Kanzhun 배당 및 자사주 매입
배당 기준 점검 2/6
Kanzhun 수익으로 충분히 충당되는 현재 수익률 1.22% 보유한 배당금 지급 회사입니다.
핵심 정보
1.2%
배당 수익률
-5.3%
자사주 매입 수익률
| 총 주주 수익률 | -4.1% |
| 미래 배당 수익률 | 2.1% |
| 배당 성장률 | n/a |
| 다음 배당 지급일 | n/a |
| 배당락일 | n/a |
| 주당 배당금 | n/a |
| 배당 성향 | 22% |
최근 배당 및 자사주 매입 업데이트
Recent updates
Seeking Alpha • Jul 11
Kanzhun: AI Risk Looks Too Discounted For This Recruitment Platform
Summary I rate Kanzhun Ltd. (BZ) a buy, as the market underestimates AI’s positive impact on BZ’s recruitment platform. BZ’s two-sided scale and direct chat model create defensible network effects, making it difficult for competitors to replicate its value proposition. Growth will be driven by converting more of BZ’s 36.8 million verified enterprise users into paid customers, especially among SMEs and blue-collar employers. At 10x NTM PE and with mid-teens earnings growth, BZ offers ~50% upside over five years if it executes on monetization and AI-driven improvements. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 01
BZ: Expanded Buybacks And AI Adoption Will Support Bullish View On Shares
Analysts now see Kanzhun's fair value at $27.87, slightly below the prior $28.76. This reflects updated assumptions for revenue growth, profit margins, discount rate, and future P/E that have led to a modestly lower price target.분석 기사 • Jun 21
Kanzhun (BZ) Stock Could Be 35.6% Undervalued After Bernstein Upgrade
Analyst upgrade puts Kanzhun in focus Bernstein’s upgrade of Kanzhun (NasdaqGS:BZ) following its Q1 2026 results has put the stock back on many investors’ radars, with attention on revenue trends, user metrics, and AI driven matching. See our latest analysis for Kanzhun. The upgrade lands after a mixed stretch for Kanzhun, with the share price up 2.62% over 90 days but down 34.48% year to date and the 1 year total shareholder return declining 22.64%. This suggests recent momentum is tentative...
내러티브 업데이트 • Jun 17
BZ: Expanded Buybacks And User Gains Will Support Further Upside
Analysts have adjusted their price target for Kanzhun to $21.28 from $21.58, reflecting revised assumptions for the discount rate, revenue growth, profit margin and future P/E. What’s in the News for Kanzhun Kanzhun Limited has been actively repurchasing Class A ordinary shares in 2026, deploying over RMB 1.83b year to date under an expanded share buyback authorization of up to US$400 million through August 28, 2027, according to recent filings.
내러티브 업데이트 • Jun 02
BZ: Expanded Buybacks And Capital Returns Will Shape Balanced Future Outlook
Analysts have slightly trimmed their price target for Kanzhun to $15.71 from $15.90, citing updated assumptions for the discount rate, revenue growth, profit margin, and future P/E that result in a marginally lower fair value estimate. What's in the News Kanzhun has been running an extensive share repurchase program in 2026, with the board lifting the total buyback authorization to US$400 million on March 18, 2026, and executing on market purchases on the Nasdaq Global Select Market, according to multiple company announcements.분석 기사 • May 22
Kanzhun Limited (NASDAQ:BZ) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?
