KE Holdings
BEKE
About: KE Holdings, or Beike, is a large residential real estate sales and rental brokerage company in China. Founded in 2001, the company operates through self-owned Lianjia stores in Beijing and Shanghai and connected third-party agencies, including franchise brand Deyou in other cities, with commissions charged on existing-home and new-home transactions. Leveraging an online-offline hybrid model, Beike also attract clients through its namesake online marketplace. The company tapped into home renovation services by acquiring Shengdu Home Decoration in 2022. As of the end of 2024, Beike's co-founders collectively control the company, while Tencent and its affiliates share 8% of voting power.
Employees: 135,072
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
89% more call options, than puts
Call options by funds: $428M | Put options by funds: $226M
8.18% more ownership
Funds ownership: 13.04% [Q1] → 21.22% (+8.18%) [Q2]
16% less funds holding
Funds holding: 301 [Q1] → 254 (-47) [Q2]
25% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 105
32% less funds holding in top 10
Funds holding in top 10: 25 [Q1] → 17 (-8) [Q2]
51% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 81
52% less capital invested
Capital invested by funds: $9.02B [Q1] → $4.35B (-$4.68B) [Q2]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
|
Barclays
Jiong Shao
|
$25
|
Overweight
Maintained
|
15 Aug 2025 |
|
JP Morgan
Alex Yao
|
$22
|
Overweight
Maintained
|
12 Aug 2025 |
Financial journalist opinion
Based on 6 articles about BEKE published over the past 30 days
