NetEase, Inc. $NTES Stock: Ninety One SA Pty Ltd Trims Holdings

Posted by George Bondi on Oct 15th, 2026

Ninety One SA Pty Ltd lowered its stake in shares of NetEase, Inc. (NASDAQ:NTES – Free Report) by 10.9% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 62,595 shares of the technology company’s stock after selling 7,661 shares during the quarter. Ninety One SA Pty Ltd’s holdings in NetEase were worth $7,616,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in NTES. V Square Quantitative Management LLC bought a new stake in shares of NetEase during the first quarter valued at approximately $25,000. MidFirst Bank bought a new position in NetEase in the 4th quarter worth approximately $57,000. Allworth Financial LP raised its position in NetEase by 210.2% in the 2nd quarter. Allworth Financial LP now owns 667 shares of the technology company’s stock worth $85,000 after purchasing an additional 452 shares during the last quarter. EverSource Wealth Advisors LLC raised its position in NetEase by 16.0% in the 1st quarter. EverSource Wealth Advisors LLC now owns 777 shares of the technology company’s stock worth $87,000 after purchasing an additional 107 shares during the last quarter. Finally, Integrated Wealth Concepts LLC acquired a new position in NetEase during the 2nd quarter worth $102,000. Institutional investors own 11.07% of the company’s stock.

NetEase Price Performance

Shares of NASDAQ NTES traded up $3.31 during mid-day trading on Thursday, hitting $127.04. The company’s stock had a trading volume of 255,960 shares, compared to its average volume of 841,983. The stock has a market cap of $81.34 billion, a price-to-earnings ratio of 17.50, a price-to-earnings-growth ratio of 1.47 and a beta of 0.68. NetEase, Inc. has a one year low of $106.06 and a one year high of $153.54. The company’s fifty day simple moving average is $121.54 and its 200-day simple moving average is $121.10.

NetEase Cuts Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Friday, September 18th. Investors of record on Thursday, September 3rd were issued a $0.48 dividend. This is a decrease from NetEase’s previous quarterly dividend of $0.72. This represents a $1.92 annualized dividend and a yield of 1.5%. The ex-dividend date was Thursday, September 3rd. NetEase’s dividend payout ratio (DPR) is currently 26.31%.

Analysts Set New Price Targets

A number of brokerages have commented on NTES. The Goldman Sachs Group set a $169.00 price objective on NetEase in a research report on Wednesday, July 1st. Wall Street Zen cut NetEase from a “buy” rating to a “hold” rating in a research note on Sunday, August 2nd. BNP Paribas Exane began coverage on NetEase in a research report on Tuesday, September 22nd. They set an “outperform” rating and a $180.00 target price for the company. Morgan Stanley restated an “overweight” rating and set a $163.00 target price on shares of NetEase in a research report on Monday, September 28th. Finally, Zacks Research lowered NetEase from a “strong-buy” rating to a “hold” rating in a research note on Monday, July 27th. Six investment analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat, NetEase currently has a consensus rating of “Moderate Buy” and an average target price of $159.86.

Get Our Latest Stock Analysis on NTES

Insider Transactions at NetEase

In other NetEase news, VP Aileen Mo sold 716 shares of the firm’s stock in a transaction that occurred on Wednesday, September 2nd. The shares were sold at an average price of $120.64, for a total value of $86,378.24. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Insiders own 54.70% of the company’s stock.

NetEase Company Profile

(Free Report)

NetEase, Inc (NASDAQ: NTES) is a China-based internet technology company founded in 1997 by William Ding, who serves as the company’s chief executive officer and director. The company develops and operates online services for consumers in China and international markets.

NetEase’s primary business is online games, including role-playing, multiplayer, mobile and personal-computer titles. Its portfolio includes franchises such as Fantasy Westward Journey, Westward Journey Online, Knives Out, Identity V and Onmyoji.