NetEase (NTES) Stock: Insider Trades, Congress & Funds

Smart money at a glance

Filings to Nov 13, 2026

Net selling: insiders sold $86K and bought $0 on the open market in 90 days (SEC Form 4). Congress: no trades disclosed in 180 days.

Company insidersForm 4, 90 days: -$86K net
CongressSTOCK Act, 180 days: None
Big funds13F, quarter ended Sep 30, 2026: 1 added, 0 cut
Federal contractsUSAspending.gov, 12 months: No awards

Analysts

What do analysts expect?

Analyst target and ratings are on paid plans

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Questions about NTES filings

Are insiders buying or selling NetEase Inc (NTES) stock?

Net selling: insiders sold $86K and bought $0 of NTES stock on the open market in the 90 days to Nov 13, 2026, according to SEC Form 4 filings. The largest was Mo, Bin (Vice President, Finance), who sold $86K. The latest filing was on Sep 4, 2026.

Which members of Congress have traded NTES recently?

None. No member of Congress disclosed a NTES trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this NTES smart-money data?

This summary uses filings available on Nov 13, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

13F: filed up to 45 days late.

Smart money on NTES

Lean long2 sources:
- Congress
- Funds
Lean short1 source:
- Insiders

Top traders
No tracked positions at the last update
Insiders
- Bin Mo, sold $86.4K, open market, filed Sep 4
- Paul William JR Boltz, sold $1.3M, open market, filed Jun 30
Lean short · thin2 sales · $1.4M
Form 4 filings, open market.
Congress
Lean long2 buys · 1 saleCongress
Congress filings. Amounts are filing ranges, not prices, and filings can lag the trade.
Funds
Lean long2 added · 1 trimmed
Quarter-end 13F holdings changes, not live trades. A trim is not a short.
Influencers
No recent posts found

Each bar is 100% of that source’s money. The notch marks an even split.

Lean is the direction of the latest moves. Descriptive, not advice.

Questions about NTES filings

Are insiders buying or selling NetEase Inc (NTES) stock?

Net selling: insiders sold $86K and bought $0 of NTES stock on the open market in the 90 days to Nov 13, 2026, according to SEC Form 4 filings. The largest was Mo, Bin (Vice President, Finance), who sold $86K. The latest filing was on Sep 4, 2026.

Which members of Congress have traded NTES recently?

None. No member of Congress disclosed a NTES trade with a trade date in the last 180 days, according to House and Senate STOCK Act filings.

How current is this NTES smart-money data?

This summary uses filings available on Nov 13, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.

Funds

What funds are doing

5 moves · 6 mo

Buys/Adds$124.1MSells/Trims$67.2M

Buys/Adds (2)

P7
Point72
Steven Cohen · Q2 2026 13F
$38.0M
bought
Signals like this: n=3228, 54% finished lower at D15, median -0.8% vs SPY -0.4%
JC
JPMorgan Chase
Q3 2026 13F
$24.1M
added
Signals like this: n=13773, 53% finished lower at D15, median -0.4% vs SPY -0.4%

Sells/Trims (1)

FC
Farallon Capital
Q2 2026 13F
$16.8M
trimmed
Signals like this: n=7469, 53% finished lower at D15, median -0.5% vs SPY -0.4%

2 more moves

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Reported Aug 13, 2026

Earnings came in 27.3% below what analysts expected.

