NetEase, Inc. $NTES Shares Sold by Ninety One SA Pty Ltd

15 Oct 2026, 18:05 by Michael Walen · The Markets Daily

Ninety One SA Pty Ltd decreased its stake in NetEase, Inc. (NASDAQ:NTES – Free Report) by 10.9% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 62,595 shares of the technology company’s stock after selling 7,661 shares during the period. Ninety One SA Pty Ltd’s holdings in NetEase were worth $7,616,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in NTES. Sanders Morris Harris LLC bought a new position in NetEase during the 3rd quarter worth approximately $718,000. Euro Pacific Asset Management LLC acquired a new stake in NetEase in the third quarter worth $1,400,000. Perpetual Ltd acquired a new stake in NetEase in the third quarter worth $24,089,000. QRG Capital Management Inc. boosted its position in shares of NetEase by 23.5% during the second quarter. QRG Capital Management Inc. now owns 9,468 shares of the technology company’s stock worth $1,213,000 after purchasing an additional 1,804 shares in the last quarter. Finally, Envestnet Asset Management Inc. boosted its position in shares of NetEase by 28.1% during the second quarter. Envestnet Asset Management Inc. now owns 220,862 shares of the technology company’s stock worth $28,301,000 after purchasing an additional 48,446 shares in the last quarter. Institutional investors own 11.07% of the company’s stock.

NetEase Stock Up 2.7%

Shares of NASDAQ:NTES traded up $3.31 during midday trading on Thursday, reaching $127.04. 255,960 shares of the company were exchanged, compared to its average volume of 841,983. NetEase, Inc. has a fifty-two week low of $106.06 and a fifty-two week high of $153.54. The stock has a fifty day simple moving average of $121.54 and a two-hundred day simple moving average of $121.10. The firm has a market cap of $81.34 billion, a PE ratio of 17.50, a P/E/G ratio of 1.47 and a beta of 0.68.

NetEase Cuts Dividend

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

Wall Street Analysts Forecast Growth

NTES has been the subject of several research analyst reports. Weiss Ratings lowered shares of NetEase from a “hold (c+)” rating to a “hold (c)” rating in a report on Tuesday, August 4th. Sanford C. Bernstein restated an “outperform” rating and issued a $160.00 price objective 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 note on Monday, September 28th. BNP Paribas Exane assumed coverage on NetEase in a research note on Tuesday, September 22nd. They set an “outperform” rating and a $180.00 price objective on the stock. Finally, Nomura lifted their target price on NetEase from $155.00 to $157.00 and gave the stock a “buy” rating in a report on Tuesday, August 25th. Six research analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $159.86.

View Our Latest Research Report on NTES

Insider Transactions at NetEase

In other NetEase news, VP Aileen Mo sold 716 shares of the 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 legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 54.70% of the company’s stock.

About NetEase

(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.