Shareholders might have noticed that Kanzhun Limited ( NASDAQ:BZ ) filed its quarterly result this time last week. The...내러티브 업데이트 • May 17
BZ: Expanded Buyback Authorization Will Support Bullish View On Shares
Analysts have trimmed their price target for Kanzhun slightly to $28.76 from $29.02. The revision reflects updated views on discount rates, revenue growth assumptions, profit margins and future P/E multiples.내러티브 업데이트 • May 01
BZ: Expanded Buybacks And Higher Margin Outlook Will Support Future Upside
Analysts have adjusted their price target on Kanzhun, maintaining it at $15.90, reflecting updated assumptions for revenue growth, profit margins, and a lower future P/E multiple. What's in the News Kanzhun increased its equity buyback authorization by US$150 million to a total of US$400 million and extended the program to August 28, 2027 (company announcement, March 18, 2026).내러티브 업데이트 • Apr 17
BZ: Higher Margins And Expanded Buybacks Will Support Further Upside
Analysts have reduced their price target on Kanzhun from $25.47 to $21.58, citing updated views on discount rates, revenue growth, profit margins, and the future P/E multiple. What's in the News Kanzhun increased its equity buyback authorization by $150 million to a total of $400 million and extended the program through August 28, 2027, which can affect share count and liquidity over time (Key Developments).내러티브 업데이트 • Apr 02
BZ: Fair Value View Will Rely On Expanded Buybacks And Margin Outlook
Analysts have cut their price target on Kanzhun from about $21.04 to about $15.90 as they now factor in more moderate revenue growth and a lower future P/E of roughly 21.7x, partly offset by expectations for a higher profit margin of about 33.6%. What's in the News Kanzhun increased its equity buyback authorization by US$150 million to a total of US$400 million and extended the program to August 28, 2027 (company announcement).분석 기사 • Mar 31
Kanzhun's (NASDAQ:BZ) Solid Earnings Are Supported By Other Strong Factors
Investors were underwhelmed by the solid earnings posted by Kanzhun Limited ( NASDAQ:BZ ) recently. We did some digging...내러티브 업데이트 • Mar 19
BZ: Higher Margins And Buybacks Will Support Further Upside
Analysts now set a lower price target for Kanzhun, trimming it by $0.88 as they factor in a slightly higher discount rate, a small adjustment to revenue growth expectations, stronger projected profit margins, and a reduced future P/E multiple. What's in the News Kanzhun increased its equity buyback authorization by US$150 million to a total of US$400 million and extended the program through August 28, 2027, indicating an ongoing capital return plan to shareholders (Key Developments).내러티브 업데이트 • Mar 04
BZ: Fair Value View Will Rely On Upcoming CFO Transition
Analysts have reduced their price target for Kanzhun from about $21.71 to roughly $21.04, reflecting updated assumptions for slightly higher revenue growth and profit margins, along with a modestly lower future P/E and a small adjustment to the discount rate. What's in the News Kanzhun Limited announced that Chief Financial Officer Mr. Phil Yu Zhang will resign from his role, effective December 11, 2025 (company announcement).내러티브 업데이트 • Feb 18
BZ: Leadership Transition And Profitability Outlook Will Support Bullish View On Shares
Analysts have nudged their fair value estimate for Kanzhun slightly higher to $29.02 from $28.69, citing updated assumptions around revenue growth, profit margins, and a modestly lower future P/E multiple. What's in the News Kanzhun Limited announced that Mr. Phil Yu Zhang will step down as Chief Financial Officer, effective December 11, 2025, marking a planned transition in the finance leadership team (Key Developments).내러티브 업데이트 • Feb 04
BZ: Earnings Visibility And Cash Flow Resilience Will Support Further Upside
