LU Lufax Holding Ltd American Depositary Shares, each representing two (2) Ordinary Shares
NYSE · Financial Services · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Apr 30, 2026
$1.02
· of 52w range
· above low
· to high
$1.0252w low
$4.1052w high
EPS
$0.71
Revenue
$5.59B
your badges
52W Range
$1–$4
Analyst Rating
BUY
Price Target
$2
P/E
·
ROE
-2.6%
Net Profit Margin
-37.5%
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LU Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$1.02
EPS
$0.71
Revenue
$5.59B
ROE
-2.6%
52W Range
$1–$4
LU Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| Dec. 15, 2023 | 1-for-4 | Reverse |
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$5.59B2018-12-31 → 2025-12-31
EPS$0.712018-12-31 → 2023-12-31
Net margin-37.5%2020-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | LU | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Pretax Margin | -10.3%5Y avg ≈4.9% | ≈4.9% | · | · | |
| Net Profit Margin | -37.5%5Y avg ≈-12.4% | ≈-12.4% | · | · | |
| ROA | -1.0%5Y avg ≈-0.01% | ≈-0.01% | · | · | |
| ROE | -2.6%5Y avg ≈0.81% | ≈0.81% | · | · |
Financial Health Debt, liquidity, solvency — balance sheet strength
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
No data for this ratio group yet
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | LU | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.05Y avg ≈0.0 | ≈0.0 | · | · | |
| Revenue / Employee | ≈$191.8K | · | · | · |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Payout Ratio0.00%
Annualized Payout≈$4.84
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Jun 4, 2024 | $2.42 | USD | ≈126.9% |
| Oct 11, 2023 | $0.16 | USD | ≈24.0% |
| Apr 5, 2023 | $0.20 | USD | ≈30.6% |
| Oct 12, 2022 | $0.68 | USD | ≈23.7% |
| Apr 7, 2022 | $1.36 | USD | ≈6.2% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
-575.8%
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| Sept. 30, 2024 | $-0.16 | $-0.01 | — | |
| June 30, 2024 | $-0.19 | $0.04 | -636.7% | |
| Dec. 31, 2023 | $-0.21 | $-0.02 | -1017.0% | |
| Sept. 30, 2023 | $0.04 | $0.15 | -73.8% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue | $5.59B | $8.16B | $15.32B | $29.21B | $38.29B | $41.22B | $41.93B | |
| SG&A Expense | $1.92B | $2.02B | $2.35B | $2.89B | $3.56B | $2.98B | $2.85B | |
| Interest Expense | $258M | $85M | $349M | $1.17B | $996M | $2.87B | $1.52B | |
| Interest Income | $723M | $1.03B | $1.42B | $1.31B | $821M | $364M | $463M | |
| Pretax Income | $-578M | $-2.08B | $1.59B | $12.05B | $23.40B | $17.91B | $19.43B | |
| Income Tax | $1.13B | $1.52B | $635M | $4.19B | $6.69B | $5.63B | $6.12B | |
| Net Income | $-2.10B | $-3.87B | $810M | $7.78B | $16.80B | $12.35B | $13.33B | |
| EPS (Basic) | · | · | $0.71 | $6.79 | · | $11.19 | $12.27 | |
| EPS (Diluted) | · | · | $0.71 | $6.78 | · | $11.10 | $12.27 | |
| Shares (Basic) | 1,733,378,000 | 1,395,149,000 | 1,146,175,000 | 1,145,050,000 | 1,181,850,000 | 1,104,155,000 | 1,086,698,914,000 | |
| Shares (Diluted) | 1,733,378,000 | 1,395,149,000 | 1,147,162,000 | 1,147,368,000 | 1,359,752,000 | 1,126,029,000 | 1,086,698,914,000 |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | $11.09B | $11.80B | $18.58B | $29.59B | $26.52B | $23.79B | $7.31B | |
| PP&E (Net) | $54M | $64M | $186M | $330M | $380M | $424M | $517M | |
| Goodwill | $9.17B | $9.18B | $8.91B | $8.91B | $8.92B | $9.05B | $9.05B | |
| Intangibles | $912M | $956M | $875M | $885M | $899M | $1.88B | $1.90B | |
| Total Assets | $208.11B | $203.54B | $234.38B | $350.97B | $360.43B | $248.89B | $149.53B | |
| Total Liabilities | $126.07B | $119.94B | $141.89B | $257.29B | $265.87B | $165.74B | $101.39B | |
| Retained Earnings | $56.70B | $58.80B | $62.67B | $61.86B | $55.94B | $40.93B | $29.35B | |
