Netflix, Inc. $NFLX Shares Bought by Towarzystwo Funduszy Inwestycyjnych PZU SA

Towarzystwo Funduszy Inwestycyjnych PZU SA grew its holdings in shares of Netflix, Inc. (NASDAQ:NFLX) by 760.1% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 11,990 shares of the Internet television network’s stock after purchasing an additional 10,596 shares during the quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA’s holdings in Netflix were worth $1,124,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Imprint Wealth LLC acquired a new stake in Netflix during the 3rd quarter worth $25,000. Bare Financial Services Inc boosted its stake in Netflix by 93.3% during the 3rd 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 last quarter. Horizon Financial Services LLC boosted its stake in Netflix by 480.0% during the 3rd quarter. Horizon Financial Services LLC now owns 29 shares of the Internet television network’s stock worth $35,000 after purchasing an additional 24 shares during the last quarter. Redmont Wealth Advisors LLC acquired a new stake in Netflix during the 3rd quarter worth $36,000. Finally, Promus Capital LLC acquired a new stake in Netflix during the 3rd quarter worth $48,000. Institutional investors and hedge funds own 80.93% of the company’s stock.

Key Headlines Impacting Netflix

Here are the key news stories impacting Netflix this week:

• Positive Sentiment: Netflix expanded its iHeartMedia deal to add new celebrity-led video podcasts and live programming, including exclusive live video launches and on-demand episodes, which could boost user engagement and deepen its content ecosystem. Netflix Expands Its iHeart Podcast Bet
• Positive Sentiment: Several commentary pieces argued that Netflix looks inexpensive after its pullback, with some analysts and investors framing the stock as a quality growth name at a more attractive valuation. Netflix And IHeartMedia Expand Their Exclusive Video Podcast Partnership
• Positive Sentiment: Industry coverage highlighted Netflix’s scale and the possibility that it could reach roughly one billion monthly viewers over time, reinforcing the long-term growth narrative. Netflix has a stunning milestone in sight for 2027
• Neutral Sentiment: Netflix said it will report second-quarter 2026 results on July 16, setting up the next major earnings catalyst for the stock. Netflix to Announce Second Quarter 2026 Financial Results
• Negative Sentiment: Tyra Banks is suing Netflix over alleged deceptive editing in an “America’s Next Top Model” documentary, creating a potential legal distraction and headline risk. Tyra Banks is taking Netflix to court
• Negative Sentiment: Some market commentary noted that Netflix has fallen well below prior highs amid concerns about slower growth, stronger competition, and broader skepticism toward streaming valuations. NFLX Stock Is Down 40% From All-Time High: Are Retail Investors Buying The Dip Or Leaving Battered Streamer?

Insider Buying and Selling

In other Netflix news, CEO Theodore A. Sarandos sold 27,312 shares of the company’s stock in a transaction dated Tuesday, May 5th. The shares were sold at an average price of $87.97, for a total value of $2,402,636.64. Following the transaction, the chief executive officer owned 284,804 shares of the company’s stock, valued at $25,054,207.88. This represents a 8.75% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CEO Gregory K. Peters sold 27,312 shares of the company’s stock in a transaction dated Thursday, May 7th. The shares were sold at an average price of $88.69, for a total transaction of $2,422,301.28. Following the completion of the transaction, the chief executive officer directly owned 120,931 shares in the company, valued at $10,725,370.39. The trade was a 18.42% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold a total of 1,313,029 shares of company stock valued at $120,315,776 over the last three months. Company insiders own 1.24% of the company’s stock.

Netflix Trading Up 1.7%

NASDAQ NFLX opened at $81.67 on Tuesday. The firm’s 50-day moving average is $90.59 and its two-hundred day moving average is $90.84. Netflix, Inc. has a 12 month low of $75.01 and a 12 month high of $134.12. The company has a debt-to-equity ratio of 0.43, a current ratio of 1.41 and a quick ratio of 1.41. The stock has a market capitalization of $343.90 billion, a P/E ratio of 26.38, a PEG ratio of 1.02 and a beta of 1.50.

Netflix (NASDAQ:NFLX) last posted its earnings results on Thursday, April 16th. The Internet television network reported $1.23 EPS for the quarter, beating analysts’ consensus estimates of $0.76 by $0.47. Netflix had a net margin of 28.52% and a return on equity of 40.92%. The company had revenue of $12.25 billion for the quarter, compared to analysts’ expectations of $12.17 billion. During the same quarter in the prior year, the company posted $6.61 earnings per share. Netflix’s revenue for the quarter was up 16.2% compared to the same quarter last year. Netflix has set its Q2 2026 guidance at 0.780-0.780 EPS. On average, sell-side analysts anticipate that Netflix, Inc. will post 3.6 earnings per share for the current year.

Wall Street Analysts Forecast Growth

Several brokerages have recently weighed in on NFLX. TD Cowen reissued a “buy” rating on shares of Netflix in a research report on Thursday, May 14th. Bank of America reissued a “buy” rating and set a $125.00 price target on shares of Netflix in a research report on Monday, May 18th. Citic Securities boosted their price target on shares of Netflix from $95.00 to $107.00 and gave the company a “hold” rating in a research report on Monday, April 27th. Pivotal Research set a $96.00 price target on shares of Netflix and gave the company a “hold” rating in a research report on Friday, April 17th. Finally, Erste Group Bank cut shares of Netflix from a “buy” rating to a “hold” rating in a research report on Monday, April 27th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have issued a Buy rating and sixteen have issued a Hold rating to the stock. According to MarketBeat, Netflix presently has a consensus rating of “Moderate Buy” and an average price target of $114.39.

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.