Netflix, Inc. $NFLX Position Lifted by Mn Services Vermogensbeheer B.V.

Key Points

• Mn Services Vermogensbeheer B.V. increased its Netflix stake by 1.5% in the third quarter, adding 18,200 shares and bringing its holdings to 1.25 million shares valued at approximately $86.6 million. Institutional investors collectively own 80.93% of Netflix.
• Netflix reported quarterly EPS of $0.80, slightly above estimates, while revenue rose 13.4% year over year to $12.56 billion. Analysts maintain a consensus “Moderate Buy” rating with an average price target of $94.70.
• Insiders have been selling shares: CEO Ted Sarandos and CFO Spencer Neumann sold a combined $8.4 million worth of stock, contributing to $13.1 million in insider sales over the past three months; insiders own 1.24% of the company.

Mn Services Vermogensbeheer B.V. raised its stake in Netflix, Inc. (NASDAQ:NFLX - Free Report) by 1.5% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 1,245,090 shares of the Internet television network's stock after buying an additional 18,200 shares during the period. Mn Services Vermogensbeheer B.V.'s holdings in Netflix were worth $86,633,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors also recently added to or reduced their stakes in the stock. Nykredit A S acquired a new position in Netflix during the 2nd quarter valued at about $105,697,000. Rockland Trust Co. raised its stake in Netflix by 27.5% in the third quarter. Rockland Trust Co. now owns 219,221 shares of the Internet television network's stock valued at $15,253,000 after buying an additional 47,339 shares during the last quarter. University of Texas Texas AM Investment Management Co. boosted its holdings in Netflix by 798.5% in the fourth quarter. University of Texas Texas AM Investment Management Co. now owns 42,542 shares of the Internet television network's stock worth $3,989,000 after acquiring an additional 37,807 shares in the last quarter. Ritholtz Wealth Management boosted its holdings in Netflix by 25.0% in the first quarter. Ritholtz Wealth Management now owns 106,451 shares of the Internet television network's stock worth $10,235,000 after acquiring an additional 21,260 shares in the last quarter. Finally, Wittenberg Investment Management Inc. grew its stake in shares of Netflix by 889.8% during the fourth quarter. Wittenberg Investment Management Inc. now owns 14,530 shares of the Internet television network's stock worth $1,362,000 after acquiring an additional 13,062 shares during the last quarter. 80.93% of the stock is owned by hedge funds and other institutional investors.

Netflix Stock Up 2.7%

NASDAQ:NFLX opened at $71.57 on Friday. The firm has a market capitalization of $298.01 billion, a P/E ratio of 22.53, a PEG ratio of 0.98 and a beta of 1.62. Netflix, Inc. has a 1-year low of $65.08 and a 1-year high of $124.86. The company's fifty day moving average price is $75.48 and its 200-day moving average price is $81.49. The company has a debt-to-equity ratio of 0.39, a current ratio of 1.14 and a quick ratio of 1.14.

Netflix (NASDAQ:NFLX - Get Free Report) last issued its earnings results on Thursday, July 16th. The Internet television network reported $0.80 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.79 by $0.01. Netflix had a net margin of 28.22% and a return on equity of 40.02%. The firm had revenue of $12.56 billion during the quarter, compared to analysts' expectations of $12.58 billion. During the same quarter last year, the company posted $0.72 earnings per share. The firm's revenue was up 13.4% compared to the same quarter last year. As a group, equities research analysts anticipate that Netflix, Inc. will post 3.59 EPS for the current year.

Analyst Ratings Changes

Several equities analysts have recently issued reports on the stock. China Intl Cap upgraded shares of Netflix to a "strong-buy" rating in a report on Tuesday, July 21st. Weiss Ratings reissued a "hold (c)" rating on shares of Netflix in a research report on Tuesday, September 22nd. JPMorgan Chase & Co. reaffirmed a "buy" rating on shares of Netflix in a report on Thursday, August 20th. Citigroup reiterated a "market perform" rating on shares of Netflix in a research note on Monday, August 17th. Finally, UBS Group dropped their price objective on shares of Netflix from $130.00 to $115.00 and set a "buy" rating on the stock in a report on Friday, July 17th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty-five have assigned a Buy rating, fifteen have issued a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat, Netflix has a consensus rating of "Moderate Buy" and an average target price of $94.70.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Morgan Stanley maintained an Overweight rating while lowering its price target from $83 to $80. The revised target still implies meaningful upside from recent levels, suggesting the bank views the pullback as an opportunity rather than a deterioration in Netflix’s long-term outlook. Netflix Stocks Jump 2.3% Although Morgan Stanley Trims Its Target
• Positive Sentiment: Several market analyses describe NFLX as attractively valued or below fair value based on its cash-generation potential. Netflix has produced strong long-term shareholder returns despite its 2026 decline, and investors are watching advertising, live programming and other newer businesses as potential growth engines. Netflix Q3 Preview: Attractively Priced Streaming Giant, Shares a Buy
• Positive Sentiment: The completion of the Paramount-Warner Bros. transaction creates a larger rival, but its heavy debt burden and integration demands may give Netflix additional breathing room. Netflix also reportedly received $2.8 billion from Paramount to abandon its competing Warner Bros. bid, reinforcing its balance-sheet flexibility. Netflix Gains Breathing Room As a Major Studio Merger Closes
• Neutral Sentiment: Netflix released a trailer for The Altruists, an eight-episode fictionalized series about the FTX scandal, scheduled for November 19. The project could support engagement and publicity, although its direct financial impact is uncertain. Netflix Drops Trailer for Series Based on FTX
• Negative Sentiment: Bearish commentary continues to cite slowing revenue growth, rising content costs and intense streaming competition. The newly combined Paramount-Warner Bros. group also has substantially greater scale, creating a longer-term competitive risk if its debt does not constrain content investment. Netflix Stock Plunges Year to Date: Three Reasons to Stay Away

Insider Buying and Selling at Netflix

In other news, CFO Spencer Neumann sold 9,248 shares of the business's stock in a transaction dated Monday, August 10th. The stock was sold at an average price of $75.79, for a total value of $700,905.92. Following the completion of the transaction, the chief financial officer owned 73,787 shares of the company's stock, valued at $5,592,316.73. The trade was a 11.14% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Theodore Sarandos sold 105,850 shares of the company's stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $73.03, for a total value of $7,730,225.50. Following the completion of the sale, the chief executive officer owned 206,266 shares in the company, valued at $15,063,605.98. The trade was a 33.91% 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. The sale was made to cover tax withholding obligations related to the vesting of equity awards. In the last three months, insiders have sold 179,045 shares of company stock worth $13,132,194. Insiders own 1.24% of the company's stock.

About Netflix

Netflix, Inc NASDAQ: NFLX is a global entertainment company that operates a subscription-based streaming service. It offers a broad range of television series, films, documentaries, and other programming, including original productions developed under the Netflix brand and licensed content from third-party studios.

The company also provides advertising-supported viewing options in some markets and has expanded into related entertainment categories, including mobile and cloud-based games, live programming, and consumer products associated with selected titles.

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