DeDora Capital Inc. Boosts Stock Holdings in Netflix, Inc. $NFLX

DeDora Capital Inc. increased its position in shares of Netflix, Inc. (NASDAQ:NFLX – Free Report) by 900.7% in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 25,247 shares of the Internet television network’s stock after purchasing an additional 22,724 shares during the period. DeDora Capital Inc.’s holdings in Netflix were worth $2,367,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the company. True North Advisors LLC raised its holdings in Netflix by 518.2% during the fourth quarter. True North Advisors LLC now owns 5,094 shares of the Internet television network’s stock worth $478,000 after purchasing an additional 4,270 shares in the last quarter. Jackson Thornton Wealth Management LLC raised its holdings in Netflix by 1,114.4% during the fourth quarter. Jackson Thornton Wealth Management LLC now owns 2,441 shares of the Internet television network’s stock worth $221,000 after purchasing an additional 2,240 shares in the last quarter. Quotient Wealth Partners LLC grew its position in Netflix by 853.8% during the fourth quarter. Quotient Wealth Partners LLC now owns 21,298 shares of the Internet television network’s stock worth $1,997,000 after buying an additional 19,065 shares during the period. BNC Wealth Management LLC grew its position in Netflix by 991.3% during the fourth quarter. BNC Wealth Management LLC now owns 41,229 shares of the Internet television network’s stock worth $3,866,000 after buying an additional 37,451 shares during the period. Finally, Vicus Capital grew its position in Netflix by 867.1% during the fourth quarter. Vicus Capital now owns 14,787 shares of the Internet television network’s stock worth $1,386,000 after buying an additional 13,258 shares during the period. 80.93% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, CFO Spencer Adam Neumann sold 28,630 shares of the firm’s stock in a transaction that occurred on Thursday, April 2nd. The shares were sold at an average price of $98.00, for a total transaction of $2,805,740.00. Following the sale, the chief financial officer owned 73,787 shares in the company, valued at approximately $7,231,126. This trade represents a 27.95% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider David A. Hyman sold 5,727 shares of the firm’s stock in a transaction that occurred on Monday, February 9th. The stock was sold at an average price of $81.06, for a total transaction of $464,230.62. Following the sale, the insider owned 316,100 shares in the company, valued at approximately $25,623,066. This trade represents a 1.78% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,543,023 shares of company stock valued at $141,145,842 in the last 90 days. Insiders own 1.37% of the company’s stock.

Key Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Multiple analyst upgrades and price-target raises lift sentiment — Wedbush bumped its target and kept an Outperform rating, Morgan Stanley raised its target and maintained Overweight, and HSBC lifted its target while keeping a Buy. These moves point to growing confidence in Netflix’s revenue and margin outlook. Wedbush price-target raise
• Positive Sentiment: Ad-supported tier is scaling and lowering churn, which analysts say boosts advertiser confidence and monetization — a key driver for revenue upside and margin expansion. Ad-tier traction
• Positive Sentiment: Analysts expect stronger operating margins and more buybacks — one analyst notes Netflix could lift its 2026 operating-margin guide toward ~32% while sustaining mid-teens revenue growth, supporting higher EPS and potential share repurchases. Margin/ buyback outlook
• Positive Sentiment: Institutional buying: several high-profile funds increased Netflix positions after the Warner Bros. deal fell through, signaling conviction from big investors. That institutional demand is propping up the stock into earnings. Hedge funds adding
• Neutral Sentiment: Upcoming catalyst: Q1 earnings on April 16 is the immediate event — positive prints on ad revenue, pricing, or margins could extend the rally; a miss could reverse gains. Earnings catalyst
• Neutral Sentiment: Media/market commentary highlights Netflix’s steady revenue growth versus peers and frames the stock as a durable streaming leader; useful context but not immediate price drivers. Industry comparisons
• Negative Sentiment: Balance-sheet nuance: coverage points to roughly $7.4B in stock-option obligations that can act like hidden leverage — a reminder for investors watching capital allocation and net-debt metrics. Hidden option liability
• Negative Sentiment: Post-earnings volatility risk — options-market patterns suggest a “sawtooth” and potential for a sharp move after the print; that raises short-term risk even if fundamentals look sound. Options volatility risk