BEKE KE Holdings Inc.

NEUTRAL Impact: 3/10 6-K
Horizon days Filed Jun 5, 2026 Processed 9d 21h ago SEC 0001104659-26-070734
Notable filing: 6-K

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Executive Summary

KE Holdings Inc. filed a Form 6-K with its Hong Kong Stock Exchange monthly return for May 2026, reporting no net change in issued share capital. The filing confirms ongoing share repurchases (33,203,608 Class A shares repurchased but not yet cancelled) and minor option exercises (357,363 options exercised for $7.15 total proceeds). This is a routine administrative filing with no material financial impact.

Actionable Insight

Routine monthly filing with no new material information. The ongoing buyback program continues but at a modest pace relative to the $18.8B market cap. Monitor next quarterly filing for updated GTV and net income trends.

Key Facts

  • No change in total issued shares during May 2026; Class A shares flat at 3,356,594,900 and Class B shares flat at 137,181,078.
  • 33,203,608 Class A shares were repurchased during April-May 2026 but not yet cancelled as of May 31, 2026.
  • 357,363 share options were exercised during the month, raising total proceeds of $7.15.
  • 71,022,087 shares remain issuable under the 2020 Share Incentive Plan (restricted share units).
  • 259,026 restricted share units lapsed during the month.

Financial Impact

No material financial impact; $7.15 raised from option exercises, share repurchases pending cancellation.

dilutionshare count

Risk Factors

  • Continued share repurchases reduce share count but do not address declining net income reported in the 2025 annual report.
  • Potential dilution from 71M+ RSUs outstanding (~2.1% of Class A shares).

Market Snapshot

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

Documents Analyzed

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

DocumentAccession Number
6-K Filing (Primary)0001104659-26-070734
Document: tm2616983d1_6k.htm0001104659-26-070734
Document: 0001104659-26-070734-index-headers.html0001104659-26-070734
Document: 0001104659-26-070734-index.html0001104659-26-070734
Document: 0001104659-26-070734.txt0001104659-26-070734
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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