanley set a $110.00 price target on shares of Netflix and gave the stock an “overweight” rating in a research note on Wednesday, January 21st. The Goldman Sachs Group reiterated a “neutral” rating and issued a $100.00 price target (down from $112.00) on shares of Netflix in a report on Wednesday, January 21st. Finally, Cfra raised shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 price objective for the company in a research note on Friday, March 6th. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have assigned a Hold rating to the company. According to data from MarketBeat.com, Netflix has an average rating of “Moderate Buy” and an average price target of $114.57.
Read Our Latest Stock Report on NFLX
About Netflix
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.
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