Ameritas Advisory Services LLC Increases Stake in NetEase, Inc. $NTES

Ameritas Advisory Services LLC raised its stake in shares of NetEase, Inc. (NASDAQ:NTES) by 125.8% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 8,285 shares of the technology company’s stock after acquiring an additional 4,616 shares during the period. Ameritas Advisory Services LLC’s holdings in NetEase were worth $1,259,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in NTES. Assetmark Inc. raised its stake in NetEase by 1.0% during the 3rd quarter. Assetmark Inc. now owns 48,557 shares of the technology company’s stock valued at $7,380,000 after acquiring an additional 472 shares during the last quarter. Caprock Group LLC acquired a new stake in shares of NetEase during the 3rd quarter worth about $608,000. Profund Advisors LLC grew its stake in NetEase by 15.6% in the 3rd quarter. Profund Advisors LLC now owns 27,983 shares of the technology company’s stock worth $4,253,000 after acquiring an additional 3,771 shares during the period. OPTIMAS CAPITAL Ltd boosted its position in shares of NetEase by 51.7% in the third quarter. OPTIMAS CAPITAL Ltd now owns 62,100 shares of the technology company’s stock worth $9,439,000 after acquiring an additional 21,169 shares during the last quarter. Finally, Smartleaf Asset Management LLC increased its stake in NetEase by 19.3% during the third quarter. Smartleaf Asset Management LLC now owns 457 shares of the technology company’s stock worth $69,000 after acquiring an additional 74 shares during the last quarter. 11.07% of the stock is owned by institutional investors and hedge funds.

NetEase Stock Performance

NASDAQ NTES opened at $120.61 on Friday. NetEase, Inc. has a 52 week low of $88.54 and a 52 week high of $159.55. The stock has a fifty day moving average of $134.60 and a 200-day moving average of $139.05. The stock has a market capitalization of $76.42 billion, a P/E ratio of 16.43, a price-to-earnings-growth ratio of 1.49 and a beta of 0.71.

NetEase Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Monday, March 16th will be paid a $1.16 dividend. The ex-dividend date of this dividend is Monday, March 16th. This is an increase from NetEase’s previous quarterly dividend of $0.57. This represents a $4.64 dividend on an annualized basis and a yield of 3.8%. NetEase’s payout ratio is presently 63.22%.

Key NetEase News

Here are the key news stories impacting NetEase this week:

• Positive Sentiment: Big dividend hike: NetEase declared a quarterly dividend of $1.16 (record date Mar 16, pay Mar 27), a 103.5% increase from the prior payout and ~3.9% yield — an income boost that can attract yield-seeking investors and support the share price. Zacks: Q4 Earnings & Dividend
• Positive Sentiment: Broker and analyst commentary noting the Q4 weakness may be one-off and highlighting upside potential — these narratives can limit downside and attract buying from longer‑term/contrarian investors. Seeking Alpha: Q4 Underperformance Is A One-Off Seeking Alpha: Upside Brewing
• Neutral Sentiment: Underlying revenue growth and strategic pushes (game slate, AI initiatives, rising cash) cited in earnings commentary — these are constructive for medium-term fundamentals but haven’t yet offset margin/earnings headwinds. Yahoo Finance: Q4 Highlights
• Neutral Sentiment: Nomura trimmed its price target to $155 (from $160) but kept a Buy rating — a modestly negative tweak in PT but still signals conviction in upside, so the net effect is neutral-to-slightly supportive. MarketScreener: Nomura PT
• Negative Sentiment: Q4 profit miss and weaker margins: NetEase reported a significant drop in Q4 profit (reported as ~24–30% decline across coverage) and missed some estimates, which triggered selling pressure after the print. Yicai Global: Stock Falls After Profit Decline
• Negative Sentiment: Barclays cut its price target to $132 and moved to an Equal Weight rating — another analyst downgrade that can weigh on sentiment and limit near-term upside. The Fly / Benzinga: Barclays PT Cut

Analyst Upgrades and Downgrades

NTES has been the topic of a number of recent research reports. Citigroup restated a “buy” rating on shares of NetEase in a research note on Wednesday. Wall Street Zen lowered NetEase from a “buy” rating to a “hold” rating in a report on Sunday, November 23rd. Benchmark restated a “buy” rating on shares of NetEase in a research report on Thursday. Nomura cut their price objective on NetEase from $160.00 to $155.00 and set a “buy” rating for the company in a research report on Friday. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of NetEase in a research report on Monday, December 22nd. Eight research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus target price of $155.67.

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.