Whalen Wealth Management Inc. Makes New $1.55 Million Investment in Netflix, Inc. $NFLX

Whalen Wealth Management Inc. acquired a new position in shares of Netflix, Inc. (NASDAQ:NFLX) in the 2nd quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 21,647 shares of the Internet television network’s stock, valued at approximately $1,546,000.

A number of other hedge funds have also made changes to their positions in the business. Turning Point Benefit Group Inc. raised its holdings in Netflix by 13,400.0% during the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock worth $25,000 after purchasing an additional 268 shares in the last quarter. Imprint Wealth LLC purchased a new stake in shares of Netflix during the 3rd quarter worth approximately $25,000. Cornerstone Financial Management LLC acquired a new position in shares of Netflix in the 4th quarter valued at $26,000. Clal Insurance Enterprises Holdings Ltd acquired a new position in shares of Netflix in the 2nd quarter valued at $26,000. Finally, Atlas Capital Advisors Inc. purchased a new position in shares of Netflix in the 4th quarter valued at $26,000. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Analyst Upgrades and Downgrades

NFLX has been the topic of several research analyst reports. Bank of America reiterated a “buy” rating and set a $125.00 price target on shares of Netflix in a research note on Monday, May 18th. Jefferies Financial Group decreased their price objective on shares of Netflix from $128.00 to $110.00 and set a “buy” rating for the company in a research note on Wednesday, June 10th. Rosenblatt Securities set a $75.00 price objective on Netflix and gave the stock a “neutral” rating in a report on Friday, July 17th. Piper Sandler reiterated an “overweight” rating and set a $85.00 target price (down from $115.00) on shares of Netflix in a research report on Friday, July 17th. Finally, Robert W. Baird set a $90.00 target price on Netflix and gave the company an “outperform” rating in a report on Wednesday, July 22nd. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, seventeen have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $103.48.

Netflix Stock Up 0.5%

NFLX stock opened at $80.01 on Tuesday. The company has a fifty day moving average price of $74.35 and a 200 day moving average price of $84.35. Netflix, Inc. has a 12 month low of $65.08 and a 12 month high of $126.71. The company has a market cap of $333.16 billion, a price-to-earnings ratio of 25.18, a price-to-earnings-growth ratio of 1.00 and a beta of 1.52. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.14 and a quick ratio of 1.14.

Netflix (NASDAQ:NFLX) last issued its quarterly earnings results on Thursday, July 16th. The Internet television network reported $0.80 earnings per share for the quarter, topping analysts’ consensus estimates of $0.79 by $0.01. Netflix had a net margin of 28.22% and a return on equity of 40.02%. The firm had revenue of $12.56 billion during the quarter, compared to analysts’ expectations of $12.58 billion. During the same quarter in the prior year, the business earned $0.72 EPS. Netflix’s quarterly revenue was up 13.4% compared to the same quarter last year. Sell-side analysts expect that Netflix, Inc. will post 3.59 earnings per share for the current year.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix is reportedly considering letting customers purchase or manage subscriptions to rival streaming services through its platform. The strategy could increase engagement, create potential transaction revenue, and strengthen Netflix’s position as a streaming hub. Netflix Stock Rises on Report It May Sell Subscriptions to Rival Streaming Services
• Positive Sentiment: Netflix generated approximately $2.8 billion in U.K. revenue during 2025, surpassing ITV for the first time. The milestone highlights the company’s strong international scale and monetization potential. Netflix Posts $2.8B Revenues in UK to Overtake ITV
• Positive Sentiment: Bill Ackman’s Pershing Square increased its Netflix position during the second quarter, reinforcing confidence among some institutional investors in the company’s long-term growth and monetization strategy. Bill Ackman Invests in Netflix
• Positive Sentiment: Investors continue to focus on Netflix’s lower-priced ad tier, sports initiatives, Latin American expansion, and possible app bundling as avenues to broaden engagement and revenue. Investors Assess Netflix’s Ad Tier, Sports Push, and Pershing Square Stake
• Neutral Sentiment: Options strategies that offer income for shareholders and commentary suggesting Netflix may be a buying opportunity reflect investor interest, but do not represent new company fundamentals. Get Paid 12% a Year to Hold NFLX Stock
• Negative Sentiment: Netflix parted ways with advertising-product executive Jon Whitticom in an ad-business leadership shake-up. The departure raises questions about execution as the company works to scale its advertising platform. Netflix Shakes Up Advertising Leadership
• Negative Sentiment: YouTube’s efforts to secure exclusive creator content could trigger a bidding war and increase Netflix’s programming costs, potentially pressuring margins. Commentary also raised concerns that Netflix’s strong growth phase could moderate. YouTube Could Spark a Creator Bidding War That Hurts Netflix Stock

Insiders Place Their Bets

In other news, Director Richard N. Barton sold 2,160 shares of the stock in a transaction dated Wednesday, August 5th. The shares were sold at an average price of $75.10, for a total transaction of $162,216.00. Following the completion of the sale, the director owned 246 shares in the company, valued at approximately $18,474.60. This represents a 89.78% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Theodore A. Sarandos sold 27,312 shares of the firm’s stock in a transaction dated Tuesday, August 4th. The stock was sold at an average price of $73.35, for a total value of $2,003,335.20. Following the transaction, the chief executive officer directly owned 178,954 shares in the company, valued at approximately $13,126,275.90. This represents a 13.24% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last ninety days, insiders sold 600,295 shares of company stock valued at $49,056,671. 1.24% of the stock is owned by insiders.

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.