SHG Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

03
Price $78.03
P/E 0.0
EPS $9812.00
Revenue $64.68T
ROE 8.7%
52W Range $47–$86

SHG Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

04
range
bars

Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.

Stock splits 1
Ex-date Split Type
Oct. 15, 2012 2-for-1 Forward

10-Year Performance Revenue, net income, margins and EPS trends

06
Revenue$64.68T
2022-12-31 → 2025-12-31
EPS$9812.00
2021-12-31 → 2025-12-31
Free Cash Flow$9.47T
2017-12-31 → 2025-12-31
Net margin7.7%
2017-12-31 → 2025-12-31
Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

Metric 5Y trend SHG 5Y avg Peer Median Verdict
P/E 0.05Y avg ≈0.0 ≈0.0 · ·

Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.

value · ≈ 5Y avg · industry median · verdict relative to median

Dividends Yield, payout ratio, dividend history, 5Y CAGR

13
Payout Ratio26.0%
Annualized Payout≈$1.64Paid quarterly
Growth Streak≈2Consecutive years of dividend growth
Ex-dateAmountCurrencyYield
Aug 1, 2025$0.41USD≈3.4%
May 2, 2025$0.41USD≈4.3%
Feb 21, 2025$0.38USD≈4.6%
Sep 30, 2024$0.39USD≈4.6%
Jun 28, 2024$0.39USD≈5.6%
Mar 27, 2024$0.39USD≈5.6%
Mar 20, 2024$0.39USD≈4.3%
Feb 22, 2024$0.40USD≈4.9%
Sep 28, 2023$0.39USD≈7.0%
Jun 29, 2023$0.40USD≈6.7%
Mar 30, 2023$0.39USD≈6.0%
Dec 29, 2022$0.66USD≈5.5%
Sep 29, 2022$0.28USD≈3.8%
Jun 29, 2022$0.30USD≈2.1%
Mar 30, 2022$0.31USD≈0.93%
Mar 16, 2009$0.42USD≈2.6%
Dec 28, 2005$0.74USD≈1.8%
Dec 29, 2004$0.57USD≈2.5%
Dec 29, 2003$0.51USD≈3.3%

Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date

14
Avg Surprise -13.8%
PeriodReportEPS ActualEPS EstSurprise
June 30, 2026 $3750.00 $3494.74 7.3%
March 31, 2026 $3327.00 $3186.77 4.4%
Dec. 31, 2025 $984.00 $1520.53 -35.3%
Sept. 30, 2025 $2849.00 $2758.83 3.3%
June 30, 2025 $3062.00 $2951.17 3.8%
March 31, 2025 $984.00 $1520.53 -35.3%
Dec. 31, 2024 $724.00 $1313.79 -44.9%

