Noah Holdings

NOAH

Market cap $610M

The July Dividend Power strategy highlights 35 high-yield, low-valuation stocks, with six 'safer' picks whose free cash flow covers dividends. Analyst targets project 35.4% to 69.97% net gains for the top ten Dividend Power Dogs by July 2027, with an average estimated return of 48.98%. Financials dominate the list, with nine of the top ten by yield from this sector; low-priced stocks like Invesco Mortgage Capital and Hafnia offer the highest upside.

Marking the fifth consecutive year of Noah's semiannual CIO reports and the 12th edition in the series, this report formally introduces the "Noah World Model" into its CIO research framework for the first time. It examines how AI's transition into a phase of value realization is reshaping global asset pricing and presents a wealth management framework designed for long-term capital in a changing world.

SINGAPORE, June 11, 2026 /PRNewswire/ -- Noah Holdings Limited ("Noah" or the "Company") (NYSE: NOAH and HKEX: 6686), a leading and pioneer wealth management service provider offering comprehensive one-stop advisory services on global investment and asset allocation primarily for global Chinese high-net-worth investors, today announced that its annual general meeting (the "AGM") was held in Hong Kong on June 11, 2026 and that all the proposed resolutions submitted for shareholders' approval as set forth in the notice of the AGM dated April 30, 2026 were duly passed at the AGM. The Company also announced that it will distribute (i) a final dividend of RMB306.0 million (approximately US$45.2 million based on the latest exchange rates available as of the date of this announcement) in aggregate (with a distribution ratio of RMB0.933 (equivalent to approximately US$0.138, or approximately HK$1.073) per share (tax inclusive)) in respect of the year ended December 31, 2025; and (ii) a special dividend of RMB306.0 million (approximately US$45.2 million) in aggregate (with a distribution ratio of RMB0.933 (equivalent to approximately US$0.138, or approximately HK$1.073) per share (tax inclusive)), to shareholders whose names appear on the register of members of the Company as of the close of business on July 9, 2026 (the "Dividend Record Date").

The June GVAS portfolio highlights 13 'safer,' fair-priced large-cap value stocks with strong dividend yields and positive free cash flow margins. Top ten GVAS stocks are forecasted to deliver average net gains of 39.68% by June 2027, with yields ranging from 7.9% to 16.46%. Energy and financial sectors dominate the highest-yielding, lowest-priced GVAS, with Okeanis Eco Tankers and IRSA Inversiones offering standout upside potential.

AI integration and disciplined expansion drive operating margin to 37.8% Domestic business refocusing on long-term investments; RMB-denominated private secondary products increased 63.6% year-over-year Global network transitions from license deployment to active execution, lifting overseas AUA to RMB 66.1 billion (US$9.6 billion) Robust capital return program continues with ongoing share repurchases and proposed dividends representing a total payout equivalent to 100% of full-year 2025 non-GAAP net income SINGAPORE, May 28, 2026 /PRNewswire/ -- Noah Holdings Limited ("Noah" or the "Company") (NYSE: NOAH and HKEX: 6686), a leading and pioneer wealth management service provider offering comprehensive one-stop advisory services on global investment and asset allocation primarily for global Chinese high-net-worth investors, reported unaudited financial results for the first quarter ended March 31, 2026. During the first quarter of 2026, net revenues grew 1.8% year-over-year to RMB625.8 million (US$90.7 million) driven by performance-based income from domestic private secondary products.

Noah Holdings Limited (NOAH) Q1 2026 Earnings Call Transcript

Noah NYSE: NOAH reported modest revenue growth but sharply higher operating profit for the first quarter of 2026, as management said the wealth management firm continued shifting toward investment-led products, overseas expansion and AI-enabled operations.

SINGAPORE, May 27, 2026 /PRNewswire/ -- Noah Holdings Limited ("Noah" or the "Company") (NYSE: NOAH and HKEX: 6686), a leading and pioneer wealth management service provider offering comprehensive one-stop advisory services on global investment and asset allocation primarily for global Chinese high-net-worth investors, announced its unaudited financial results for the first quarter of 2026. FIRST QUARTER 2026 FINANCIAL HIGHLIGHTS Net revenues for the first quarter of 2026 were RMB625.8 million (US$90.7 million), a 1.8% increase from the corresponding period in 2025, primarily due to an increase in performance-based income from domestic private secondary products, partially offset by a decrease in one-time commissions from insurance products, and a 14.7% decrease quarter-on-quarter, primarily due to a decrease in performance-based income from overseas private equity products as compared with the fourth quarter of 2025.

SINGAPORE, May 14, 2026 /PRNewswire/ -- Noah Holdings Limited (the "Company" or "Noah") (NYSE: NOAH and HKEX: 6686), a leading and pioneer wealth management service provider offering comprehensive advisory services on global investment and asset allocation primarily for global Chinese high-net-worth investors, today announced that it will report its unaudited financial results for the first quarter ended March 31, 2026, after U.S. markets close on May 27, 2026. Noah's management team will hold an earnings conference call at 8:00 p.m.

Noah Holdings is poised to take advantage of China's growing upper class. With a dividend yield of 5.44% and a special dividend this year, NOAH is returning capital to shareholders. The company is a deep value play with a potential upside of 24.49%.