BEIJING, August 26, 2026, 10:17 – Shares of Kanzhun jumped 16% following the company's announcement of a $230 million dividend, underscoring strong second-quarter performance.
Category hubDividends
Follow the latest TechStock² reporting, investor analysis and material developments for Dividends in one continuously updated topic hub.
NASDAQ:BZ · regular session · data verified August 26, 2026, 10:17 EDT
| Metric | Q2 2026 | YoY |
|---|---|---|
| Revenue | RMB2.40bn | +14.1% |
| Operating income | RMB863.2m | +32.6% |
| Operating margin | 36.0% | +5.0 pts |
| Paid enterprise customers | 7.2m | +10.8% |
| Average MAU | 70.2m | +10.4% |
| Operating cash flow | RMB944.8m | −10.2% |
| Q3 revenue guide | RMB2.41–2.50bn |
| Tracked ratings | 3 Buy · 1 Hold |
| Average target | $20 · +5.7% |
| High / low targets | $23 / $18 |
| ADS record date | Sep. 28, 2026 |
| Expected ADS payment | around Oct. 14 |
| Analyst rating split | 1 Buy / 3 Hold / 1 Sell |
| Average target | NZ$9.46 |
| Target range | NZ$8.43–NZ$10.26 |
| Net debt | NZ$3.174bn |
| Net debt / EBITDA | 4.37× |
| EBITDA guidance | NZ$730m–NZ$760m |
| Gross capex guidance | NZ$375m–NZ$415m |
| Copper retirement target | 2028 |
| Fibre connections | 1.147m |
| Fibre uptake | 75.9% |
The dividend floor is supported by stronger cash generation and falling legacy-network costs. The offset is leverage and a share price already above the average target.
Bias: income-led, with rerating dependent on delivery above the FY27 EBITDA midpoint.
*Preliminary total-return estimate adds back the A$2.70 final dividend that went ex on Wednesday.
| Rating | Count | Share |
|---|---|---|
| Strong sell | 11 | 79% |
| Sell | 3 | 21% |
| Hold / Buy | 0 | 0% |
| Average target | A$125.21 | −20.75% |
| Highest target | A$144.99 | −8.23% |
The bearish consensus is unusual in its unanimity. Even the highest tracked target remains below Friday's close.
Investor read: Holding A$156.44 would keep Friday's bounce alive. A failure there would put the residual de-rating—not the dividend adjustment—back at the centre of the trade.
Enterprise faded after Friday's distribution payment, then closed near the week's low.
No new Enterprise release appeared in the latest 48-hour window. The tape points elsewhere.
Illustrative arithmetic, not a forecast.
Unadjusted closes, August 14–21.
| Ticker | Aug. 21 | Week |
|---|---|---|
| ET | $21.19 | +0.7% |
| EPD | $38.01 | −2.3% |
| KMI | $30.98 | −5.6% |
| WMB | $70.49 | −6.3% |
