Nomura Cuts NetEase (NASDAQ:NTES) Price Target to $155.00

NetEase (NASDAQ:NTES) had its target price trimmed by Nomura from $160.00 to $155.00 in a research report sent to investors on Friday morning,MarketScreener reports. The firm currently has a buy rating on the technology company’s stock.

Other equities analysts also recently issued research reports about the company. Barclays cut their target price on NetEase from $135.00 to $132.00 and set an “equal weight” rating on the stock in a research note on Thursday. Benchmark restated a “buy” rating on shares of NetEase in a research note on Thursday. Wall Street Zen cut NetEase from a “buy” rating to a “hold” rating in a research note on Sunday, November 23rd. Sanford C. Bernstein set a $155.00 price target on shares of NetEase in a report on Friday, November 21st. Finally, Citigroup restated a “buy” rating on shares of NetEase in a research report on Wednesday. Eight analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to data from MarketBeat, NetEase currently has an average rating of “Moderate Buy” and an average price target of $155.67.

NetEase Price Performance

NTES opened at $120.61 on Friday. NetEase has a fifty-two week low of $88.54 and a fifty-two week high of $159.55. The firm 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. The company’s 50-day moving average is $134.60 and its 200 day moving average is $139.16.

NetEase Increases Dividend

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

Institutional Trading of NetEase

Hedge funds and other institutional investors have recently modified their holdings of the business. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC grew its stake in NetEase by 68,860.6% in 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 valued at $1,299,684,000 after buying an additional 8,538,717 shares in the last quarter. Bank of Montreal Can boosted its holdings in shares of NetEase by 1,636.4% in the third quarter. Bank of Montreal Can now owns 662,557 shares of the technology company’s stock worth $100,702,000 after acquiring an additional 624,399 shares during the period. PBU The Pension Fund of Early Childhood & Youth Educators purchased a new position in shares of NetEase in the fourth quarter valued at $44,214,000. Man Group plc raised its stake in shares of NetEase by 33.3% during the 2nd quarter. Man Group plc now owns 983,156 shares of the technology company’s stock valued at $132,313,000 after purchasing an additional 245,872 shares during the period. Finally, Causeway Capital Management LLC lifted its holdings in NetEase by 44.6% during the 3rd quarter. Causeway Capital Management LLC now owns 638,315 shares of the technology company’s stock worth $97,017,000 after purchasing an additional 196,821 shares in the last quarter. Institutional investors own 11.07% of the company’s stock.

Key Stories Impacting NetEase

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.