Noah Holdings (NOAH) Resumen de Acciones
Noah Holdings Limited, junto con sus filiales, opera como proveedor de servicios de gestión de patrimonios y activos, centrándose en servicios de inversión y asignación de activos para particulares con grandes patrimonios y entidades corporativas en China continental, Hong Kong e internacionalmente. Saber más
| Puntuación del snowflake | |
|---|---|
| Valoración | 6/6 |
| Crecimiento futuro | 1/6 |
| Rendimiento pasado | 3/6 |
| Salud financiera | 6/6 |
| Dividendos | 4/6 |
Recompensas
Análisis de riesgos
NOAH Community Fair Values
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Analyst Price Targets
Competidores de Noah Holdings Limited
Historial de precios y rendimiento
| Precios históricos de las acciones | |
|---|---|
| Precio actual de la acción | US$8.57 |
| Máximo en las últimas 52 semanas | US$12.84 |
| Mínimo de 52 semanas | US$8.47 |
| Beta | 0.78 |
| Cambio en 1 mes | -14.13% |
| Variación en 3 meses | -17.91% |
| Cambio de 1 año | -31.05% |
| Variación en 3 años | -44.78% |
| Variación en 5 años | -77.80% |
| Variación desde la OPV | -46.40% |
Noticias y actualizaciones recientes
Seeking Alpha • 3h
Noah Holdings -Strong 2Q Expected
Summary Noah Holdings Limited is rated BUY, trading at 6x forward P/E with robust forward EPS growth and an 8% dividend yield. Future earnings are supported by AI-driven cost savings and expanding client base outside Mainland China, with strong 2Q26 earnings expected. NOAH's liquid balance sheet, no debt, and 100% payout ratio underpin aggressive capital returns via dividends and share buybacks. Key risks include weaker equity markets, regulatory headwinds on overseas investments, and reliance on operational cost savings for profitability. Read the full article on Seeking Alpha
Actualización de narrativa • Jul 02
NOAH: Dividend And Buybacks Will Support Future Upside Repricing
The analyst price target for Noah Holdings has been revised lower to align more closely with JPMorgan's reduced $11.50 target and updated assumptions. These include a fair value move from $16.46 to $13.70, a discount rate adjustment from 8.46% to 7.52%, more measured revenue growth expectations of 3.78% instead of 7.55%, a higher projected profit margin of 22.48% versus 19.09%, and a future P/E multiple of 13.88 compared with 16.41 previously, according to analysts.Recent updates
Seeking Alpha • 3h
Noah Holdings -Strong 2Q Expected
Summary Noah Holdings Limited is rated BUY, trading at 6x forward P/E with robust forward EPS growth and an 8% dividend yield. Future earnings are supported by AI-driven cost savings and expanding client base outside Mainland China, with strong 2Q26 earnings expected. NOAH's liquid balance sheet, no debt, and 100% payout ratio underpin aggressive capital returns via dividends and share buybacks. Key risks include weaker equity markets, regulatory headwinds on overseas investments, and reliance on operational cost savings for profitability. Read the full article on Seeking AlphaActualización de narrativa • Jul 02
NOAH: Dividend And Buybacks Will Support Future Upside Repricing
The analyst price target for Noah Holdings has been revised lower to align more closely with JPMorgan's reduced $11.50 target and updated assumptions. These include a fair value move from $16.46 to $13.70, a discount rate adjustment from 8.46% to 7.52%, more measured revenue growth expectations of 3.78% instead of 7.55%, a higher projected profit margin of 22.48% versus 19.09%, and a future P/E multiple of 13.88 compared with 16.41 previously, according to analysts.
Actualización de narrativa • Jun 18
NOAH: Higher Margins And Capital Returns May Unlock Deep Value Potential
The analyst price target on Noah Holdings has moved from $12.00 to $11.50, reflecting updated assumptions on fair value, lower modeled revenue growth and P/E multiples, and slightly higher profit margin expectations, according to recent analyst research. Analyst Commentary Recent research on Noah Holdings points to a more cautious stance following the revised US$11.50 price target, with analysts rebalancing expectations around growth, profitability, and valuation multiples.
