KE Holdings Inc. (BEKE) Stock Price & Analysis
KE Holdings Inc. (BEKE) closed at USD 17.24 on Thursday, October 22, 2026, down 0.63% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 17.35; the Oct 22, 2026 session ranged USD 17.05–17.48 on volume of 5,126,163 shares. Market capitalization is $18.94B, with a 52-week range of USD 13.81–19.88 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 09:10 UTC.
Also available as compact Markdown for AI agents: nexqual.com/BEKE.md
Key facts (BEKE)
- 2 of 80 tracked superinvestors hold BEKE (13F, Q2 2026): 1 new, 0 added, 1 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 2 Form 4 filings, $103M; 2 not under a Rule 10b5-1 plan ($103M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 1.73 on a 1–5 scale) (22 analysts), mean target USD 24 (range 19.15–27.73).
- Total return with dividends: 1Y -4.7% vs S&P 500 +14.9%; 5Y -25.6% vs S&P 500 +80.3%.
- Next earnings: 2026-11-10, EPS estimate USD 1.71, revenue estimate $20.7B.
Superinvestors (SEC 13F-HR, Q2 2026) (BEKE)
2 of 80 tracked investors hold BEKE. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Richard Pzena | Pzena Investment Management | 0.38% | $129M | New position |
| Christopher Davis | Davis Advisors | 0.12% | $26.9M | Reduced -0.1% |
Insider sales (SEC Form 4, open-market, last ~7 months) (BEKE)
0 of 2 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-25 | Peng Yongdong | Chief Executive Officer | 16,033,983 | $84.6M | 20.3% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-09-21 | Shan Yigang | Executive Director | 3,326,670 | $18.1M | 5.8% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (BEKE)
Consensus Buy (mean 1.73 on a 1–5 scale), 22 analysts; mean target USD 24 (low 19.15, high 27.73).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-08-19 | CLSA | Initiated | Outperform | $23.8 |
Total return (dividends reinvested) (BEKE)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | -4.7% | -25.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | -4.7% | -5.7% |
| Volatility (annualized) | 36.9% | 66.2% |
| Max drawdown | -27.2% (May 2026→Jun 2026) | -59.8% (Oct 2021→Mar 2022) |
BEKE suppliers, customers and competitors (named in its 20-F)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Customer | China | “Furthermore, there may be situations where China's housing related industry becomes over-heated, and our platform becomes less appealing to customers, brokerage brands, stores and agents and other business partners, which could potentially adversely affect our business of facilitating housing transactions and services.” |
| Customer | Ziroom | “We had revenues from Ziroom in the amount of RMB126 million, RMB72 million and RMB42 million (US$6 million) in 2023, 2024 and 2025, respectively, including agency services revenue from facilitating sales, leases or renovations of properties with Ziroom and online marketing services revenue for marketing services provided to Ziroom.” |
| Customer | IFM Investments | “We had revenues from IFM in the amount of RMB97 million, RMB102 million and RMB94 million (US$13 million) in 2023, 2024 and 2025, respectively, including revenue from technical and training support services provided to IFM, revenue from customer referrals and interest income from loans provided to IFM.” |
| Partner | Tencent | “We collaborate with Tencent, one of our principal shareholders and a leading internet service provider in China that provides communication and social, digital content, online advertising, fintech, cloud and other business services.” |
Quoted from the company's 20-F filed Apr 24, 2026.
