Stock Fundamentals

Company Information

Company Name
HSBC Holdings PLC ADR
Sector
Financial Services
Industry
Banks - Diversified
Exchange
NYSE
ISIN: US4042804066
CIK: 0001089113
CUSIP: 404280406
Currency: USD
Full Time Employees: 208,844
Phone: 44 20 7991 3048
Fiscal Year End: December
IPO Date: Jul 16, 1999
Description:

HSBC Holdings plc engages in the provision of banking and financial products and services worldwide. It operates through four segments: Hong Kong, UK, Corporate and Institutional Banking, and International Wealth and Premier Banking. The Hong Kong segment is involved in the retail banking and wealth and commercial banking of HSBC Hong Kong and Hang Seng Bank. The UK segment engages in UK retail banking and wealth, as well as first direct and M&S Bank, UK Commercial Banking, and HSBC Innovation Bank. The Corporate and Institutional Banking segment is involved in transaction banking and capital markets. The International Wealth and Premier Banking segment is involved in the business comprising premier banking outside of Hong Kong and the UK, its private bank, asset management, and insurance businesses. The company was founded in 1865 and is headquartered in London, the United Kingdom.

Address:

8 Canada Square, London, United Kingdom, E14 5HQ

Directors & Officers

Name Title Year Born
Mr. Georges Bahjat Elhedery Group CEO, Member of the Group Management Board & Executive Director 1974
Ms. Manveen Kaur Group CFO & Executive Director 1964
Mr. Barry O'Byrne CEO of International Wealth & Premier Banking and Member of the Group Management Board 1975
Ms. Aileen Norma Taylor Group Chief People & Governance Officer and Member of Group Mgmt Board 1973
Mr. Michael Murray Roberts CEO of HSBC Bank plc & Corporate and Institutional Banking, Member of the Group Management Board 1960
Mr. Yi Chien Liao J.P. Co-CEO of HSBC Asia and Middle East & Member of the Group Management Board 1972
Mr. Robert F. Hoyt J.D. Group Chief Legal Officer & Member of the Group Management Board 1965
Mr. Surendranath Ravi Rosha Co-CEO of Asia and the Middle East & Member of the Group Management Board 1969
Ms. Suzy White Group Chief Operating Officer & Member of Management Board 1977
Mr. Stuart Riley Group Chief Information Officer & Member of Management Board 1974

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Fisher Asset Management, LLC 18.20M Mar 31, 2026 0.53% $0.51 2.26%
Dimensional Fund Advisors, Inc. 9.97M Mar 31, 2026 0.29% $0.17 -3.76%
Morgan Stanley - Brokerage Accounts 7.66M Mar 31, 2026 0.22% $0.04 2.33%
The Goldman Sachs Group Inc 4.63M Mar 31, 2026 0.14% $0.04 -21.74%
FMR Inc 3.78M Mar 31, 2026 0.11% $0.02 20.20%
Northern Trust Corp 3.05M Mar 31, 2026 0.09% $0.03 1.30%
Sanders Capital, LLC 2.81M Mar 31, 2026 0.08% $0.28 -2.79%
BlackRock Inc 2.56M Mar 31, 2026 0.07% $0.00 -3.17%
Bank of America Corp 2.39M Mar 31, 2026 0.07% $0.01 5.49%
American Century Companies Inc 1.67M Mar 31, 2026 0.05% $0.07 15.79%
ClearBridge Advisors, LLC 1.54M Mar 31, 2026 0.04% $0.11 6.66%
Royal Bank of Canada 1.30M Mar 31, 2026 0.04% $0.02 17.28%
Connor Clark & Lunn Inv Mgmt Ltd 936.57K Mar 31, 2026 0.03% $0.18 30.86%
O'Shaughnessy Asset Management LLC 633.81K Mar 31, 2026 0.02% $0.26 7.30%
UBS Group AG 608.19K Mar 31, 2026 0.02% $0.01 70.44%
Cooksonpeirce 593.88K Mar 31, 2026 0.02% $2.07 -3.27%
Charles Schwab Investment Management Inc 579.61K Mar 31, 2026 0.02% $0.01 19.39%
Quantinno Capital Management LP 525.78K Mar 31, 2026 0.02% $0.07 20.85%
Renaissance Technologies Corp 524.12K Mar 31, 2026 0.02% $0.07 391.57%
First Trust Advisors L.P. 500.51K Mar 31, 2026 0.01% $0.03 1.40%

