6-K ·Filed May 8, 2026

BEKE

KE Holdings Inc.
NEUTRAL
Impact 3/10
Horizondays Processed4mo ago SEC0001104659-26-057479
Notable filing: 6-K
Actionable Insight • Neutral

The key event is the upcoming Q1 2026 earnings release on May 19, 2026. The share buyback activity is consistent with the previously announced program and does not represent new information. Traders should focus on the Q1 results for fundamental direction.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
BEKE ▼ -9.17% at T+60d
NEUTRAL call ✗ call lost -9.17% · α vs SPY -14.01% · entry $18.87 → $17.14
Entry anchored
May 7, 03:59 PM ET
via exchange tick
T+1d
+1.70%
call +1.70% · α +1.46%
$19.19
settled 5mo ago
T+5d
-0.05%
call -0.05% · α -1.52%
$18.86
settled 5mo ago
T+20d
-14.79%
call -14.79% · α -14.81%
$16.08
settled 4mo ago
T+60d
-9.17%
call -9.17% · α -14.01%
$17.14
settled 8w ago

Price Chart

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Executive Summary

KE Holdings Inc. filed a Form 6-K with two exhibits: a monthly return on securities movements (FF301) for April 2026 and an announcement of a Board meeting on May 19, 2026, to approve Q1 2026 unaudited financial results. The filing is routine administrative — the share count decreased by ~34.4M Class A shares due to ongoing buyback and cancellation activity, and the board meeting notice is a standard earnings calendar event. No material financial data or new business developments are disclosed.

Key Facts

  • Board meeting scheduled for May 19, 2026 to approve Q1 2026 unaudited results and hold earnings call.
  • Total issued Class A shares decreased by 34,434,267 during April 2026 to 3,356,594,900, driven by share repurchases and cancellations.
  • 22,991,136 Class A shares were repurchased during April 2026 but not yet cancelled as of month-end.
  • 35,841,564 previously repurchased Class A shares were cancelled on April 7, 2026.
  • 1,407,299 Class B shares were converted to Class A shares on a one-to-one ratio on April 7, 2026.
  • 31,869,519 restricted share units were granted under the 2020 Share Incentive Plan during April 2026.
  • Total funds raised from option exercises during the month was USD 0.89.
  • The company confirmed compliance with Hong Kong public float requirements.

Financial Impact

No material financial impact from this filing. Share count reduction from buybacks is ongoing but amounts not disclosed. Q1 2026 results pending May 19 release.

shares outstanding

Risk Factors

  • Q1 2026 earnings may disappoint given declining net income trend from FY2025 annual report.
  • Continued share buybacks may signal management views shares as undervalued but do not offset declining profitability.

Market Snapshot

Exchange
NYSE
Sector
Real Estate Agents & Managers (For Others)
Analyst Consensus
83% bullish (23 analysts)

Investment Themes

Real Estate

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001104659-26-057479
Document: tm2613921d1_6k.htm0001104659-26-057479
Document: tm2613921d1_ex99-2.htm0001104659-26-057479
Document: 0001104659-26-057479-index-headers.html0001104659-26-057479
Document: 0001104659-26-057479-index.html0001104659-26-057479
Document: 0001104659-26-057479.txt0001104659-26-057479
45 reports for BEKE
Performance horizon
100% Hit rate 5 of 5 directional calls best @ T+20▲ +17.09%May 19, 2026
Filters
Rows
Reports for BEKE — sortable, filterable
TypeNow
Sep 14, 2026
18d ago
6-K
NEUTRAL ★ 3/10
$16.70 $16.57▼ −0.78%▼ −0.88%$16.43 (−1.62%)
Sep 8, 2026
24d ago
6-K
NEUTRAL ★ 2/10
$16.87 $15.97▼ −5.33%▼ −4.68%$16.43 (−2.61%)
Sep 3, 2026
29d ago
6-K
NEUTRAL ★ 2/10
$17.91 $16.93▼ −5.47%▼ −4.32%$16.43 (−8.26%)
Aug 31, 2026
4w ago
6-K
NEUTRAL ★ 2/10
$17.19 $17.27▲ +0.47%▲ +0.61%$16.43 (−4.42%)
Aug 21, 2026
6w ago
Press Release
MIXED ★ 6/10
$17.75 $18.32▲ +3.21%▲ +2.74%$16.43 (−7.44%)
Aug 17, 2026
6w ago
6-K
NEUTRAL ★ 3/10
$16.87 $18.01▲ +6.76%▲ +6.96%$16.43 (−2.61%)
Aug 11, 2026
7w ago
Press Release
NEUTRAL ★ 2/10
$16.96 $16.87▼ −0.53%▼ −0.13%$16.43 (−3.12%)
Aug 10, 2026
7w ago
6-K
NEUTRAL ★ 3/10
$17.65 $16.85▼ −4.53%▼ −4.49%$16.43 (−6.91%)
Aug 3, 2026
8w ago
6-K
NEUTRAL ★ 3/10
$17.29 $17.65▲ +2.08%▲ +0.05%$16.43 (−4.97%)
Jul 27, 2026
9w ago
6-K
NEUTRAL ★ 3/10
$16.39 $16.95▲ +3.42%▲ +2.34%$16.43 (+0.24%)
Showing 10 of 45

US Market Status

Market Closed — Opens Mon (38h 37m)

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