Avanza Fonder AB Buys 324,300 Shares of Netflix, Inc. $NFLX

Avanza Fonder AB raised its stake in Netflix, Inc. (NASDAQ:NFLX) by 1,056.2% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 355,003 shares of the Internet television network’s stock after buying an additional 324,300 shares during the period. Netflix makes up about 0.9% of Avanza Fonder AB’s investment portfolio, making the stock its 19th biggest position. Avanza Fonder AB’s holdings in Netflix were worth $33,285,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Salem Investment Counselors Inc. increased its position in shares of Netflix by 854.7% during the fourth quarter. Salem Investment Counselors Inc. now owns 28,231 shares of the Internet television network’s stock worth $2,647,000 after acquiring an additional 25,274 shares during the period. Rialto Wealth Management LLC raised its stake in shares of Netflix by 1,837.5% during the fourth quarter. Rialto Wealth Management LLC now owns 1,550 shares of the Internet television network’s stock valued at $145,000 after acquiring an additional 1,470 shares in the last quarter. RVW Wealth LLC boosted its holdings in shares of Netflix by 953.5% in the fourth quarter. RVW Wealth LLC now owns 7,880 shares of the Internet television network’s stock valued at $739,000 after purchasing an additional 7,132 shares during the period. First Heartland Consultants Inc. grew its stake in Netflix by 959.8% in the fourth quarter. First Heartland Consultants Inc. now owns 8,288 shares of the Internet television network’s stock worth $777,000 after purchasing an additional 7,506 shares in the last quarter. Finally, Constitution Capital LLC grew its stake in Netflix by 900.0% in the fourth quarter. Constitution Capital LLC now owns 2,400 shares of the Internet television network’s stock worth $225,000 after purchasing an additional 2,160 shares in the last quarter. 80.93% of the stock is currently owned by institutional investors.

Netflix Trading Up 1.7%

NASDAQ NFLX opened at $93.38 on Tuesday. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12. The company has a fifty day simple moving average of $86.95 and a two-hundred day simple moving average of $101.49. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. The stock has a market cap of $394.27 billion, a P/E ratio of 36.95, a P/E/G ratio of 1.41 and a beta of 1.68.

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, beating analysts’ consensus estimates of $0.55 by $0.01. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm had revenue of $12.05 billion for the quarter, compared to analyst estimates of $11.97 billion. During the same period in the previous year, the company earned $0.43 earnings per share. The business’s quarterly revenue was up 17.6% compared to the same quarter last year. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. On average, analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current year.

Netflix News Summary

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Citi resumes coverage, reiterates Buy and $115 price objective — Citi points to improving profitability, pricing power and enhanced capital returns as upside catalysts for Netflix. Citi Resumes Coverage of Netflix (NFLX) Stock
• Positive Sentiment: Ad business momentum — reports highlight Netflix’s ad revenue surge ( ~$1.5B and estimates up to $3B in 2026) and its investment in an in‑house ad platform, which supports higher monetization per user and recurring revenue diversification. Netflix’s Ad Revenue Surges to $1.5 Billion: Is the Stock a No-Brainer Buy Today With $2,000?
• Positive Sentiment: Live events and cultural hits driving engagement — Netflix streamed BTS’s Seoul concert (positioning it as a leader in live concert streaming) and launched a successful second season of “Culinary Class Wars,” which drove restaurant bookings and demonstrates content’s real‑world economic and engagement impact. These signal subscriber engagement and event‑driven monetization upside. BTS Comeback Becomes Netflix’s Biggest Live Bet Yet A Netflix cooking show is changing how people travel — and restaurants are seeing bookings jump 303%
• Negative Sentiment: Price sensitivity among consumers — a report on Canadian streaming behavior shows cash‑strapped consumers gravitating to lower‑cost ad tiers, which could limit ARPU upside in pressured markets even as ad revenue grows. NFLX, DIS, PSKY: New ‘Couch Potato Report’ Shows Cash-Strapped Canadians Choose to Stream with Ads

Insider Buying and Selling at Netflix

In other news, CFO Spencer Adam Neumann sold 28,630 shares of the firm’s stock in a transaction dated Monday, March 2nd. The stock was sold at an average price of $97.00, for a total value of $2,777,110.00. Following the completion of the transaction, the chief financial officer directly owned 73,787 shares in the company, valued at $7,157,339. This trade represents a 27.95% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Cletus R. Willems sold 3,136 shares of Netflix stock in a transaction dated Tuesday, February 10th. The stock was sold at an average price of $82.67, for a total value of $259,253.12. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 1,520,133 shares of company stock worth $137,259,786. 1.37% of the stock is owned by corporate insiders.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the company. Phillip Securities raised Netflix from a “sell” rating to a “moderate buy” rating and lifted their target price for the company from $95.00 to $100.00 in a research report on Monday, January 26th. Robert W. Baird dropped their price target on Netflix from $150.00 to $120.00 and set an “outperform” rating on the stock in a research report on Friday, January 23rd. Moffett Nathanson cut their price target on Netflix from $140.00 to $115.00 and set a “buy” rating on the stock in a research note on Wednesday, January 21st. UBS Group set a $104.00 price objective on Netflix in a report on Tuesday, January 27th. Finally, Loop Capital set a $104.00 price objective on shares of Netflix in a research note on Tuesday, January 27th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $114.35.

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.