Noah Holdings 경영진
경영진 기준 점검 4/4
Noah Holdings CEO는 Zhe Yin, Jan2005 에 임명되었습니다 의 임기는 21.5 년입니다. 총 연간 보상은 CN¥3.56M, 64.9% 급여 및 35.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $29.67M 가치에 해당하는 회사 주식의 5.01% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 21.5 년과 17.3 년입니다.
핵심 정보
Zhe Yin
최고경영자
CN¥3.6m
총 보수
| CEO 급여 비율 | 64.90% |
| CEO 재임 기간 | 21.5yrs |
| CEO 지분 보유율 | 5.0% |
| 경영진 평균 재임 기간 | 21.5yrs |
| 이사회 평균 재임 기간 | 17.3yrs |
최근 경영진 업데이트
Recent updates
Seeking Alpha • Jul 26
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
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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.내러티브 업데이트 • 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).내러티브 업데이트 • 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).내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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...
새로운 내러티브 • 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.분석 기사 • 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 Alpha분석 기사 • 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...분석 기사 • 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 Alpha분석 기사 • 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 Alpha분석 기사 • 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 AlphaCEO 보수 분석
| 날짜 | 총 보수 | 급여 | 회사 수익 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | CN¥535m |
| Dec 31 2025 | CN¥4m | CN¥2m | CN¥559m |
| Sep 30 2025 | n/a | n/a | CN¥656m |
| Jun 30 2025 | n/a | n/a | CN¥572m |
| Mar 31 2025 | n/a | n/a | CN¥493m |
| Dec 31 2024 | CN¥5m | CN¥2m | CN¥475m |
| Sep 30 2024 | n/a | n/a | CN¥582m |
| Jun 30 2024 | n/a | n/a | CN¥681m |
| Mar 31 2024 | n/a | n/a | CN¥897m |
| Dec 31 2023 | CN¥4m | CN¥2m | CN¥1b |
| Sep 30 2023 | n/a | n/a | CN¥933m |
| Jun 30 2023 | n/a | n/a | CN¥882m |
| Mar 31 2023 | n/a | n/a | CN¥916m |
| Dec 31 2022 | CN¥4m | CN¥2m | CN¥977m |
| Sep 30 2022 | n/a | n/a | CN¥1b |
| Jun 30 2022 | n/a | n/a | CN¥1b |
| Mar 31 2022 | n/a | n/a | CN¥1b |
| Dec 31 2021 | CN¥9m | CN¥2m | CN¥1b |
보상 대 시장: Zhe의 총 보수(USD525.18K)는 US 시장에서 비슷한 규모 기업의 평균(USD2.45M)보다 낮습니다.
보상과 수익: Zhe의 보상은 지난 1년 동안 회사 실적과 일치했습니다.
CEO
Zhe Yin (52 yo)
21.5yrs
재임 기간
CN¥3,556,000
보수
Mr. Zhe Yin is Co-Founder of Noah Holdings Private Wealth and Asset Management Limited and serves as its Director since June 29, 2007. He serves as Chief Executive officer of Noah Holdings Private Wealth a...
리더십 팀
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder & Chairwoman | 21.5yrs | CN¥3.06m | 20% $ 118.5m | |
| Co-Founder | 21.5yrs | CN¥3.56m | 5.01% $ 29.7m | |
| CFO & Joint Company Secretary | 6.7yrs | 데이터 없음 | 0.27% $ 1.6m | |
| Investor Relations Contact | no data | 데이터 없음 | 데이터 없음 | |
| CEO of Global Wealth Management & CSO | no data | 데이터 없음 | 데이터 없음 | |
| Chief Digital Officer | no data | 데이터 없음 | 데이터 없음 | |
| Joint Company Secretary | no data | 데이터 없음 | 데이터 없음 | |
| Director of Investor Relations | no data | 데이터 없음 | 데이터 없음 |
21.5yrs
평균 재임 기간
52yo
평균 나이
경험이 풍부한 관리: NOAH의 경영진은 노련하고 경험이 풍부합니다(평균 재임 21.5 년).
이사회 구성원
| 이름 | 직위 | 재임 기간 | 보수 | 지분 |
|---|---|---|---|---|
| Co-Founder & Chairwoman | 21.5yrs | CN¥3.06m | 20% $ 118.5m | |
| Co-Founder | 21.5yrs | CN¥3.56m | 5.01% $ 29.7m | |
| Independent Non Executive Director | 2.1yrs | CN¥455.00k | 데이터 없음 | |
| Independent Director | 15.7yrs | CN¥455.00k | 0.052% $ 310.4k | |
| Independent Director | 2.9yrs | CN¥591.00k | 데이터 없음 | |
| Independent Non-Executive Director | 18.9yrs | 데이터 없음 | 4.77% $ 28.3m | |
| Non-Executive Director | 18.9yrs | CN¥555.00k | 5.9% $ 34.9m | |
| Independent Director | 2.1yrs | CN¥545.00k | 데이터 없음 |
17.3yrs
평균 재임 기간
57.5yo
평균 나이
경험이 풍부한 이사회: NOAH의 이사회는 노련하고 경험이 풍부합니다(평균 재임 17.3 년).
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/28 17:40 |
| 종가 | 2026/07/28 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
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산업 및 섹터 지표
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분석가 소스
Noah Holdings Limited는 9명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| You Fan | China International Capital Corporation Limited |
| Sin Hang Leung | Citigroup Inc |
| Judy Zhang | Citigroup Inc |