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: 135,072
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 3 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
82% more call options, than puts
Call options by funds: $549M | Put options by funds: $302M
14% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 43
12% more repeat investments, than reductions
Existing positions increased: 119 | Existing positions reduced: 106
1% more funds holding
Funds holding: 295 [Q4 2024] → 298 (+3) [Q1 2025]
2% more capital invested
Capital invested by funds: $8.83B [Q4 2024] → $9.02B (+$186M) [Q1 2025]
0.76% less ownership
Funds ownership: 13.79% [Q4 2024] → 13.03% (-0.76%) [Q1 2025]
7% less funds holding in top 10
Funds holding in top 10: 27 [Q4 2024] → 25 (-2) [Q1 2025]
Research analyst outlook
3 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$23
25%
upside
Avg. target
$25
35%
upside
High target
$27
46%
upside
3 analyst ratings
3 positive
100%
0 neutral
0%
0 negative
0%
Citigroup Harry Chen | 34%upside $25 | Buy Maintained | 16 May 2025 |
UBS John Lam | 25%upside $23 | Buy Upgraded | 16 May 2025 |
Morgan Stanley Andrew Tsai | 46%upside $27 | Overweight Maintained | 19 Mar 2025 |
Financial journalist opinion
Positive
Seeking Alpha
2 weeks ago
KE Holdings: Fundamental Improvements Should Not Be Ignored
BEKE is outperforming China's property market, gaining share and scaling efficiently, with strong revenue and GTV growth despite macro headwinds. AI integration and new initiatives like home renovation and rental are driving productivity, higher margins, and diversified revenue streams. Short-term risks include policy delays, US-China trade tensions, and a dip in user engagement, but underlying demand remains resilient.
Neutral
Seeking Alpha
1 month ago
KE Holdings Inc. (BEKE) Q1 2025 Earnings Call Transcript
KE Holdings Inc. (NYSE:BEKE ) Q1 2025 Earnings Conference Call May 15, 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 Timothy Zhao - Goldman Sachs Sophie Zhang - CICC Jizhou Dong - Nomura John Lam - UBS Operator Hello, ladies and gentlemen. Thank you for standing by for KE Holdings Inc.'s First Quarter 2025 Earnings Conference Call.
Neutral
GlobeNewsWire
1 month ago
KE Holdings Inc. Announces First Quarter 2025 Unaudited Financial Results
BEIJING, May 15, 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 its unaudited financial results for the first quarter ended March 31, 2025.
Neutral
GlobeNewsWire
1 month ago
KE Holdings Inc. to Report First Quarter 2025 Financial Results on May 15, 2025 Eastern Time
BEIJING, April 30, 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 report its unaudited financial results for the first quarter of 2025 before the U.S. market opens on Thursday, May 15, 2025.
Neutral
GlobeNewsWire
1 month 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
1 month 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
1 month 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
2 months 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
2 months 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
2 months 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.
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