Actualización de narrativa • Jun 03
NOAH: Dividends Buybacks And 2026 Execution Will Shape Balanced Risk Outlook
Analysts have trimmed their average price target for Noah Holdings to $11.50, reflecting slightly lower fair value assumptions, more conservative revenue growth expectations, and somewhat higher projected profit margins and future P/E levels. Analyst Commentary Street research around Noah Holdings has turned more cautious, with recent pricing and rating changes pointing to concerns about execution and the balance of risk around growth and profitability.Actualización de narrativa • May 20
NOAH: Dividends And Execution In 2026 Will Shape Future Risk Profile
Analysts trimmed their price target on Noah Holdings by a small amount to $11.20, citing a slightly lower discount rate as well as modest adjustments to revenue growth, profit margin and future P/E assumptions. Analyst Commentary Recent research on Noah Holdings highlights a more cautious tone around valuation and execution, even as the latest price target adjustment is relatively modest in absolute terms.Actualización de narrativa • May 02
NOAH: Dividends And 2026 Contract Execution Will Shape Future Risk Reward Profile
Analysts have maintained their price target on Noah Holdings at $11.20, reflecting a slightly higher discount rate and revenue growth assumptions, a marginally lower profit margin, and a modestly higher future P/E. Analyst Commentary Recent Street research on Noah Holdings highlights a mix of views, with some cautious commentary focusing on execution risk, growth visibility, and valuation.Actualización de narrativa • Apr 15
NOAH: Dividend Distributions And JPMorgan Downgrade Will Shape Future Upside Potential
Narrative Update on Noah Holdings Analysts trimmed their price target on Noah Holdings by a small amount to $11.20, reflecting modest tweaks to revenue growth, discount rate assumptions and expected future P/E, while keeping the underlying fair value view effectively unchanged. Analyst Commentary Recent Street research on Noah Holdings has included a downgrade at JPMorgan, which adds to a more cautious tone around the stock.Actualización de narrativa • Apr 01
NOAH: Revised Fair Value And JPMorgan Downgrade Will Shape Future Returns
Analysts have adjusted their price target on Noah Holdings to reflect a fair value estimate of $11.20. They cite slightly lower assumed revenue growth, a modestly higher profit margin, a small reduction in the discount rate, and an updated forward P/E multiple.Actualización de narrativa • Mar 18
NOAH: Higher Future P/E Assumptions May Unlock Deep Value Potential
Analysts have lifted their fair value estimate for Noah Holdings from $13.08 to about $14.17, citing updated assumptions for revenue growth, profit margins, discount rate and future P/E that align with a slightly more constructive outlook similar to recent Street research shifts in other names. Analyst Commentary Street research on another name in the broader market recently shows a split view on execution risk and valuation, which echoes the more balanced stance now being applied to Noah Holdings.Actualización de narrativa • Mar 04
NOAH: AI Wealth Summit And Digital Platform Will Support Future Upside
Analysts have made a small upward adjustment to their price target on Noah Holdings to $16.46 from $16.45, reflecting updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. Analyst Commentary Bullish Takeaways Bullish analysts see the slight move in the price target to US$16.46 as a signal that their core assumptions on discount rates, revenue trends, profit margins, and future P/E remain intact, with room for further refinement as new data comes in.Actualización de narrativa • Feb 18
NOAH: AI Wealth Push And Compressed P/E Will Likely Pressure Returns
Analysts have adjusted their price targets on Noah Holdings to reflect updated assumptions for discount rates, revenue growth, profit margins and future P/E multiples. The latest change is framed around a revised fair value estimate that aims to better capture the stock’s risk and return profile in $ terms.Actualización de narrativa • Feb 04
NOAH: AI Wealth Push And Higher P/E Will Likely Prove Overhyped