Analysts have nudged their price expectations for Kanzhun slightly higher, lifting fair value by roughly US$0.37 per share. They have adjusted assumptions around the discount rate, revenue growth, profit margins and future P/E to reflect updated views on the company’s earnings profile and risk pricing.분석 기사 • Jan 22
Kanzhun (NASDAQ:BZ) Shareholders Will Want The ROCE Trajectory To Continue
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...내러티브 업데이트 • Jan 21
BZ: Raised Fair Value View Will Rely On Upcoming CFO Transition
Analysts have raised their fair value estimate for Kanzhun from about US$18.95 to roughly US$21.71 per share, citing updated assumptions for revenue growth, profit margins and future P/E multiples. What's in the News Chief Financial Officer Phil Yu Zhang plans to resign effective December 11, 2025, with Vice President Wenbei Wang appointed as Deputy CFO, expanding her responsibilities beyond investor relations (Key Developments).내러티브 업데이트 • Jan 06
BZ: Rising Future P/E Will Support Bullish View On Shares
Analysts now see higher upside in Kanzhun, lifting their fair value estimate from about US$27.14 to roughly US$28.69 as they factor in updated assumptions for discount rates, revenue growth, profit margins, and a higher future P/E multiple. What's in the News Chief Financial Officer Phil Yu Zhang plans to resign from Kanzhun, effective December 11, 2025, and Vice President Wenbei Wang has been appointed Deputy Chief Financial Officer, adding responsibilities alongside her investor relations role (Key Developments).내러티브 업데이트 • Dec 15
BZ: Future Cash Flow Resilience Will Drive Continued Share Upside
Analysts have nudged their price target for Kanzhun slightly higher to approximately $25.98 per share, up from about $25.93. This adjustment reflects modestly stronger expectations for long term revenue growth and a marginally lower discount rate, which more than offset a minor trim to projected profit margins.내러티브 업데이트 • Nov 30
BZ: Rising Profit Margins And Earnings Visibility Will Drive Share Upside
Analysts have raised their price target for Kanzhun from $25.03 to $25.93, citing a slightly improved profit margin outlook despite somewhat lower expected revenue growth ahead. What's in the News Kanzhun Limited has provided earnings guidance for the fourth quarter of 2025, projecting total revenues between RMB 2.05 billion and RMB 2.07 billion.내러티브 업데이트 • Nov 16
BZ: Expanded Buyback Program Will Likely Drive Positive Share Momentum
Analysts have raised their price target for Kanzhun slightly, increasing it from $24.99 to $25.03. The adjustment is attributed to stable growth metrics and a modest change in the discount rate.내러티브 업데이트 • Nov 01
BZ: Extended Buyback and Earnings Upside Will Drive Enduring Shareholder Value
Analysts have slightly raised their price target for Kanzhun, increasing the fair value estimate from $24.92 to $24.99 per share. They cite small improvements in the company’s discount rate and projected future earnings multiples.분석 기사 • Oct 23
Calculating The Fair Value Of Kanzhun Limited (NASDAQ:BZ)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Kanzhun fair value estimate is US$26.89 Current share price of...내러티브 업데이트 • Oct 17
AI Advances And Digital Expansion Will Unlock Enduring Value
Kanzhun's analyst price target experienced a minor decrease from $24.96 to $24.92. Analysts cited marginal adjustments to the discount rate and profitability assumptions as the key drivers of this revision.내러티브 업데이트 • Oct 03
AI Advances And Digital Expansion Will Unlock Enduring Value
Analysts have raised their price target for Kanzhun from $24.40 to $24.96. This reflects optimism about slightly improved revenue growth expectations and stable profit margins.내러티브 업데이트 • Sep 12
AI Advances And Digital Expansion Will Unlock Enduring Value
