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LU · Lufax Holding Ltd

Track LU — free
$1.30 -0.04 (-2.99%) At close · Aug 26
Market Cap
$1.16B
Shares
866.69M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$1.30 Open$1.33 Day$1.30–1.35 52W close$1.23–4.40 Avg vol 30d836K Short int4.1M · 0.5% float · 3.5d Short vol54% Last earningsAug 19, 2026 DataDec 2023–Aug 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 12 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est

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 0.64
Technical
price trend
Strong Sell
50 / 200-day cross No cross
Price vs 200-day avg −37%
below
Price vs 50-day avg −7%
below
RSI (14) 37
neutral
MACD trend Negative
52-week position 2%
near low
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Weak
1-month return −15%
trailing
6-month return −47%
trailing
YTD return −49%
this year
Relative strength −60%
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 41
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 −72%
past year
ATR 5.9%
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.

Guidance & track record

Prior guidance period ended · from the Earnings Call filed Jun 30, 2023
Take rate for all new loans · by the fourth quarter 13% – 14%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Strong Sell
4 · 3 · 0
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−37% Bearish
Price vs 50-day avg
−7% Bearish
RSI (14)
37 Neutral
MACD trend
Negative Bearish
52-week position
2% 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 · 2% Range high $4
vs 200-day avg -37% vs 50-day avg -7%

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
$1.16B -49.2% 0.5%
V
Visa Inc.
$685.04B +9.5% -4.9% 1.2%
MA
Mastercard Inc
$522.63B +4.8% +16.4% 32.8 0.8%
AXP
American Express Co
$228.37B -9.1% +13.4% 20.5 1.6%
COF
Capital One Financial Corp
$134.56B -10.4% +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
37
View
Short & Settlement
Short Interest Falling
Shares short
4.1M
Days to cover
3.5d
Change
-214.7K sh
View
Short Volume
Short vol %
54%
As of
Aug 26, 2026
Short Total
View
Fails to Deliver
FTD shares
21.8K
Value
$34.7K
As of
Jul 31, 2026
View
Off-Exchange
Off-exchange %
47.5%
Week of
Jul 20, 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 -10.3% -15.0% -47.2% -16.7% -49.2%
SPY -0.4% +5.0% +12.4% +2.6% +12.3%
vs SPY -10.0% -20.1% -59.6% -19.2% -61.6%

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) 68 filings 68 filers Visit website Investor relations