Kanzhun Ltd - ADR (BZ) | News Based Sentiment Analysis

• On September 3, 2025, Kanzhun Limited filed a Current Report (Form 6-K) with the SEC, a routine regulatory update demonstrating ongoing compliance. This filing, while not directly impacting the investment story, confirms transparency and adherence to reporting requirements.
• Kanzhun received a Zacks Rank of #1 (Strong Buy) as of September 10, 2025, with full-year earnings estimates increasing by 3.8% over the past 90 days, signaling growing analyst confidence. This positive sentiment is reflected in the stock’s impressive 73.9% year-to-date return, significantly outpacing the Computer and Technology sector (16.8%) and the Internet - Software industry (22.7%).
• The stock reached a new 52-week high of $24.39 on September 12, 2025, closing at $24.25 with a trading volume of 1,806,924 shares. This milestone, coupled with a market capitalization of $10.07 billion and a beta of 0.44, demonstrates strong market performance and relative stability.
• Institutional investors continued to show strong confidence in Kanzhun, with Goldman Sachs Group Inc. increasing its stake by 45.0% in the first quarter, acquiring 2,678,683 shares valued at approximately $165.4 million on September 13, 2025. Acadian Asset Management, Krane Funds Advisors, Vanguard Group, WFM ASIA BVI Ltd, and Price T Rowe Associates also increased their holdings.
• Kanzhun announced a full-year 2025 dividend of $0.084 per share, representing a yield of 60.0%, payable on October 23rd to investors of record on October 8th, as revealed on September 13, 2025. This generous dividend demonstrates a commitment to returning capital to shareholders.
• Analysts maintained a “Moderate Buy” rating on Kanzhun with price targets ranging from $20.00 to $26.00, averaging $21.17 as of September 13, 2025. Later, on September 18, 2025, analysts set a price target of $21.1667, and on September 22, 2025, Goldman Sachs raised its price target to US$28, suggesting a 15.32% upside.
• Kanzhun projects total revenues for Q3 2025 to be between RMB 2.13 billion and RMB 2.16 billion, representing an 11.4% to 13% year-on-year increase. The consensus EPS forecast for Q3 2025 is $0.29, and the company reported Q2 2025 revenue of RMB 2.1 billion (up 9.7% year-on-year) and net income of RMB 710 million (up 70.4% year-on-year).
• On September 23, 2025, Kanzhun announced a Hong Kong share offering, raising approximately HKD 2.2 billion (USD 280 million), and initiated a new USD 250 million share repurchase program, demonstrating active capital allocation.

The Investment Story: September was a remarkably positive month for Kanzhun, marked by strong institutional investment, analyst upgrades, a new 52-week high, a generous dividend announcement, and promising Q3 revenue guidance, reinforcing its position as a leading recruitment services provider.

What It Means for Investors: The surge in institutional ownership, the high dividend yield, and positive revenue projections suggest strong investor confidence and potential for continued stock appreciation. While the P/E ratio of 36.63 indicates a premium valuation, the company’s growth prospects and shareholder-friendly policies may justify it.

Looking Ahead: Investors should closely monitor Kanzhun's Q3 2025 earnings report to assess revenue growth and continued institutional investor activity. The shrinking graduate talent pool and increasing industry competition, identified on September 13, 2025, will also be key factors to watch.

The Bottom Line: Kanzhun appears well-positioned for continued success, driven by strong user engagement, effective cost management, and a shareholder-friendly capital allocation strategy. The significant institutional backing and positive analyst sentiment make it an attractive investment opportunity, despite macroeconomic risks.