Waterfront Wealth Inc. Boosts Stock Holdings in Netflix, Inc. $NFLX

Waterfront Wealth Inc. raised its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 886.9% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 15,613 shares of the Internet television network’s stock after purchasing an additional 14,031 shares during the period. Waterfront Wealth Inc.’s holdings in Netflix were worth $1,341,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in NFLX. Vanguard Group Inc. boosted its stake in Netflix by 0.4% in the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock worth $46,183,983,000 after purchasing an additional 142,238 shares in the last quarter. Contravisory Investment Management Inc. boosted its stake in Netflix by 837.2% in the 4th quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock worth $10,443,000 after purchasing an additional 99,496 shares in the last quarter. Crew Capital Management Ltd boosted its stake in Netflix by 1,021.9% in the 4th quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network’s stock worth $847,000 after purchasing an additional 8,226 shares in the last quarter. BNC Wealth Management LLC boosted its stake in Netflix by 991.3% in the 4th quarter. BNC Wealth Management LLC now owns 41,229 shares of the Internet television network’s stock worth $3,866,000 after purchasing an additional 37,451 shares in the last quarter. Finally, Grove Bank & Trust boosted its stake in Netflix by 1,379.8% in the 4th quarter. Grove Bank & Trust now owns 25,512 shares of the Internet television network’s stock worth $2,392,000 after purchasing an additional 23,788 shares in the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Insiders Place Their Bets

In other news, insider Cletus R. Willems sold 3,136 shares of Netflix stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total value of $259,253.12. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Gregory K. Peters sold 27,312 shares of Netflix stock in a transaction dated Tuesday, February 10th. The shares were sold at an average price of $83.24, for a total transaction of $2,273,450.88. Following the completion of the sale, the chief executive officer owned 122,140 shares in the company, valued at approximately $10,166,933.60. This trade represents a 18.27% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last quarter, insiders have sold 1,487,794 shares of company stock valued at $136,255,772. 1.37% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms recently commented on NFLX. Cfra upgraded shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 target price for the company in a research note on Friday, March 6th. Moffett Nathanson raised their price target on shares of Netflix from $115.00 to $120.00 and gave the stock a “buy” rating in a research report on Tuesday, April 14th. Deutsche Bank Aktiengesellschaft raised their price target on shares of Netflix from $98.00 to $100.00 and gave the stock a “hold” rating in a research report on Tuesday, April 14th. KeyCorp reissued an “overweight” rating and set a $115.00 price target (up from $108.00) on shares of Netflix in a research report on Tuesday, April 14th. Finally, Arete Research raised shares of Netflix from a “neutral” rating to a “buy” rating in a research report on Friday, February 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating and fourteen have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $114.73.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Solid fundamentals — Netflix reported robust Q1 profitability and large free cash flow, which many bulls point to as evidence of durable operating leverage and valuation support. Netflix Generates Massive FCF and FCF Margins – NFLX Price Targets Are Higher
• Positive Sentiment: Institutional buying — Cathie Wood’s ARK purchased roughly $2.5M of NFLX shares after the earnings-led weakness, a vote of confidence from an active growth manager. ARK Invest Snaps Up Netflix (NFLX) After Earnings Drop While Dumping Crypto Holdings
• Positive Sentiment: Some analysts still bullish — select firms reiterated buys or nudged targets higher on the long-term thesis (pricing power, ad tier growth). That provides counterbalance to the downgrades. Netflix’s (NFLX) “Buy” Rating Reiterated at DZ Bank
• Neutral Sentiment: Big investor conviction vs. market noise — Billionaire funds (e.g., Coatue) materially increased stakes before the pullback, highlighting a split between long-term conviction and short-term selling pressure. Netflix Stock Crashed 10% — But This Billionaire Loaded Up $1 Billion Before The Fall: Who’s Right?
• Negative Sentiment: Tepid Q2 guidance triggered the selloff — Management’s forward guidance was below some expectations, prompting a sharp post-earnings decline as investors re-priced near-term growth risk. Now Streaming: Netflix falls after underwhelming Q2 guidance
• Negative Sentiment: Analyst downgrades and price-target cuts — Multiple shops have trimmed targets (examples include Rosenblatt, Bernstein, JPMorgan, Barclays), increasing selling pressure and lowering near-term expectations. Netflix (NASDAQ:NFLX) Shares Gap Down After Analyst Downgrade
• Negative Sentiment: Consumer pushback and governance news — Online backlash over price increases and co‑founder Reed Hastings’ exit from the board add noise to subscriber sentiment and leadership continuity. Netflix Cancellations, Boycotts Buzz Online As Streaming Giant Enjoys Nearly $3 Billion Warner Bros. Windfall

Netflix Stock Performance

NASDAQ:NFLX opened at $97.31 on Monday. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.19 and a current ratio of 1.41. The stock has a market capitalization of $409.75 billion, a PE ratio of 31.43, a P/E/G ratio of 1.44 and a beta of 1.67. Netflix, Inc. has a fifty-two week low of $75.01 and a fifty-two week high of $134.12. The company has a fifty day moving average of $92.20 and a two-hundred day moving average of $98.40.

Netflix (NASDAQ:NFLX) last announced its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The business had revenue of $12.25 billion for the quarter, compared to analyst estimates of $12.17 billion. During the same quarter last year, the business earned $6.61 earnings per share. The company’s revenue for the quarter was up 16.2% compared to the same quarter last year. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, research analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current fiscal 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.