BEKE KE Holdings Inc.

NEUTRAL Impact: 4/10 6-K
Horizon days Filed Jun 1, 2026 Processed 9d 21h ago SEC 0001104659-26-068895
Notable filing: 6-K
Latest settled — T+1d
BEKE ▼ -1.86% at T+1d
NEUTRAL call ✗ call lost -1.86% · α vs SPY -1.14% · entry $17.23 → $16.91
Next anchor: T+5d due 7d ago
Last close $16.89 (close Jun 12) · -1.97% from $17.23 entry
Entry anchored
Jun 1, 03:59 PM ET
via Databento tick
T+1d
-1.86%
call -1.86% · α -1.14%
$16.91
settled 13d ago
T+5d
call — · α —
due 7d ago
T+20d
call — · α —
in 15d
T+60d
call — · α —
in 2mo

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Executive Summary

KE Holdings Inc. (BEKE) filed daily share repurchase updates for May 26-29, 2026, reflecting the continuation of its ongoing buyback program under a mandate from June 2025. The company repurchased approximately 1.08 million Class A shares on the NYSE for ~$4M daily and 344,000-353,400 shares on the HK Exchange for ~HKD 15M daily, all for cancellation. This is a routine administrative disclosure of capital return activity, consistent with the previously disclosed program, and does not signal any new corporate event or change in financial condition.

Actionable Insight

The filing confirms routine ongoing buyback execution at a steady pace (~$4M/day on NYSE). No material new information — the buyback continues as previously authorized. Monitor the next 20-F or earnings release for any changes to buyback authorization or capital allocation strategy.

Key Facts

  • Filed five Next Day Disclosure Returns covering buyback activity from May 22-29, 2026
  • Daily NYSE repurchases of ~1M shares for ~$4M at ~$5.47-5.49/share
  • Daily HK Exchange repurchases of ~350k shares for ~HKD 15M at ~HKD 42-44/share
  • Total repurchased under the mandate as of May 29: 157,900,549 shares (4.383% of issued shares under the repurchase mandate)
  • Repurchase mandate authorized up to 360,216,007 shares at resolution dated June 27, 2025
  • All repurchased shares are designated for cancellation with no treasury shares held
  • Outstanding share count unchanged at 3,356,594,900 Class A shares throughout the filing period
  • CFO Xu Tao signed the 6-K on June 1, 2026

Financial Impact

Approximately $4M USD per day on NYSE and ~HKD 15M per day on HKEX in buyback activity during the reported period

share countcash used for buybacks

Risk Factors

  • No new financial data or guidance was provided in this filing
  • The prior 20-F (April 2026) reported a decline in net income and GTV, though this filing does not update those figures
  • Historical calibration shows BEKE filing_report neutral/short calls have been directionally correct recently, but neutral ratings on this name have not outperformed

Market Snapshot

Exchange
NYSE
Sector
Real Estate Agents & Managers (For Others)
Analyst Consensus
96% bullish (23 analysts)

Documents Analyzed

This report is based on 9 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001104659-26-068895
Document: tm2616514d1_ex99-4.htm0001104659-26-068895
Document: tm2616514d1_ex99-3.htm0001104659-26-068895
Document: tm2616514d1_ex99-2.htm0001104659-26-068895
Document: tm2616514d1_ex99-1.htm0001104659-26-068895
Document: tm2616514d1_6k.htm0001104659-26-068895
Document: 0001104659-26-068895-index-headers.html0001104659-26-068895
Document: 0001104659-26-068895-index.html0001104659-26-068895
Document: 0001104659-26-068895.txt0001104659-26-068895
28 reports for BEKE
Performance horizon
100% Hit rate 5 of 5 directional calls best @ T+5▲ +11.19%May 19, 2026
Filters
Rows
Reports for BEKE — sortable, filterable
Type Now
Jun 12, 2026
2d ago
Press Release
NEUTRAL ★ 2/10
$16.43 awaiting T+1awaiting T+1$16.89 (+2.80%)
Jun 8, 2026
6d ago
6-K
NEUTRAL ★ 4/10
$16.10 awaiting T+1awaiting T+1$16.89 (+4.91%)
Jun 5, 2026
9d ago
6-K
NEUTRAL ★ 3/10
$16.22 awaiting T+1awaiting T+1$16.89 (+4.13%)
Jun 1, 2026
13d ago
6-K
NEUTRAL ★ 4/10
$17.23 $16.91▼ −1.86%▼ −1.14%$16.89 (−1.97%)
May 26, 2026
19d ago
6-K
NEUTRAL ★ 3/10
$16.50 $16.62▲ +0.73%▲ +0.71%$16.89 (+2.36%)
May 20, 2026
25d ago
6-K
MIXED ★ 5/10
$16.89 $16.40▼ −2.90%▼ −3.35%$16.89 (−0.00%)
May 19, 2026
26d ago
Press Release
BEARISH ★ 6/10
$18.72 $18.07▲ +3.47%▲ +4.51%$16.89 (+9.78%)
May 18, 2026
27d ago
6-K
NEUTRAL ★ 3/10
$17.80 $18.72▲ +5.17%▲ +5.82%$16.89 (−5.11%)
May 15, 2026
4w ago
Press Release
BEARISH ★ 7/10
$18.17 $17.80▲ +2.04%▲ +1.97%$16.89 (+7.04%)
May 11, 2026
4w ago
6-K
NEUTRAL ★ 2/10
$19.19 $18.52▼ −3.49%▼ −3.35%$16.89 (−11.99%)
Showing 10 of 28

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