Market Cap
$19.0B
BEKE
KE Holdings Inc.
$16.43 ▼ -1.26%
Prev close $16.64Market cap$19.0B
ConsensusStrong Buy
12-mo target$23.84 (+45.1%)
▲ Bullish
Analyst conviction 10/10
Insider Selling Cluster (2 insiders)26 New Institutional Positions15 Institutional Exits Real Estate
Snapshot
The big-picture read on BEKE right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (96%)
Inst. Holders
50 funds
Inst. Value
$1.3B
Inst. Activity
26 buys / 15 sells
Insider Activity
$0.00 buy / $102.6M sell
Insider Net $
-$102.6M
SEC Reports
20
Press Releases
4
Price chart 30d -8.3%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Short Volume: BEKE — 79.1% short (0.8M / 0.9M)
Short: 750,482 | Exempt: 0 | TRF Vol: 949,157 | Short Ratio: 79.1% | Off-exchange volume (dark pool
Sep 25, 2026 Insider
Peng Yongdong sold 16,033,983 shares
Chief Executive Officer @ $5.27 ($84.6M)
Sep 21, 2026 Insider
Sep 14, 2026 SEC Shan Yigang sold 3,326,670 shares
Executive Director @ $5.44 ($18.1M)
KE Holdings Inc. filed a routine 6-K with the Hong Kong Stock Exchange, attaching three Next Day Disclosure Returns (FF3
6-K — Impact 3/10
KE Holdings Inc. (BEKE) furnished its 2026 interim report via Form 6-K, a routine filing required for its Hong Kong Stoc
6-K — Impact 2/10
KE Holdings Inc. granted 45,876 RSUs (nil purchase price, HK$46.68 closing price) to two independent non-executive direc
6-K — Impact 2/10
Sep 3, 2026 Insider
Zhu Hansong surrendered for taxes 803 shares
Director @ $17.73 ($14.2K)
Jun 30, 2026 Inst.
PZENA INVESTMENT MANAGEMENT LLC — NEW
8,877,643 shares ($129.0M)
Analyst ratings buy % +9.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
96% rate it Buy or better · 25 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 19, 2026 | CLSA | INITIATE | Outperform | 50% |
| May 21, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 12 | 12 | 1 | 0 | 0 | 96% | |
| Aug 1, 2026 | 11 | 11 | 1 | 0 | 0 | 96% | |
| Jul 1, 2026 | 11 | 11 | 1 | 0 | 0 | 96% | |
| Jun 1, 2026 | 11 | 11 | 1 | 0 | 0 | 96% | |
| May 1, 2026 | 10 | 9 | 4 | 0 | 0 | 83% | |
| Apr 1, 2026 | 10 | 9 | 4 | 0 | 0 | 83% | |
| Mar 1, 2026 | 8 | 10 | 4 | 0 | 0 | 82% | |
| Feb 1, 2026 | 8 | 11 | 3 | 0 | 0 | 86% |
Price targets
Where 20 covering analysts think BEKE trades over the next 12 months.
$23.84 +45.1% upside Strong Buy
Current$16.43 Low$19.07 Median$23.64 High$27.61 20 analysts
$19.07$27.61
Analyst rating None as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 19 neutral · avg impact 2.8/10.Plus 4 press releases.
NEUTRAL6-K3/10
KE Holdings Inc. filed a routine 6-K with the Hong Kong Stock Exchange, attaching three Next Day Dis
Sep 14, 2026
NEUTRAL6-K2/10
KE Holdings Inc. (BEKE) furnished its 2026 interim report via Form 6-K, a routine filing required fo
Sep 9, 2026
NEUTRAL6-K2/10
KE Holdings Inc. granted 45,876 RSUs (nil purchase price, HK$46.68 closing price) to two independent
Sep 3, 2026
NEUTRAL6-K2/10
KE Holdings filed a 6-K with three Next Day Disclosure Returns reporting daily share repurchases on
Aug 31, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: BEKE — 79.1% short (0.8M / 0.9M)
Short: 750,482 | Exempt: 0 | TRF Vol: 949,157 | Short Ratio: 79.1% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: BEKE — 71.0% short (2.0M / 2.8M)
Short: 1,999,373 | Exempt: 700 | TRF Vol: 2,814,897 | Short Ratio: 71.0% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: BEKE — 78.2% short (2.0M / 2.5M)
Short: 1,973,962 | Exempt: 51 | TRF Vol: 2,525,855 | Short Ratio: 78.2% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: BEKE — 75.0% short (1.0M / 1.3M)
Short: 1,001,088 | Exempt: 83 | TRF Vol: 1,335,085 | Short Ratio: 75.0% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: BEKE — 69.6% short (2.0M / 2.9M)
Short: 1,999,845 | Exempt: 5 | TRF Vol: 2,873,722 | Short Ratio: 69.6% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $1.70 | $1.56–$1.91 | 52.0% | +6.2% | 2↑ 1↓ | $20.7B | 6 |
| Next Q | $1.76 | $1.38–$2.17 | 281.7% | +6.3% | 2↑ 2↓ | $22.2B | 4 |
| Current FY | $7.57 | $6.52–$8.08 | 74.4% | +12.9% | 12↑ 0↓ | $86.3B | 15 |
| Next FY | $8.42 | $6.35–$9.44 | 11.3% | +10.7% | 14↑ 0↓ | $90.2B | 16 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.702 | — |
| 7d ago | $1.699 | +0.003 |
