NOAH NOAH HOLDINGS LTD

NEUTRAL Impact: 2/10 6-K
Horizon immediate Filed May 27, 2026 Processed 19d ago SEC 0001104659-26-066517
Notable filing: 6-K
Latest settled — T+5d ⚠ clustered
NOAH ▲ +2.38% at T+5d
NEUTRAL call ✓ call won +2.38% · α vs SPY +1.91% · entry $10.10 → $10.34
Next anchor: T+20d in 10d
Last close $10.32 (close Jun 12) · +2.18% from $10.10 entry
Entry anchored
May 27, 2026
via day open
T+1d
+2.77%
call +2.77% · α +2.22%
$10.38
settled 18d ago
T+5d
+2.38%
call +2.38% · α +1.91%
$10.34
settled 12d ago
T+20d
call — · α —
in 10d
T+60d
call — · α —
in 2mo

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Executive Summary

Noah Holdings filed a Form 6-K and Next Day Disclosure Return detailing a routine share repurchase of 847 ADSs (4,235 ordinary shares) on May 22, 2026, for a total of US$8,468.56 at ~US$2.00 per share. The filing also aggregates all outstanding repurchases for cancellation from December 2025 through May 2026, totaling 9,371,055 ordinary shares repurchased under the existing mandate (2.833% of outstanding). This is an administrative update confirming ongoing buyback execution — no material new financial data or strategic changes were disclosed.

Actionable Insight

This is a routine administration filing confirming an ongoing buyback. No new authorization or change in capital allocation strategy was announced. The buyback pace remains consistent with prior months — no acceleration signal. Monitor future filings for any change in repurchase intensity or a new mandate at the upcoming AGM.

Key Facts

  • Repurchased 847 ADSs (4,235 ordinary shares) on May 22, 2026 at a weighted average price of US$9.998 per ADS (~US$2.00/share).
  • Total aggregate price paid for the May 22 repurchase was US$8,468.56.
  • Cumulative repurchases under the June 12, 2025 mandate total 9,371,055 ordinary shares, representing 2.833% of issued shares as of the mandate date.
  • No change in total issued shares — the company had 337,233,937 ordinary shares outstanding as of both April 30 and May 22, 2026.
  • The next-day disclosure is a Hong Kong Stock Exchange filing requirement; the transaction is a continuation of the existing buyback program.

Financial Impact

The May 22 repurchase was immaterial at ~US$8.5K. Cumulative repurchases under the mandate represent ~2.8% of shares, providing modest per-share accretion.

share countcapital allocation

Risk Factors

  • AUM declined 6.5% in FY2025 per the prior 20-F filing, and flat revenue suggests ongoing challenges in the core wealth management business. The buyback is a capital return mechanism, not a growth catalyst.
  • At current market cap (~$672M), the remaining buyback capacity is limited and offers only marginal downside protection.

Market Snapshot

Exchange
NYSE
Sector
Investment Advice
Analyst Consensus
70% bullish (10 analysts)

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
6-K Filing (Primary)0001104659-26-066517
Document: tm2615617d1_6k.htm0001104659-26-066517
Document: 0001104659-26-066517-index-headers.html0001104659-26-066517
Document: 0001104659-26-066517-index.html0001104659-26-066517
Document: 0001104659-26-066517.txt0001104659-26-066517
19 reports for NOAH
Performance horizon
Filters
Rows
Reports for NOAH — sortable, filterable
Type Now
Jun 12, 2026
3d ago
6-K
NEUTRAL ★ 2/10
$10.13 awaiting T+1awaiting T+1$10.32 (+1.93%)
Jun 12, 2026
3d ago
6-K
NEUTRAL ★ 2/10
$10.13 awaiting T+1awaiting T+1$10.32 (+1.93%)
Jun 3, 2026
12d ago
6-K
NEUTRAL ★ 2/10
$10.34 $10.44▲ +0.97%▲ +0.57%$10.32 (−0.19%)
May 28, 2026
18d ago
6-K
NEUTRAL ★ 2/10
$10.38 $10.57▲ +1.83%▲ +1.59%$10.32 (−0.58%)
May 27, 2026
18d ago
6-K
NEUTRAL ★ 5/10
$10.38 $10.57▲ +1.83%▲ +1.59%$10.32 (−0.58%)
May 27, 2026
19d ago
6-K
NEUTRAL ★ 2/10
$10.10 $10.38▲ +2.77%▲ +2.22%$10.32 (+2.18%)
May 18, 2026
28d ago
6-K
NEUTRAL ★ 2/10
$10.28 $10.22▼ −0.58%▲ +0.07%$10.32 (+0.39%)
Apr 29, 2026
6w ago
6-K
NEUTRAL ★ 2/10
$10.25 $10.41▲ +1.56%▲ +0.54%$10.32 (+0.68%)
Apr 29, 2026
6w ago
20-F
NEUTRAL ★ 4/10
$10.25 $10.41▲ +1.56%▲ +0.54%$10.32 (+0.68%)
Apr 14, 2026
8w ago
6-K
NEUTRAL ★ 3/10
$10.01 $10.12▲ +1.10%▲ +0.32%$10.32 (+3.10%)
Showing 10 of 19

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