NetEase, Inc. (NASDAQ:NTES) Receives Average Rating of “Moderate Buy” from Analysts

NetEase, Inc. (NASDAQ:NTES) has received a consensus recommendation of “Moderate Buy” from the eleven research firms that are currently covering the company, MarketBeat Ratings reports. Three equities research analysts have rated the stock with a hold recommendation and eight have assigned a buy recommendation to the company. The average 1-year price objective among brokerages that have covered the stock in the last year is $155.6667.

Several analysts have recently commented on NTES shares. Barclays decreased their target price on NetEase from $135.00 to $132.00 and set an “equal weight” rating on the stock in a report on Thursday. Wall Street Zen downgraded shares of NetEase from a “buy” rating to a “hold” rating in a research report on Sunday, November 23rd. Nomura lowered their price objective on shares of NetEase from $160.00 to $155.00 and set a “buy” rating for the company in a research report on Friday. Weiss Ratings reiterated a “hold (c)” rating on shares of NetEase in a research report on Monday, December 22nd. Finally, Sanford C. Bernstein set a $155.00 price target on shares of NetEase in a research note on Friday, November 21st.

Institutional Trading of NetEase

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. NewSquare Capital LLC increased its stake in NetEase by 137.2% in the second quarter. NewSquare Capital LLC now owns 185 shares of the technology company’s stock valued at $25,000 after purchasing an additional 107 shares in the last quarter. Private Trust Co. NA increased its position in shares of NetEase by 266.0% in the 2nd quarter. Private Trust Co. NA now owns 194 shares of the technology company’s stock valued at $26,000 after buying an additional 141 shares in the last quarter. Cornerstone Planning Group LLC acquired a new stake in NetEase during the 3rd quarter worth $33,000. Spire Wealth Management lifted its holdings in NetEase by 159.6% during the second quarter. Spire Wealth Management now owns 257 shares of the technology company’s stock worth $35,000 after acquiring an additional 158 shares in the last quarter. Finally, Steigerwald Gordon & Koch Inc. bought a new position in NetEase during the third quarter worth about $38,000. 11.07% of the stock is owned by institutional investors.

NetEase News Roundup

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

NetEase Price Performance

Shares of NTES opened at $120.61 on Monday. The company has a market capitalization of $76.42 billion, a P/E ratio of 16.43, a PEG ratio of 1.52 and a beta of 0.71. NetEase has a one year low of $88.54 and a one year high of $159.55. The business’s 50 day simple moving average is $134.60 and its 200-day simple moving average is $139.16.

NetEase Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Shareholders of record on Monday, March 16th will be given a $1.16 dividend. This represents a $4.64 dividend on an annualized basis and a yield of 3.8%. The ex-dividend date is Monday, March 16th. This is a positive change from NetEase’s previous quarterly dividend of $0.57. NetEase’s dividend payout ratio is 30.93%.

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.