LU

Lufax Holding Ltd

NYSE · Finance Services · Inc. E9 · CIK 0001816007
$1.45 -6.45% $1.3B
4 New Institutional Positions
Vol
Market Cap$1.3B
Cap SizeSmall Cap
Analyst ConsensusStrong Buy (80%)
Inst. Holders8 funds
Inst. Value$67.8M
Inst. Activity4 buys / 1 sells
Reddit Sentiment75° Bullish
SEC Reports9
Exchange NYSE·Sector Finance Services·Inc. E9·CIK 0001816007·Prev Close $1.55

Price Targets

$2.78 +91.8% upside Strong Buy
Current $1.45 Low $2.11 Median $2.31 High $4.39 4 analysts
$2.11 $4.39

Analyst Ratings

Strong Buy80% buy · 10 analysts
3Strong Buy
5Buy
2Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 17, 2026 JP Morgan UPGRADE Underweight → Neutral
Aug 23, 2024 B of A Securities MAINTAIN Neutral → Neutral
Jan 2, 2024 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current FY $4.81 ▲ +20.9% $1.72 — $8.68 299% YoY 3
Next FY $1.82 $1.82 — $1.82 -62% YoY 1

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$32.1MADD
CHARLES SCHWAB INVESTMENT MANAGEMENT$14.9MADD
FMR LLC$10.1MADD
NORGES BANK$8.1MNEW
MORGAN STANLEY$1.7MDOUBLED

Reddit Sentiment

75°
Bullish
Bearish Neutral Bullish
4 mentions 4 bullish 0 bearish
8 institutional holders with $67.8M total value (26,482,134 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, FMR. Net buying activity: 4 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC12,534,494$32.1M47.3%ADD +70.4%
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC5,802,005$14.9M21.9%ADD +35.5%
3FMR LLC3,947,461$10.1M14.9%ADD +78.1%
4NORGES BANK3,151,227$8.1M11.9%NEW
5MORGAN STANLEY651,599$1.7M2.5%DOUBLED +105.4%
6BANK OF AMERICA CORP /DE/248,423$636.0K0.9%TRIM -71.2%
7TWO SIGMA INVESTMENTS, LP146,900$376.1K0.6%NEW
8WELLS FARGO & COMPANY/MN25$64.000.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
FMR LLCADD2,216,7433,947,461+78.1%$10.1M2025-Q4
NORGES BANKNEW3,151,227$8.1M2025-Q4
MORGAN STANLEYDOUBLED317,289651,599+105.4%$1.7M2025-Q4
TWO SIGMA INVESTMENTS, LPNEW146,900$376.1K2025-Q4
RENAISSANCE TECHNOLOGIES LLCEXIT1,347,3190-100.0%$0.002025-Q4
FMR LLCDOUBLED1612,216,743+1376759.0%$9.0M2025-Q3
UBS Group AGADD860,8391,571,180+82.5%$6.4M2025-Q3
MORGAN STANLEYTRIM523,912317,289-39.4%$1.3M2025-Q3
BANK OF AMERICA CORP /DE/TRIM1,091,923314,965-71.2%$1.3M2025-Q3
NORGES BANKEXIT1,766,0410-100.0%$0.002025-Q3
TWO SIGMA INVESTMENTS, LPEXIT479,9780-100.0%$0.002025-Q3
VANGUARD GROUP INCADD7,081,46112,063,965+70.4%$33.7M2025-Q2
NORGES BANKNEW1,766,041$4.9M2025-Q2
BANK OF AMERICA CORP /DE/ADD801,5931,091,923+36.2%$3.0M2025-Q2
UBS Group AGTRIM1,421,331860,839-39.4%$2.4M2025-Q2
MORGAN STANLEYNEAR_EXIT2,451,433523,912-78.6%$1.5M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM1,289,889479,978-62.8%$1.3M2025-Q2
MORGAN STANLEYDOUBLED565,9912,451,433+333.1%$7.3M2025-Q1
UBS Group AGADD787,1671,421,331+80.6%$4.2M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM1,946,5751,289,889-33.7%$3.8M2025-Q1
NORGES BANKEXIT1,766,0410-100.0%$0.002025-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD3,102,8954,205,838+35.5%$10.1M2024-Q4
CITADEL ADVISORS LLCTRIM2,149,3311,448,896-32.6%$3.5M2024-Q4
UBS Group AGDOUBLED153,652787,167+412.3%$1.9M2024-Q4
MORGAN STANLEYTRIM879,380565,991-35.6%$1.4M2024-Q4

No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (80% buy). Based on 10 analysts: 3 strong buy, 5 buy, 2 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$2.78 mean target +91.8% upside Strong Buy (3.00)
$2.11 Low $4.39 High
MetricValue
Current Price$1.45
Target Low$2.11
Target Mean$2.78
Target Median$2.31
Target High$4.39
# Analysts4
RecommendationStrong Buy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
$0.00 $0.00 $0.00 $0.0B
Next Q
$0.00 $0.00 $0.00 $0.0B
Current FY
2026-12-31
$4.81 $1.72 $8.68 299.0% +20.9% $26.5B -2.4% 3
Next FY
2027-12-31
$1.82 $1.82 $1.82 -62.1% 0↑ 1↓ $29.5B 11.6% 1
3 analyst firms have rated this stock: 1 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 17, 2026 JP Morgan UPGRADE Underweight Neutral
Aug 23, 2024 B of A Securities MAINTAIN Neutral Neutral
Jan 2, 2024 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20263520080%
May 1, 20263520080%
Apr 1, 2026013439%
Mar 1, 2026013439%
Feb 1, 2026013439%
Jan 1, 2026013538%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

75°
Bullish
Bearish Neutral Bullish
4 mentions 4 bullish 0 bearish 4 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
Feb 19, 2026160° Warm101
Feb 18, 2026160° Warm101
Feb 17, 2026160° Warm101
Feb 17, 2026160° Warm101

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Jun 5, 2026
short_volume
Short Volume: LU — 58.8% short (0.5M / 0.8M)
Short: 474,749 | Exempt: 0 | TRF Vol: 807,895 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: LU — 65.9% short (0.4M / 0.7M)
Short: 444,101 | Exempt: 0 | TRF Vol: 673,930 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: LU — 58.3% short (0.7M / 1.2M)
Short: 683,254 | Exempt: 9 | TRF Vol: 1,171,400 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: LU — 77.0% short (0.6M / 0.8M)
Short: 577,528 | Exempt: 4,000 | TRF Vol: 750,238 | Short Ratio: 77.0% | Off-exchange volume (dark pool + OTC)
Apr 17, 2026
short_volume
Short Volume: LU — 75.9% short (0.8M / 1.0M)
Short: 794,998 | Exempt: 2,183 | TRF Vol: 1,047,704 | Short Ratio: 75.9% | Off-exchange volume (dark pool + OTC)