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TTEN·K/calls

SEC-grounded equity research — opinionated calls reasoned over real filings.

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Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

EDGAR® is a registered trademark of the U.S. Securities and Exchange Commission. TENK/calls is an independent service and is not affiliated with, endorsed by, or approved by the U.S. Securities and Exchange Commission.

← New search
Home›Coverage›LU
On this page
OverviewValuationQualitySmart moneyFilings
LU logo

LULufax Holding Ltd

Sell
$1.34
▼ -1.47%
Rating
Sell
Quality
F
Valuation
Fair value
How to read this →
SellMixed signals in the latest filings.Full call ↓
$1.34▼ -51.09%
over 1Y
L $1.23H $4.40
Today
-1.5%
1W
-5.6%
1M
+0.0%
3M
-28.7%
YTD
-50.2%
1Y
-51.1%
OverviewValuationQualitySmart moneyFilings
Sell
Conviction
Horizon
Medium (3–12mo)
Street · 10 analysts
Buy

Mixed signals in the latest filings.

This call stands until the filings change it — the engine re-rates on new 10-K/10-Q/8-K facts, never on price moves. Hit Watch above to follow LU (Pro alerts fire the moment a rating flips), or catch every change in Saturday’s Flip Side. How to read a call

Lufax Holding Ltd shows limited reported revenue.

On these fundamentals, LU screens as SELL on the SEC figures.

Is LU a buy? The one-page verdict, explained →

The options angle

model · matches our verdict
Bear put spread~60d expiry
  • Long put 1.5 @ ~0.21 est
  • Short put 1 @ ~0.01 est
debit $20max +$30max −$20BE 1.30

SELL verdict, defined risk: profits into weakness down to the short strike; max loss is the net debit.

Open in the calculator →
Browse all model plays →

Educational template, not a trade recommendation. Strikes and premiums are Black-Scholes model estimates from the last close and 30-day realized volatility — real chains, spreads and IV will differ. Options involve substantial risk.

Financialsannual, by fiscal year

No income data filed.

10-year statements — income, cash flow, balance sheet & CSV export →

Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.

Key statistics

Valuation

Enterprise value$1.17B
EV / EBITDA—
EV / Sales—
EV / FCF—
P / FCF—
PEG (trailing)—
Earnings yield—
FCF yield—

Quality & risk

ROIC (est.)—
Free cash flow—
Total debt—
Net cash—

Capital returns

Buyback yield—
Dividend yield (est.)—
Shareholder yield—
Shares Δ YoY+51.2%

Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.

Recent filings

all on EDGAR ↗
6-KPeriod ending 2026-07-062026-07-06open ↗6-KPeriod ending 2026-06-302026-06-30open ↗6-KPeriod ending 2026-06-042026-06-04open ↗6-KPeriod ending 2026-06-032026-06-03open ↗6-KPeriod ending 2026-05-082026-05-08open ↗6-KPeriod ending 2026-05-072026-05-07open ↗6-KPeriod ending 2026-05-072026-05-07open ↗3Period ending 2026-05-062026-05-06open ↗6-KPeriod ending 2026-04-302026-04-30open ↗6-KPeriod ending 2026-04-302026-04-30open ↗20-FPeriod ending 2025-12-312026-04-30open ↗6-KPeriod ending 2026-04-272026-04-27open ↗

Quality score

F
ValueGrowthProfitHealthMom.
Value—
Growth—
Profitability—
Financial health—
MomentumF
1.2352-week4.40
Revenue
—
Net margin
—
ROE
—
P/E
—

SEC fundamentals

Frequently asked

Is Lufax Holding Ltd (LU) a buy?
LU currently carries a Sell rating with 2/5 conviction, derived from its latest SEC filings. Mixed signals in the latest filings.
What is Lufax Holding Ltd's quality score?
LU scores 20.95843384672481/100 (grade F) on a SEC-grounded quality model spanning value, growth, profitability, financial health and momentum.

Sources: SEC EDGAR (CIK 0001816007, latest 6-K filed 2026-07-06) · EODHD · as of 7/11/2026, 10:54:53 AM.

