How large is BOSS Zhipin’s announced cash dividend and share repurchase in 2026?

The company announced an annual cash dividend of approximately US$230 million and disclosed that it has completed over US$300 million in share repurchases so far in 2026. Combined, these shareholder returns exceed US$530 million, which is more than 100% of the company’s adjusted net income for the preceding fiscal year.

BOSS Zhipin Reports Accelerated Second-Quarter Growth and Strengthened Shareholder Returns

BOSS Zhipin pairs double‑digit revenue and profit growth with a multi‑year commitment to return at least half of adjusted earnings to shareholders.

Rhea-AI Impact

(Neutral)

Rhea-AI Sentiment

(Positive)

Rhea-AI Summary

KANZHUN LIMITED (BOSS Zhipin, BZ) reported second-quarter 2026 revenues of RMB2,399 million, up 14.1% year-on-year, with growth accelerating by 6.5 percentage points from the first quarter.

Income from operations rose 32.6% year-on-year to RMB863 million, while adjusted income from operations was RMB1,050 million, up 19.2%. Total operating costs and expenses increased 6.1% year-on-year, remaining below the revenue growth rate, even with higher FIFA World Cup marketing spend.

Average monthly active users on the BOSS Zhipin app reached 70.2 million, up 10.4%, and paid enterprise customers over the twelve months ended June 30, 2026 grew 10.8% to 7.2 million. Revenues from online recruitment services to enterprise customers were RMB2,384 million, up 14.7% year-on-year.

The company announced an annual cash dividend of about US$230 million and has completed over US$300 million of share repurchases in 2026. These returns exceed US$530 million in total, more than 100% of adjusted net income for the prior fiscal year. For each of the three years starting from 2026, BOSS Zhipin expects to allocate at least 50% of adjusted net income from the preceding fiscal year to dividends and buybacks.

Positive

Revenue RMB2,399m, up 14.1% YoY in Q2 2026
Income from operations RMB863m, up 32.6% YoY
Adjusted operating income RMB1,050m, up 19.2% YoY
Total costs and expenses up 6.1% YoY, below revenue growth
MAUs 70.2m, up 10.4% YoY; paid enterprise customers 7.2m, up 10.8%
Online recruitment revenue RMB2,384m, up 14.7% YoY
Capital returns >US$530m in 2026, exceeding prior-year adjusted net income
Policy to return ≥50% of adjusted net income for each of three years from 2026

Negative

None.

Market Context

A prior Q2 2026 results announcement was followed by a 5.47% 24-hour gain; the current release again...

Analysis

A prior Q2 2026 results announcement was followed by a 5.47% 24-hour gain; the current release again combines operating growth with shareholder returns, making that same-period reaction the relevant comparison.

Key Figures

Revenue: RMB2,399 million, up 14.1% Income from operations: RMB863 million, up 32.6% Adjusted income from operations: RMB1,050 million, up 19.2% +5 more

Revenue: RMB2,399 million, up 14.1%; Second quarter of 2026, year-on-year
Income from operations: RMB863 million, up 32.6%; Second quarter of 2026, year-on-year
Adjusted income from operations: RMB1,050 million, up 19.2%; Second quarter of 2026, year-on-year
Average monthly active users: 70.2 million, up 10.4%; Second quarter of 2026, year-on-year
Paid enterprise customers: 7.2 million, up 10.8%; Twelve months ended June 30, 2026
Annual cash dividend: Approximately US$230 million; 2026 shareholder return plan
Share repurchases: Over US$300 million; Completed so far in 2026
Dividend and repurchase allocation: No less than 50% of adjusted net income; Each of the three years starting from 2026

Historical Context

3 past events · Latest: Aug 25

3 events

Aug 25
Q2 earnings results

24h Move

+5.5%

Reported Q2 revenue, operating income, adjusted net income, and guidance.
Aug 25
Annual dividend declaration

24h Move

+5.5%

Declared annual dividend alongside over US$300 million in year-to-date repurchases.
Jul 01
Share repurchase update

24h Move

+4.7%

Reported first-half repurchases and reaffirmed 50% adjusted net income allocation.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

mau, share repurchases, adjusted net income

3 terms

mau technical

"average monthly active users (MAU) on the BOSS Zhipin app"

MAU stands for Monthly Active Users, the number of distinct individuals who use a product or service at least once within a 30-day period. For investors, it’s a key sign of customer interest and growth—similar to counting monthly foot traffic at a store—because rising or falling MAU can indicate whether a company’s audience and potential revenue base are expanding, stabilizing, or shrinking.

adjusted net income financial

"50% of its adjusted net income of the preceding fiscal year"

Adjusted net income is a company's reported profit after removing unusual, one-time, or non-operational items so the number reflects the business’s regular earning power. Investors use it like a cleaned-up scorecard — similar to judging a player’s season performance without a few fluke games — to compare companies or assess trends without being misled by rare gains or losses that won’t affect future cash flow.

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google

09/21/2026 - 05:30 PM

BEIJING, Sept. 21, 2026 (GLOBE NEWSWIRE) -- In the second quarter of 2026, KANZHUN LIMITED (“BOSS Zhipin” or the “Company”) (Nasdaq: BZ; HK: 2076) generated revenues of RMB2,399 million, up 14.1% year-on-year, with growth accelerating by 6.5 percentage points from the first quarter. Income from operations reached RMB863 million, up 32.6% year-on-year, and adjusted income from operations reached RMB1,050 million, up 19.2% year-on-year.

As revenues grew, costs and expenses rose at a slower pace. In the second quarter, the Company’s total operating cost and expenses increased by 6.1% year-on-year, below the rate of revenue growth. Even with increased marketing investment related to the FIFA World Cup during the quarter, profit still grew significantly faster than revenues.

Both the Company’s user base and number of paying users continued to grow. In the second quarter, average monthly active users (MAU) on the BOSS Zhipin app surpassed 70 million for the first time, reaching 70.2 million, up 10.4% year-on-year. Paid enterprise customers in the twelve months ended June 30, 2026 reached 7.2 million, up 10.8% year-on-year. Revenues from online recruitment services to enterprise customers reached RMB2,384 million, up 14.7% year-on-year.

In addition, the Company’s shareholder return plan became a key focus for brokerage firms. BOSS Zhipin announced an annual cash dividend of approximately US$230 million and disclosed that it had completed over US$300 million in share repurchases so far this year. Combined, the two amount to over US$530 million, exceeding 100% of the Company’s adjusted net income for the preceding fiscal year. For each of the three years starting from 2026, the Company expects to allocate no less than 50% of its adjusted net income of the preceding fiscal year to dividends and share repurchases.

CONTACT:
PIACENTE FINANCIAL COMMUNICATIONS
kanzhun@tpg-ir.com

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What ongoing shareholder return policy did BOSS Zhipin outline starting from 2026?

For each of the three years starting from 2026, the company expects to allocate no less than 50% of its adjusted net income from the preceding fiscal year to a combination of dividends and share repurchases.

How did BOSS Zhipin’s user and paying customer base change in the reported period?

Average monthly active users on the BOSS Zhipin app surpassed 70 million for the first time, reaching 70.2 million, up 10.4% year-on-year in the second quarter of 2026. Paid enterprise customers for the twelve months ended June 30, 2026 reached 7.2 million, up 10.8% year-on-year.

BOSS Zhipin Reports Accelerated Second-Quarter Growth and Strengthened Shareholder Returns