IFG Advisory LLC Purchases 21,527 Shares of Netflix, Inc. $NFLX

IFG Advisory LLC increased its position in Netflix, Inc. (NASDAQ:NFLX) by 948.3% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,797 shares of the Internet television network’s stock after buying an additional 21,527 shares during the quarter. IFG Advisory LLC’s holdings in Netflix were worth $2,231,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds also recently bought and sold shares of NFLX. Vanguard Group Inc. grew its stake in shares of Netflix by 0.4% during the 3rd quarter. Vanguard Group Inc. now owns 38,521,322 shares of the Internet television network’s stock valued at $46,183,983,000 after purchasing an additional 142,238 shares during the period. Checchi Capital Advisers LLC lifted its position in shares of Netflix by 875.7% during the 4th quarter. Checchi Capital Advisers LLC now owns 31,143 shares of the Internet television network’s stock valued at $2,920,000 after buying an additional 27,951 shares in the last quarter. Contravisory Investment Management Inc. lifted its position in shares of Netflix by 837.2% during the 4th quarter. Contravisory Investment Management Inc. now owns 111,380 shares of the Internet television network’s stock valued at $10,443,000 after buying an additional 99,496 shares in the last quarter. BNC Wealth Management LLC lifted its position in shares of Netflix by 991.3% during the 4th quarter. BNC Wealth Management LLC now owns 41,229 shares of the Internet television network’s stock valued at $3,866,000 after buying an additional 37,451 shares in the last quarter. Finally, Crew Capital Management Ltd lifted its position in shares of Netflix by 1,021.9% during the 4th quarter. Crew Capital Management Ltd now owns 9,031 shares of the Internet television network’s stock valued at $847,000 after buying an additional 8,226 shares in the last quarter. Institutional investors own 80.93% of the company’s stock.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Multiple analyst-style pieces argue that Netflix’s ad business is becoming a major growth driver, with 2026 ad revenue projections around $3 billion and new formats, live events, and ad-tech tools expanding monetization. Article Title
• Positive Sentiment: Several bullish writeups say Netflix could be in the early stages of a comeback, citing upside from advertising scale and stronger cash generation, with one piece raising a 12-month target far above current levels. Article Title
• Positive Sentiment: Another bullish note says Netflix’s ad empire story is “too good to ignore,” highlighting the scalability of the ad tier, higher ARPU, and the potential for ad revenue to become a meaningful share of total sales. Article Title
• Positive Sentiment: Netflix is also getting support from reports tied to the AI/content-efficiency narrative, including a $600 million deal involving Ben Affleck’s AI company and claims that Netflix could save billions over time through production efficiencies. Article Title
• Neutral Sentiment: Netflix-related mentions in broader entertainment coverage, including a new “60 Minutes” head who previously worked with Netflix projects, are not likely to have a direct material impact on the stock. Article Title
• Negative Sentiment: Some recent coverage still points out that NFLX has been trading well below its 52-week high and has had a difficult year, which keeps valuation concerns and skepticism alive. Article Title

Insider Buying and Selling

In related news, insider David A. Hyman sold 5,722 shares of the business’s stock in a transaction that occurred on Tuesday, May 5th. The stock was sold at an average price of $88.08, for a total value of $503,993.76. Following the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at approximately $27,842,088. The trade was a 1.78% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Gregory K. Peters sold 27,312 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The stock was sold at an average price of $88.69, for a total value of $2,422,301.28. Following the completion of the transaction, the chief executive officer directly owned 120,931 shares in the company, valued at approximately $10,725,370.39. This represents a 18.42% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 1,365,509 shares of company stock worth $129,675,743 in the last quarter. 1.24% of the stock is owned by insiders.

Netflix Stock Down 1.1%

NASDAQ NFLX opened at $86.36 on Friday. The stock’s 50 day moving average is $93.29 and its 200 day moving average is $93.43. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The stock has a market cap of $363.64 billion, a PE ratio of 27.89, a P/E/G ratio of 1.11 and a beta of 1.55.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, topping analysts’ consensus estimates of $0.76 by $0.47. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The company had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.17 billion. During the same period in the previous year, the firm earned $6.61 EPS. The firm’s revenue was up 16.2% compared to the same quarter last year. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. Research analysts predict that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

Wall Street Analyst Weigh In

NFLX has been the topic of several analyst reports. Wolfe Research reaffirmed an “outperform” rating and set a $107.00 price target on shares of Netflix in a report on Friday, April 17th. Jefferies Financial Group lowered their price target on shares of Netflix from $134.00 to $128.00 and set a “buy” rating on the stock in a report on Friday, April 17th. Guggenheim reaffirmed a “buy” rating and set a $120.00 price target on shares of Netflix in a report on Friday, May 15th. Citigroup initiated coverage on shares of Netflix in a report on Thursday, April 16th. They set a “market perform” rating on the stock. Finally, Wells Fargo & Company initiated coverage on shares of Netflix in a report on Monday, March 9th. They set an “equal weight” rating and a $105.00 price target on the stock. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have given a Hold rating to the company’s stock. According to data from MarketBeat.com, Netflix presently has an average rating of “Moderate Buy” and an average target price of $114.82.

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.