E. Ohman J or Asset Management AB Increases Stock Position in Netflix, Inc. $NFLX

Key Points

• 2,425.1% increase in Q4 by E. Ohman J or Asset Management AB — it bought an additional 129,597 Netflix shares to hold 134,941 shares worth $12.65 million.
• Insider selling has been heavy: CFO Spencer Neumann sold 57,260 shares at $95.50 and Director Bradford Smith sold 31,790 shares, with insiders selling 1,520,133 shares valued at $137.26 million in the past 90 days, leaving insiders owning 1.37% of the stock.
• Analysts show a consensus Moderate Buy with an average price target of $114.35 (JPMorgan: Overweight, $120); Netflix slightly beat Q4 estimates (EPS $0.56 vs. $0.55) with revenue up 17.6% to $12.05B and Q1 2026 EPS guidance of $0.76.

E. Ohman J or Asset Management AB raised its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 2,425.1% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 134,941 shares of the Internet television network's stock after purchasing an additional 129,597 shares during the period. E. Ohman J or Asset Management AB's holdings in Netflix were worth $12,652,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently made changes to their positions in the company. Brighton Jones LLC boosted its stake in Netflix by 5.0% during the fourth quarter. Brighton Jones LLC now owns 5,390 shares of the Internet television network's stock valued at $4,804,000 after buying an additional 257 shares during the last quarter. Revolve Wealth Partners LLC grew 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 buying an additional 144 shares in the last quarter. Sivia Capital Partners LLC increased its stake in Netflix by 21.2% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,406 shares of the Internet television network's stock worth $1,883,000 after acquiring an additional 246 shares during the last quarter. Strategic Investment Advisors MI increased its stake in Netflix by 18.9% in the 2nd quarter. Strategic Investment Advisors MI now owns 774 shares of the Internet television network's stock worth $1,036,000 after acquiring an additional 123 shares during the last quarter. Finally, Schnieders Capital Management LLC. raised its holdings in shares of Netflix by 12.1% during the 2nd quarter. Schnieders Capital Management LLC. now owns 2,115 shares of the Internet television network's stock worth $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.

Analyst Ratings Changes

A number of research analysts have recently commented on NFLX shares. Piper Sandler reiterated a "positive" rating and set a $103.00 target price (down from $140.00) on shares of Netflix in a research report on Wednesday, January 21st. Arete Research upgraded shares of Netflix from a "neutral" rating to a "buy" rating in a research report on Friday, February 27th. The Goldman Sachs Group reaffirmed a "neutral" rating and set a $100.00 price target (down from $112.00) on shares of Netflix in a research note on Wednesday, January 21st. Citic Securities lowered their price objective on shares of Netflix from $109.00 to $95.00 and set a "hold" rating for the company in a research report on Monday, January 26th. Finally, JPMorgan Chase & Co. started coverage on shares of Netflix in a research note on Monday, March 2nd. They issued an "overweight" rating and a $120.00 price objective for the company. Two investment analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating and thirteen have given a Hold rating to the company's stock. Based on data from MarketBeat.com, the company currently has an average rating of "Moderate Buy" and an average price target of $114.35.

Insider Activity

In related news, CFO Spencer Adam Neumann sold 57,260 shares of the business's stock in a transaction on Friday, February 27th. The stock was sold at an average price of $95.50, for a total transaction of $5,468,330.00. Following the completion of the transaction, the chief financial officer owned 73,787 shares in the company, valued at $7,046,658.50. The trade was a 43.69% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Bradford L. Smith sold 31,790 shares of the company's 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 directly owned 79,690 shares in the company, valued at $7,081,253.40. This trade represents a 28.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 1,520,133 shares of company stock valued at $137,259,786. 1.37% of the stock is currently owned by corporate insiders.

Netflix Price Performance

Netflix stock opened at $93.38 on Tuesday. The firm has a 50-day moving average price of $86.95 and a 200-day moving average price of $101.49. The firm has a market capitalization of $394.27 billion, a PE ratio of 36.95, a price-to-earnings-growth ratio of 1.41 and a beta of 1.68. The company has a current ratio of 1.19, a quick ratio of 1.19 and a debt-to-equity ratio of 0.51. Netflix, Inc. has a 12-month low of $75.01 and a 12-month high of $134.12.

Netflix (NASDAQ:NFLX - Get Free Report) last issued its quarterly earnings results on Tuesday, January 20th. The Internet television network reported $0.56 EPS for the quarter, beating 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 for the quarter, compared to the consensus estimate of $11.97 billion. During the same period in the prior year, the firm posted $0.43 EPS. The firm's 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. As a group, equities research analysts forecast that Netflix, Inc. will post 24.58 EPS for the current year.

Key Stories Impacting Netflix

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

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.

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