HSBC Holdings plc

NYSE:HSBC 주식 리포트

시가총액: US$311.2b

HSBC Holdings 경영진

경영진 기준 점검 3/4

HSBC Holdings CEO는 Georges Bahjat Elhedery, Mar2020 에 임명되었습니다 의 임기는 6.25 년입니다. 총 연간 보상은 $8.93M, 22.3% 급여 및 77.7% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $29.29M 가치에 해당하는 회사 주식의 0.009% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 3.9 년과 5.3 년입니다.

핵심 정보

Georges Bahjat Elhedery

최고경영자

US$8.9m

총 보수

CEO 급여 비율22.33%
CEO 재임 기간6.3yrs
CEO 지분 보유율0.009%
경영진 평균 재임 기간3.9yrs
이사회 평균 재임 기간5.3yrs

최근 경영진 업데이트

Recent updates

Seeking Alpha May 05

HSBC: Upside, But Not At This Valuation

Summary HSBC Holdings is a globally diversified, Asia-focused bank with over $3T in assets and a strong dividend profile. Current valuation at 12.21x P/E appears stretched given rising bad debt, compliance risks, and only modest historical returns. I set a conservative price target of £11/share (ADR $7.45) and rate HSBC as 'Hold' due to risk/reward concerns. While fundamentals and yield are solid, market optimism overstates upside and underestimates emerging market and regulatory risks. Read the full article on Seeking Alpha
Seeking Alpha Apr 30

HSBC: A Strong Start To 2025 As Trade Fears Mount

Summary Like most banks, shares of HSBC have been pretty volatile since my last update in February, albeit they have recovered nearly all of their lost ground. The bank is off to a good start to 2025, with both revenue and profits coming in higher than expected. While tariff-related uncertainty could affect both revenue and credit charges, HSBC can absorb headwinds from both while remaining nicely profitable. The stock currently trades for a little under 1.3x tangible book value, which looks cheap based on the bank's earnings power. Read the full article on Seeking Alpha
Seeking Alpha Mar 31

HSBC: Not Much Compelling For Long-Term Investors (Rating Downgrade)

Summary HSBC Holdings plc's strong performance, with a 41% total return, was driven by higher-than-expected interest rates and strategic divestments, despite a muted business outlook. The bank's net interest income rose to $43.7 billion, supported by a $200 billion structural hedge, reducing rate sensitivity and stabilizing earnings. HSBC plans cost-cutting measures and strategic disposals to streamline operations, aiming for $1.5 billion in savings and focusing on high-profit areas, especially in Asia. Despite high valuations and strong capital returns, the sustainability of HSBC's recent rally is questionable due to potential rate declines, making its long-term investment appeal less attractive. Read the full article on Seeking Alpha
Seeking Alpha Feb 22

HSBC Holdings Continues To Reward Shareholders

Summary HSBC Holdings plc remains our largest portfolio position, with a 39% share price increase over the past 12 months, outperforming the S&P 500. Despite a 6.6% drop in net interest income, HSBC's net profit for FY 2024 improved to $25 billion, with an attractive P/E ratio of 9.2. HSBC's dividend yield stands at 7.6%, significantly higher than JPM's 1.7%, and the bank has initiated substantial share buybacks, enhancing shareholder returns. We maintain our buy stance on HSBC, citing its strong financials, attractive valuation, and potential for further upside despite potential risks. Read the full article on Seeking Alpha
Seeking Alpha Oct 29

HSBC Holdings: Strong Q3 Earnings And A Double-Digit Shareholder Yield

Summary Shares of HSBC have been a reasonable performer this year, roughly matching wider European financials with a circa 20% total return. The recently released third quarter results were strong, with the bank beating consensus on revenue and earnings. These shares continue to trade for around 1x tangible book value. With earnings resilient, dividends and buybacks can power attractive returns for investors. Read the full article on Seeking Alpha
Seeking Alpha Oct 01

HSBC: Likely Fairly Valued With Fundamental Uncertainties

Summary HSBC Holdings plc's stock has risen by over 15% in the past six months, likely sending it into fair value territory. The bank faces fundamental headwinds through its net interest income. Despite the phenomenon's potential, HSBC's restructuring outlook remains uncertain. A residual income model deems the stock fairly valued. HSBC's 6%+ dividend yield is commendable. Yet, a total return outlook paints a different picture. Read the full article on Seeking Alpha
Seeking Alpha Aug 01

HSBC Showing Good Progress Mid-Year.