›About this recommendation — produced by TENK/calls (tenkcalls.com), Luxembourg · not investment advice

Rule-based analysis, generated automatically from SEC filing data.

Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jul 11, 2026, 6:54 AM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.

Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.

Intraday
NVDA$210.96▲4.03%AAPL$315.32▼0.28%GOOGL$357.18▼0.48%GOOG$355.03▼0.34%MSFT$385.10▲0.19%AMZN$245.34▼0.69%TSM$434.11▼0.65%SPCX$145.30▼4.51%AVGO$399.97▼0.28%META$669.21▲5.97%TSLA$407.76▲0.30%MU$979.30▼1.24%LLY$1,188.58▼2.33%BRK-B$493.71▼0.35%BRK-A$739,750.00▼0.17%JPM$336.47▲0.30%WMT$113.90▲1.51%AMD$557.89▲2.04%ASML$1,797.32▼0.38%V$348.97▲0.22%JNJ$256.98▼0.82%XOM$138.88▲1.03%INTC$109.84▼2.40%AMAT$602.50▲2.35%CSCO$121.31▲2.54%MA$526.74▲0.68%LRCX$350.33▼0.80%ABBV$248.08▼0.73%CAT$952.41▲1.49%BAC$59.67▲0.71%
NVDA$210.96▲4.03%AAPL$315.32▼0.28%GOOGL$357.18▼0.48%GOOG$355.03▼0.34%MSFT$385.10▲0.19%AMZN$245.34▼0.69%TSM$434.11▼0.65%SPCX$145.30▼4.51%AVGO$399.97▼0.28%META$669.21▲5.97%TSLA$407.76▲0.30%MU$979.30▼1.24%LLY$1,188.58▼2.33%BRK-B$493.71▼0.35%BRK-A$739,750.00▼0.17%JPM$336.47▲0.30%WMT$113.90▲1.51%AMD$557.89▲2.04%ASML$1,797.32▼0.38%V$348.97▲0.22%JNJ$256.98▼0.82%XOM$138.88▲1.03%INTC$109.84▼2.40%AMAT$602.50▲2.35%CSCO$121.31▲2.54%MA$526.74▲0.68%LRCX$350.33▼0.80%ABBV$248.08▼0.73%CAT$952.41▲1.49%BAC$59.67▲0.71%
Intraday
NVDA$210.96▲4.03%AAPL$315.32▼0.28%GOOGL$357.18▼0.48%GOOG$355.03▼0.34%MSFT$385.10▲0.19%AMZN$245.34▼0.69%TSM$434.11▼0.65%SPCX$145.30▼4.51%AVGO$399.97▼0.28%META$669.21▲5.97%TSLA$407.76▲0.30%MU$979.30▼1.24%LLY$1,188.58▼2.33%BRK-B$493.71▼0.35%BRK-A$739,750.00▼0.17%JPM$336.47▲0.30%WMT$113.90▲1.51%AMD$557.89▲2.04%ASML$1,797.32▼0.38%V$348.97▲0.22%JNJ$256.98▼0.82%XOM$138.88▲1.03%INTC$109.84▼2.40%AMAT$602.50▲2.35%CSCO$121.31▲2.54%MA$526.74▲0.68%LRCX$350.33▼0.80%ABBV$248.08▼0.73%CAT$952.41▲1.49%BAC$59.67▲0.71%
NVDA$210.96▲4.03%AAPL$315.32▼0.28%GOOGL$357.18▼0.48%GOOG$355.03▼0.34%MSFT$385.10▲0.19%AMZN$245.34▼0.69%TSM$434.11▼0.65%SPCX$145.30▼4.51%AVGO$399.97▼0.28%META$669.21▲5.97%TSLA$407.76▲0.30%MU$979.30▼1.24%LLY$1,188.58▼2.33%BRK-B$493.71▼0.35%BRK-A$739,750.00▼0.17%JPM$336.47▲0.30%WMT$113.90▲1.51%AMD$557.89▲2.04%ASML$1,797.32▼0.38%V$348.97▲0.22%JNJ$256.98▼0.82%XOM$138.88▲1.03%INTC$109.84▼2.40%AMAT$602.50▲2.35%CSCO$121.31▲2.54%MA$526.74▲0.68%LRCX$350.33▼0.80%ABBV$248.08▼0.73%CAT$952.41▲1.49%BAC$59.67▲0.71%
Smart money○○○→

Smart moneyinsiders · Congress · funds

○○○

Disclosed smart-money activity in LU, but no clear buy consensus.

