IVC Wealth Advisors LLC Increases Position in Netflix, Inc. $NFLX

03 Apr 2026, 13:08 by Tristan Rich · The Markets Daily

IVC Wealth Advisors LLC lifted its holdings in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 1,076.7% in the 4th quarter, according to its most recent Form 13F filing with the SEC. The firm owned 11,555 shares of the Internet television network’s stock after buying an additional 10,573 shares during the period. IVC Wealth Advisors LLC’s holdings in Netflix were worth $1,083,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Marquette Asset Management LLC increased its position in Netflix by 959.5% in the 4th quarter. Marquette Asset Management LLC now owns 392 shares of the Internet television network’s stock valued at $37,000 after acquiring an additional 355 shares during the period. CogentBlue Wealth Advisors LLC lifted its position in Netflix by 1,078.0% during the 4th quarter. CogentBlue Wealth Advisors LLC now owns 2,415 shares of the Internet television network’s stock worth $226,000 after acquiring an additional 2,210 shares during the period. Beaumont Financial Advisors LLC lifted its position in Netflix by 963.9% during the 4th quarter. Beaumont Financial Advisors LLC now owns 5,298 shares of the Internet television network’s stock worth $497,000 after acquiring an additional 4,800 shares during the period. Worth Financial Advisory Group LLC grew its stake in shares of Netflix by 1,370.6% in the 4th quarter. Worth Financial Advisory Group LLC now owns 11,735 shares of the Internet television network’s stock valued at $1,100,000 after purchasing an additional 10,937 shares during the last quarter. Finally, First Pacific Financial grew its stake in shares of Netflix by 902.3% in the 4th quarter. First Pacific Financial now owns 882 shares of the Internet television network’s stock valued at $83,000 after purchasing an additional 794 shares during the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Insiders Place Their Bets

In other Netflix news, CEO Gregory K. Peters sold 105,781 shares of the company’s stock in a transaction dated Thursday, January 29th. The shares were sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the transaction, the chief executive officer directly owned 122,140 shares in the company, valued at approximately $10,130,291.60. This represents a 46.41% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which can be accessed through this link. Also, CFO Spencer Adam Neumann sold 57,260 shares of the stock in a transaction dated Friday, February 27th. The shares were 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 directly 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 ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 1,514,393 shares of company stock worth $138,340,102. Insiders own 1.37% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently commented on NFLX. Weiss Ratings cut Netflix from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 22nd. Phillip Securities upgraded shares of Netflix from a “sell” rating to a “moderate buy” rating and lifted their price objective for the company from $95.00 to $100.00 in a research report on Monday, January 26th. Wolfe Research boosted their price objective on shares of Netflix from $95.00 to $110.00 and gave the company an “outperform” rating in a research note on Friday, February 27th. Oppenheimer upped their price objective on shares of Netflix from $125.00 to $135.00 and gave the stock an “outperform” rating in a research report on Friday, March 27th. Finally, Pivotal Research reduced their target price on shares of Netflix from $105.00 to $95.00 and set a “hold” rating for the company in a research note on Wednesday, January 21st. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have issued a Hold rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $114.57.

Get Our Latest Report on Netflix

Key Netflix News

Here are the key news stories impacting Netflix this week:

Positive Sentiment: Company-wide price increases should boost ARPU and near-term revenue; analysts and media largely expect limited subscriber fallout, supporting EPS upside. Read More.
Positive Sentiment: Analyst and institutional support: President Capital raised its price target and several funds (D.E. Shaw, Paul Tudor Jones cited) are adding exposure — demand from big investors is reinforcing the rally. Read More.
Positive Sentiment: Large funds are accumulating shares, which can provide price support even as headlines swirl about management and strategy. Read More.
Neutral Sentiment: Strategic focus on building franchises after losing some bidding contests — indicates long-term content investment but no immediate hits to revenue. Read More.
Neutral Sentiment: Commercial distribution deals (e.g., EverPass for a major fight) expand non-consumer revenue channels but are modest in scale versus subscription business. Read More.
Negative Sentiment: Director Reed Hastings sold ~420,550 shares under a pre-arranged 10b5-1 plan (large block, though disclosed as pre-planned), which can alarm some investors when insiders reduce holdings. Read More.
Negative Sentiment: Big-deal speculation: coverage on a potential US$42.2B Warner Bros-style acquisition raises questions about growth vs. financial discipline and could increase leverage/risk if pursued. Read More.
Negative Sentiment: Macro sensitivity and valuation risk: some analysts caution that repeated price hikes and a slowing economy could pressure subscriber trends and make NFLX vulnerable if macro weakens. Read More.

Netflix Trading Up 3.3%

Shares of NFLX stock opened at $98.66 on Friday. The business’s fifty day moving average price is $88.03 and its 200 day moving average price is $99.87. Netflix, Inc. has a 1-year low of $75.01 and a 1-year high of $134.12. The firm has a market capitalization of $416.56 billion, a PE ratio of 39.04, a P/E/G ratio of 1.45 and a beta of 1.67. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19.

Netflix (NASDAQ:NFLX – Get Free Report) last released its earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating analysts’ consensus estimates of $0.55 by $0.01. The company had revenue of $12.05 billion during the quarter, compared to the consensus estimate of $11.97 billion. Netflix had a return on equity of 43.26% and a net margin of 24.30%.Netflix’s quarterly revenue was up 17.6% compared to the same quarter last year. During the same quarter last year, the company earned $0.43 earnings per share. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, sell-side analysts forecast that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

Netflix Company Profile

(Free Report)

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.