Kanzhun's substantially lower future P/E multiple, despite unchanged revenue growth forecasts, suggests improved earnings expectations, resulting in a marginal analyst price target increase to $24.40. What's in the News Kanzhun increased its equity buyback authorization by $100 million to a total of $250 million and extended the plan's duration to August 28, 2026.내러티브 업데이트 • Aug 22
AI Advances And Digital Expansion Will Unlock Enduring Value
Kanzhun's consensus price target has increased as a sharp decline in its future P/E multiple alongside a modest uptick in forecasted revenue growth signals improved earnings expectations, raising fair value from $21.18 to $22.80. What's in the News Kanzhun increased its equity buyback plan by $100 million, bringing total authorization to $250 million, and extended the plan duration to August 28, 2026.분석 기사 • Jul 30
Investors Appear Satisfied With Kanzhun Limited's (NASDAQ:BZ) Prospects
Kanzhun Limited's ( NASDAQ:BZ ) price-to-earnings (or "P/E") ratio of 34.9x might make it look like a strong sell right...Seeking Alpha • Mar 24
Kanzhun: Very Positive Outlook For FY 2025 And Beyond
Summary I reiterate my buy rating on Kanzhun Ltd. due to strong fundamentals, solid user activity, enterprise demand, and upcoming AI monetization. Q4 2024 results were robust, with revenue up 15.4% y/y and adj. EBIT growing 27% y/y, showcasing impressive financial performance despite macro softness. BZ's blue-collar penetration is progressing well, with blue-collar roles making up 38% of total revenue, expected to climb to 43% by 2027. Read the full article on Seeking AlphaSeeking Alpha • Mar 12
Kanzhun's Future Is Bright (Rating Upgrade)
Summary I upgrade Kanzhun stock from Hold to Buy due to its favorable near-term and long-term prospects. My prediction is that BZ will report an improved set of results for the first quarter; this considers factors like positive read-throughs from mobile app data and management commentary regarding potential pricing actions. The company's intermediate- to long-term growth opportunities include the under-penetrated blue-collar worker segment and the expansion into new geographical markets. Read the full article on Seeking AlphaSeeking Alpha • Dec 24
Kanzhun: Positive Growth Outlook Supported By Solid Fundamentals
Summary I reiterate my buy rating for Kanzhun Ltd. due to strong fundamentals, robust revenue growth, and a positive growth outlook amid an improving macro backdrop. BZ's 3Q24 earnings showed revenue growth of 19% y/y, driven by online recruitment services, with a 30% y/y increase in monthly average users to 58 million. BZ's market position is solidified as the largest online recruitment platform, with significant market share gains and a headroom of 170 million users to capture. Read the full article on Seeking Alpha
새로운 내러티브 • Dec 15
User Growth And Hailuo Conch Expansion Will Propel Earnings Growth
Kanzhun's growing user base and rising enterprise customers demonstrate potential for revenue and profit growth through enhanced engagement and monetization.지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: 이제 막 배당금 지급을 시작했기 때문에 BZ 의 배당금 지급이 안정적인지 여부를 판단하기에는 너무 이릅니다.
배당금 증가: 이제 막 배당금 지급을 시작했기 때문에 BZ 의 배당금 지급액이 늘어나고 있는지 판단하기에는 너무 이릅니다.
배당 수익률 vs 시장
| Kanzhun 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (BZ) | 1.2% |
| 시장 하위 25% (US) | 1.4% |
| 시장 상위 25% (US) | 4.2% |
| 업계 평균 (Professional Services) | 2.6% |
| 분석가 예측 (BZ) (최대 3년) | 2.1% |
주목할만한 배당금: BZ 의 배당금( 1.22% )은 US 시장에서 배당금 지급자의 하위 25%( 1.35% )와 비교해 주목할 만하지 않습니다.
고배당: BZ 의 배당금( 1.22% )은 US 시장에서 배당금 지급자의 상위 25%( 4.18% )와 비교해 낮습니다.
주주 대상 이익 배당
수익 보장: 지급 비율 ( 21.8% )이 낮기 때문에 BZ 의 배당금 지급은 수익으로 충분히 충당됩니다.
주주 현금 배당
현금 흐름 범위: 현금 지급 비율 ( 11% )이 낮기 때문에 BZ 의 배당금 지급은 현금 흐름으로 완전히 충당됩니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/12 02:51 |
| 종가 | 2026/07/10 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
Kanzhun Limited는 29명의 분석가가 다루고 있습니다. 이 중 21명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Tianli Wen | Aletheia Analyst Network Limited |
| Jiong Shao | Barclays |
| Robin Zhu | Bernstein |