Shares Statistics

Shares Outstanding: 3.43B
Shares Float: 16.97B
% Insiders: 0.00%
% Institutions: 250.40%
Short % Float: 0.18%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Windsor II Inv 2.73M 0.08% ▼ 2.65% Mar 31, 2026
2 Dimensional International Value ETF 2.55M 0.07% ▲ 0.00% Apr 30, 2026
3 DFA International Core Equity 2 I 2.13M 0.06% ▲ 0.00% Mar 31, 2026
4 DFA International Value I 1.61M 0.05% ▲ 0.55% Mar 31, 2026
5 Avantis International Equity ETF 1.39M 0.04% ▲ 0.00% Apr 30, 2026
6 Russell Investments Core Equity SMA 749.35K 0.02% ▲ 0.00% Mar 31, 2026
7 Dimensional International Core Eq 2 ETF 682.53K 0.02% ▲ 0.00% Apr 30, 2026
8 Fidelity Enhanced International ETF 498.65K 0.01% ▲ 0.21% Apr 30, 2026
9 DFA International Value III 410.71K 0.01% ▼ 1.88% Mar 31, 2026
10 First Trust Value Line® Dividend ETF 378.67K 0.01% ▼ 0.09% Apr 30, 2026

Valuation Metrics

Enterprise Value: $1,245.27B
Trailing P/E: 15.74
Forward P/E: 11.16

Financial Highlights

Market Cap: $326.54B
P/E Ratio: $15.74
PEG Ratio: $0.94
Book Value: $12.74
Dividend/Share: $0.75
Dividend Yield: 0.80%
Earnings/Share: $6.05
Profit Margin: 34.98%
Operating Margin: 50.68%
ROA (TTM): 0.72%
ROE (TTM): 11.61%
Revenue (TTM): $63.77B
Revenue/Share (TTM): $4.62
Earnings Growth (YOY): 2.60%
Revenue Growth (YOY): 3.30%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Earnings Per Share (EPS) History

Financial Ratios

Balance Sheet (Yearly)

Financial Ratios

Date Current Ratio Debt/Equity Debt/Assets Interest Coverage Debt/EBITDA
2025-12-31 2.62x 1.40x 0.94x 0.47x 8.58x
2024-12-31 0.16x 1.78x 0.94x 0.43x 9.06x
2023-12-31 0.18x 1.67x 0.94x 0.47x 9.17x
2022-12-31 28.34x 1.41x 0.93x 0.76x 11.99x
2021-12-31 40.36x 1.35x 0.93x 1.95x 11.53x
2020-12-31 32.58x 1.35x 0.93x 0.62x 18.88x
2019-12-31 2.50x 0.22x 0.05x 0.55x 24.00x
2018-12-31 2,061,213.80x 2.33x 0.92x 1.04x 20.77x
2017-12-31 3.93x 1.74x 0.92x 1.34x 18.06x
2016-12-31 3.08x 1.78x 0.92x 0.56x 26.44x
2015-12-31 3.49x 1.72x 0.92x 1.29x 16.16x
2014-12-31 11.41x 1.57x 0.92x 1.15x 14.28x
2013-12-31 12.76x 4.50x 0.93x 1.44x 32.94x
2012-12-31 14.02x 0.99x 0.93x 1.09x 7.47x
2011-12-31 12.82x 1.14x 0.94x 0.98x 7.32x
2010-12-31 5.89x 1.22x 0.94x 1.01x 8.32x
2009-12-31 6.13x 1.35x 0.94x 0.33x 18.04x
2008-12-31 4.17x 1.72x 0.96x 0.19x 7.08x
2007-12-31 1.87x 1.52x 0.94x 0.44x 7.27x
2006-12-31 N/A 1.42x 0.94x 0.53x 6.27x
2005-12-31 1.97x 1.26x 0.93x 0.73x 5.01x
2004-12-31 0.15x 1.61x 0.92x 0.98x 6.52x
2003-12-31 0.15x 1.63x 0.92x 0.83x 8.03x
2002-12-31 0.20x 0.59x 0.93x 0.67x 2.85x
2001-12-31 N/A 0.74x 0.93x 0.34x 4.10x
2000-12-31 N/A 0.41x 0.92x N/A 1.94x
1999-12-31 N/A 0.00x 0.93x N/A 0.00x
1998-12-31 N/A 0.00x 0.94x N/A 0.00x
1997-12-31 N/A 0.00x 0.93x 0.46x 0.00x
1996-12-31 N/A 0.00x 0.93x 0.53x 0.00x
1995-12-31 N/A 0.00x 0.93x N/A 0.00x
1994-12-31 N/A 0.00x 0.94x N/A 0.00x
1993-12-31 N/A 0.00x 0.95x N/A 0.00x
1992-12-31 N/A 0.00x 0.95x N/A 0.00x
1991-12-31 N/A 0.00x 0.95x N/A 0.00x
1990-12-31 N/A 0.00x 0.95x N/A N/A
1989-12-31 N/A 0.00x 0.94x N/A N/A
1988-12-31 N/A 0.00x 0.95x N/A N/A
1987-12-31 N/A 0.00x 0.96x N/A N/A

📦 Raw API Data (JSON Explorer)

Watchlist

0

No stocks in watchlist

Assistant

×
Hello! I'm your AI assistant. I have access to the financial data on this page. Ask me anything about HSBC.US!