Fjarde AP Fonden Fourth Swedish National Pension Fund Increases Position in Netflix, Inc. $NFLX

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its stake in Netflix, Inc. (NASDAQ:NFLX) by 893.8% in the fourth quarter, HoldingsChannel.com reports. The firm owned 1,145,670 shares of the Internet television network’s stock after acquiring an additional 1,030,384 shares during the quarter. Netflix accounts for 0.9% of Fjarde AP Fonden Fourth Swedish National Pension Fund’s portfolio, making the stock its 17th largest position. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Netflix were worth $107,418,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors have also made changes to their positions in NFLX. Brighton Jones LLC increased its holdings in Netflix by 5.0% during the 4th quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network’s stock valued at $4,804,000 after acquiring an additional 257 shares in the last quarter. Revolve Wealth Partners LLC increased its holdings in Netflix by 16.4% during the 4th quarter. Revolve Wealth Partners LLC now owns 1,023 shares of the Internet television network’s stock valued at $912,000 after acquiring an additional 144 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in Netflix by 21.2% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network’s stock valued at $1,883,000 after acquiring an additional 246 shares in the last quarter. Strategic Investment Advisors MI increased its holdings in Netflix by 18.9% during the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network’s stock valued at $1,036,000 after acquiring an additional 123 shares in the last quarter. Finally, Schnieders Capital Management LLC. increased its holdings in Netflix by 12.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network’s stock valued at $2,832,000 after acquiring an additional 228 shares in the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Insider Transactions at Netflix

In related news, Director Reed Hastings sold 386,700 shares of the business’s stock in a transaction that occurred on Monday, June 1st. The shares were sold at an average price of $85.97, for a total value of $33,244,599.00. Following the completion of the sale, the director directly owned 3,940 shares in the company, valued at approximately $338,721.80. The trade was a 98.99% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Gregory K. Peters sold 27,312 shares of the business’s stock in a transaction that occurred on Thursday, May 7th. The shares were sold at an average price of $88.69, for a total transaction of $2,422,301.28. Following the completion of the sale, the chief executive officer owned 120,931 shares of the company’s stock, valued at approximately $10,725,370.39. The trade was a 18.42% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold 1,313,029 shares of company stock valued at $120,315,776 in the last quarter. Insiders own 1.24% of the company’s stock.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix is getting a boost from reports that Canada reversed a requirement that U.S. streaming services contribute part of local revenue to Canadian content, removing a potential cost/regulatory headwind. Netflix Stock Rises After Eight-Day Losing Streak. What’s Fueling the Move.
• Positive Sentiment: Netflix is expanding AI-driven viewing tools and content discovery features, including more personalized recommendations and a voice-based interface, which could improve engagement and retention. Netflix Bets On AI Tools As Stock Trades Below Analyst Targets
• Positive Sentiment: Bernstein said Netflix’s core business remains strong, reinforcing the view that the company’s underlying growth engine is intact despite recent weakness in the stock. “Don’t Ignore This,” Bernstein Analyst Says Netflix’s (NFLX) Core Engine Remains Strong
• Positive Sentiment: Wall Street commentary remains broadly optimistic, with analysts keeping a constructive view on Netflix after its strong earnings and revenue beat last quarter. Wall Street Bulls Look Optimistic About Netflix (NFLX): Should You Buy?

Wall Street Analysts Forecast Growth

Several research firms have weighed in on NFLX. KeyCorp restated an “overweight” rating and set a $115.00 target price (up from $108.00) on shares of Netflix in a report on Tuesday, April 14th. China Renaissance raised their target price on shares of Netflix from $90.00 to $100.00 and gave the company a “hold” rating in a report on Friday, April 17th. The Goldman Sachs Group upgraded shares of Netflix from a “neutral” rating to a “buy” rating in a report on Monday, April 13th. Piper Sandler restated an “overweight” rating and set a $115.00 target price (up from $103.00) on shares of Netflix in a report on Friday, April 17th. Finally, Rosenblatt Securities dropped their target price on shares of Netflix from $96.00 to $95.00 and set a “neutral” rating for the company in a report on Friday, April 17th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have assigned a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $114.82.

Netflix Price Performance

Netflix stock opened at $82.18 on Friday. Netflix, Inc. has a 1 year low of $75.01 and a 1 year high of $134.12. The firm has a 50 day moving average price of $92.21 and a 200 day moving average price of $92.20. The company has a market cap of $346.04 billion, a price-to-earnings ratio of 26.54, a PEG ratio of 1.04 and a beta of 1.50. The company has a debt-to-equity ratio of 0.43, a quick ratio of 1.41 and a current ratio of 1.41.

Netflix (NASDAQ:NFLX) last released its earnings results on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The firm had revenue of $12.25 billion during the quarter, compared to the consensus estimate of $12.17 billion. During the same period in the previous year, the firm earned $6.61 earnings per share. Netflix’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. Sell-side analysts predict that Netflix, Inc. will post 3.6 earnings per share for the current 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.