KE HoldingsBEKE
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 cofounders collectively control the company, while Tencent and its affiliates share 8% of voting power.
Employees: 116,344
0
Funds holding %
of 7,407 funds
–
Analysts bullish %
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
65% more call options, than puts
Call options by funds: $552M | Put options by funds: $335M
38% more first-time investments, than exits
New positions opened: 62 | Existing positions closed: 45
5% more funds holding
Funds holding: 279 [Q3] → 292 (+13) [Q4]
4% more funds holding in top 10
Funds holding in top 10: 26 [Q3] → 27 (+1) [Q4]
6% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 100
0.71% more ownership
Funds ownership: 13.07% [Q3] → 13.78% (+0.71%) [Q4]
3% less capital invested
Capital invested by funds: $9.09B [Q3] → $8.83B (-$264M) [Q4]
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$25
29%
upside
Avg. target
$26
35%
upside
High target
$27
42%
upside
2 analyst ratings
1 positive
50%
1 neutral
50%
0 negative
0%
UBS | 29%upside $25 | Neutral Downgraded | 20 Mar 2025 |
Morgan Stanley Andrew Tsai 17% 1-year accuracy 1 / 6 met price target | 42%upside $27 | Overweight Maintained | 19 Mar 2025 |
Financial journalist opinion
Based on 5 articles about BEKE published over the past 30 days
Neutral
GlobeNewsWire
2 days ago
KE Holdings Inc. Releases 2024 Environmental, Social and Governance Report
BEIJING, April 17, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today released its 2024 Environmental, Social and Governance report (the “2024 ESG Report”), highlighting Beike's ongoing efforts to improve ESG strategy, enhance residential service experiences, empower industry participants, and contribute to a sustainable future for the value chain, all underpinned by its mission of “admirable service, joyful living.”
Neutral
GlobeNewsWire
2 days ago
KE Holdings Inc. Files Its Annual Report on Form 20-F
BEIJING, April 17, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced that it filed its annual report on Form 20-F for the fiscal year ended December 31, 2024 with the U.S. Securities and Exchange Commission on April 17, 2025. The annual report can be accessed on the Company's investor relations website at http://investors.ke.com.
Neutral
GlobeNewsWire
2 days ago
KE Holdings Inc. to Hold Annual General Meeting on June 13, 2025
BEIJING, April 17, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced that it will hold an annual general meeting of the Company's shareholders (the “AGM”) at 10:00 a.m. Beijing time on Friday, June 13, 2025 at Oriental Electronic Technology Building, No. 2 Chuangye Road, Haidian District, Beijing, PRC, for the purposes of considering and, if thought fit, passing each of the Proposed Resolutions as defined and set forth in the notice of the AGM (the “AGM Notice”). A circular of the Company dated April 17, 2025 in relation to the AGM, the AGM Notice and the form of proxy for the AGM are available on the Company's website at https://investors.ke.com/. The board of directors of the Company fully supports the Proposed Resolutions and recommends that shareholders and holders of American depositary shares (“ADSs”) of the Company vote in favor of the Proposed Resolutions.
Positive
Seeking Alpha
3 weeks ago
KE Holdings: Rating Upgrade On Solid Growth Momentum
Upgraded BEKE to a buy rating due to strong 4Q24 earnings, with net revenue up 54.1% y/y and GTV up 55.5% y/y. Existing home market momentum is accelerating post-policy support, with transaction volume up ~40% y/y after Chinese New Year, signaling a housing recovery. New home services show structural monetization improvements, with revenue growing 72.7% y/y, indicating BEKE's successful platform leverage and margin accretion.
Positive
Seeking Alpha
3 weeks ago
KE Holdings Q4: Strong Revenue Growth But Margins Shrink, Maintain 'Hold'
KE Holdings' Q4 2024 results showed strong GTV and revenue growth, but profitability concerns and declining margins overshadowed these gains. The home renovation business growth slowed, raising questions about future profitability despite management's optimistic projections for Q1 2025. BEKE's robust cash flow supports a $3 billion share repurchase program and a $0.36 per ADS dividend, yielding 1.67%.
Neutral
Seeking Alpha
1 month ago
KE Holdings Inc. (BEKE) Q4 2024 Earnings Call Transcript
KE Holdings Inc. (NYSE:BEKE ) Q4 2024 Earnings Conference Call March 18, 2025 8:00 AM ET Company Participants Siting Li - IR Director Stanley Peng - Co-Founder, Chairman & CEO Tao Xu - Executive Director & CFO Conference Call Participants Jizhou Dong - Nomura Timothy Zhao - Goldman Sachs Griffin Chan - Citi Eddy Wang - Morgan Stanley Sophie Zhang - CICC Operator Hello, ladies and gentlemen. Thank you for standing by for KE Holdings, Inc.'s Fourth Quarter and Fiscal Year 2024 Earnings Conference Call.
Positive
Yahoo Finance
1 month ago
E-Commerce and AI drive big gains in Chinese tech stocks
As investors grapple with an end to US exceptionalism, KraneShares CIO Brendan Ahern shares his top Chinese stock picks — including some of the "lesser known" names — with Catalysts host Madison Mills.
Neutral
GlobeNewsWire
1 month ago
KE Holdings Inc. Announces a Final Cash Dividend of US$0.4 Billion in Aggregate
BEIJING, March 18, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced that its board of directors (the “Board”) approved a final cash dividend (the “Dividend”) of US$0.12 per ordinary share, or US$0.36 per ADS, to holders of ordinary shares and holders of ADSs of record as of the close of business on April 9, 2025, Beijing/Hong Kong Time and New York Time, respectively, payable in U.S. dollars. The aggregate amount of the Dividend to be paid will be approximately US$0.4 billion, which will be funded by cash surplus on the Company's balance sheet.
Neutral
GlobeNewsWire
1 month ago
KE Holdings Inc. Announces Fourth Quarter and Fiscal Year 2024 Unaudited Financial Results and a Final Cash Dividend
BEIJING, March 18, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE and HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced its unaudited financial results for the fourth quarter and fiscal year ended December 31, 2024, and also announced a final cash dividend.
Neutral
GlobeNewsWire
1 month ago
KE Holdings Inc. Announces Inclusion of its Class A Ordinary Shares in the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect Programs
BEIJING, March 10, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced that the Company's Class A ordinary shares traded on The Stock Exchange of Hong Kong Limited (the “Hong Kong Stock Exchange”) have been included in the Shanghai-Hong Kong Stock Connect and the Shenzhen-Hong Kong Stock Connect programs, both effective on March 10, 2025, pursuant to the announcements made by the Shanghai Stock Exchange and the Shenzhen Stock Exchange, respectively.
Charts implemented using Lightweight Charts™