Netflix, Inc. $NFLX Shares Bought by ASR Vermogensbeheer N.V.

Key Points

• ASR Vermogensbeheer boosted its Netflix stake by 817.3% in Q4 to 737,271 shares (about $69.13M), making Netflix its 15th largest holding and 0.8% of the fund's portfolio.
• Heavy insider selling: co‑founder Reed Hastings sold 420,550 shares (~$40.16M) and CFO Spencer Neumann sold 57,260 shares (~$5.47M), with insiders offloading ~1.46M shares worth $138.14M over the past 90 days (insiders now own 1.37%).
• Quarterly beat: Netflix reported Q1 EPS of $1.23 vs. $0.76 expected and revenue of $12.25B vs. $12.17B expected, with revenue up 16.2% YoY and Q2 EPS guidance of $0.78.

ASR Vermogensbeheer N.V. boosted its stake in shares of Netflix, Inc. (NASDAQ:NFLX - Free Report) by 817.3% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 737,271 shares of the Internet television network's stock after buying an additional 656,901 shares during the period. Netflix accounts for 0.8% of ASR Vermogensbeheer N.V.'s investment portfolio, making the stock its 15th largest position. ASR Vermogensbeheer N.V.'s holdings in Netflix were worth $69,126,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in NFLX. First Financial Corp IN raised its position in Netflix by 900.0% in the fourth quarter. First Financial Corp IN now owns 270 shares of the Internet television network's stock valued at $25,000 after purchasing an additional 243 shares during the period. DiNuzzo Private Wealth Inc. raised its position in Netflix by 885.2% in the fourth quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network's stock valued at $25,000 after purchasing an additional 239 shares during the period. Turning Point Benefit Group Inc. raised its position in Netflix by 13,400.0% in the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network's stock valued at $25,000 after purchasing an additional 268 shares during the period. Imprint Wealth LLC purchased a new stake in Netflix in the third quarter valued at $25,000. Finally, MB Levis & Associates LLC raised its position in Netflix by 177.8% in the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network's stock valued at $28,000 after purchasing an additional 192 shares during the period. Institutional investors and hedge funds own 80.93% of the company's stock.

Insider Buying and Selling

In related news, Director Reed Hastings sold 420,550 shares of the business's stock in a transaction on Wednesday, April 1st. The stock was sold at an average price of $95.49, for a total transaction of $40,158,319.50. Following the completion of the transaction, the director directly owned 3,940 shares of the company's stock, valued at $376,230.60. The trade was a 99.07% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, 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 value of $5,468,330.00. Following the transaction, the chief financial officer directly owned 73,787 shares of the company's stock, valued at $7,046,658.50. The trade was a 43.69% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 1,458,944 shares of company stock valued at $138,141,007. Company insiders own 1.37% of the company's stock.

Wall Street Analyst Weigh In

A number of research firms have commented on NFLX. Citigroup began coverage on Netflix in a research report on Thursday, April 16th. They issued a "market perform" rating on the stock. Cfra upgraded Netflix from a "hold" rating to a "buy" rating and set a $115.00 target price on the stock in a research report on Friday, March 6th. BMO Capital Markets reduced their target price on Netflix from $143.00 to $135.00 and set an "outperform" rating on the stock in a research report on Wednesday, January 21st. Weiss Ratings upgraded Netflix from a "hold (c)" rating to a "hold (c+)" rating in a research report on Monday. Finally, Guggenheim set a $120.00 target price on Netflix and gave the company a "buy" rating in a research report on Friday, April 17th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and fifteen have assigned a Hold rating to the stock. According to data from MarketBeat.com, Netflix presently has a consensus rating of "Moderate Buy" and an average target price of $114.82.

Netflix Trading Up 0.0%

Shares of NASDAQ NFLX opened at $88.27 on Friday. Netflix, Inc. has a twelve month low of $75.01 and a twelve month high of $134.12. The company has a current ratio of 1.41, a quick ratio of 1.41 and a debt-to-equity ratio of 0.43. The stock has a fifty day simple moving average of $95.44 and a 200-day simple moving average of $96.08. The stock has a market capitalization of $371.70 billion, a PE ratio of 28.51, a PEG ratio of 1.13 and a beta of 1.55.

Netflix (NASDAQ:NFLX - Get Free Report) last issued its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share for the quarter, beating 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 business had revenue of $12.25 billion during the quarter, compared to analysts' expectations of $12.17 billion. During the same period in the previous year, the firm posted $6.61 earnings per share. The company's revenue was up 16.2% on a year-over-year basis. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, equities analysts forecast that Netflix, Inc. will post 3.56 earnings per share for the current year.

Netflix News Roundup

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Sector/company buyback talk could provide support to the shares over time as buybacks reduce float and signal capital‑return discipline. Netflix, Pulte, and Mobileye Are Buying Their Own Dips—Should You?
• Positive Sentiment: Some analyst pieces argue Netflix’s near term is “soft” but the bull case is stronger in H2 (timing of content, ad revenue cadence and margin improvements), which can support a recovery if execution meets expectations. Netflix’s First Half Is Soft. The Second Half Is Where the Bull Case Lives
• Neutral Sentiment: Warner Bros. Discovery reported a large one‑time charge tied to a termination fee connected to the almost‑acquisition saga (coverage highlights the fee and WBD’s resulting loss). This is an M&A accounting item in the wider media sector—relevant to Netflix’s cash/settlement story but not a recurring revenue signal. Warner Bros. Discovery Logs $2.92 Billion Loss Tied to Netflix Termination Fee
• Neutral Sentiment: Market commentary and technical analyses are mixed — some argue the post‑earnings pullback is overdone while others point to continued volatility; these views temper but do not eliminate near‑term downside risk. Is It Time To Reassess Netflix After Recent Share Price Weakness
• Negative Sentiment: Significant insider selling this week: CEO Greg Peters sold 27,312 shares (~$88.69 avg) and CFO Spencer Neumann sold 9,253 shares (~$88.95 avg) (SEC filings), plus other insider sales including a large, pre‑arranged sale by co‑founder Reed Hastings and a tax‑related sale by David Hyman. Large, visible insider exits increase perceived supply pressure and amplify short‑term selling. Gregory K. Peters Form 4 Spencer A. Neumann Form 4
• Negative Sentiment: Analyst/technical pressure — several notes and market comments point to clustered price targets under previous highs and resistance near ~$100, which, together with short positioning, helps explain intraday weakness. What's Going On With Netflix 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.

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