Analysts have lifted their fair value estimate for Noah Holdings from US$9.50 to about US$10.11, citing updated assumptions around discount rates, revenue growth, profit margins and future P/E levels. What's in the News Noah Holdings hosted its latest Black Diamond Summit in Macau from December 7-11, 2025, under the theme "AI Together, Co-Generating the Future." The event featured complementary sessions in Shanghai and attendance from over 3,000 clients and partners (Key Developments).Actualización de narrativa • Jan 20
NOAH: AI Wealth Infrastructure And Client Summit Will Support Future Upside Potential
Analysts have nudged their price target for Noah Holdings higher, reflecting a modest increase in fair value to about US$16.45 per share, supported by updated assumptions around discount rates, revenue growth, profit margins, and future P/E expectations. What's in the News Noah Holdings hosted its latest Black Diamond Summit in Macau from December 7 to 11, 2025, with complementary sessions in Shanghai in November, bringing together over 3,000 clients and partners under the theme "AI Together, Co-Generating the Future." (Key Developments) At the Summit, the company introduced "Noya," an AI Relationship Manager available through upgraded iARK Hong Kong and Singapore apps, intended to combine human advisor oversight with AI tools across areas such as real-time insights, personalized wealth journeys, information transparency, cross-regional coordination, and end-to-end execution.Actualización de narrativa • Jan 06
NOAH: AI Wealth Push And Higher P/E Will Likely Prove Overhyped
Analysts have raised their implied fair value estimate for Noah Holdings from approximately US$6.84 to about US$9.50 per share, citing updated assumptions related to revenue growth, profit margins and future P/E levels. What's in the News Noah Holdings hosted its latest Black Diamond Summit in Macau on December 7-11, 2025, under the theme "AI Together, Co-Generating the Future," with related sessions in Shanghai attracting over 3,000 clients and partners (Key Developments).Actualización de narrativa • Dec 14
NOAH AI Wealth Platform Will Drive Stronger Long-Term Client Engagement
Analysts have nudged their price target for Noah Holdings modestly higher to approximately $16.19 per share from about $15.99, citing slightly stronger projected revenue growth that more than offsets a small downgrade to long term profit margins and a higher assumed valuation multiple. What's in the News Noah Holdings hosted its latest Black Diamond Summit in Macau and Shanghai, gathering over 3,000 clients and partners under the theme "AI Together, Co-Generating the Future" (Key Developments).Actualización de narrativa • Aug 30
Domestic Restructuring And International Expansion Will Improve Operational Efficiency
Despite a decline in expected revenue growth, a sharp reduction in the Future P/E multiple has driven the consensus analyst price target for Noah Holdings higher, from $12.18 to $12.91. What's in the News Board meeting scheduled to review unaudited Q2 and H1 2025 financial results.Artículo de análisis • Jun 16
Noah Holdings (NYSE:NOAH) Will Pay A Smaller Dividend Than Last Year
Noah Holdings Limited ( NYSE:NOAH ) has announced that on 1st of August, it will be paying a dividend ofCN¥1.14, which...Artículo de análisis • Jun 11
Noah Holdings Limited's (NYSE:NOAH) Share Price Boosted 25% But Its Business Prospects Need A Lift Too
Noah Holdings Limited ( NYSE:NOAH ) shareholders would be excited to see that the share price has had a great month...Seeking Alpha • Apr 22
Noah: Not Quite The Bargain It May Appear To Be At First
Summary Long NOAH looks enticing in some ways, especially after the drop in the stock in combination with low multiples. NOAH faces a number of headwinds, which includes earnings that continue to go down and which looks difficult to fix in the short term. NOAH wants to lessen its reliance on China, but the recently released FY2024 report does not give much ground for optimism. If NOAH wants to reverse its fortunes, it needs earnings growth to return, which is not easy to do in the current global environment. Read the full article on Seeking AlphaArtículo de análisis • Apr 09
Slammed 28% Noah Holdings Limited (NYSE:NOAH) Screens Well Here But There Might Be A Catch
The Noah Holdings Limited ( NYSE:NOAH ) share price has fared very poorly over the last month, falling by a substantial...
