Mn Services Vermogensbeheer B.V. Has $155.34 Million Stake in Netflix, Inc. $NFLX

Key Points

• Mn Services Vermogensbeheer B.V. raised its Netflix stake by 921.4% in Q4 to 1,656,790 shares worth $155.34 million, making Netflix about 1.0% of its portfolio and its 15th-largest holding.
• Netflix beat Q4 estimates with $0.56 EPS (vs. $0.55) and $12.05B revenue (up 17.6% YoY), set Q1 2026 guidance of $0.76, and holds a MarketBeat consensus of "Moderate Buy" with an average price target of $114.55, even as insiders sold roughly 1.52M shares (~$137.3M) in the past 90 days.

Mn Services Vermogensbeheer B.V. raised its holdings in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 921.4% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 1,656,790 shares of the Internet television network's stock after purchasing an additional 1,494,590 shares during the period. Netflix makes up about 1.0% of Mn Services Vermogensbeheer B.V.'s portfolio, making the stock its 15th largest holding. Mn Services Vermogensbeheer B.V.'s holdings in Netflix were worth $155,341,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Imprint Wealth LLC acquired a new position in Netflix in the 3rd quarter valued at $25,000. Retirement Wealth Solutions LLC acquired a new stake in shares of Netflix during the 3rd quarter worth $28,000. Steph & Co. increased its position in shares of Netflix by 188.9% in the third quarter. Steph & Co. now owns 26 shares of the Internet television network's stock worth $31,000 after purchasing an additional 17 shares during the period. Bare Financial Services Inc increased its position in shares of Netflix by 93.3% in the third quarter. Bare Financial Services Inc now owns 29 shares of the Internet television network's stock worth $35,000 after purchasing an additional 14 shares during the period. Finally, Horizon Financial Services LLC raised its stake in Netflix by 480.0% in 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 in the last quarter. 80.93% of the stock is currently owned by institutional investors.

Netflix Stock Down 0.5%

Shares of NASDAQ NFLX opened at $92.97 on Tuesday. 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 company has a market cap of $392.53 billion, a price-to-earnings ratio of 36.79, a PEG ratio of 1.43 and a beta of 1.68. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The stock has a 50-day moving average price of $87.35 and a two-hundred day moving average price of $100.38.

Netflix (NASDAQ:NFLX - Get Free Report) last posted its quarterly earnings results 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. The company had revenue of $12.05 billion for the quarter, compared to the consensus estimate of $11.97 billion. Netflix had a net margin of 24.30% and a return on equity of 43.26%. The firm's quarterly revenue was up 17.6% compared to the same quarter last year. During the same period last year, the company posted $0.43 EPS. Netflix has set its Q1 2026 guidance at 0.760-0.760 EPS. As a group, analysts forecast that Netflix, Inc. will post 24.58 earnings per share for the current fiscal year.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on NFLX. Royal Bank Of Canada reaffirmed a "hold" rating on shares of Netflix in a research report on Wednesday, January 21st. JPMorgan Chase & Co. started coverage on shares of Netflix in a report on Monday, March 2nd. They issued an "overweight" rating and a $120.00 target price on the stock. Weiss Ratings downgraded shares of Netflix from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, January 22nd. Deutsche Bank Aktiengesellschaft reiterated a "hold" rating and set a $98.00 price target (up from $95.00) on shares of Netflix in a research report on Wednesday, January 21st. Finally, Rosenblatt Securities lifted their price objective on shares of Netflix from $94.00 to $95.00 and gave the company a "neutral" rating in a research note on Friday, February 27th. 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 company presently has a consensus rating of "Moderate Buy" and an average price target of $114.55.

Insiders Place Their Bets

In other Netflix news, insider David A. Hyman sold 23,439 shares of the firm's stock in a transaction that occurred on Friday, January 16th. The shares were sold at an average price of $88.11, for a total value of $2,065,210.29. Following the sale, the insider owned 316,100 shares in the company, valued at $27,851,571. This trade represents a 6.90% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. Also, CEO Gregory K. Peters sold 105,781 shares of the business's stock in a transaction on Thursday, January 29th. The stock was sold at an average price of $82.94, for a total transaction of $8,773,476.14. Following the sale, the chief executive officer directly owned 122,140 shares in the company, valued at approximately $10,130,291.60. The trade was a 46.41% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 1,520,133 shares of company stock worth $137,259,786 over the last 90 days. Insiders own 1.37% of the company's stock.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix avoided a large, debt-funded acquisition and collected a sizable termination fee — a material near-term cash boost and preservation of balance-sheet flexibility that reduces execution risk. Paramount Paid Netflix $2.8 Billion Breakup Fee
• Positive Sentiment: Analysts remain generally constructive: recent price-target raises (including a $135 target) and consensus targets imply meaningful upside vs. the current level, reflecting expectations for margin expansion from price increases and ad monetization. Netflix Price Target Raised to $135.00
• Neutral Sentiment: Management is leaning on organic growth levers — higher subscription prices, ad revenue growth and live sports — which are strategic positives but carry execution risk and timing uncertainty. MarketBeat Netflix Overview
• Neutral Sentiment: Coverage changes and rating moves include a Citizens JMP “market perform” initiation, signaling some analyst caution despite long-term upside scenarios. Benzinga Coverage Note
• Negative Sentiment: Customer reaction to the latest 10% U.S. price hike has been negative in social and survey coverage, and early market reactions show some share weakness on fears of churn and subscriber sensitivity. Customers React to Netflix Price Hikes
• Negative Sentiment: Analysts are split after the price increase — some see durable monetization upside, others worry valuation leaves little room for error; mixed headlines are increasing near-term volatility. Analysts Split on Outlook Following 10% Price Increase
• Negative Sentiment: Competitive pressure in ad-supported streaming (Roku cited as a cheaper/AI-ad advantaged alternative) tempers enthusiasm about Netflix’s ad growth thesis and relative valuation. NFLX vs. ROKU: Which Ad-Supported Streaming Stock is the Better Buy?

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.

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