—
Corporate insiders
No recent Form 4 activity
Form 4
—
Congress
No disclosed trades
STOCK Act · ~45d lag
—
Institutions
1 tracked fund hold · $15.3M
13F · quarterly

Different disclosure clocks — Form 4s file within days, Congress PTRs lag up to ~45 days, and 13F holdings are a quarterly snapshot (up to ~4.5 months old). A disclosed-accumulation view, not live correlation.

Held by tracked fundsForm 13F · SEC · quarterly

Baillie Gifford8.19M sh$15.3M

As of each fund’s latest quarterly 13F — a delayed snapshot, not a live position. All tracked funds →

Ownership stakes

SEC · 13D / 13G
2026-03-20Activist 13D73.3%AmendedAnKe Technology Co LtdFiling ↗

Schedule 13D/13G filings disclosing a >5% stake in the company. A 13D declares intent to engage — read the filing; a 13G is a passive holding. Percent is the percent-of-class stated on the cover page. Source: SEC EDGAR (public domain).

Fails-to-deliver

SEC · settled 2026-06-09
607.00shares failed to deliver0.4× median

LU fails-to-deliver history — every published settlement day →

Aggregate CNS settlement fails on the latest published day, vs this name’s trailing median. From SEC fails-to-deliver data (published twice monthly) — a settlement metric, not short interest.

Dividends

Irregular
Yield (TTM)
—
Annual / share
—
Last ex-date
2024-06-04
Last amount
$2.42
ex 2024-06-04paid 2024-08-06$2.42
ex 2023-10-11paid 2023-10-30$0.16
ex 2023-04-05paid 2023-04-21$0.20
ex 2022-10-12paid 2022-10-28$0.68
ex 2022-04-07paid 2022-04-22$1.36

Source: EODHD. Yield = trailing-12-month dividends ÷ price.

Recent news

market news →
This Hedge Fund Just Dumped Its Entire Stake in XPeng Stock. Should You Too?Bullish
finance.yahoo.com· 2026-05-26
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in Lufax Holding Ltd. of Class Action Lawsuit and Upcoming Deadlines – LUBullish
globenewswire.com· 2026-05-19
LU DEADLINE: ROSEN, A HIGHLY RANKED LAW FIRM, Encourages Lufax Holding Ltd Investors to Secure Counsel Before Important May 20 Deadline in Securities Class Action First Filed by the Firm - LUBullish
globenewswire.com· 2026-05-18
LUFAX CLASS ACTION DEADLINE WEDNESDAY MAY 20th: Bragar Eagel & Squire, P.C. Urges Lufax Holding Ltd Stockholders with Significant Losses to Contact the Firm Regarding Their RightsBearish
globenewswire.com· 2026-05-18
DEADLINE ALERT for GEMI, PSIX, HTGC, LU: Law Offices of Howard G. Smith Reminds Investors of Opportunity to Lead Securities Fraud Class ActionsBearish
globenewswire.com· 2026-05-18
Deadline Alert: Lufax Holding Ltd. (LU) Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP About Securities Fraud LawsuitBullish
globenewswire.com· 2026-05-18

Vs tracked universe

compare →

1184 tracked peers · median

TENK Score21 vs 67
Revenue growth— vs 7.6%
Net margin— vs 10.0%
Return on equity— vs 12.0%
P/E— vs 26.5

News sentiment

EODHD · 6d
Bearish
-0.33
vs typical · 12 articles
↑ improving

Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.