Netflix, Inc. $NFLX is Alecta Tjanstepension Omsesidigt’s 9th Largest Position

Alecta Tjanstepension Omsesidigt lowered its holdings in Netflix, Inc. (NASDAQ:NFLX) by 3.6% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 426,000 shares of the Internet television network’s stock after selling 16,000 shares during the quarter. Netflix accounts for 2.3% of Alecta Tjanstepension Omsesidigt’s holdings, making the stock its 9th largest holding. Alecta Tjanstepension Omsesidigt’s holdings in Netflix were worth $510,408,000 as of its most recent SEC filing.

Several other large investors have also modified their holdings of NFLX. Imprint Wealth LLC acquired a new stake in shares of Netflix during the 3rd quarter worth about $25,000. Retirement Wealth Solutions LLC purchased a new stake in Netflix in the 3rd quarter valued at about $28,000. Steph & Co. lifted its position in Netflix by 188.9% in the third quarter. Steph & Co. now owns 26 shares of the Internet television network’s stock valued at $31,000 after buying an additional 17 shares during the last quarter. Bare Financial Services Inc boosted its stake in Netflix by 93.3% during the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network’s stock worth $35,000 after buying an additional 14 shares during the period. Finally, Horizon Financial Services LLC boosted its stake in Netflix by 480.0% during the third quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after buying an additional 24 shares during the period. Institutional investors and hedge funds own 80.93% of the company’s stock.

More Netflix News

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Citi reinstated coverage with a Buy and a roughly $115 price target, citing margin upside, expected U.S. price increases and stronger shareholder-return optionality — a clear analyst catalyst supporting upside. Citi Reinstates Netflix (NFLX) Stock with Buy Rating — 3 Key Catalysts Revealed
• Positive Sentiment: Citi also argues Netflix is better positioned to push through subscription price increases now that M&A and regulatory attention around the Warner Bros. pursuit are behind it — this supports revenue-per-subscriber upside. Netflix more likely to raise prices with Warner Bros deal out of the way, Citi says
• Positive Sentiment: Netflix is pursuing new monetization for breakout IP: Bloomberg/Reuters report plans for a global “KPop Demon Hunters” concert tour tied to its hit movie, which would boost ancillary revenue and engagement. Netflix plans ‘KPop Demon Hunters’ global concert tour, Bloomberg News reports
• Positive Sentiment: Netflix is also using limited theatrical releases to amplify tentpole franchises (e.g., a theatrical push for a Stranger Things animated spinoff), helping discoverability and potential box-office/streaming lift. Netflix turns theaters to launch ‘Stranger Things’ animated spino‑off
• Neutral Sentiment: Wells Fargo initiated coverage with an Equal Weight, reflecting mixed views on growth versus valuation — another data point for investors but not an immediate directional catalyst. Wells Fargo Initiates Netflix (NFLX) with Equal Weight
• Neutral Sentiment: Analyst and media comparisons (Netflix vs. Disney) are driving debate about which streamer offers better long-term upside; useful context but not an immediate stock mover. Netflix vs. Disney: Which Streaming Giant Is the Better Buy for 2026 and Beyond?
• Negative Sentiment: Coverage flagged that CEO Ted Sarandos’ political remarks have pressured sentiment recently — political headlines can prompt short-term selling or multiple compression. Netflix Stock (NASDAQ:NFLX) Slips as Ted Sarandos Talks Politics
• Negative Sentiment: Ongoing celebrity/PR stories (coverage about Meghan Markle/Prince Harry’s relationship with Netflix) create distracting headline risk that can amplify short-term volatility. Why Meghan Markle and Prince Harry Have Reportedly “Struggled” to Find Their Footing in Hollywood

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the stock. New Street Research reduced their price target on shares of Netflix from $100.00 to $96.00 and set a “neutral” rating on the stock in a research note on Thursday, January 22nd. Jefferies Financial Group reaffirmed a “buy” rating on shares of Netflix in a research report on Friday, February 27th. Huber Research upgraded shares of Netflix from a “strong sell” rating to a “strong-buy” rating in a report on Friday, February 27th. JPMorgan Chase & Co. assumed coverage on Netflix in a research report on Monday, March 2nd. They issued an “overweight” rating and a $120.00 target price on the stock. Finally, Oppenheimer set a $125.00 price target on Netflix and gave the stock an “outperform” rating in a research report on Wednesday, January 21st. Two research analysts have rated the stock with a Strong Buy rating, thirty-five have issued a Buy rating and thirteen have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $114.35.

Insider Buying and Selling at Netflix

In related news, insider David A. Hyman sold 5,727 shares of the business’s stock in a transaction on Monday, February 9th. The shares were sold at an average price of $81.06, for a total transaction of $464,230.62. Following the completion of the transaction, the insider owned 316,100 shares in the company, valued at approximately $25,623,066. The trade was a 1.78% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, insider Cletus R. Willems sold 3,136 shares of the stock in a transaction on Tuesday, February 10th. The shares were sold at an average price of $82.67, for a total value of $259,253.12. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is currently owned by company insiders.

Netflix Stock Up 0.4%

Shares of Netflix stock opened at $94.70 on Thursday. Netflix, Inc. has a 52-week low of $75.01 and a 52-week high of $134.12. The company has a 50 day moving average of $86.80 and a 200 day moving average of $102.09. The company has a quick ratio of 1.19, a current ratio of 1.19 and a debt-to-equity ratio of 0.51. The company has a market capitalization of $399.84 billion, a P/E ratio of 37.48, a P/E/G ratio of 1.45 and a beta of 1.68.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS 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 company had revenue of $12.05 billion during the quarter, compared to analysts’ expectations of $11.97 billion. During the same quarter in the previous year, the business posted $0.43 EPS. The firm’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. As a group, research analysts forecast that Netflix, Inc. will post 24.58 EPS for the current fiscal year.

About Netflix

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.