KE Holdings Inc. (BEKE)

Alkeon Capital Management LLC lessened its holdings in KE Holdings Inc. Sponsored ADR (NYSE: BEKE) by 35.1% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 2,772,723 shares of the company's stock after selling 1,500,000 shares during the period. Alkeon Capital

KE Holdings remains a hold as China's property market downturn overshadows operational improvements. Home rental and renovation segments now contribute profitably, with margin gains from asset-light models and supply chain efficiencies. Despite BEKE's productivity gains and cost reductions, macro headwinds and falling home prices depress transaction volumes and sentiment.

Barings LLC reduced its stake in shares of KE Holdings Inc. Sponsored ADR (NYSE: BEKE) by 54.0% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 529,988 shares of the company's stock after selling 621,618 shares during the quarter.

SAN DIEGO--(BUSINESS WIRE)--The following statement is being issued by Robbins Geller Rudman & Dowd LLP regarding the KE Holdings Securities Litigation: UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF NEW YORK KEN CHIN, Individually and on Behalf of All Others Similarly Situated,   Civil Action No. 1:21-cv-11196-GHW-BCM   Plaintiff, SUMMARY NOTICE OF PENDENCY OF CLASS ACTION, PROPOSED SETTLEMENT, AND MOTION FOR ATTORNEYS' FEES AND EXPENSES vs.       KE HOLDINGS INC., COLLEEN A. DE VRIES,.

KE Holdings Inc. ( BEKE ) Q3 2025 Earnings Call November 10, 2025 7:00 AM EST Company Participants Siting Li - Investor Relations Director & Joint Company Secretary Tao Xu - CFO & Executive Director Yongdong Peng - Co-Founder, Chairman & CEO Conference Call Participants John Lam - UBS Investment Bank, Research Division Griffin Chan - Citigroup Inc., Research Division Jiong Shao - Barclays Bank PLC, Research Division Timothy Zhao - Goldman Sachs Group, Inc., Research Division Presentation Operator Hello, ladies and gentlemen. Thank you for standing by for KE Holdings, Inc. Third Quarter 2025 Earnings Conference Call.

BEIJING, Nov. 10, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced its unaudited financial results for the third quarter ended September 30, 2025.

Los Angeles, California, Oct. 29, 2025 (GLOBE NEWSWIRE) -- Linkhome Holdings Inc. (Nasdaq: LHAI), a leading AI-powered real estate technology company, today announced that its wholly owned subsidiary, Linkhome AI, Inc., has entered into a strategic partnership agreement with Beike Realsee Technology (HK) Limited, one of China's largest and most advanced real estate technology platforms and the backbone of KE Holdings Inc. (NYSE: BEKE)'s 3D virtual-tour property viewing solution. Under the agreement, the two companies will collaborate on the research, development, and deployment of next-generation AI + 3D visualization technologies for real estate applications, including: ●  Immersive 3D virtual-tour experiences built using Realsee's high-precision scanning and modeling technology; ●  AI-generated property videos automatically produced from listing data; and ●  AI home-staging renderings that automatically generate interior design and renovation visuals to enhance buyer engagement.

BEIJING, Oct. 28, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced that it will report its unaudited financial results for the third quarter of 2025 before the U.S. market opens on Monday, November 10, 2025.

BEIJING, Oct. 27, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE and HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, is pleased to announce today a significant upgrade in its Environmental, Social and Governance (ESG) rating by Morgan Stanley Capital International (“MSCI”) from “A” to “AA,” marking its third consecutive rating upgrade from 2023 to 2025. This achievement highlights Beike's steadfast commitment to excellence in ESG practices within the industry.

I downgrade BEKE to hold due to weakening core business, margin pressure, and fading recovery momentum despite headline revenue growth. Core brokerage revenues declined, profitability eroded, and new business growth hasn't offset the margin hit from the core segment. Housing market demand is deteriorating, with transaction volumes falling and recovery momentum stalling, increasing downside risk for near-term performance.

KE Holdings Inc. is growing market share and expanding into rentals and renovations, but scale alone is no longer driving financial returns or margin improvement. Despite strong transaction volumes and policy tailwinds, rising labor costs, fee caps, and weak cash conversion are squeezing margins and limiting profitability. AI-driven efficiency initiatives and a robust balance sheet support future BEKE potential, but current free cash flow and monetization trends remain concerning.

KE Holdings Inc. (NYSE:BEKE ) Q2 2025 Earnings Conference Call August 26, 2025 8:00 AM ET Company Participants Siting Li - Investor Relations Director & Joint Company Secretary Tao Xu - CFO & Executive Director Yongdong Peng - Co-Founder, Chairman & CEO Conference Call Participants Griffin Chan - Citigroup Inc. Exchange Research John Lam - UBS Investment Bank, Research Division Qi Chen - JPMorgan Chase & Co, Research Division Timothy Zhao - Goldman Sachs Group, Inc., Research Division Xiaodan Zhang - China International Capital Corporation Limited, Research Division Operator Hello, ladies and gentlemen. Thank you for standing by for KE Holdings, Inc.'s Second Quarter 2025 Earnings Conference Call.

BEIJING, Aug. 26, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced that its board of directors have approved the upsizing and extension of its share repurchase program.

BEIJING, Aug. 26, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced its unaudited financial results for the second quarter ended June 30, 2025.

KE Holdings Inc. BEKE will release earnings results for the second quarter, before the opening bell on Tuesday, Aug. 26.

BEIJING, Aug. 14, 2025 (GLOBE NEWSWIRE) -- KE Holdings Inc. (“Beike” or the “Company”) (NYSE: BEKE; HKEX: 2423), a leading integrated online and offline platform for housing transactions and services, today announced that it will report its unaudited financial results for the second quarter of 2025 before the U.S. market opens on Tuesday, August 26, 2025.