NetEase, Inc.

SEHK:9999 Rapport sur les actions

Capitalisation boursière : HK$661.4b

NetEase Dividendes et rachats

Dividende contrôle des critères 2/6

NetEase est une société versant des dividendes avec un rendement actuel de 2.26% qui est bien couvert par les bénéfices.

Informations clés

2.3%

Rendement du dividende

0.3%

Rendement des rachats

Rendement total pour l'actionnaire2.5%
Rendement futur des dividendes3.5%
Croissance des dividendes23.4%
Prochaine date de paiement du dividenden/a
Date ex-dividenden/a
Dividende par actionn/a
Ratio de distribution39%

Mises à jour récentes sur les dividendes et les rachats

Recent updates

Mise à jour du récit Jun 15

9999: Future Returns Will Reflect AI Margins Dividend And Ongoing Share Repurchases

Analysts have adjusted their HK$ price target for NetEase to reflect a modest uplift in estimated fair value to about HK$194, supported by slightly higher projected profit margins and a somewhat lower assumed discount rate, partly offset by more restrained revenue growth expectations and a reduced future P/E assumption. What's in the News Q1 2026 unaudited net revenues of RMB30.6b, with the gaming and related value added services segment at RMB25.7b and key titles such as Fantasy Westward Journey, Where Winds Meet, Marvel Rivals and Fantasy Welcome Journey Online reaching record engagement and revenue milestones, source: company results.
Mise à jour du récit Jun 01

9999: Dividend And Extended Buyback Will Support Future Upside Potential

Analysts have trimmed their NetEase price target from HK$255.05 to HK$249.78, citing updated assumptions that include slightly different discount rate inputs, adjusted revenue growth expectations, firmer profit margin forecasts, and a lower future P/E multiple. What's in the News Q1 2026 net revenues were reported at RMB30.6b, up 6.1% year over year, with gaming and related value added services up 6.9% and supported by strong engagement in titles such as Fantasy Westward Journey, Where Winds Meet, and Marvel Rivals.
Article d’analyse May 29

NetEase's (HKG:9999) Earnings Offer More Than Meets The Eye

Shareholders appeared to be happy with NetEase, Inc.'s ( HKG:9999 ) solid earnings report last week. This reaction by...
Article d’analyse May 24

Earnings Beat: NetEase, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Models

NetEase, Inc. ( HKG:9999 ) just released its latest quarterly results and things are looking bullish. NetEase beat...
Mise à jour du récit Apr 20

9999: Fair Value Will Reflect Higher Dividend And Completed Share Repurchases

Analysts have made a small upward adjustment to their HK$ price target for NetEase, supported by slightly higher assumptions for revenue growth, profit margin and fair value, together with a modestly lower future P/E multiple and a marginally higher discount rate. What's in the News NetEase approved an ordinary cash dividend of US$0.232 per share (US$1.16 per ADS) for the fourth quarter of 2025, payable in U.S. dollars to holders of ordinary shares and ADSs of record on March 16, 2026, with payment expected on March 25, 2026 for ordinary shares and on or around March 27, 2026 for ADSs (Key Developments).
Mise à jour du récit Apr 05

9999: Fair Value Will Reflect Higher Dividends And Completed Share Repurchases

Analysts have nudged their price target on NetEase slightly higher to around HK$189.04 from about HK$188.96, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together support a modestly higher valuation. What's in the News NetEase completed the share repurchase program announced on November 17, 2022, buying back 22,100,000 shares for a total of US$2,000m, representing 0.69% of the company (Key Developments).
Mise à jour du récit Mar 22

9999: Fair Value Will Reflect Higher Dividend Payouts And Updated Profit Assumptions

Analysts have reduced their price target for NetEase from about HK$197.83 to around HK$188.96, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that together support a more conservative valuation framework. What's in the News A board meeting is scheduled for February 10, 2026, to approve unaudited results for the three months and full year ended December 31, 2025, and to consider the fourth quarter 2025 dividend (Key Developments).
Mise à jour du récit Mar 07

9999: Dividend Policy And Buyback Capacity Will Support Future Upside Potential

Analysts have reduced their HK$ fair value estimate for NetEase from about HK$316.84 to roughly HK$310.01, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News A board meeting is scheduled for February 10, 2026 to approve unaudited results for the three months and fiscal year ended December 31, 2025, and to consider the fourth quarter 2025 dividend (Key Developments).
Mise à jour du récit Feb 20

9999: Dividend Momentum And Completed Buyback Will Support Future Upside Potential

Analysts have trimmed their HK$ fair value estimate for NetEase from about HK$259.38 to around HK$255.05, reflecting updated assumptions for slightly lower revenue growth and P/E, along with a small adjustment to the discount rate and profit margin outlook. What's in the News NetEase approved an ordinary cash dividend of US$0.232 per share (US$1.16 per ADS) for the fourth quarter of 2025, with a record date of 16 March 2026 and expected payment dates of 25 March 2026 for ordinary shares and on or around 27 March 2026 for ADS holders (company announcement).
Article d’analyse Feb 13

NetEase, Inc. Just Missed EPS By 6.4%: Here's What Analysts Think Will Happen Next

As you might know, NetEase, Inc. ( HKG:9999 ) recently reported its annual numbers. It looks like the results were a...
Article d’analyse Feb 10

NetEase (HKG:9999) Seems To Use Debt Rather Sparingly

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Mise à jour du récit Feb 06

9999: Reset Fair Value Will Reflect Higher Margins And Music Platform Integration

Narrative Update on NetEase The analyst price target for NetEase has been revised from US$169.73 to US$197.83, with analysts pointing to updated assumptions for revenue growth, profit margins and a slightly lower forward P/E multiple to support the change. What's in the News Board meeting scheduled for February 10, 2026, to approve unaudited results for the three months and fiscal year ended December 31, 2025, and to consider the quarterly dividend for the fourth quarter of 2025 (company event).
Mise à jour du récit Jan 23

9999: Share Repurchases And New Data Partnership Will Support Future Upside Potential

Analysts have raised their price target on NetEase by roughly 18%, reflecting updated assumptions that include a slightly lower discount rate, a modestly higher revenue growth outlook, a reduced profit margin estimate, and a higher future P/E multiple. What's in the News Chartmetric has integrated chart data from NetEase Cloud Music, giving global music professionals structured access to listening trends on one of China's largest youth-focused streaming platforms (Key Developments).
Mise à jour du récit Jan 08

9999: Completed Buyback And Upcoming Dividend Decision Will Support Future Upside Potential

Analysts have nudged their price target for NetEase slightly higher to US$259.38 from US$258.80, citing small adjustments to fair value estimates, discount rate assumptions, and future P/E expectations. What's in the News Chartmetric integrated chart data from NetEase Cloud Music, giving global music professionals structured access to mainland China streaming trends and regional listening behavior for younger users (Client Announcements).
Article d’analyse Jan 02

NetEase, Inc.'s (HKG:9999) Price Is Out Of Tune With Earnings

When close to half the companies in Hong Kong have price-to-earnings ratios (or "P/E's") below 12x, you may consider...
Mise à jour du récit Dec 23

9999: Completed Buyback And Upcoming Dividend Review Will Support Future Upside Potential

Analysts have raised their price target on NetEase slightly to approximately $259 per share, up from about $258 per share, citing marginally improved long term revenue growth expectations and a modestly lower discount rate, which together support a slightly higher valuation multiple. What's in the News Chartmetric integrated NetEase Cloud Music chart data, giving global music professionals structured access to Chinese streaming trends and youth listening behavior.
Mise à jour du récit Dec 09

9999: Upcoming Dividend Review And Completed Buyback Will Drive Future Market Optimism

Analysts have raised their price target on NetEase slightly to approximately $258, reflecting modestly stronger expectations for revenue growth, profit margins, and valuation multiples. What's in the News Chartmetric integrated chart data from NetEase Cloud Music, giving global music professionals structured access to China specific streaming charts and listening trends, especially among under 35 users (Key Developments) NetEase Cloud Music rankings added to Chartmetric include the China Hot 100 Songs Chart (weekly), International Hot 100 Songs Chart (weekly), and International New 100 Songs Chart (daily), enabling closer monitoring of breakout tracks in mainland China (Key Developments) From July 1, 2025 to September 30, 2025, NetEase repurchased no additional shares, but confirmed completion of its $2.0 billion buyback of 22.1 million shares under the November 17, 2022 authorization (Key Developments) NetEase scheduled a board meeting on November 19, 2025 to review unaudited results for the quarter ended September 30, 2025 and to consider a third quarter 2025 dividend (Key Developments) Valuation Changes The fair value estimate has risen slightly from 255.93 to 257.83, reflecting a modestly higher intrinsic value per share.
Article d’analyse Nov 27

We Think NetEase's (HKG:9999) Profit Is Only A Baseline For What They Can Achieve

NetEase, Inc. ( HKG:9999 ) just reported healthy earnings but the stock price didn't move much. Investors are probably...
Mise à jour du récit Nov 25

9999: Upcoming Board Decision On Dividend Will Increase Market Optimism

Narrative Update on NetEase Analyst Price Target Analysts have raised their fair value price target for NetEase from $248.15 to $255.93. They cite updated expectations for slightly higher revenue growth and a modest adjustment in profit margin forecasts.
Mise à jour du récit Nov 05

9999: Share Buyback And Dividend Announcement Will Drive Market Confidence

Narrative Update: NetEase Analyst Price Target Adjustment Analysts have modestly increased their price target for NetEase to $248.15 from $245.57. This change reflects slight improvements in the company’s projected fair value and future earnings expectations.
Mise à jour du récit Oct 22

Analysts Lift NetEase Price Target as Growth and Profit Margins Improve Amid Buyback and Dividend News

Analysts have raised their price target for NetEase from $241.62 to $245.57, citing modest improvements in growth rate and profitability metrics. What's in the News The board of directors has approved a dividend of USD 0.1140 per share (USD 0.5700 per ADS) for the second quarter of 2025.
Mise à jour du récit Oct 08

Digital Entertainment And Gaming Will Fuel Global Expansion

Analysts have raised their price target for NetEase from $238.19 to $241.62. They cite slight improvements in expected revenue growth and profit margin forecasts.
Article d’analyse Oct 06

Is There Now An Opportunity In NetEase, Inc. (HKG:9999)?

Let's talk about the popular NetEase, Inc. ( HKG:9999 ). The company's shares saw a double-digit share price rise of...
Mise à jour du récit Sep 20

Digital Entertainment And Gaming Will Fuel Global Expansion

NetEase's future P/E ratio and discount rate both remained virtually unchanged, supporting a marginal increase in its consensus analyst price target from HK$233.99 to HK$238.19. What's in the News NetEase's board approved a reduced dividend of USD 0.1140 per share (USD 0.5700 per ADS) for Q2 2025, payable in September.
Mise à jour du récit Sep 05

Digital Entertainment And Gaming Will Fuel Global Expansion

NetEase's consensus price target remained nearly flat as a significant rise in its future P/E ratio offset the impact of modest valuation adjustments, resulting in a marginal decrease in fair value from HK$234.08 to HK$233.99. What's in the News NetEase's board approved a Q2 2025 dividend of USD 0.1140 per share (USD 0.5700 per ADS), with payment expected in early September 2025.
Article d’analyse Aug 29

Some Shareholders Feeling Restless Over NetEase, Inc.'s (HKG:9999) P/E Ratio

With a price-to-earnings (or "P/E") ratio of 18x NetEase, Inc. ( HKG:9999 ) may be sending bearish signals at the...
Article d’analyse Aug 18

Do NetEase's (HKG:9999) Earnings Warrant Your Attention?

Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Article d’analyse Aug 05

Calculating The Fair Value Of NetEase, Inc. (HKG:9999)

Key Insights The projected fair value for NetEase is HK$252 based on 2 Stage Free Cash Flow to Equity Current share...
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Nouveau récit Nov 24

Global Gaming Expansion And Innovation Propel Future Revenue Growth

NetEase's international game expansion and diversified portfolio position it for future revenue growth and long-term stability.

Stabilité et croissance des paiements

Récupération des données sur les dividendes

Dividende stable: Bien que les paiements de dividendes soient restés stables, 9999 verse un dividende depuis moins de 10 ans.

Dividende croissant: Les paiements de dividendes de 9999 ont augmenté, mais la société n'a versé de dividendes que pendant 5 ans.


Rendement des dividendes par rapport au marché

NetEase Rendement des dividendes par rapport au marché
Comment le rendement du dividende de 9999 se compare-t-il à celui du marché ?
SegmentRendement du dividende
Entreprise (9999)2.3%
25% du marché (HK)3.0%
25% du marché (HK)7.3%
Moyenne du secteur (Entertainment)2.4%
Analyste prévisionnel (9999) (jusqu'à 3 ans)3.5%

Dividende notable: Le dividende de 9999 ( 2.26% ) n'est pas notable par rapport aux 25 % des payeurs de dividendes les plus faibles du marché Hong Kong ( 3.02% ).

Dividende élevé: Le dividende de 9999 ( 2.26% ) est faible par rapport aux 25 % des premiers payeurs de dividendes du marché Hong Kong ( 7.35% ).


Bénéfice distribué aux actionnaires

Couverture des revenus: Avec son taux de distribution relativement faible ( 39.1% ), les paiements de dividendes de 9999 sont bien couverts par les bénéfices.


Paiement en espèces aux actionnaires

Couverture des flux de trésorerie: Avec son ratio de distribution de trésorerie raisonnablement bas (25.5%), les paiements de dividendes de 9999 sont bien couverts par les flux de trésorerie.


Découvrir des entreprises qui versent des dividendes élevés

Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/07/30 18:15
Cours de l'action en fin de journée2026/07/30 00:00
Les revenus2026/03/31
Revenus annuels2025/12/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

NetEase, Inc. est couverte par 71 analystes. 33 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
Sau Shing ChowABCI Securities Company Limited
Tianli WenAletheia Analyst Network Limited
Zixiao YangArete Research Services LLP