Allianz Asset Management GmbH Sells 8,321 Shares of NetEase, Inc. $NTES

Allianz Asset Management GmbH cut its position in NetEase, Inc. (NASDAQ:NTES) by 44.1% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 10,527 shares of the technology company’s stock after selling 8,321 shares during the quarter. Allianz Asset Management GmbH’s holdings in NetEase were worth $1,600,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Spire Wealth Management grew its position in shares of NetEase by 29.2% in the 3rd quarter. Spire Wealth Management now owns 332 shares of the technology company’s stock worth $50,000 after buying an additional 75 shares during the last quarter. Bridgewater Advisors Inc. boosted its stake in NetEase by 3.3% in the second quarter. Bridgewater Advisors Inc. now owns 2,527 shares of the technology company’s stock valued at $332,000 after acquiring an additional 80 shares in the last quarter. AdvisorNet Financial Inc grew its holdings in NetEase by 7.2% in the third quarter. AdvisorNet Financial Inc now owns 1,501 shares of the technology company’s stock worth $228,000 after purchasing an additional 101 shares during the last quarter. Frank Rimerman Advisors LLC increased its position in shares of NetEase by 1.6% during the second quarter. Frank Rimerman Advisors LLC now owns 6,422 shares of the technology company’s stock worth $864,000 after purchasing an additional 104 shares in the last quarter. Finally, One Wealth Advisors LLC lifted its holdings in shares of NetEase by 3.7% during the 3rd quarter. One Wealth Advisors LLC now owns 2,923 shares of the technology company’s stock valued at $444,000 after purchasing an additional 105 shares during the last quarter. 11.07% of the stock is currently owned by institutional investors.

NetEase Stock Down 0.3%

Shares of NTES opened at $118.17 on Friday. NetEase, Inc. has a 52 week low of $88.54 and a 52 week high of $159.55. The company has a market capitalization of $74.87 billion, a price-to-earnings ratio of 16.10, a PEG ratio of 1.32 and a beta of 0.71. The stock’s 50-day moving average price is $134.98 and its 200-day moving average price is $139.12.

NetEase Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Monday, March 16th will be issued a dividend of $1.16 per share. This is a positive change from NetEase’s previous quarterly dividend of $0.57. The ex-dividend date of this dividend is Monday, March 16th. This represents a $4.64 annualized dividend and a dividend yield of 3.9%. NetEase’s payout ratio is presently 28.99%.

Key Headlines Impacting NetEase

Here are the key news stories impacting NetEase this week:

• Positive Sentiment: Company announced a large quarterly dividend — $1.16 per share (annualized yield ~3.9%), a ~103.5% increase from the prior quarter, which boosts shareholder income and signals confidence in cash generation. NetEase Declares Fourth-Quarter Cash Dividend for 2025
• Positive Sentiment: NetEase Cloud Music (a listed affiliate) reported stronger FY2025 operating and adjusted profits, which is a positive earnings signal for the group’s digital-content exposure and potential monetization levers. NetEase Cloud Music Inc. Reports Fiscal Year 2025 Financial Results
• Neutral Sentiment: Barclays trimmed its price target to $132 from $135 and assigned an “equal weight” rating — a mild downgrade in expectation but the target still implies upside versus the current share level. NTES NetEase price target lowered by at Barclays
• Neutral Sentiment: Mattel agreed to buy NetEase’s stake in a gaming venture for $159M — a small asset sale that modestly recoups capital but is not material to core gaming operations. Barbie maker Mattel to buy NetEase’s stake in gaming venture for $159 million
• Negative Sentiment: Q4 results disappointed: EPS $1.57 missed estimates (~$2.03) and revenue of $3.94B was below consensus; management cited base effects and slower growth — results drove negative market reaction. NetEase Q4 Earnings & Sales Miss Estimates, Revenues Increase Y/Y
• Negative Sentiment: Quarterly net profit fell sharply (reported ~24–30% decline in various reports), a key driver of investor concern about near-term profitability despite revenue growth and AI/game investments. NetEase Stock Falls in US, Hong Kong After 30% Q4 Profit Decline

Analysts Set New Price Targets

A number of analysts have recently weighed in on the company. Benchmark reissued a “buy” rating on shares of NetEase in a research report on Thursday. Weiss Ratings reissued a “hold (c)” rating on shares of NetEase in a report on Monday, December 22nd. Citigroup restated a “buy” rating on shares of NetEase in a research note on Wednesday. Wall Street Zen lowered shares of NetEase from a “buy” rating to a “hold” rating in a research report on Sunday, November 23rd. Finally, Barclays lowered their target price on shares of NetEase from $135.00 to $132.00 and set an “equal weight” rating for the company in a research note on Thursday. Seven investment analysts have rated the stock with a Buy rating and three have given a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $155.75.

NetEase Company Profile

NetEase, Inc (NASDAQ: NTES) is a Chinese technology company headquartered in Hangzhou that develops and operates Internet services and products. Founded in 1997 by William Ding (Ding Lei), the company has grown from an early web portal and e-mail provider into a diversified online services group. William Ding has served as the company’s founder and long-time leader, guiding its expansion into games, digital content and consumer services.

The company’s primary business is interactive entertainment: NetEase Games designs, develops and publishes PC and mobile games for domestic and international audiences, offering a mix of self-developed franchises and titles published under licensing and strategic partnerships.