Nueva narrativa • Mar 18
Launch Of Ark Private Wealth And Olive Asset Management Will Diversify Global Services
International expansion into key markets and digital transformation are expected to drive revenue growth and better serve global client needs.Artículo de análisis • Feb 14
Sentiment Still Eluding Noah Holdings Limited (NYSE:NOAH)
With a price-to-earnings (or "P/E") ratio of 9.7x Noah Holdings Limited ( NYSE:NOAH ) may be sending bullish signals at...Seeking Alpha • Feb 05
Noah: Big Data, $21 Billion Under Management, And A Clear Buy
Summary Noah Holdings Limited, with $21.4 billion under management, shows consistent free cash flow and net income growth, making it a strong buy at the current valuation. Investments in big data, proprietary platforms, and automated systems enhance commission revenues and investment efficiency, driving further revenue growth. Geographic expansion in China and a robust CRM platform are expected to multiply future revenue growth and improve client relationship management. Despite potential regulatory and currency risks, NOAH's profitability, asset growth, and book value increases make it comparable to large U.S. and European asset managers. Read the full article on Seeking AlphaArtículo de análisis • Sep 26
Even With A 30% Surge, Cautious Investors Are Not Rewarding Noah Holdings Limited's (NYSE:NOAH) Performance Completely
Noah Holdings Limited ( NYSE:NOAH ) shares have had a really impressive month, gaining 30% after a shaky period...Artículo de análisis • Sep 01
Noah Holdings Limited (NYSE:NOAH) Just Reported, And Analysts Assigned A US$14.26 Price Target
It's been a good week for Noah Holdings Limited ( NYSE:NOAH ) shareholders, because the company has just released its...Seeking Alpha • Aug 30
Noah Holdings: Q2 Results Miss And New Buyback Plan Draw Attention
Summary NOAH's latest Q2 2024 results were a disappointment, as the company's latest quarterly revenue and earnings missed expectations and dropped significantly on a YoY basis. On the flip side, Noah Holdings announced a new $50 million buyback program that might enhance the stock's future shareholder yield. I continue to have a Neutral view of NOAH following my evaluation of the company's negative financial performance and positive shareholder capital return outlook. Read the full article on Seeking AlphaArtículo de análisis • Jun 05
Noah Holdings Limited (NYSE:NOAH) Stock's 25% Dive Might Signal An Opportunity But It Requires Some Scrutiny
Noah Holdings Limited ( NYSE:NOAH ) shareholders won't be pleased to see that the share price has had a very rough...Seeking Alpha • May 30
Noah Holdings: Strategic Pivot Is Still A Work-In-Progress (Rating Downgrade)
Summary Both Noah Holdings' Q1 2024 top line and bottom line accounted for under 25% of the analysts' consensus forecasts, so its first quarter results failed to meet the market's expectations. Noah Holdings' comments at the recent quarterly earnings call seem to indicate that it will be a while before the company's international markets can achieve their full growth potential. I downgrade my rating for NOAH stock to a Hold, considering that the company is still in the process of pivoting towards overseas markets. Read the full article on Seeking AlphaArtículo de análisis • Apr 14
Noah Holdings Limited (NYSE:NOAH) Held Back By Insufficient Growth Even After Shares Climb 27%
Noah Holdings Limited ( NYSE:NOAH ) shares have had a really impressive month, gaining 27% after a shaky period...Seeking Alpha • Mar 15
Noah Holdings: Building Wealth Through A Growing Client Base
Summary Noah Holdings is undervalued, with a sticky client base and consistent earnings power. The company serves China's high net worth population, with a large total addressable market. Attractive capital returns from share buybacks and dividends reward investors for waiting. Shares are a buy with a price target of $20. Read the full article on Seeking AlphaSeeking Alpha • Dec 09
Noah Holdings: Watch New Capital Return Framework And Insurance Products
Summary NOAH has decided to raise its minimum dividend payout ratio from 10% earlier to 35% going forward. Noah Holdings' insurance fee income derived from its international insurance business operations grew by +381.8% YoY in the first nine months of this year. I make no changes to my existing Buy rating for NOAH, as I like its new shareholder capital return policy and I have a favorable opinion of insurance product demand. Read the full article on Seeking AlphaSeeking Alpha • Sep 29
Noah Holdings: Consider Overseas Expansion And Financial Strength
Summary NOAH aims to grow its number of relationship managers in Hong Kong and Singapore to 120 by the end of the current year to support its overseas expansion efforts. NOAH's credit ratios are reasonably healthy, and this means that the company has the financial capacity to increase its future dividend distributions. I stick to my existing Buy investment rating for Noah Holdings, as I have a positive view of its overseas expansion plans and strong financial position. Read the full article on Seeking AlphaRentabilidad de los accionistas
| NOAH | US Capital Markets | Mercado US | |
|---|---|---|---|
| 7D | -3.6% | -0.2% | -1.0% |
| 1Y | -31.1% | -0.5% | 14.7% |
Rentabilidad vs. Industria: Los resultados de NOAH fueron inferiores a los de la industria US Capital Markets, que obtuvo un rendimiento del -0.5% el año pasado.
Rentabilidad vs. Mercado: NOAH obtuvo unos resultados inferiores a los del mercado US, que fueron del 14.7% el año pasado.
