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.
Price Chart
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.
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.
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
Investment Themes
Documents Analyzed
This report is based on 5 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 6-K Filing (Primary) | 0001104659-26-070734 |
| Document: tm2616983d1_6k.htm | 0001104659-26-070734 |
| Document: 0001104659-26-070734-index-headers.html | 0001104659-26-070734 |
| Document: 0001104659-26-070734-index.html | 0001104659-26-070734 |
| Document: 0001104659-26-070734.txt | 0001104659-26-070734 |
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
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