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LU · Lufax Holding Ltd

Track LU — free
$1.23 +0.02 (+1.24%)
Market Cap
$1.05B
Shares
866.69M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$1.21 Open$1.22 Day$1.19–1.23 52W close$1.21–4.40 Avg vol 30d912K Short int4.1M · 0.5% float · 3.5d Short vol44% Last earningsAug 19, 2026 DataDec 2023–Sep 2026

Raw chart and full-history price indicators begin at the captured split on Dec 15, 2023; bars on opposite sides are not compared.

Up next

Next earnings call
Nov 19, 2026 Est · unconfirmed · in 11 wks

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
Trailing 12 months
Net income (TTM)
Trailing 12 months
Revenue growth YoY
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
Trailing earnings
FCF yield
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
Latest balance sheet
Dividend yield
Trailing 12 months
Shares change YoY
Year over year · more shares
Price change (1Y)
-60.7%
Trailing year
Short interest
0.5%
Latest settlement · 3.5 days to cover
View all 114 metrics

Equibles Rating

blended score · not investment advice
Overall
Strong Sell
SellHoldBuy
Technical Strong Sell Momentum Very Weak Sentiment Neutral Fundamentals Limited Quant / Vol Very High
Market backdrop VIX 15.2 · calm Equity put/call 0.56
Technical
price trend
Strong Sell
50 / 200-day cross No cross
Price vs 200-day avg −40%
below
Price vs 50-day avg −14%
below
RSI (14) 33
neutral
MACD trend Negative
52-week position 0%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −19%
trailing
6-month return −46%
trailing
YTD return −53%
this year
Relative strength −61%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $1 › 200d $2 — 200d above 50d
Institutional flow Distributing
-1% holders QoQ · +16 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.47% of float · ▼ -5.0% MoM · 3.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
75 holders — near 3-yr low, contrarian setup
Squeeze score 42
elevated · 0–100
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very High
Volatility 55%
annualized · 1-yr
Max drawdown −73%
past year
ATR 5.7%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Strong Sell
4 · 3 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−40% Bearish
Price vs 50-day avg
−14% Bearish
RSI (14)
33 Neutral
MACD trend
Negative Bearish
52-week position
0% Bearish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $1 › 200d $2 — 200d above 50d
Institutional flow Distributing
-1% holders QoQ · +16 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Falling
0.47% of float · ▼ -5.0% MoM · 3.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr low
75 holders — near 3-yr low, contrarian setup
Price context
position in its 52-week range
Range low $1 Now $1 · 0% Range high $4
vs 200-day avg -40% vs 50-day avg -14%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Credit Services — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
LU
Lufax Holding Ltd
this stock
$1.05B -52.7% 0.5%
V
Visa Inc.
$675.35B +7.9% -4.9% 1.2%
MA
Mastercard Inc
$509.05B +3.0% +16.4% 32.0 0.8%
AXP
American Express Co
$222.84B -10.8% +13.4% 20.0 1.6%
COF
Capital One Financial Corp
$134.79B -10.6% +36.6% 1.7%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
75
% held
8.2%
Net QoQ
-9.9M sh
Top holder
Alpine Investment Managem…
Held Float
View
Held by Funds
Fund positions
35
View
Short & Settlement
Short Interest Falling
Shares short
4.1M
Days to cover
3.5d
Change
-214.7K sh
View
Short Volume
Short vol %
44%
As of
Sep 2, 2026
Short Total
View
Fails to Deliver
FTD shares
49.7K
Value
$82.5K
As of
Aug 11, 2026
View
Off-Exchange
Off-exchange %
40.9%
Week of
Jul 27, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
6-K
Filed
Aug 20, 2026
This year
31
View
Proposed Sales
Value
$46.0M
Shares
17.7M
Filed
Dec 17, 2024
View
Earnings & Events
Earnings Calls
Last call
Aug 19, 2026
View

Performance

Raw-price comparisons begin at the captured split on Dec 15, 2023; windows that need an earlier baseline remain unavailable.

5D 20D 120D MTD YTD
LU -6.9% -19.3% -45.7% -4.0% -52.7%
SPY -0.1% -0.6% +14.9% -0.3% +12.2%
vs SPY -6.8% -18.7% -60.6% -3.7% -64.9%

Capital returns

Latest dividend
$2.42 / share · ex Jun 4, 2024
Raised 1451.3%
Paid (TTM)
$0.00 / share · 0 payouts
Dividend yield (TTM, derived)
· no payout in the trailing year

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1816007 CUSIP 54975P201 13F (30d) 62 filings 62 filers Visit website Investor relations