| Stockholders' Equity | $79.83B | $81.77B | $90.94B | $92.06B | $93.05B | $81.56B | $48.04B |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Operating Cash Flow | $12.47B | $1.82B | $12.72B | $4.96B | $4.99B | $7.12B | $2.19B | |
| Investing Cash Flow | $-16.47B | $2.67B | $-3.47B | $7.99B | $314M | $-15.00B | $-11.01B | |
| Dividends Paid | $0 | $5.13B | $1.44B | $7.72B | $0 | $0 | · | |
| Financing Cash Flow | $3.32B | $-11.28B | $-20.25B | $-9.93B | $-2.45B | $24.87B | $-2.61B |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Net Margin | -37.5% | -47.4% | 5.8% | 29.8% | 43.9% | 30.0% | · | |
| Pretax Margin | -10.3% | -25.5% | 10.7% | 44.5% | 61.1% | 43.5% | · | |
| ROA | -1.0% | -1.8% | 0.30% | 2.5% | 5.5% | 6.2% | · | |
| ROE | -2.6% | -4.5% | 0.96% | 9.3% | 19.2% | 19.1% | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.1 | 0.1 | 0.1 | 0.2 | · |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue / Share | $3.22 | $5.85 | $13.36 | $25.47 | $0.03 | $0.04 | · | |
| Cash Flow / Share | $7.20 | $1.30 | $13.10 | $3.88 | $0.00 | $0.01 | · | |
| EPS (TTM) | · | · | $0.71 | $6.78 | · | $11.10 | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $5.59B | $8.16B | $15.32B | $29.21B | $38.29B | $41.22B | · | |
| Net Income TTM | $-2.10B | $-3.87B | $810M | $7.78B | $16.80B | $12.35B | · | |
| P/E | · | · | 4.3 | 1.1 | · | 5.1 | · | |
| Earnings Yield | · | · | 23.1% | 87.4% | · | 19.5% | · | |
| Payout Ratio | 0.00% | -132.6% | 161.9% | 88.7% | · | · | · | |
| Annual Payout | $0 | $5.13B | $1.44B | $7.72B | $0 | $0 | · |
No quarterly filings for LU
We don't have SEC filings for this ticker yet.
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2022-01-01 |
|---|---|---|---|---|---|
| Revenue | $5.59B | $8.16B | $15.32B | $29.21B | · |
| Net Income | $-2.10B | $-3.87B | $810M | $7.78B | · |
| Diluted EPS | · | · | $0.71 | $6.78 | · |
No data for this statement
Not enough fundamentals data to build this statement yet.
No data for this statement
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 87 filers · $122.6M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
87
Value held
$122.6M
New positions
18
Exited positions
16
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 18 (+7 vs prior Q) | 16 (+2 vs prior Q) | 14 (-3 vs prior Q) | 30 (-6 vs prior Q) | -9.7M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| VANGUARD GROUP INC | $32,088,305 | 12,534,494 | 26.17% | Shares |
| Alpine Investment Management Ltd | $18,400,780 | 13,939,985 | 15.01% | Shares |
| Yunqi Capital Ltd | $14,454,182 | 10,950,138 | 11.79% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $9,996,951 | 7,573,448 | 8.15% | Shares |
| BlackRock, Inc. | $7,631,934 | 5,781,769 | 6.22% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $5,827,000 | 4,414,394 | 4.75% | Shares |
| UBS Group AG | $5,535,365 | 4,193,458 | 4.51% | Shares |
| NORGES BANK | $4,159,620 | 3,151,227 | 3.39% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $2,705,050 | 2,049,280 | 2.21% | Shares |
| Leading Securities Co Ltd | $2,088,151 | 514,323 | 1.70% | Shares |
| STATE STREET CORP | $1,931,144 | 1,462,988 | 1.58% | Shares |
| JANE STREET GROUP, LLC | $1,732,514 | 1,312,511 | 1.41% | Shares |
| Legal & General Group Plc | $1,567,832 | 1,187,221 | 1.28% | Shares |
| TWO SIGMA ADVISERS, LP | $1,500,831 | 586,262 | 1.22% | Shares |
| Allianz Asset Management GmbH | $1,422,367 | 1,077,551 | 1.16% | Shares |
| JPMORGAN CHASE & CO | $800,505 | 597,392 | 0.65% | Shares |
| BAROMETER CAPITAL MANAGEMENT INC. | $756,096 | 572,800 | 0.62% | Shares |
| Invesco Ltd. | $647,917 | 490,846 | 0.53% | Shares |
| MORGAN STANLEY | $595,649 | 451,248 | 0.49% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $566,016 | 428,800 | 0.46% | Put option |
| NORTHERN TRUST CORP | $555,169 | 420,583 | 0.45% | Shares |
| Numerai GP LLC | $531,998 | 403,029 | 0.43% | Shares |
| JBF Capital, Inc. | $448,647 | 339,884 | 0.37% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $410,817 | 311,225 | 0.34% | Shares |
| Bank of New York Mellon Corp | $409,243 | 310,033 | 0.33% | Shares |
| MILLENNIUM MANAGEMENT LLC | $395,665 | 299,746 | 0.32% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $392,890 | 297,334 | 0.32% | Shares |
| TWO SIGMA INVESTMENTS, LP | $376,744 | 285,412 | 0.31% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $370,727 | 280,854 | 0.30% | Shares |
| GOLDMAN SACHS GROUP INC | $363,545 | 275,413 | 0.30% | Shares |
| CITADEL ADVISORS LLC | $354,729 | 268,734 | 0.29% | Shares |
| California Public Employees Retirement System | $328,172 | 248,615 | 0.27% | Shares |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $326,698 | 174,705 | 0.27% | Shares |
| FRANKLIN RESOURCES INC | $261,732 | 198,282 | 0.21% | Shares |
| BANK OF AMERICA CORP /DE/ | $260,592 | 197,418 | 0.21% | Shares |
| Nuveen, LLC | $220,572 | 167,100 | 0.18% | Shares |
| CITADEL ADVISORS LLC | $204,468 | 154,900 | 0.17% | Call option |
| AMERICAN CENTURY COMPANIES INC | $192,900 | 146,136 | 0.16% | Shares |
| ALLIANCEBERNSTEIN L.P. | $188,034 | 100,553 | 0.15% | Shares |
| WOLVERINE TRADING, LLC | $164,836 | 40,600 | 0.13% | Call option |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $157,344 | 119,200 | 0.13% | Shares |
| Aberdeen Group plc | $141,537 | 107,225 | 0.12% | Shares |
| TUDOR INVESTMENT CORP ET AL | $138,452 | 104,888 | 0.11% | Shares |
| HSBC HOLDINGS PLC | $87,194 | 66,056 | 0.07% | Shares |
| CITIGROUP INC | $83,357 | 63,149 | 0.07% | Shares |
| Walleye Trading LLC | $71,016 | 53,800 | 0.06% | Put option |
| Engineers Gate Manager LP | $59,932 | 45,403 | 0.05% | Shares |
| WOLVERINE TRADING, LLC | $47,096 | 11,600 | 0.04% | Put option |
| GEODE CAPITAL MANAGEMENT, LLC | $45,297 | 34,316 | 0.04% | Shares |
| Asset Management One Co., Ltd. | $42,735 | 22,853 | 0.03% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| An Ke Technology Company Limited, China Ping An Insurance Overseas (Holdings) Limited, Ping An Insurance (Group) Company of China, Ltd. ×5 filings | Aug. 28, 2026 | 73.30% | Amendment | · | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 11 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| PGJ · Invesco Exchange-Traded Fund Trust | 0.25% | 176,539 SH | Oct. 2, 2026 | Daily |
| ECNS · iShares Trust | 0.17% | 88,746 SH | Sept. 11, 2026 | Daily |
| EEMS · iShares, Inc. | 0.02% | 54,934 SH | Sept. 11, 2026 | Daily |
| PXH · Invesco Exchange-Traded Fund Trust … | 0.01% | 231,018 SH | Oct. 2, 2026 | Daily |
| IEMG · iShares, Inc. | 0.00% | 2,884,224 SH | Sept. 10, 2026 | Daily |
| IXUS · iShares Trust | 0.00% | 251,645 SH | Sept. 11, 2026 | Daily |
| VXUS · VANGUARD STAR FUNDS | 0.00% | 3,497,737 SH | Aug. 19, 2026 | Daily |
| VWO · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 3,239,978 SH | Aug. 19, 2026 | Daily |
| VEU · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 544,193 SH | Aug. 19, 2026 | Daily |
| VT · VANGUARD INTERNATIONAL EQUITY INDEX… | 0.00% | 236,808 SH | Aug. 19, 2026 | Daily |
| VSGX · VANGUARD WORLD FUND | 0.00% | 54,732 SH | Aug. 19, 2026 | Daily |
LU Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 11 analysts
BUY
Median target
$2.16
+112.1%
3 27.3%
Strong Buy
6 54.5%
Buy
2 18.2%
Hold
0 0.0%
Sell
0 0.0%
Strong Sell
12-Month Price Target
4 analysts · 2026-09-30Mean target $2.49 +144.4%
← Below all targets
Current price $1.02
Low$1.41
Mean$2.49
High$4.24
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
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Source: SEC 20-F filed Apr 30, 2026