LU
Lufax Holding Ltd NYSE Listed Oct 30, 2020$1.25
-7.41%
vs $1.35
Mkt Cap $358.5M
52w Low $1.25
0.0% of range
52w High $4.40
50d MA $1.74
200d MA $2.52
P/E (TTM)
0.4x
EV/EBITDA
—
P/B
0.0x
Debt/Equity
0.5x
ROE
—
P/FCF
0.0x
RSI (14)
8.30
ATR (14)
$0.08
Beta
0.67
50d MA
$1.74
200d MA
$2.52
Avg Volume
1.4M
Lufax Holding Ltd operates a technology-empowered personal financial services platform in China. It offers loan products, including unsecured loans and secured loans, as well as consumer finance loans. The company also provides wealth management platforms, such as Lufax (Lu.com), Lu International (Singapore), and Lu International (Hong Kong) to the middle class and affluent investors to invest in products and portfolios; retail credit facilitation services platform that offers small business owners with lending solutions; and technology empowerment solutions for financial institutions. Lufax Holding Ltd was founded in 2005 and is headquartered in Shanghai, China.
No. 1088 Yuanshen Road · Shanghai · CN
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dec 15, 2025 | AMC | — | -0.16 | — | 2.58 | -1.2% | +0.8% | -0.8% | +1.6% | +1.9% | -0.4% | — |
| Sep 24, 2025 | AMC | — | -0.19 | — | 3.40 | -0.6% | +0.6% | +5.0% | +13.1% | +0.0% | +8.4% | — |
| Jun 30, 2025 | AMC | — | -0.21 | — | 2.79 | -1.1% | -2.2% | +1.1% | +1.1% | -1.8% | +0.0% | — |
| Mar 27, 2025 | AMC | -0.03 | -0.03 | +13.0% | 3.06 | -1.3% | -3.3% | +0.3% | -0.3% | +2.0% | -4.0% | — |
| Oct 21, 2024 | AMC | -0.01 | -0.16 | -2566.7% | 3.03 | -1.0% | +0.7% | -5.2% | -2.4% | -1.8% | -1.1% | — |
| Aug 21, 2024 | AMC | -0.03 | -0.19 | -642.7% | 2.73 | -15.8% | -14.3% | -2.6% | +3.9% | -3.8% | -1.8% | — |
| Apr 22, 2024 | AMC | 0.07 | -0.21 | -400.0% | 4.39 | -5.2% | -0.7% | +4.4% | +0.7% | +2.2% | -3.2% | — |
| Mar 11, 2024 | AMC | -0.02 | -0.21 | -950.0% | 2.69 | +3.0% | +8.2% | +1.7% | -4.4% | +2.8% | +3.4% | — |
| Nov 13, 2023 | AMC | 0.20 | 0.04 | -80.0% | 4.08 | -1.0% | -19.1% | +21.2% | -8.0% | -1.1% | +0.0% | — |
| Aug 21, 2023 | AMC | 0.20 | 0.24 | +20.0% | 5.24 | +2.3% | -4.6% | +0.0% | -8.0% | +1.7% | +1.7% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 17 | JP Morgan | Upgrade | Underweight → Neutral | — | $2.03 | $2.10 | +3.4% | -6.9% | +0.5% | -1.6% | +1.1% | -1.6% |
| Aug 23 | BofA Securities | Maintains | Neutral → Neutral | — | $2.34 | $2.38 | +1.7% | -2.6% | +3.9% | -3.8% | -1.8% | -0.4% |
| Jan 2 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $3.07 | $2.97 | -3.3% | -4.9% | -3.1% | +0.4% | +0.7% | -5.6% |
| Aug 22 | Goldman Sachs | Maintains | Neutral → Neutral | — | $5.24 | $5.36 | +2.3% | -4.6% | +0.0% | -8.0% | +1.7% | +1.7% |
| Jun 8 | Bernstein | Maintains | Outperform → Outperform | — | $6.28 | $6.40 | +1.9% | +1.3% | -0.6% | +2.5% | +2.5% | +0.0% |
| May 23 | HSBC | Maintains | Buy → Buy | — | $6.32 | $6.24 | -1.3% | -4.4% | -6.6% | -6.4% | +1.5% | -3.7% |
| May 15 | Macquarie | Upgrade | Underperform → Outperform | — | $6.08 | $6.16 | +1.3% | +7.9% | +6.7% | +4.0% | -9.9% | -3.7% |
| May 14 | Goldman Sachs | Maintains | Neutral → Neutral | — | — | — | — | — | — | — | — | — |
| Mar 13 | Macquarie | Downgrade | Neutral → Underperform | — | $7.60 | $7.60 | +0.0% | +1.1% | +3.1% | -5.1% | -2.1% | +3.8% |
| Mar 13 | HSBC | Maintains | Buy → Buy | — | $7.60 | $7.60 | +0.0% | +1.1% | +3.1% | -5.1% | -2.1% | +3.8% |
| Nov 30 | Morgan Stanley | Downgrade | Overweight → Equal Weight | — | $6.44 | $6.84 | +6.2% | +15.5% | -6.5% | +12.6% | -4.1% | +10.1% |
| Nov 24 | HSBC | Downgrade | Buy → Hold | — | — | — | — | — | — | — | — | — |
| Nov 24 | JP Morgan | Downgrade | Overweight → Underweight | — | — | — | — | — | — | — | — | — |
| Nov 24 | Credit Suisse | Downgrade | Neutral → Underperform | — | — | — | — | — | — | — | — | — |
| Nov 24 | Citigroup | Maintains | Buy → Buy | — | — | — | — | — | — | — | — | — |
| Jul 27 | Daiwa Capital | Maintains | Buy → Buy | — | $19.16 | $19.48 | +1.7% | +0.6% | -2.5% | -2.6% | -2.6% | +2.7% |
| May 26 | CLSA | Maintains | Buy → Outperform | — | $23.92 | $23.52 | -1.7% | -0.5% | +5.2% | +0.5% | -4.1% | +0.0% |
| May 9 | CICC | Maintains | Outperform → Outperform | — | $20.56 | $20.48 | -0.4% | -8.2% | +5.5% | +0.2% | +2.2% | +9.0% |
| Mar 8 | Macquarie | Downgrade | Outperform → Neutral | — | $21.04 | $21.00 | -0.2% | +0.8% | +5.8% | +4.8% | -20.4% | -3.6% |
| Nov 1 | Bernstein | Upgrade | Underperform → Market Perform | — | $25.24 | $25.52 | +1.1% | +5.9% | -4.5% | +0.0% | -3.4% | +0.0% |
| Aug 10 | Morgan Stanley | Upgrade | Equal Weight → Overweight | — | $29.92 | $34.52 | +15.4% | +6.4% | +1.8% | -1.1% | -3.1% | +2.4% |
| Aug 1 | Goldman Sachs | Downgrade | Buy → Neutral | — | — | — | — | — | — | — | — | — |
| May 13 | JP Morgan | Upgrade | Neutral → Overweight | — | $43.32 | $44.40 | +2.5% | +0.2% | +6.9% | +3.3% | -0.3% | +1.2% |
| May 13 | Macquarie | Maintains | Outperform → Outperform | — | $43.32 | $44.40 | +2.5% | +0.2% | +6.9% | +3.3% | -0.3% | +1.2% |
| Mar 26 | Bernstein | Maintains | Underperform → Underperform | — | $55.44 | $55.52 | +0.1% | -0.9% | +1.2% | +1.4% | +3.0% | +0.3% |
| Dec 11 | China Renaissance | Maintains | Buy → Buy | — | $54.88 | $55.60 | +1.3% | +2.6% | -5.8% | +7.1% | +0.4% | +3.1% |
No insider trades available.
No recent filings available.
Institutional (13F) — Top 0
All ↗
No 13F holders found.
Mutual Funds / ETFs (N-PORT) — Top 9
All ↗
| # | Fund | Shares | Value | Period |
|---|---|---|---|---|
| 1 | WisdomTree China ex-State-Owned Enterprises Fund | 217,905 | $407K | Mar 2026 |
| 2 | Avantis Emerging Markets Equity ETF | 106,609 | $277K | Feb 2026 |
| 3 | ActivePassive International Equity ETF | 93,146 | $242K | Feb 2026 |
| 4 | WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | 97,595 | $183K | Mar 2026 |
| 5 | Avantis Emerging Markets Small Cap Equity ETF | 28,641 | $74K | Feb 2026 |
| 6 | Franklin FTSE China ETF | 28,954 | $54K | Mar 2026 |
| 7 | Avantis Responsible Emerging Markets Equity ETF | 1,852 | $5K | Feb 2026 |
| 8 | Franklin FTSE Asia ex Japan ETF | 1,358 | $3K | Mar 2026 |
| 9 | BNY Mellon Emerging Markets Equity ETF | 486 | $1K | Jan 2026 |
Valuation
Market Cap
$358.5M
Enterprise Value
$4.84B
P/E (TTM)
0.41x
Forward P/E
—
PEG Ratio
-0.08x
P/B
0.00x
P/S
0.01x
P/FCF
0.02x
EV/EBITDA
—
Shares Out
286.8M
Financials (TTM)
Revenue
$41.68B
Net Income
$886.9M
EBITDA
$0
Free Cash Flow
$14.98B
Op Cash Flow
$15.03B
EPS Basic
$3.10
EPS Diluted
$3.08
EPS Forward
$-0.63
Gross Margin
69.5%
Op Margin
35.5%
Net Margin
2.1%
Balance Sheet
Total Assets
$237.02B
Total Liab.
$143.34B
Total Equity
$93.68B
Cash
$39.99B
LT Debt
$44.47B
Book Value/Sh
$326.94
Debt/Equity
0.49x
Current Ratio
29.50
Quick Ratio
29.50
Returns & Growth
ROE
—
ROA
—
ROIC
4.0%
Rev Growth YoY
-39.6%
EPS Growth YoY
-89.8%
Price Returns
2W
-13.6%
1M
-13.6%
3M
-36.5%
6M
-34.0%
12M
-43.7%
Technicals
52W High
$4.40
52W Low
$1.25
50d MA
$1.74
200d MA
$2.52
RSI (14)
8.30
ATR (14)
$0.08
Beta
0.67
Avg Volume
1.4M
Dividends
Div Rate
$5.01
Div Yield
256.9%
Frequency
—
Ex-Div Date
Jun 4, 2024
Analyst Price Targets
Consensus
$3.48
High
$5.20
Low
$2.40
Median
$3.15
Data updated apr 26, 2026 11:25am
· Source: financialmodelingprep.com