Barclays Cuts NetEase (NASDAQ:NTES) Price Target to $132.00

NetEase (NASDAQ:NTES) had its target price cut by Barclays from $135.00 to $132.00 in a research note released on Thursday morning, Marketbeat.com reports. They currently have an equal weight rating on the technology company’s stock.

A number of other equities research analysts also recently commented on the company. Benchmark lifted their target price on NetEase from $145.00 to $158.00 and gave the company a “buy” rating in a research report on Friday, November 21st. Weiss Ratings reaffirmed a “hold (c)” rating on shares of NetEase in a research report on Monday, December 22nd. Citigroup reaffirmed a “buy” rating on shares of NetEase in a research note on Wednesday. Wall Street Zen downgraded shares of NetEase from a “buy” rating to a “hold” rating in a research note on Sunday, November 23rd. Finally, Sanford C. Bernstein set a $155.00 price objective on shares of NetEase in a research report on Friday, November 21st. Eight analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $155.67.

NetEase Price Performance

Shares of NTES stock opened at $120.61 on Thursday. The company has a market capitalization of $76.42 billion, a PE ratio of 16.43, a price-to-earnings-growth ratio of 1.52 and a beta of 0.71. The firm’s 50-day moving average is $134.60 and its two-hundred day moving average is $139.10. NetEase has a 12 month low of $88.54 and a 12 month high of $159.55.

NetEase Increases Dividend

The firm also recently declared 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. The ex-dividend date of this dividend is Monday, March 16th. This represents a $4.64 annualized dividend and a yield of 3.8%. This is a boost from NetEase’s previous quarterly dividend of $0.57. NetEase’s dividend payout ratio is 30.93%.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently bought and sold shares of the stock. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in NetEase by 68,860.6% during the 3rd quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,551,117 shares of the technology company’s stock worth $1,299,684,000 after purchasing an additional 8,538,717 shares during the period. Bank of Montreal Can increased its stake in shares of NetEase by 1,636.4% during the third quarter. Bank of Montreal Can now owns 662,557 shares of the technology company’s stock worth $100,702,000 after buying an additional 624,399 shares during the period. PBU The Pension Fund of Early Childhood & Youth Educators purchased a new stake in shares of NetEase during the fourth quarter worth approximately $44,214,000. Man Group plc raised its holdings in NetEase by 33.3% in the second quarter. Man Group plc now owns 983,156 shares of the technology company’s stock valued at $132,313,000 after acquiring an additional 245,872 shares in the last quarter. Finally, Causeway Capital Management LLC lifted its stake in NetEase by 44.6% in the third quarter. Causeway Capital Management LLC now owns 638,315 shares of the technology company’s stock worth $97,017,000 after acquiring an additional 196,821 shares during the last quarter. 11.07% of the stock is currently owned by hedge funds and other institutional investors.

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

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.