BEKE analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $1.71 | $1.65 | +3.5% | $20.74B | 6 |
| Next quarter (ends Dec 2026) | $1.81 | $1.62 | +11.3% | $21.99B | 4 |
| Current fiscal year (ends Dec 2026) | $7.57 | $6.71 | +13.0% | $86.31B | 15 |
| Next fiscal year (ends Dec 2027) | $8.46 | $7.64 | +10.8% | $90.09B | 16 |
BEKE options: expected move
Options price a move of about ±8.0% (±$1.38) by Nov 13, 2026, which includes earnings on Nov 10, 2026.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Oct 30, 2026 | 7 | 42.5% | ±5.1% |
| Nov 6, 2026 | 14 | 45.8% | ±7.4% |
| Nov 13, 2026 | 21 | 39.8% | ±8.0% |
| Nov 20, 2026 | 28 | 42.5% | ±12.5% |
| Nov 27, 2026 | 35 | 48.6% | ±11.0% |
| Dec 18, 2026 | 56 | 38.5% | ±12.2% |
| Jan 15, 2027 | 84 | 38.0% | ±14.6% |
| Apr 16, 2027 | 175 | 38.7% | ±21.5% |
30-day implied volatility 41.8% vs 29.4% realized over the last 30 trading days. Put/call ratio (volume) 0.12. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 09:10 UTC)
| Price | USD 17.24 |
|---|---|
| Change | ▼ 0.63% (down) |
| Previous Close | USD 17.35 |
| Open | USD 17.08 |
| Day Range | USD 17.05 – 17.48 |
| 52-Week Range | USD 13.81 – 19.88 |
| Volume | 5,126,163 shares |
| Market Cap | $18.94B |
| Exchange | NYQ |
Technical Analysis (BEKE)
Nexqual's technical model rates BEKE "BUY" based on 4 bullish and 1 bearish signals across 127 daily candles, as of October 23, 2026 at 09:10 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 46.17 (neutral) |
| vs SMA50 | Above (USD 17.15) |
| MACD | 0.22 (positive) |
Analyst Ratings (BEKE)
Wall Street analysts rate BEKE "Buy" based on 22 analysts, with a mean price target of USD 24 (range USD 19.15–27.73), per Nexqual as of October 23, 2026 at 09:10 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 22 |
| Mean Target | USD 24 |
| High Target | USD 27.73 |
| Low Target | USD 19.15 |
| Buy / Hold / Sell | 21 / 1 / 0 |
Earnings (BEKE)
| Next Earnings Date | 2026-11-10 |
|---|---|
| EPS Estimate | USD 1.71 |
| Revenue Estimate | $20.74B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 2.85 vs est 2.12 ▲ beat |
| 2026-03-31 | USD 1.42 vs est 0.91 ▲ beat |
| 2025-12-31 | USD 0.46 vs est 0.74 ▼ miss |
| 2025-09-30 | USD 1.12 vs est 1.1 ▲ beat |
Source: Nexqual, October 23, 2026 at 09:10 UTC.
Financials & Fundamentals (BEKE)
| Total Revenue | $88.67B |
|---|---|
| Revenue Growth (latest quarter, YoY) | -5.70% |
| Gross Margin | +23.98% |
| Operating Margin | +12.33% |
| Profit Margin | +5.32% |
| ROE | +7.00% |
| Debt / Equity | 0.22 |
| Current Ratio | 1.7 |
| Total Cash | $46.97B |
| Total Debt | $14.39B |
Source: Nexqual, October 23, 2026 at 09:10 UTC.
Financial Health Score (BEKE)
Nexqual rates KE Holdings Inc.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 09:10 UTC.
| Growth | Mixed — Revenue +1.2% YoY (annual), slow |
|---|---|
| Profitability | Mixed — Gross margin 24%, operating 12% (last 12 months) |
| Balance Sheet | Strong — CNY 47.0B cash vs CNY 14.4B debt, net cash position |
| Cash Flow | Solid — Operating cash flow CNY 7.90B (TTM) |
| Efficiency | Mixed — ROE 7%, ROA 2.6% |
Ownership (BEKE)
| Insider Ownership | +0.48% |
|---|---|
| Institutional Ownership | +12.61% |
| Shares Outstanding | 1.05B |
| Float | 643.96M |
| Short % of Float | +4.82% |
Source: Nexqual, October 23, 2026 at 09:10 UTC.
Leadership (BEKE)
KE Holdings Inc. is led by Yongdong Peng, Co-Founder, Chairman & CEO, per Nexqual as of October 23, 2026 at 09:10 UTC.
| Co-Founder, Chairman & CEO | Yongdong Peng |
|---|---|
| Executive Vice Chairman | Wangang Xu |
| Co-Founder & Executive Director | Yigang Shan |
| CFO & Executive Director | Tao Xu |
| Investor Relations Director & Joint Company Secretary | Siting Li |
Major Backers & Investors (BEKE)
Notable institutional backers of KE Holdings Inc. include Price (T.Rowe) Associates Inc, Pzena Investment Management LLC, Wellington Management, according to Nexqual as of October 23, 2026 at 09:10 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Price (T.Rowe) Associates Inc | 1.09% |
| Pzena Investment Management LLC | 0.81% |
| Wellington Management | 0.81% |
| TR PRICE-Price (T.Rowe) International Growth Equity Trust | 0.64% |
| Baird Financial Group, Inc. | 0.54% |
| Schroder Investment Management Group | 0.53% |
| H Capital V GP, LP | 0.45% |
| T. Rowe Price | 0.42% |
Source: Nexqual, October 23, 2026 at 09:10 UTC.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| JLL | Jones Lang LaSalle Incorporated | USD 312.55 | ▲ 2.12% |
| CSGP | CoStar Group, Inc. | USD 35.45 | ▲ 7.75% |
| CBRE | CBRE Group Inc | USD 131.24 | ▼ 2.53% |
| COMP | Compass, Inc. | USD 9.97 | ▲ 2.57% |
| FSV | FirstService Corporation | USD 147.22 | ▲ 7.78% |
| CIGI | Colliers International Group In | USD 96.46 | ▲ 4% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 09:10 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt