Bleakley Financial Group LLC Acquires New Position in HSBC Holdings plc $HSBC

Posted by Stanley Muller on May 30th, 2026

Bleakley Financial Group LLC purchased a new position in shares of HSBC Holdings plc (NYSE:HSBC – Free Report) in the fourth quarter, HoldingsChannel reports. The fund purchased 12,561 shares of the financial services provider’s stock, valued at approximately $988,000.

A number of other institutional investors have also recently bought and sold shares of HSBC. Wedbush Securities Inc. lifted its position in HSBC by 101.3% during the third quarter. Wedbush Securities Inc. now owns 26,822 shares of the financial services provider’s stock valued at $1,904,000 after buying an additional 13,495 shares in the last quarter. Foresight Global Investors Inc. acquired a new position in HSBC during the third quarter valued at approximately $12,810,000. American Century Companies Inc. grew its holdings in HSBC by 14.7% during the 3rd quarter. American Century Companies Inc. now owns 1,311,820 shares of the financial services provider’s stock valued at $93,113,000 after purchasing an additional 168,438 shares in the last quarter. AMJ Financial Wealth Management raised its holdings in HSBC by 91.0% in the third quarter. AMJ Financial Wealth Management now owns 118,837 shares of the financial services provider’s stock valued at $8,435,000 after acquiring an additional 56,624 shares in the last quarter. Finally, Assetmark Inc. raised its holdings in HSBC by 85.2% in the third quarter. Assetmark Inc. now owns 27,175 shares of the financial services provider’s stock valued at $1,929,000 after acquiring an additional 12,501 shares in the last quarter. 1.48% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, insider Daniel Scott Palomaki sold 23,123 shares of HSBC stock in a transaction on Thursday, May 7th. The stock was sold at an average price of $18.11, for a total transaction of $418,757.53. Following the sale, the insider directly owned 4,973 shares in the company, valued at approximately $90,061.03. This trade represents a 82.30% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. 0.01% of the stock is currently owned by insiders.

HSBC News Summary

Here are the key news stories impacting HSBC this week:

Positive Sentiment: HSBC was highlighted in reports on recent analyst calls, including Morgan Stanley raising its price target on HSBC Holdings, which can support sentiment around the stock. Here’s Why Morgan Stanley Raised the PT on HSBC Holdings (HSBC)
Positive Sentiment: HSBC also drew attention for its role in investment-bank and markets commentary, including coverage of its outlook on Asia and Japan rate hikes, which suggests management and analysts see ongoing opportunities in key regions. What’s driving HSBC’s call for two BoJ hikes this year?
Neutral Sentiment: HSBC Continental Europe issued a pre-stabilisation notice for a Swedbank Mortgage covered bond deal; this is a normal capital-markets role and is not likely to materially affect HSBC’s earnings outlook. HSBC Continental Europe: Pre Stabilisation Notice
Neutral Sentiment: Other mentions, such as HSBC Private Bank’s investment priorities and HSBC-linked fund commentary, appear informational rather than stock-moving for HSBC Holdings itself. HSBC Private Bank reveals its four investment priorities
Negative Sentiment: Recent consumer-facing headlines about HSBC ISA transfer delays and alleged account issues could weigh on sentiment by raising questions about customer service and operational controls, even if the incidents may be isolated. HSBC ISA transfer chaos: Some savers face six week delays while one says £20,000 disappeared

HSBC Trading Up 0.8%

Shares of HSBC stock opened at $93.70 on Friday. HSBC Holdings plc has a 12-month low of $58.14 and a 12-month high of $95.22. The business’s 50 day moving average is $88.23 and its 200-day moving average is $83.26. The company has a quick ratio of 0.92, a current ratio of 0.92 and a debt-to-equity ratio of 0.52. The stock has a market cap of $322.00 billion, a P/E ratio of 15.36, a P/E/G ratio of 0.93 and a beta of 0.56.

HSBC (NYSE:HSBC – Get Free Report) last released its earnings results on Tuesday, March 31st. The financial services provider reported $0.44 earnings per share (EPS) for the quarter. The company had revenue of $19.13 billion for the quarter. HSBC had a return on equity of 13.35% and a net margin of 16.06%. Equities research analysts predict that HSBC Holdings plc will post 8.54 earnings per share for the current fiscal year.

HSBC Cuts Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Investors of record on Friday, May 15th will be given a dividend of $0.50 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $2.00 annualized dividend and a dividend yield of 2.1%. HSBC’s payout ratio is presently 32.46%.

Analyst Ratings Changes

HSBC has been the topic of a number of research reports. Weiss Ratings cut shares of HSBC from a “hold (c+)” rating to a “hold (c)” rating in a report on Wednesday, May 6th. BNP Paribas Exane lowered shares of HSBC from an “outperform” rating to a “neutral” rating in a research report on Tuesday, April 14th. Zacks Research lowered shares of HSBC from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, May 5th. Royal Bank Of Canada reiterated a “sector perform” rating on shares of HSBC in a report on Thursday, May 14th. Finally, The Goldman Sachs Group started coverage on HSBC in a report on Thursday, March 26th. They set a “buy” rating for the company. Five research analysts have rated the stock with a Buy rating and six have issued a Hold rating to the company. According to MarketBeat, HSBC has an average rating of “Hold” and a consensus price target of $63.00.

View Our Latest Report on HSBC

HSBC Profile

(Free Report)

HSBC Holdings plc (NYSE: HSBC) is a multinational banking and financial services organization headquartered in London. It traces its origins to the Hongkong and Shanghai Banking Corporation, founded in 1865 to facilitate trade between Europe and Asia, and has since grown into one of the world’s largest banking groups. The company is publicly listed in multiple markets, including the London Stock Exchange, the Hong Kong Stock Exchange and as an American depositary receipt on the New York Stock Exchange.

HSBC operates a universal banking model, serving retail, commercial, corporate and institutional clients.