AMF Tjanstepension AB Has $115.64 Million Holdings in Netflix, Inc. $NFLX

AMF Tjanstepension AB boosted its position in Netflix, Inc. (NASDAQ:NFLX) by 922.5% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 1,233,311 shares of the Internet television network’s stock after buying an additional 1,112,698 shares during the quarter. AMF Tjanstepension AB’s holdings in Netflix were worth $115,635,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Imprint Wealth LLC acquired a new position in Netflix in the 3rd quarter valued at $25,000. Bare Financial Services Inc boosted its holdings in Netflix by 93.3% in the 3rd quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock valued at $35,000 after purchasing an additional 14 shares during the period. Horizon Financial Services LLC boosted its holdings in Netflix by 480.0% in the 3rd quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock valued at $35,000 after purchasing an additional 24 shares during the period. Redmont Wealth Advisors LLC bought a new stake in Netflix in the 3rd quarter valued at $36,000. Finally, Promus Capital LLC bought a new stake in Netflix in the 3rd quarter valued at $48,000. 80.93% of the stock is currently owned by institutional investors and hedge funds.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Bank of America reiterated a Buy rating and a $125 price target, arguing Netflix’s ad business is becoming a major long-term revenue driver as its ad-supported tier continues to scale. Netflix Stock Gains as BofA Maintains $125 Price Target
• Positive Sentiment: Multiple reports highlighted that analysts remain constructive on NFLX because of expanding ad inventory, stronger engagement, and the company’s push into live sports, which could unlock additional monetization. Binge-Watching To Live Sports: Why Netflix Is Chasing Massive 800 Million Smart-TV Jackpot
• Positive Sentiment: Citi also maintained a Buy rating with a $115 target, citing growth in the ad-supported business and user engagement as reasons for optimism. Citi Maintains Buy Rating on Netflix (NFLX) Stock
• Positive Sentiment: Netflix was also mentioned favorably in broader commentary as a stock with potential upside after its recent pullback, with some analysts arguing the selloff has outpaced the underlying fundamentals. NFLX Stock Collapsed. The Fundamentals Did Not
• Neutral Sentiment: Several articles framed Netflix as a long-term value and growth story, but did not point to any new operational catalyst beyond ongoing confidence in the business. Is Now the Time to Buy Forgotten FAANG Stock Netflix?
• Neutral Sentiment: Netflix’s high-profile UFC/MMA event coverage and recent entertainment headlines added visibility to the platform, but these stories were not directly tied to a fundamental change in the company’s outlook. Ronda Rousey comeback fight coverage on Netflix’s MVP card
• Negative Sentiment: Despite the bullish tone from Wall Street, coverage also noted that NFLX remains well below recent highs, reflecting investor concern about recent share-price weakness and the need to prove that ad growth and live sports can translate into stronger earnings momentum. Jim Cramer Discusses Netflix (NFLX), JPMorgan & Risk-Reward
• Negative Sentiment: Forbes noted Netflix’s ad tier now has scale, but the market is still waiting to see whether advertisers will pay premium rates, especially around live NFL games, leaving execution risk in place. Netflix Has 250 Million Ad Viewers. Now It Has To Prove Their Value

Insider Buying and Selling

In other news, CEO Theodore A. Sarandos sold 27,312 shares of the stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $87.97, for a total value of $2,402,636.64. Following the transaction, the chief executive officer directly owned 284,804 shares of the company’s stock, valued at $25,054,207.88. This represents a 8.75% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Reed Hastings sold 420,550 shares of the stock in a transaction dated Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total transaction of $40,158,319.50. Following the completion of the transaction, the director directly owned 3,940 shares in the company, valued at $376,230.60. The trade was a 99.07% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders sold 1,422,769 shares of company stock valued at $135,144,073. 1.37% of the stock is currently owned by insiders.

Netflix Stock Up 3.0%

Netflix stock opened at $89.65 on Tuesday. The company has a quick ratio of 1.41, a current ratio of 1.41 and a debt-to-equity ratio of 0.43. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The company has a 50 day moving average of $94.55 and a 200-day moving average of $94.64. The stock has a market capitalization of $377.50 billion, a PE ratio of 28.96, a price-to-earnings-growth ratio of 1.11 and a beta of 1.55.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data 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. The company had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.17 billion. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The company’s quarterly revenue was up 16.2% on a year-over-year basis. During the same period in the prior year, the business posted $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, equities research analysts anticipate that Netflix, Inc. will post 3.6 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on NFLX shares. Moffett Nathanson increased their price target on shares of Netflix from $115.00 to $120.00 and gave the company a “buy” rating in a report on Tuesday, April 14th. New Street Research lifted their price target on shares of Netflix from $96.00 to $102.00 in a report on Friday, April 17th. DZ Bank reiterated a “buy” rating on shares of Netflix in a research report on Friday, April 17th. Wolfe Research reaffirmed an “outperform” rating and issued a $107.00 target price on shares of Netflix in a research note on Friday, April 17th. Finally, Jefferies Financial Group dropped their target price on shares of Netflix from $134.00 to $128.00 and set a “buy” rating for the company in a research note on Friday, April 17th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have issued a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $114.82.

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.