The consistent ~$3M/day buyback pace provides a modest demand floor but does not signal a change in fundamentals. Monitor the next 10-Q or 20-F for updated financials and any revision to the buyback authorization. No immediate catalyst.
Price Chart
Executive Summary
KE Holdings Inc. (BEKE) filed Form 6-K providing daily Next Day Disclosure Returns for July 24–30, 2026, reporting ongoing open-market share repurchases on the NYSE. The company repurchased approximately $3 million in shares each trading day (e.g., 536,358 shares at ~$5.59 on July 30), consistent with the buyback program authorized on June 12, 2026. This is a routine disclosure of continuing capital return activity with no new authorization or change in pace.
Key Facts
- Repurchased 536,358 Class A ordinary shares on July 30, 2026 at an aggregate price of $2,999,993.32 (NYSE, for cancellation).
- Cumulative repurchases under the June 12, 2026 mandate total 24,394,597 shares (0.705% of issued shares at resolution date).
- Daily repurchase amounts have been consistently ~$3M per trading day since late May 2026.
- Issued shares unchanged at 3,326,488,417 Class A + 135,950,651 Class B ordinary shares; no treasury shares.
- The repurchase mandate authorizes up to 346,243,906 shares; remaining capacity is substantial.
Financial Impact
~$3M in daily buyback; cumulative ~$139M+ spent since May 2026 (based on disclosed daily aggregates).
Risk Factors
- Continued net income decline per the 2025 20-F ($428M vs $588M in 2023) may pressure cash available for buyback.
- China real estate market headwinds could reduce future repurchase pace or lead to suspension.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 9 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001104659-26-089411 |
| Document: tm2621906d1_ex99-4.htm | 0001104659-26-089411 |
| Document: tm2621906d1_ex99-3.htm | 0001104659-26-089411 |
| Document: tm2621906d1_ex99-2.htm | 0001104659-26-089411 |
| Document: tm2621906d1_ex99-1.htm | 0001104659-26-089411 |
| Document: tm2621906d1_6k.htm | 0001104659-26-089411 |
| Document: 0001104659-26-089411-index-headers.html | 0001104659-26-089411 |
| Document: 0001104659-26-089411-index.html | 0001104659-26-089411 |
| Document: 0001104659-26-089411.txt | 0001104659-26-089411 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Sep 14, 2026 18d ago | 6-K | $16.70 $16.57 | ▼ −0.78% | ▼ −0.88% | $16.43 (−1.62%) |
Sep 8, 2026 24d ago | 6-K | $16.87 $15.97 | ▼ −5.33% | ▼ −4.68% | $16.43 (−2.61%) |
Sep 3, 2026 29d ago | 6-K | $17.91 $16.93 | ▼ −5.47% | ▼ −4.32% | $16.43 (−8.26%) |
Aug 31, 2026 4w ago | 6-K | $17.19 $17.27 | ▲ +0.47% | ▲ +0.61% | $16.43 (−4.42%) |
Aug 21, 2026 6w ago | Press Release | $17.75 $18.32 | ▲ +3.21% | ▲ +2.74% | $16.43 (−7.44%) |
Aug 17, 2026 6w ago | 6-K | $16.87 $18.01 | ▲ +6.76% | ▲ +6.96% | $16.43 (−2.61%) |
Aug 11, 2026 7w ago | Press Release | $16.96 $16.87 | ▼ −0.53% | ▼ −0.13% | $16.43 (−3.12%) |
Aug 10, 2026 7w ago | 6-K | $17.65 $16.85 | ▼ −4.53% | ▼ −4.49% | $16.43 (−6.91%) |
Aug 3, 2026 8w ago | 6-K | $17.29 $17.65 | ▲ +2.08% | ▲ +0.05% | $16.43 (−4.97%) |
Jul 27, 2026 9w ago | 6-K | $16.39 $16.95 | ▲ +3.42% | ▲ +2.34% | $16.43 (+0.24%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access