| 30d ago | $1.602 | +0.100 |
| 60d ago | $1.651 | +0.051 |
| 90d ago | $1.651 | +0.051 |
Institutional ownership
Which big funds own BEKE (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $1.3B total value (90,386,325 shares) as of 2026-Q2. Top holders: WELLINGTON, PZENA, Baird. Net buying activity: 26 institutions added/increased vs 15 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | 8,915,061 | $129.5M | 9.8% | — |
| PZENA INVESTMENT MANAGEMENT LLC | 8,877,643 | $129.0M | 9.8% | NEW |
| Baird Financial Group, Inc. | 5,942,507 | $86.3M | 6.6% | ADD +31.2% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 5,850,059 | $85.1M | 6.5% | — |
| RENAISSANCE TECHNOLOGIES LLC | 4,403,023 | $64.0M | 4.9% | — |
| UBS Group AG | 4,106,859 | $59.7M | 4.5% | DOUBLED +292.3% |
| GOLDMAN SACHS GROUP INC | 4,100,200 | $59.6M | 4.5% | — |
| Mitsubishi UFJ Trust & Banking Corp | 3,829,980 | $55.6M | 4.2% | ADD +36.1% |
| Legal & General Group Plc | 3,067,653 | $44.6M | 3.4% | — |
| STATE STREET CORP | 3,051,653 | $44.3M | 3.4% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | NEW | — | 8,877,643 | — | $129.0M |
| UBS Group AG | DOUBLED | 1,046,976 | 4,106,859 | +292.3% | $59.7M |
| Mitsubishi UFJ Trust & Banking Corp | ADD | 2,813,879 | 3,829,980 | +36.1% | $55.6M |
| Artisan Partners Limited Partnership | TRIM | 3,853,557 | 1,995,783 | -48.2% | $29.0M |
| CITADEL ADVISORS LLC | ADD | 1,129,170 | 1,611,288 | +42.7% | $23.4M |
| MARSHALL WACE, LLP | DOUBLED | 659,424 | 1,542,091 | +133.9% | $22.4M |
| M&G Plc | ADD | 678,906 | 1,257,314 | +85.2% | $18.9M |
| BlackRock, Inc. | TRIM | 1,668,290 | 1,113,605 | -33.2% | $16.2M |
| MACKENZIE FINANCIAL CORP | DOUBLED | 175,092 | 1,035,829 | +491.6% | $15.1M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | NEW | — | 908,000 | — | $13.2M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
7 insiders, 26 transactions. Net -$102.6M — $0.00 bought, $102.6M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | Peng Yongdong | Chief Executive Officer | SELL | 16,033,983 | $5.27 | $84.6M |
| Sep 21, 2026 | Shan Yigang | Executive Director | SELL | 3,326,670 | $5.44 | $18.1M |
| Sep 3, 2026 | Zhu Hansong | Director | TAX W/H | 803 | $17.73 | $14.2K |
| Sep 3, 2026 | Chen Xiaohong | Director | TAX W/H | 1 | $17.73 | $17.73 |
| Sep 2, 2026 | Chen Xiaohong | Director | AWARD | 10,704 | — | — |
| Sep 2, 2026 | Zhu Hansong | Director | EXERCISE | 3,750 | — | — |
| Sep 2, 2026 | Chen Xiaohong | Director | EXERCISE | 8,750 | — | — |
| Sep 2, 2026 | Zhu Hansong | Director | AWARD | 4,588 | — | — |
| Aug 14, 2026 | Shan Yigang | Executive Director | J | 316,964 | — | — |
| Aug 14, 2026 | Shan Yigang | Executive Director | J | 316,964 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for BEKE.
Shares short
20,717,809
Settlement Sep 15, 2026
Change vs prior
-7.3%
Semi-monthly cycle
Days to cover
4.9
At avg daily volume
Of shares outstanding
≈1.8%
Estimate — not % of float
All BEKE filing & press-release reports (45)
- 6-K reportSep 14, 2026
- 6-K reportSep 9, 2026
- 6-K reportSep 3, 2026
- 6-K reportAug 31, 2026
- PRESS-RELEASE reportAug 21, 2026
- 6-K reportAug 17, 2026
- PRESS-RELEASE reportAug 11, 2026
- 6-K reportAug 10, 2026
- 6-K reportAug 3, 2026
- 6-K reportJul 27, 2026
- 6-K reportJul 20, 2026
- 6-K reportJul 13, 2026
- 6-K reportJul 8, 2026
- 6-K reportJul 3, 2026
- 6-K reportJul 2, 2026
- 6-K reportJun 29, 2026
- 6-K reportJun 15, 2026
- PRESS-RELEASE reportJun 12, 2026
- 6-K reportJun 8, 2026
- 6-K reportJun 5, 2026
- 6-K reportJun 5, 2026
- 6-K reportMay 26, 2026
- 6-K reportMay 20, 2026
- PRESS-RELEASE reportMay 19, 2026
- 6-K reportMay 18, 2026
- PRESS-RELEASE reportMay 15, 2026
- 6-K reportMay 11, 2026
- 6-K reportMay 8, 2026
- PRESS-RELEASE reportMay 7, 2026
- 6-K reportMay 4, 2026
- 6-K reportApr 27, 2026
- 6-K reportApr 24, 2026
- 6-K reportApr 24, 2026
- PRESS-RELEASE reportApr 24, 2026
- 20-F reportApr 24, 2026
- 6-K reportApr 24, 2026
- PRESS-RELEASE reportApr 24, 2026
- 6-K reportApr 20, 2026
- 6-K reportApr 13, 2026
- 6-K reportApr 8, 2026
- 6-K reportMar 30, 2026
- 6-K reportMar 27, 2026
- PRESS-RELEASE reportMar 16, 2026
- PRESS-RELEASE reportMar 16, 2026
- PRESS-RELEASE reportMar 4, 2026