Matthews International Capital Management LLC Makes New Investment in NetEase, Inc. $NTES

Posted by George Bondi on Nov 11th, 2026

Matthews International Capital Management LLC purchased a new stake in shares of NetEase, Inc. (NASDAQ:NTES – Free Report) during the 3rd quarter, Holdings Channel reports. The fund purchased 336,452 shares of the technology company’s stock, valued at approximately $40,765,000. NetEase makes up 16.6% of Matthews International Capital Management LLC’s holdings, making the stock its largest position.

Several other hedge funds have also recently bought and sold shares of the business. Allspring Global Investments Holdings LLC boosted its position in NetEase by 9.0% during the 3rd quarter. Allspring Global Investments Holdings LLC now owns 4,734 shares of the technology company’s stock worth $571,000 after acquiring an additional 390 shares during the period. Ethic Inc. grew its stake in NetEase by 13.9% during the 3rd quarter. Ethic Inc. now owns 16,832 shares of the technology company’s stock valued at $2,039,000 after acquiring an additional 2,059 shares in the last quarter. Pictet Asset Management Holding SA purchased a new position in NetEase during the 3rd quarter valued at about $30,143,000. Kestra Advisory Services LLC acquired a new position in shares of NetEase in the 3rd quarter valued at about $208,000. Finally, Commonwealth Equity Services LLC increased its holdings in shares of NetEase by 4.3% in the 3rd quarter. Commonwealth Equity Services LLC now owns 2,679 shares of the technology company’s stock valued at $325,000 after purchasing an additional 110 shares during the period. 11.07% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling at NetEase

In other news, VP Aileen Mo sold 716 shares of the firm’s stock in a transaction dated Wednesday, September 2nd. The stock was sold at an average price of $120.64, for a total transaction of $86,378.24. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. 54.70% of the stock is owned by company insiders.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on NTES. Sanford C. Bernstein reissued an “outperform” rating and issued a $160.00 price target on shares of NetEase in a research report on Friday, August 21st. Morgan Stanley reaffirmed an “overweight” rating and set a $163.00 price objective on shares of NetEase in a research report on Monday, September 28th. Nomura boosted their price objective on shares of NetEase from $155.00 to $157.00 and gave the company a “buy” rating in a research report on Tuesday, August 25th. BNP Paribas Exane began coverage on shares of NetEase in a research note on Tuesday, September 22nd. They issued an “outperform” rating and a $180.00 price objective on the stock. Finally, Wall Street Zen downgraded shares of NetEase from a “buy” rating to a “hold” rating in a research report on Sunday, August 2nd. Six equities research analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $159.86.

Read Our Latest Stock Report on NetEase

NetEase Trading Down 1.2%

NTES opened at $128.03 on Wednesday. The stock has a market cap of $81.97 billion, a price-to-earnings ratio of 17.63, a PEG ratio of 1.54 and a beta of 0.64. NetEase, Inc. has a 1 year low of $106.06 and a 1 year high of $149.11. The stock has a fifty day moving average price of $119.93 and a 200 day moving average price of $120.86.

NetEase Cuts Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, September 18th. Stockholders of record on Thursday, September 3rd were paid a dividend of $0.48 per share. This is a drop from NetEase’s previous quarterly dividend of $0.72. The ex-dividend date of this dividend was Thursday, September 3rd. This represents a $1.92 dividend on an annualized basis and a dividend yield of 1.5%. NetEase’s dividend payout ratio (DPR) is 26.31%.

About NetEase

(Free Report)

NetEase, Inc. is a China-based internet technology company best known for developing and publishing online games. Its portfolio includes titles such as Fantasy Westward Journey and Identity V, as well as games for mobile and other platforms. The company serves players in China and international markets. NetEase also operates NetEase Cloud Music, a music streaming and social platform, and Youdao, which provides digital learning services and education technology products. Its businesses span game development and publishing, music, and online learning.