Allianz SE Increases Stock Position in Netflix, Inc. $NFLX

Allianz SE boosted its holdings in Netflix, Inc. (NASDAQ:NFLX) by 881.8% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 197,430 shares of the Internet television network’s stock after purchasing an additional 177,321 shares during the quarter. Allianz SE’s holdings in Netflix were worth $18,511,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the business. Imprint Wealth LLC purchased a new stake in shares of Netflix during the third quarter valued at approximately $25,000. Bare Financial Services Inc raised its stake in shares of Netflix by 93.3% during the third 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 raised its stake in shares of Netflix by 480.0% during the third 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 purchased a new stake in shares of Netflix during the third quarter valued at approximately $36,000. Finally, Promus Capital LLC purchased a new stake in shares of Netflix during the third quarter valued at approximately $48,000. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Trending Headlines about Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Jim Cramer said, “I want to buy Netflix,” which can reinforce the view that the recent weakness is a buying opportunity rather than a sign of deteriorating fundamentals. Jim Cramer Says “I Want to Buy Netflix”
• Positive Sentiment: Analyst-focused articles noted that Netflix has fallen sharply since its last earnings report, but Wall Street still sees meaningful upside, suggesting valuation support if growth reaccelerates. Here’s What Dragging Netflix (NFLX) Down
• Positive Sentiment: Omdia forecast Netflix could approach 400 million subscribers by 2031, reinforcing the company’s long-term leadership in global streaming and supporting the bull case for future revenue growth. Omdia: Netflix to Reach 400 Million Subscribers by 2031
• Positive Sentiment: Netflix’s new FIFA gaming partnership adds another engagement lever, which could help reduce churn and strengthen subscriber retention over time. FIFA Deal Tests How Netflix Uses Games To Deepen Subscriber Engagement
• Neutral Sentiment: Commentary that Netflix remains a “high-quality compounder back on sale” reflects a favorable long-term view, but it does not add a new near-term catalyst. Netflix: A High-Quality Compounder Back On Sale
• Neutral Sentiment: Multiple articles framed Netflix as one of the better long-term stock ideas in the media space, but these are mostly opinion pieces rather than hard business updates. Netflix (NFLX): 10 Best Stocks to Buy Now For Next 3 Months
• Negative Sentiment: A price-target cut due to a lack of fresh catalysts points to investor concern that Netflix may need a clearer near-term driver to regain momentum. Netflix Stock Gets Price-Target Cut On Lack Of Catalysts
• Negative Sentiment: The proposed Paramount Skydance/Warner Bros. Discovery deal could create a larger streaming competitor, which is one reason Netflix publicly opposed the transaction. DOJ Clears Paramount Skydance’s $110 Billion Warner Bros. Discovery Acquisition Without Conditions

Wall Street Analysts Forecast Growth

A number of analysts have recently weighed in on NFLX shares. DZ Bank reissued a “buy” rating on shares of Netflix in a research report on Friday, April 17th. Cfra raised shares of Netflix from a “hold” rating to a “buy” rating and set a $115.00 price target for the company in a research report on Friday, March 6th. Barclays set a $110.00 price target on shares of Netflix and gave the stock an “equal weight” rating in a research report on Friday, April 17th. Rosenblatt Securities decreased their price target on shares of Netflix from $96.00 to $95.00 and set a “neutral” rating for the company in a research report on Friday, April 17th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Netflix in a report on Thursday, May 14th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating and sixteen have given a Hold rating to the company. According to MarketBeat.com, Netflix currently has an average rating of “Moderate Buy” and an average price target of $114.39.

Netflix Trading Down 1.1%

Shares of NASDAQ NFLX opened at $80.34 on Friday. The stock has a market cap of $338.30 billion, a price-to-earnings ratio of 25.95, a PEG ratio of 1.03 and a beta of 1.50. The business has a 50 day simple moving average of $90.93 and a 200 day simple moving average of $91.11. Netflix, Inc. has a 52 week low of $75.01 and a 52 week high of $134.12. 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 issued its quarterly earnings results 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. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The company had revenue of $12.25 billion during the quarter, compared to analyst estimates of $12.17 billion. During the same period in the previous year, the company earned $6.61 earnings per share. The company’s quarterly 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. On average, research analysts predict that Netflix, Inc. will post 3.6 earnings per share for the current fiscal year.

Insider Buying and Selling at Netflix

In other news, CFO Spencer Adam Neumann sold 28,630 shares of Netflix stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $98.00, for a total transaction of $2,805,740.00. Following the transaction, the chief financial officer directly owned 73,787 shares of the company’s stock, valued at $7,231,126. 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 this hyperlink. Also, Director Reed Hastings sold 420,550 shares of Netflix stock in a transaction that occurred on Wednesday, April 1st. The shares were sold at an average price of $95.49, for a total value of $40,158,319.50. Following the completion of the sale, the director directly owned 3,940 shares in the company, valued at approximately $376,230.60. This represents a 99.07% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold a total of 1,313,029 shares of company stock valued at $120,315,776 over the last ninety days. Company insiders own 1.24% of the company’s stock.

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.