NetEase, Inc.(NTES)Stock Analysis
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Pending next ranking run
This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
NTES Stock Analysis & AI Quality Score
AI stock analysis and institutional research for NetEase, Inc. (NTES), a Technology sector company. NTES is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (FY 2025), NetEase, Inc. reports quarterly revenue of $16.1B, net income of $5.0B, an operating margin of 31.8%. Top institutional holders of NTES by reported 13-F value include UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME, Ninety One UK Ltd, Orbis Allan Gray Ltd, based on the most recent SEC filings. NTES trades on the Nasdaq exchange and files with the SEC under CIK 1110646. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate NTES daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for NetEase, Inc. directly from SEC EDGAR.
Revenue
FY 2025
$16.1B
Net Income
FY 2025
$5.0B
Free Cash Flow
FY 2025
$7.1B
Operating Margin
FY 2025
31.8%
ROIC
FY 2025
22.4%
AI Insight: NTES Financial Trends
NetEase equity base expanded 16% year-over-year to $160.3B in Q4 2025, while maintaining minimal leverage at $428M debt.
• Equity grew from $138.7B (Q4 2024) to $160.3B (Q4 2025), a $21.6B increase reflecting retained earnings accumulation.
• Total debt remained flat at $428M across Q4 2024 and Q4 2025, indicating disciplined capital management.
⚠ Income statement metrics (revenue, net income, op income, op CF) unavailable for recent quarters; cannot assess profitability or cash generation trends.
AI Insight: NTES Ratio Trends
Data insufficient to assess NetEase's operational performance; all profitability and efficiency metrics missing across the period.
• Leverage remains minimal: D/E at 0.00 in TTM and Q4 2025, down from 0.03 in Q4 2022.
⚠ Operating margin, net profit margin, ROE, ROA, and ROIC data unavailable; cannot assess profitability trends or capital efficiency.
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Available Research
13F Pro tracks comprehensive data for NetEase, Inc. including:
Top Institutional Holders of NTES
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME
$904.0M8,075,956 shNinety One UK Ltd
$703.7M6,286,216 shOrbis Allan Gray Ltd
$401.2M3,584,478 shGreenwoods Asset Management Hong Kong Ltd.
$357.1M3,190,000 shHARDING LOEVNER LP
$260.1M2,323,768 shDODGE & COX
$241.5M2,156,976 shFMR LLC
$237.0M2,117,023 shInvesco Ltd.
$226.3M2,021,374 shMASSACHUSETTS FINANCIAL SERVICES CO /MA/
$172.0M1,376,648 shRENAISSANCE TECHNOLOGIES LLC
$152.6M1,363,188 sh
| Fund | Value | Shares |
|---|---|---|
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME | $904.0M | 8,075,956 |
| Ninety One UK Ltd | $703.7M | 6,286,216 |
| Orbis Allan Gray Ltd | $401.2M | 3,584,478 |
| Greenwoods Asset Management Hong Kong Ltd. | $357.1M | 3,190,000 |
| HARDING LOEVNER LP | $260.1M | 2,323,768 |
| DODGE & COX | $241.5M | 2,156,976 |
| FMR LLC | $237.0M | 2,117,023 |
| Invesco Ltd. | $226.3M | 2,021,374 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $172.0M | 1,376,648 |
| RENAISSANCE TECHNOLOGIES LLC | $152.6M | 1,363,188 |
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Popular Research
Is NTES a good stock to buy?
13F Pro's AI-powered analysis of NetEase, Inc. (NTES) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Technology sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for NTES are available on the NTES stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own NTES?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling NTES. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of NetEase, Inc.'s investment landscape.