NetEase (NASDAQ:NTES) Price Target Lowered to $132.00 at Barclays

NetEase (NASDAQ:NTES) had its price objective reduced by Barclays from $135.00 to $132.00 in a report published on Thursday, Marketbeat reports. They currently have an equal weight rating on the technology company’s stock.

Other equities research analysts have also issued reports about the company. Weiss Ratings restated a “hold (c)” rating on shares of NetEase in a report on Monday, December 22nd. Sanford C. Bernstein set a $155.00 price objective on NetEase in a research report on Friday, November 21st. Benchmark raised their target price on NetEase from $145.00 to $158.00 and gave the company a “buy” rating in a report on Friday, November 21st. Citigroup reiterated a “buy” rating on shares of NetEase in a report on Wednesday. Finally, Wall Street Zen downgraded shares of NetEase from a “buy” rating to a “hold” rating in a research note on Sunday, November 23rd. Seven research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $155.75.

NetEase Stock Performance

Shares of NTES opened at $118.17 on Thursday. The firm has a market cap of $74.87 billion, a PE ratio of 16.10, a PEG ratio of 1.32 and a beta of 0.71. The firm’s 50 day moving average price is $134.98 and its 200 day moving average price is $139.12. NetEase has a twelve month low of $88.54 and a twelve month high of $159.55.

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 $1.16 dividend. This represents a $4.64 annualized dividend and a dividend yield of 3.9%. The ex-dividend date of this dividend is Monday, March 16th. This is a positive change from NetEase’s previous quarterly dividend of $0.57. NetEase’s payout ratio is currently 28.99%.

Hedge Funds Weigh In On NetEase

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. ABN Amro Investment Solutions acquired a new stake in NetEase during the 2nd quarter worth $2,056,000. Ninety One UK Ltd increased its holdings in shares of NetEase by 0.5% in the third quarter. Ninety One UK Ltd now owns 6,296,150 shares of the technology company’s stock worth $956,952,000 after acquiring an additional 28,381 shares in the last quarter. Advisory Resource Group acquired a new stake in shares of NetEase during the second quarter worth about $1,313,000. Renaissance Group LLC bought a new position in shares of NetEase during the 3rd quarter valued at about $6,177,000. Finally, Mitsubishi UFJ Trust & Banking Corp grew its position in shares of NetEase by 326.4% in the 2nd quarter. Mitsubishi UFJ Trust & Banking Corp now owns 55,635 shares of the technology company’s stock valued at $7,487,000 after purchasing an additional 42,587 shares during the period. 11.07% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about 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

About NetEase

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.