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

15
Income Statement 12
Metric Trend 2025202420232022
Revenue $64.68T$74.06T$61.33T$58.82T
R&D Expense $27.34B$23.92B$21.49B$20.70B
Operating Income $7.02T$6.46T$6.10T$5.91T
Interest Expense $16.29T$17.81T$16.76T$9.50T
Interest Income $27.99T$29.21T$27.58T$20.09T
Pretax Income $6.93T$6.03T$5.96T$6.37T
Income Tax $1.84T$1.47T$1.49T$1.61T
Net Income $4.97T$4.45T$4.37T$4.67T
EPS (Basic) $9812.00$8441.00$8048.00$8498.00
EPS (Diluted) $9812.00$8441.00$8048.00$8498.00
Shares (Basic) 486,484,485506,231,595519,207,776530,638,621
EBITDA $7.02T$6.46T$6.10T$5.89T
Balance Sheet 7
Metric Trend 2025202420232022
Cash & Equivalents $2.88T$2.30T$2.17T$2.30T
PP&E (Net) $4.15T$4.16T$3.97T$4.01T
Goodwill $4.66T$4.67T$4.68T$4.68T
Total Assets $786.01T$739.76T$691.80T$664.43T
Total Liabilities $725.64T$680.94T$635.47T$611.01T
Retained Earnings $41.80T$39.02T$36.39T$33.96T
Stockholders' Equity $57.96T$56.05T$53.72T$50.73T
Cash Flow 7
Metric Trend 2025202420232022
Operating Cash Flow $9.73T$4.63T$529.85B$7.19T
CapEx $258.66B$263.84B$261.44B$326.55B
Investing Cash Flow $-10.90T$148.53B$-4.27T$-10.70T
Dividends Paid $1.29T$1.27T$1.46T$1.54T
Financing Cash Flow $1.25T$-182.65B$9.76T$3.39T
Free Cash Flow $9.47T$4.36T$268.40B$7.27T
Levered FCF $-2.48T$-9.10T$-12.31T$1.57T
Profitability 7
Metric Trend 2025202420232022
Operating Margin 10.9%8.7%··
Net Margin 7.7%6.0%··
Pretax Margin 10.7%8.1%··
EBITDA Margin 10.9%8.7%··
ROA 0.65%0.62%0.64%0.70%
ROE 8.7%8.1%8.4%9.6%
ROIC 8.9%8.7%8.5%9.1%
Liquidity & Solvency 1
Metric Trend 2025202420232022
Interest Coverage 0.40.40.40.8
Efficiency 1
Metric Trend 2025202420232022
Asset Turnover 0.10.1··
Per Share 1
Metric Trend 2025202420232022
EPS (TTM) $9812.00$8441.00$8048.00$8498.00
Valuation (TTM) 6
Metric Trend 2025202420232022
Revenue TTM $64.68T$74.06T$61.33T$58.82T
Net Income TTM $4.97T$4.45T$4.37T$4.67T
P/E 0.00.00.00.0
Earnings Yield 18295.7%25672.1%26146.9%30426.1%
Payout Ratio 26.0%28.5%33.5%33.2%
Annual Payout $1.29T$1.27T$1.46T$1.54T

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

16
Metric 2025-12-312024-12-312023-12-312022-12-312022-01-01
Revenue $64.68T $74.06T $61.33T $58.82T ·
Operating Margin % 10.9% 8.7% · · ·
Net Income $4.97T $4.45T $4.37T $4.67T ·
Diluted EPS $9812.00 $8441.00 $8048.00 $8498.00 ·

