BI Asset Management Fondsmaeglerselskab A S Boosts Stock Position in Netflix, Inc. $NFLX

BI Asset Management Fondsmaeglerselskab A S boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX) by 19.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 51,835 shares of the Internet television network’s stock after acquiring an additional 8,559 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in Netflix were worth $62,146,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also modified their holdings of the stock. BG Investment Services Inc. acquired a new stake in Netflix in the second quarter valued at $338,000. Mirae Asset Global Investments Co. Ltd. raised its stake in shares of Netflix by 6.6% during the 3rd quarter. Mirae Asset Global Investments Co. Ltd. now owns 302,182 shares of the Internet television network’s stock worth $362,292,000 after buying an additional 18,837 shares during the last quarter. Boomfish Wealth Group LLC purchased a new stake in shares of Netflix in the 2nd quarter worth about $398,000. New York Life Investment Management LLC boosted its position in shares of Netflix by 1.2% in the 2nd quarter. New York Life Investment Management LLC now owns 57,951 shares of the Internet television network’s stock worth $77,604,000 after buying an additional 664 shares in the last quarter. Finally, AustralianSuper Pty Ltd grew its stake in Netflix by 71.1% in the 2nd quarter. AustralianSuper Pty Ltd now owns 234,831 shares of the Internet television network’s stock valued at $314,469,000 after acquiring an additional 97,622 shares during the last quarter. Institutional investors and hedge funds own 80.93% of the company’s stock.

Wall Street Analyst Weigh In

NFLX has been the subject of a number of research reports. Deutsche Bank Aktiengesellschaft restated a “hold” rating and set a $98.00 target price (up previously from $95.00) on shares of Netflix in a research report on Wednesday, January 21st. Huber Research downgraded Netflix to a “buy” rating in a research report on Friday, December 5th. Royal Bank Of Canada reaffirmed a “hold” rating on shares of Netflix in a research note on Wednesday, January 21st. New Street Research dropped their price target on Netflix from $100.00 to $96.00 and set a “neutral” rating for the company in a research report on Thursday, January 22nd. Finally, Sanford C. Bernstein restated a “buy” rating on shares of Netflix in a research report on Thursday, January 22nd. Two analysts have rated the stock with a Strong Buy rating, thirty-three have given a Buy rating and seventeen have given a Hold rating to the company. According to data from MarketBeat.com, Netflix currently has a consensus rating of “Moderate Buy” and a consensus target price of $116.17.

Insider Activity at Netflix

In related news, insider David A. Hyman sold 23,439 shares of the stock in a transaction on Friday, January 16th. The stock was sold at an average price of $88.11, for a total value of $2,065,210.29. Following the transaction, the insider directly owned 316,100 shares of the company’s stock, valued at approximately $27,851,571. This trade represents a 6.90% decrease in their position. The sale was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director Bradford L. Smith sold 31,790 shares of Netflix stock in a transaction on Thursday, January 15th. The shares were sold at an average price of $88.86, for a total value of $2,824,859.40. Following the completion of the transaction, the director owned 79,690 shares in the company, valued at $7,081,253.40. The trade was a 28.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 1,353,740 shares of company stock worth $126,150,583 in the last 90 days. Company insiders own 1.37% of the company’s stock.

Netflix Stock Up 0.3%

NFLX opened at $80.16 on Thursday. Netflix, Inc. has a 12 month low of $79.22 and a 12 month high of $134.12. The business has a 50-day moving average of $92.27 and a two-hundred day moving average of $108.90. The company has a debt-to-equity ratio of 0.51, a current ratio of 1.19 and a quick ratio of 1.19. The stock has a market capitalization of $338.45 billion, a price-to-earnings ratio of 31.72, a price-to-earnings-growth ratio of 1.42 and a beta of 1.71.

Netflix (NASDAQ:NFLX) last announced its quarterly earnings data on Tuesday, January 20th. The Internet television network reported $0.56 earnings per share for the quarter, topping the consensus estimate of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The business had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same period in the prior year, the firm posted $0.43 EPS. The company’s revenue was up 17.6% on a year-over-year basis. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, research analysts expect that Netflix, Inc. will post 24.58 earnings per share for the current year.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Ad-revenue strength — Reports say Netflix’s ad business has surged (cited near $1.5B), supporting revenue diversification and margin expansion that underpin the company’s growth story. Netflix’s Ad Revenue Surges to $1.5 Billion
• Positive Sentiment: Analyst support — Recent upgrades (e.g., Freedom Capital Markets) and some buy ratings can attract buyers on pullbacks and provide technical support. Freedom Capital Markets Upgrades Netflix
• Neutral Sentiment: Political risk reduced — President Trump said he will stay out of the Netflix–Paramount/Skydance fight over Warner Bros, removing one layer of headline political interference (but not regulatory antitrust risk). Trump says he will stay out of Netflix-Paramount fight
• Neutral Sentiment: Deal process update — Reports suggest procedural steps (possible WBD shareholder vote in March) keep the acquisition timeline active but do not resolve regulatory hurdles. Warner Bros. Discovery vote on Netflix deal likely to be held in March
• Neutral Sentiment: Options positioning — “Max pain” analysis points to ~\$88 by Feb. 20, meaning short-term option flows could amplify intraday moves but this is not a fundamental change. Netflix Max Pain Points to a Price of $88
• Negative Sentiment: Intensifying regulatory/antitrust scrutiny — Co‑CEO Ted Sarandos faced tough questioning in a U.S. Senate hearing about the ~$82.7B Warner Bros. deal; lawmakers across parties flagged competition, pricing and labor concerns, increasing the risk of delays, conditions or a block. Netflix co‑CEO faces grilling by US Senate panel
• Negative Sentiment: Large insider selling — Director Reed Hastings sold ~390,970 shares (~$32.7M), cutting his stake dramatically; big insider exits can spook investors even if explained as diversification. Reed Hastings Insider Sale
• Negative Sentiment: Industry friction & reputational risk — German voice actors launched a boycott over AI-training clauses, and coverage emphasizes talent, pricing and consumer concerns tied to the merger. German voice actors boycott Netflix
• Negative Sentiment: Analyst targets trimmed — Some price-target cuts and downgrades have appeared amid share weakness, signaling reduced near-term upside from parts of the sell-side. Netflix price target decreased

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.