Volatilidad de los precios
| NOAH volatility | |
|---|---|
| NOAH Average Weekly Movement | 5.1% |
| Capital Markets Industry Average Movement | 3.6% |
| Market Average Movement | 7.1% |
| 10% most volatile stocks in US Market | 16.0% |
| 10% least volatile stocks in US Market | 3.2% |
Precio estable de las acciones: NOAH no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.
Volatilidad a lo largo del tiempo: La volatilidad semanal de NOAH (5%) se ha mantenido estable durante el año pasado.
Acerca de la empresa
| Fundada | Empleados | CEO | Página web |
|---|---|---|---|
| 2005 | 1,778 | Zhe Yin | noahgroup.com |
Noah Holdings Limited, junto con sus filiales, opera como proveedor de servicios de gestión de patrimonios y activos, centrándose en servicios de inversión y asignación de activos para particulares con patrimonios elevados y entidades corporativas en China continental, Hong Kong e internacionalmente. Opera a través de los segmentos de valores públicos nacionales, gestión de activos nacionales, seguros nacionales, gestión de patrimonios en el extranjero, gestión de activos en el extranjero y seguros y servicios integrales en el extranjero. La empresa ofrece productos de fondos de inversión, que son fondos de inversión en valores públicos, incluidos fondos del mercado monetario; productos secundarios privados; productos de renta variable privada; educación del inversor; servicios fiduciarios; y productos de seguros por recomendación de clientes, así como seguros de vida entera individuales, seguros participativos y productos de seguros de salud individuales.
Resumen de fundamentos de Noah Holdings Limited
| Estadísticas fundamentales de NOAH | |
|---|---|
| Capitalización bursátil | US$585.77m |
| Beneficios(TTM) | US$78.94m |
| Ingresos (TTM) | US$387.05m |
7.4x
Ratio precio-beneficio (PE)1.5x
Ratio precio-ventas (PS)¿Está NOAH sobrevalorada?
Ver valor justo y análisis de valoraciónBeneficios e Ingresos
| Cuenta de resultados (TTM) de NOAH | |
|---|---|
| Ingresos | CN¥2.62b |
| Coste de los ingresos | CN¥1.18b |
| Beneficio bruto | CN¥1.44b |
| Otros gastos | CN¥907.39m |
| Beneficios | CN¥534.61m |
Últimos beneficios comunicados
Mar 31, 2026
Próxima fecha de beneficios
n/a
| Beneficios por acción (BPA) | 7.82 |
| Margen bruto | 55.01% |
| Margen de beneficio neto | 20.39% |
| Ratio deuda/patrimonio | 0% |
¿Cómo se ha desempeñado NOAH a largo plazo?
Ver rendimiento histórico y comparativaDividendos
8.0%
Rentabilidad actual por dividendo61%
Ratio de pagos¿Paga NOAH dividendos fiables?
Ver historial de dividendos e índices de referencia de NOAH| fechas de dividendos de Noah Holdings | |
|---|---|
| Fecha ex dividendo | Jul 09 2026 |
| Fecha de pago de dividendos | Aug 06 2026 |
| Días hasta ex dividendo | 17 days |
| Días hasta la fecha de pago de dividendos | 11 days |
¿Paga NOAH dividendos fiables?
Ver historial de dividendos e índices de referencia de NOAHAnálisis de la empresa y estado de los datos financieros
| Datos | Última actualización (huso horario UTC) |
|---|---|
| Análisis de la empresa | 2026/07/26 04:30 |
| Precio de las acciones al final del día | 2026/07/24 00:00 |
| Beneficios | 2026/03/31 |
| Ingresos anuales | 2025/12/31 |
Fuentes de datos
Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.
| Paquete | Datos | Marco temporal | Ejemplo Fuente EE.UU. * |
|---|---|---|---|
| Finanzas de la empresa | 10 años |
| |
| Estimaciones del consenso de analistas | +3 años |
|
|
| Precios de mercado | 30 años |
| |
| Propiedad | 10 años |
| |
| Gestión | 10 años |
| |
| Principales avances | 10 años |
|
* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.
A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.
Modelo de análisis y copo de nieve
Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.
Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.
Métricas industriales y sectoriales
Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.
Fuentes analistas
Noah Holdings Limited está cubierta por 9 analistas. 4 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.
| Analista | Institución |
|---|---|
| You Fan | China International Capital Corporation Limited |
| Sin Hang Leung | Citigroup Inc |
| Judy Zhang | Citigroup Inc |