PFA Pension Forsikringsaktieselskab Makes New Investment in Netflix, Inc. $NFLX

PFA Pension Forsikringsaktieselskab purchased a new position in Netflix, Inc. (NASDAQ:NFLX) in the fourth quarter, HoldingsChannel.com reports. The firm purchased 2,379,300 shares of the Internet television network’s stock, valued at approximately $223,131,000. Netflix makes up approximately 0.6% of PFA Pension Forsikringsaktieselskab’s holdings, making the stock its 18th largest holding.

Several other institutional investors have also recently made changes to their positions in the business. First Financial Corp IN lifted its holdings in Netflix by 900.0% in the 4th quarter. First Financial Corp IN now owns 270 shares of the Internet television network’s stock worth $25,000 after purchasing an additional 243 shares in the last quarter. DiNuzzo Private Wealth Inc. grew its holdings in Netflix by 885.2% during the 4th quarter. DiNuzzo Private Wealth Inc. now owns 266 shares of the Internet television network’s stock valued at $25,000 after buying an additional 239 shares in the last quarter. Turning Point Benefit Group Inc. raised its position in shares of Netflix by 13,400.0% during the fourth quarter. Turning Point Benefit Group Inc. now owns 270 shares of the Internet television network’s stock valued at $25,000 after buying an additional 268 shares during the last quarter. Imprint Wealth LLC bought a new stake in shares of Netflix during the third quarter valued at approximately $25,000. Finally, MB Levis & Associates LLC lifted its holdings in shares of Netflix by 177.8% in the fourth quarter. MB Levis & Associates LLC now owns 300 shares of the Internet television network’s stock worth $28,000 after buying an additional 192 shares in the last quarter. Hedge funds and other institutional investors own 80.93% of the company’s stock.

Netflix Trading Down 1.7%

NFLX opened at $92.06 on Friday. The firm has a market cap of $387.65 billion, a P/E ratio of 29.74, a P/E/G ratio of 1.20 and a beta of 1.55. Netflix, Inc. has a 12 month low of $75.01 and a 12 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 50-day moving average of $94.81 and a 200 day moving average of $96.77.

Netflix (NASDAQ:NFLX) last posted its quarterly earnings data on Thursday, April 16th. The Internet television network reported $1.23 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.76 by $0.47. The business had revenue of $12.25 billion during the quarter, compared to analyst estimates of $12.17 billion. Netflix had a return on equity of 40.92% and a net margin of 28.52%.The company’s revenue for the quarter was up 16.2% on a year-over-year basis. During the same period last year, the company earned $6.61 EPS. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. As a group, research analysts forecast that Netflix, Inc. will post 3.56 EPS for the current year.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Board authorized a large $25 billion share?repurchase capacity, boosting optionality to reduce float and support the stock. Netflix, Inc. (NFLX) Expands Buyback Capacity with New $25B Authorization
• Positive Sentiment: Netflix is pushing mobile engagement with a TikTok?style vertical “Clips” feed to increase viewing frequency and discovery on phones — a strategic product move to broaden usage. Netflix wants you to watch ‘Clips,’ its TikTok-like vertical video feed
• Positive Sentiment: TV/market commentators and some TV?trade segments are still listing NFLX among buy/long ideas, keeping some investor interest intact. Netflix, Cisco, Zoom And A Health Care Stock On CNBC’s ‘Final Trades’
• Neutral Sentiment: Analysts modestly raised forward EPS estimates (Erste Group nudged FY2026/FY2027 numbers slightly), but ratings remain mixed — small upside to estimates rather than a broad upgrade. Erste Group raises Netflix EPS estimates (MarketBeat summary)
• Neutral Sentiment: Investor attention metrics and media writeups (Zacks) show heightened interest — more eyeballs can amplify moves but don’t guarantee direction. Netflix, Inc. (NFLX) is Attracting Investor Attention: Here is What You Should Know
• Negative Sentiment: Market reaction remains focused on the company’s conservative near?term guidance (Q2 EPS guidance lower than some expected), which prompted profit?taking despite the Q1 EPS beat. That guidance is a principal reason for downward pressure. Why Is Netflix Stock Falling, and is it a Generational Buying Opportunity?
• Negative Sentiment: Shareholder activism and governance scrutiny have returned to the headlines, adding uncertainty around strategic choices and valuation — a potential headwind for sentiment until resolved. Netflix Shareholder Activism Puts Governance And Valuation In Focus

Analyst Ratings Changes

Several equities analysts recently weighed in on NFLX shares. President Capital raised their target price on shares of Netflix from $133.00 to $134.00 and gave the company a “buy” rating in a research note on Tuesday, March 31st. Citic Securities increased their price objective on shares of Netflix from $95.00 to $107.00 and gave the company a “hold” rating in a report on Monday, April 27th. Jefferies Financial Group cut their price objective on Netflix from $134.00 to $128.00 and set a “buy” rating for the company in a research report on Friday, April 17th. Cfra raised Netflix from a “hold” rating to a “buy” rating and set a $115.00 price objective on the stock in a report on Friday, March 6th. Finally, Freedom Capital upgraded Netflix from a “hold” rating to a “strong-buy” rating in a research report on Tuesday, January 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating and fifteen have issued a Hold rating to the stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $114.82.

Insiders Place Their Bets

In other news, CEO Gregory K. Peters sold 27,312 shares of the firm’s stock in a transaction that occurred on Tuesday, February 10th. The stock was sold at an average price of $83.24, for a total value of $2,273,450.88. Following the completion of the sale, the chief executive officer directly owned 122,140 shares of the company’s stock, valued at $10,166,933.60. This trade represents a 18.27% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Spencer Adam Neumann sold 28,630 shares of the 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 completion of the sale, the chief financial officer directly owned 73,787 shares in the company, valued at approximately $7,231,126. This represents a 27.95% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders sold 1,382,013 shares of company stock worth $127,482,296. 1.37% of the stock is currently owned by company insiders.

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.