Institutional owners (13F) 320 filers · $1.6B total · As of Sept. 30, 2026

17

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 320
Value held $1.6B
New positions 46
Exited positions 24
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
46 (-2 vs prior Q) 24 (+3 vs prior Q) 158 (+23 vs prior Q) 60 (-15 vs prior Q) +2.3M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
BlackRock, Inc. $217,183,691 3,433,734 13.72% Shares
MORGAN STANLEY $138,941,535 2,196,702 8.78% Shares
W1M Asset Management Ltd $124,308,915 1,965,980 7.86% Shares
LAZARD ASSET MANAGEMENT LLC $106,930,151 1,690,596 6.76% Shares
AMERICAN CENTURY COMPANIES INC $106,456,644 1,683,109 6.73% Shares
DIMENSIONAL FUND ADVISORS LP $87,807,469 1,388,260 5.55% Shares
NORTHERN TRUST CORP $78,069,286 1,234,297 4.93% Shares
BANK OF AMERICA CORP /DE/ $43,080,945 681,122 2.72% Shares
PZENA INVESTMENT MANAGEMENT LLC $42,344,224 669,474 2.68% Shares
Creative Planning $29,795,046 471,068 1.88% Shares
GOLDMAN SACHS GROUP INC $28,233,469 446,379 1.78% Shares
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $26,362,916 416,805 1.67% Shares
Quantinno Capital Management LP $23,743,251 375,387 1.50% Shares
Capital Wealth Planning, LLC $21,179,579 334,855 1.34% Shares
VANGUARD CAPITAL MANAGEMENT LLC $19,359,687 306,082 1.22% Shares
Connor, Clark & Lunn Investment Management Ltd. $17,987,225 284,383 1.14% Shares
Ramirez Asset Management, Inc. $17,566,562 277,732 1.11% Shares
JPMORGAN CHASE & CO $17,511,309 278,487 1.11% Shares
VANGUARD GROUP INC $14,403,785 268,577 0.91% Shares
WELLINGTON MANAGEMENT GROUP LLP $13,603,810 215,080 0.86% Shares
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $13,554,538 214,301 0.86% Shares
ENVESTNET ASSET MANAGEMENT INC $13,101,297 207,135 0.83% Shares
MILLENNIUM MANAGEMENT LLC $12,958,470 204,877 0.82% Shares
Promethos Capital, LLC $12,700,980 200,806 0.80% Shares
Vanguard Personalized Indexing Management, LLC $9,921,711 156,865 0.63% Shares
FMR LLC $9,382,397 148,339 0.59% Shares
Qube Research & Technologies Ltd $9,319,129 147,338 0.59% Shares
Capital World Investors $8,422,160 133,800 0.53% Shares
WELLS FARGO & COMPANY/MN $8,345,121 131,939 0.53% Shares
VOLORIDGE INVESTMENT MANAGEMENT, LLC $7,938,444 125,509 0.50% Shares
Sanders Capital, LLC $7,585,952 119,936 0.48% Shares
SEI INVESTMENTS CO $7,247,145 114,573 0.46% Shares
MARSHALL WACE, LLP $7,117,903 112,536 0.45% Shares
BNP PARIBAS FINANCIAL MARKETS $6,935,552 109,653 0.44% Shares
NewEdge Wealth, LLC $6,930,637 109,575 0.44% Shares
Clearbridge Investments, LLC $6,800,934 107,525 0.43% Shares
Laird Norton Wetherby Trust Company, LLC $5,770,361 91,231 0.36% Shares
Virtus Family Office LLC $5,561,129 87,921 0.35% Shares
Vident Advisory, LLC $5,513,933 87,177 0.35% Shares
RITHOLTZ WEALTH MANAGEMENT $5,469,668 86,477 0.35% Shares
Voleon Capital Management LP $5,425,142 85,773 0.34% Shares
QUADRANT CAPITAL GROUP LLC $5,361,133 84,761 0.34% Shares
US BANCORP \DE\ $5,281,629 83,504 0.33% Shares
NEUBERGER BERMAN GROUP LLC $5,118,885 81,144 0.32% Shares
UBS Group AG $5,114,332 80,859 0.32% Shares
TWO SIGMA INVESTMENTS, LP $5,061,012 80,016 0.32% Shares
CITIGROUP INC $4,906,239 77,569 0.31% Shares
Arbiter Partners Capital Management LLC $4,248,439 67,169 0.27% Shares
Cubist Systematic Strategies, LLC $4,072,817 80,858 0.26% Shares
IEQ CAPITAL, LLC $3,852,372 60,907 0.24% Shares

Show all 320 institutional owners →

Activists & 5%+ owners 1 position

18

Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.

Filer Filed Stake Status Purpose Filing
BNP Paribas ×4 filings Jan. 17, 2017 · Initial filing · SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF ownership Held by 7 ETFs

20

Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
DEXC · Dimensional ETF Trust 0.24% 10,589 NS July 31, 2026 N-PORT
DFEV · Dimensional ETF Trust 0.16% 44,593 NS July 31, 2026 N-PORT
DFEM · Dimensional ETF Trust 0.04% 53,460 NS July 31, 2026 N-PORT
DFAE · Dimensional ETF Trust 0.04% 52,749 NS July 31, 2026 N-PORT
DFSE · Dimensional ETF Trust 0.03% 2,715 NS July 31, 2026 N-PORT
VEU · VANGUARD INTERNATIONAL EQUITY INDEX… 0.02% 306,082 SH Aug. 19, 2026 Daily
DFAX · Dimensional ETF Trust 0.01% 22,402 NS July 31, 2026 N-PORT

SHG Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside

21
rating · 29 analysts BUY
Median target $100.00 +28.2%
8 27.6% Strong Buy
20 69.0% Buy
1 3.4% Hold
0 0.0% Sell
0 0.0% Strong Sell

12-Month Price Target

1 analysts · 2026-09-30

Mean target $100.00 +28.2%

Low$100.00 Mean$100.00 High$100.00

My Metrics Your personal watchlist — selected rows from Full Fundamentals

26

Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.

Your selection is saved and follows you across all tickers.

Source: SEC 20-F filed Apr 22, 2026