AMF Tjanstepension 13F: Cuts Netflix (NFLX) Stake by $3.7M
Key Points
- AMF Tjanstepension parted with 52,511 shares of Netflix, Inc. NFLX, lowering its holdings 4.1% to 1,215,346 shares worth roughly $84.6 million in an October 22, 2026 filing.
- Netflix shares recently traded around $66.23 on October 22, 2026, sitting well below their 52-week high of $116.73 and slightly above the 52-week low of $64.10.
- Company executives and directors completed several stock sales prior to the filing, while Wall Street analysts updated price targets across multiple firms.
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AMF Tjanstepension trimmed its holdings in Netflix, Inc. NFLX by 52,511 shares during the quarter, according to a Form 13F filed with the SEC on October 22, 2026. The institutional investor parted with a portion of its entertainment platform shares, leaving it with 1,215,346 shares valued at about $84.6 million. That pencils out to a 4.1% decrease from the previous quarter's total of 1,267,857 shares.
NFLX
Netflix, Inc.
Other Institutional Activity in Netflix, Inc.
Other large funds have also adjusted their positions in the streaming giant recently. SBI Securities grew its holdings by 30,611 shares, ending with 197,813 shares worth about $13.8 million in a report filed on October 22, 2026.
Netflix, Inc. Stock Down 3.6%
Netflix closed at $67.05 on October 22, 2026, and recently traded around $66.23 as of that date. The stock sits well off its 52-week high of $116.73, holding just above its 52-week low of $64.10.
Recent Earnings
Netflix reported trailing-twelve-month revenue of $49.7 billion alongside basic earnings of $3.46 per share. The company posted a return on equity of 53.5% and a net profit margin of 29.7%. The next earnings report is scheduled for January 19, 2027.
Dividend
Netflix does not pay a regular dividend to shareholders, reporting a dividend payout ratio of 0.0% and a dividend yield of 0.0%.
Insider Buying and Selling at Netflix, Inc.
Company insiders made several transactions prior to the filing. Chief Executive Officer Gregory K. Peters sold 27,312 shares on August 6, 2026, at an average price of $73.54 for a total of $2.0 million. Chief Financial Officer Spencer Adam Neumann sold 9,248 shares on August 8, 2026, at an average price of $75.79. Director Richard N. Barton also sold shares in September 2026.
Analysts Set New Price Targets
Wall Street firms updated their views on the entertainment platform around the filing date. UBS maintained a buy rating on October 21, 2026, while lowering its price target from $115.00 to $100.00. Citigroup maintained a buy rating on October 21, 2026, adjusting its target from $100.00 to $85.00. Wolfe Research downgraded the stock to peer perform on October 22, 2026. Argus Research kept a buy rating with a $95.00 target, while Pivotal Research maintained a hold rating and cut its target to $65.00 on October 22, 2026. Overall, the stock carries a consensus buy rating with a mean price target of $86.24 across 44 analyst opinions.
About Netflix, Inc.
Netflix, Inc. provides entertainment services worldwide, offering television series, documentaries, feature films, games, and live programming. Members stream content through internet-connected devices such as smart TVs, set-top boxes, and mobile gadgets. Headquartered in Los Gatos, California, the company reaches global audiences across multiple genres and languages.
Bottom Line
Institutional adjustments and insider transactions show ongoing portfolio management as Netflix prepares for its next earnings report on January 19, 2027. Investors will watch upcoming SEC filings and analyst revisions to gauge market sentiment.
Related Filing Alerts
Source: AMF Tjanstepension's 13F filing on $NFLX (Oct 22, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Written by software, not financial advice. How we make alerts