Summary First-half results showed that the bank is on track to grow earnings. Growth will likely come from their focus on the wealth segment. New customers and increased assets underpin their traction in their main markets of Hong Kong and the UK. Estimated Credit Losses are low and show a positive trend. Share buyback over last year reduced share counts, but we would have liked to see a continuation of the program as the share is attractively priced. Read the full article on Seeking Alpha
Seeking Alpha Jul 12

HSBC: Q2 2024 Earnings Preview, Investment Case Remains Geared To Income

Summary HSBC Holdings plc is expected to report weak Q2 2024 earnings, with potential rate cuts ahead impacting revenue and earnings growth. Despite underperforming the market, HSBC Holdings' dividend yield remains high and sustainable for long-term investors. As interest rates peak, HSBC's profitability may decline, but its capital position and attractive dividend yield offer value for income-focused investors. Read the full article on Seeking Alpha

CEO 보수 분석

Georges Bahjat Elhedery의 보수는 HSBC Holdings의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

US$21b

Dec 31 2025US$9mUS$2m

US$21b

Sep 30 2025n/an/a

US$17b

Jun 30 2025n/an/a

US$18b

Mar 31 2025n/an/a

US$20b

Dec 31 2024US$7mUS$1m

US$23b

Sep 30 2024n/an/a

US$23b

Jun 30 2024n/an/a

US$22b

Mar 31 2024n/an/a

US$22b

Dec 31 2023US$4mUS$994k

US$22b

보상 대 시장: Georges Bahjat의 총 보수(USD8.93M)는 US 시장에서 비슷한 규모 기업의 평균(USD14.81M)보다 낮습니다.

보상과 수익: Georges Bahjat의 보상은 지난 1년 동안 20% 이상 증가했습니다.


CEO

Georges Bahjat Elhedery (52 yo)

6.3yrs
재임 기간
US$8,927,921
보수

Mr. Georges Bahjat Elhedery is CEO at HSBC Holdings plc since September 2, 2024 and its Executive Director since January 1, 2023 and Member of the Group Management Board since March 1, 2020 and also serves...


리더십 팀

이름직위재임 기간보수지분
Georges Bahjat Elhedery
Group CEO6.3yrsUS$8.93m0.0094%
$ 29.3m
Manveen Kaur
Group CFO & Executive Director1.4yrsUS$5.26m0.0058%
$ 18.0m
Barry O'Byrne
CEO of International Wealth & Premier Banking and Member of the Group Management Board6.8yrs데이터 없음데이터 없음
Aileen Taylor
Group Chief People & Governance Officer and Member of Group Mgmt Board7.4yrs데이터 없음데이터 없음
Michael Roberts
CEO of HSBC Bank plc & Corporate and Institutional Banking6.7yrs데이터 없음데이터 없음
Yi Chien Liao
Co-CEO of HSBC Asia and Middle East & Member of the Group Management Boardno data데이터 없음데이터 없음
Robert Hoyt
Group Chief Legal Officer & Member of the Group Management Board5.4yrs데이터 없음데이터 없음
Surendranath Ravi Rosha
Co-CEO of Asia and the Middle East & Member of the Group Management Boardno data데이터 없음데이터 없음
Suzy White
Group Chief Operating Officer & Member of Management Board1.7yrs데이터 없음데이터 없음
Stuart Riley
Group Chief Information Officer & Member of Management Board2.3yrs데이터 없음데이터 없음
Richard Blackburn
Group Chief Risk & Compliance Officer and Member of Grp Mgmt Board1.4yrs데이터 없음데이터 없음
David Lindberg
CEO of HSBC UK Bank Plc & Member of Group Management Boardless than a year데이터 없음데이터 없음
3.9yrs
평균 재임 기간
53.5yo
평균 나이

경험이 풍부한 관리: HSBC의 경영진은 경험이 있음으로 간주됩니다(평균 재임 3.9 년).


이사회 구성원

이름직위재임 기간보수지분
Georges Bahjat Elhedery
Group CEO3.4yrsUS$8.93m0.0094%
$ 29.3m
Manveen Kaur
Group CFO & Executive Director1.4yrsUS$5.26m0.0058%
$ 18.0m
Christian Larsen
Member of Technology Advisory Board9.4yrs데이터 없음데이터 없음
Steven Kirsch
Member of Technology Advisory Board9.4yrs데이터 없음데이터 없음
Eileen Murray
Senior Independent Non-Executive Director5.9yrsUS$560.78k0.00044%
$ 1.4m
James Forese
Independent Non-Executive Director6.1yrsUS$1.15m0.00067%
$ 2.1m
Carolyn Fairbairn
Independent Non-Executive Director4.8yrsUS$474.50k0.000090%
$ 280.1k
Stuart Alan Rose
Member of European Advisory Council of Investment Banking Operationsno data데이터 없음데이터 없음
Michael Boodaei
Member of Technology Advisory Board9.4yrs데이터 없음데이터 없음
Claudio Boada Pallerés
Member of Advisory Boardno data데이터 없음데이터 없음
Brendan Nelson
Independent Group Chair2.8yrsUS$1.16m0.000090%
$ 280.1k
Diana Ferreira Cesar
Vice Chairman of HSBC Hong Kongless than a year데이터 없음데이터 없음
5.3yrs
평균 재임 기간
66yo
평균 나이

경험이 풍부한 이사회: HSBC의 이사회경험이 있음으로 간주됩니다(평균 재임 5.3 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/06/07 15:12
종가2026/06/05 00:00
수익2026/03/31
연간 수익2025/12/31

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.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 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

HSBC Holdings plc는 46명의 분석가가 다루고 있습니다. 이 중 16명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jesús Gómez DominguezBanco Santander
Thomas Andrew RaynerBarclays
Amandeep RakkarBarclays