Documents

Quarterly report10-Q Annual report10-K Every filing

Last report

Aug 13, 2026

Period ending

Jun 30, 2026

Earnings per share

$1.60-27.27% miss

$2.20 expected

Revenue

CNY 30.02B

Financial statements: Alpha Vantage

Next report

Estimated report: Nov 19, 2026, in 6 days

Estimates as of Nov 13, 2026

EPS expected

$16.13

$14.34 to $17.82

Revenue expected

$30.28B

16 analysts

Last 30 days

2up1down

Analysts raising estimates

Estimate drift

0.03

Change in 30 days

Previous reports

Quarter / reported	Earnings per share	Beat or miss	Revenue / income	Revenue vs last year
Jun 30, 2026Reported Aug 13, 2026	$1.60est. $2.20	-27.27%miss	CNY 30.02BAlpha Vantage	+7.6%from CNY 27.89B
Mar 31, 2026Reported May 21, 2026	$17.46est. $15.39	+13.45%beat	CNY 30.59BAlpha Vantage	+6.1%from CNY 28.83B
Dec 31, 2025Reported Feb 11, 2026	$10.95est. $14.12	-22.45%miss	CNY 27.55BAlpha Vantage	+3.0%from CNY 26.75B
Sep 30, 2025Reported Nov 20, 2025	$14.73est. $14.81	-0.54%in line	CNY 28.36BAlpha Vantage	+8.2%from CNY 26.21B
Jun 30, 2025Reported Aug 14, 2025	$14.81est. $15.02	-1.40%miss	CNY 27.89BAlpha Vantage	+9.4%from CNY 25.49B
Mar 31, 2025Reported May 15, 2025	$2.21est. $1.79	+23.46%beat	CNY 28.83BAlpha Vantage	+7.4%from CNY 26.85B
Dec 31, 2024Reported Mar 6, 2025	$15.09est. $12.56	+20.14%beat	CNY 26.75BAlpha Vantage	-1.4%from CNY 27.14B
Sep 30, 2024Reported Nov 14, 2024	$11.63est. $12.36	-5.91%miss	CNY 26.21BAlpha Vantage	-3.9%from CNY 27.27B

Earnings per share comes from Yahoo Finance where available, then Alpha Vantage or the company release. Revenue comes from company releases, SEC filings, Alpha Vantage or Yahoo Finance. A beat or miss needs an analyst estimate on the same basis as the reported figure, so quarters without one show none. Non-USD amounts carry their currency code.

Open: $123.69
High: $124.00
Low: $122.24
Prev close: $122.13
52-wk high: $146.18
52-wk low: $105.01
Mkt cap: $78.20B
P/E: 17.0x
ROE: +20.4%
Fwd P/E: 12.4x
Beta: 0.81
Div yield: 2.40%
P/S: 0.7x
P/B: 3.3x
Profit margin: +27.9%
Op margin: +35.2%

Fundamentals

Is the business strong?

Fairly priced and profitable.

Net margin: 27.9%
P/E: 16.96
Forward P/E: 12.42
Market cap: $78.2B

Valuation

P/S0.67
P/B3.27
Dividend yield2.4%

Quality

Operating margin35.2%
ROE20.4%
ROA11.7%

Growth

Beta0.81

Technicals

Price structure

This stock is in a strong uptrend.

Trend

Strong uptrend

80 / 100

RSI 14

56balanced

20D volatility

37%annualized

52-week range

$122.63

$105.01$146.18

20D support

$110.23recent floor

20D resistance

$130.60recent ceiling

Returns

5D -3.1%20D -3.5%60D -3.2%

Price vs moving averages

SMA20 +1.4%SMA50 +2.2%SMA200 +2.4%

Volume pace

1.47xvs prior 20D

News

What the news says

22 articles · 7 days

Coverage leans bearish

3 bullish · 13 neutral · 6 bearish

NetEase (NTES) Expected to Announce Earnings on Thursday
NeutralNov 12
NetEase slides as investors appear cautious ahead of earnings amid weaker Chinese tech sentiment
BearishNov 11
Netease stock falls nearly 5% as selling pressure and technical weakness weigh
Leans bearishNov 11
Matthews International Capital Management LLC Purchases 336,452 Shares of NetEase, Inc. $NTES
NeutralNov 11
Here’s How Much You Would Have Made Owning NetEase Stock In The Last 20 Years
BullishNov 9
Mirae Asset Global Investments Co. Ltd. Buys 16,476 Shares of NetEase, Inc. $NTES
NeutralNov 8
Issued or treasury shares are the focus of NetEase (NTES)'s November 3 disclosure.
NeutralNov 6
U.S. Stock Market Update | Popular Chinese ADRs Rise in Pre-Market Trading; NetEase (NTES.US) Up 5%
BullishNov 5

NetEase Inc

Smart money at a glance

What do analysts expect?

Questions about NTES filings

Smart money on NTES

Questions about NTES filings

What funds are doing

What insiders are doing

What Congress is doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 27.3% below what analysts expected.

Estimated report: Nov 19, 2026, in 6 days

Previous reports

Is the business strong?

Price structure

What the news says

Ask it in Claude or ChatGPT.

NetEase Inc

Smart money at a glance

What do analysts expect?

Questions about NTES filings

Smart money on NTES

Questions about NTES filings

What funds are doing

What insiders are doing

What Congress is doing

How top traders are positioned

Unlock everything for $29/month

Earnings came in 27.3% below what analysts expected.

Estimated report: Nov 19, 2026, in 6 days

Previous reports

Is the business strong?

Price structure

What the news says

Ask it in Claude or ChatGPT.

NetEase Inc

Overview

Questions about NTES filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

News

Ask it in Claude or ChatGPT.

NetEase Inc

Overview

Questions about NTES filings

Smart money

Unlock everything for $29/month

Earnings

Previous reports

Financials

Technicals

News

Ask it in Claude or ChatGPT.