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6-K ·Filed Sep 30, 2026

NTES

NetEase, Inc.
NEUTRAL
Impact 2/10
Horizonimmediate Processed27d 9h ago SEC0001104659-26-112089
Notable filing: 6-K
Actionable Insight • Neutral

This filing is purely administrative with no new information on operations, guidance, or strategy. Monitor upcoming quarterly results for any changes in share repurchase activity or capital allocation policy.

DirectionNeutral
Confidencehigh
Horizonimmediate
Latest settled — T+5d
NTES ▼ -0.45% at T+5d
NEUTRAL call -0.45% · α vs SPY -2.37% · entry $121.16 → $120.61
Next anchor: T+20d in 16h
Latest observation: T+17 -0.74% FF3 residual α
Entry = T+0 close
Sep 30, 2026
via day close
T+1d
-0.45%
call -0.45% · α -0.63%
$120.61
settled 26d ago
T+5d
-0.45%
call -0.45% · α -2.37%
$120.61
settled 20d ago
T+20d
Pending
in 16h
T+60d
Pending
in 8w

Price Chart

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Executive Summary

NetEase filed a Form 6-K with the SEC to report a routine next day disclosure return submitted to the Hong Kong Stock Exchange, detailing minor changes in issued and treasury shares. The filing covers the transfer of 416,865 treasury shares for employee share awards at $0 per share and a repurchase of 15,695 ordinary shares on NASDAQ for approximately $360,645 at an average price of $22.98 per share. This is a standard administrative disclosure with no material financial impact.

Key Facts

  • Transfer of 416,865 treasury shares (0.013% of issued shares) for vesting of awards under the 2019 Share Incentive Plan at $0 per share on September 1, 2026.
  • Repurchase of 15,695 ordinary shares (0.0005% of issued shares) on NASDAQ on September 25, 2026, for an aggregate price of $360,645.36 at a volume-weighted average price of $22.9784 per share.
  • Closing balance of issued shares (excluding treasury shares) as of September 25, 2026: 3,201,652,151; total issued shares: 3,212,055,656.
  • Treasury shares held: 10,403,505 as of September 25, 2026.
  • Repurchase mandate authorized on June 23, 2026, allows repurchase of up to 320,125,098 shares; only 15,695 shares have been repurchased under this mandate to date.
  • Moratorium on new share issuance or treasury share sale/transfer until October 25, 2026.

Financial Impact

The share repurchase of $360,645 is negligible relative to NetEase's market capitalization. The share award transfer is non-cash and immaterial.

dilutionshare count

Risk Factors

  • No material risks identified from this filing.

Investment Themes

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001104659-26-112089
Document: tm2626568d1_6k.htm0001104659-26-112089
Document: 0001104659-26-112089-index-headers.html0001104659-26-112089
Document: 0001104659-26-112089-index.html0001104659-26-112089
Document: 0001104659-26-112089.txt0001104659-26-112089
12 reports for NTES
Performance horizon
Filters
Rows
Reports for NTES — sortable, filterable
TypeNow
Oct 7, 2026
20d ago
6-K
NEUTRAL ★ 2/10
$120.61awaiting T+20—$114.10 (−5.40%)
Sep 30, 2026
27d ago
6-K
NEUTRAL ★ 2/10
$121.16awaiting T+20—$114.10 (−5.83%)
Sep 24, 2026
4w ago
6-K
NEUTRAL ★ 3/10
$117.56 $118.67▲ +0.94%▲ +1.36%$114.10 (−2.94%)
Sep 4, 2026
7w ago
6-K
NEUTRAL ★ 2/10
$119.29 $119.38▲ +0.08%▼ −0.53%$114.10 (−4.35%)
Aug 28, 2026
8w ago
6-K
NEUTRAL ★ 2/10
$122.76 $121.04▼ −1.40%▼ −1.66%$114.10 (−7.05%)
Aug 20, 2026
9w ago
6-K
MIXED ★ 5/10
$119.81 $116.19▼ −3.02%▼ −3.02%$114.10 (−4.77%)
Aug 11, 2026
11w ago
6-K
NEUTRAL ★ 2/10
$127.89 $115.88▼ −9.39%▼ −8.33%$114.10 (−10.78%)
Aug 6, 2026
11w ago
6-K
NEUTRAL ★ 2/10
$130.36 $117.05▼ −10.21%▼ −10.81%$114.10 (−12.47%)
Jul 15, 2026
14w ago
6-K
NEUTRAL ★ 2/10
$129.76 $124.11▼ −4.35%▼ −6.70%$114.10 (−12.07%)
Jul 7, 2026
16w ago
6-K
NEUTRAL ★ 2/10
$130.82 $131.58▲ +0.58%▼ −0.75%$114.10 (−12.78%)
Showing 10 of 12

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Report published Sep 30, 2026