Northwestern Mutual Wealth Management Co. Has $5.85 Million Stock Position in HSBC Holdings plc $HSBC

Posted by Francis Steltz on Jun 4th, 2026

Northwestern Mutual Wealth Management Co. boosted its holdings in HSBC Holdings plc (NYSE:HSBC – Free Report) by 12.2% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 74,378 shares of the financial services provider’s stock after buying an additional 8,100 shares during the quarter. Northwestern Mutual Wealth Management Co.’s holdings in HSBC were worth $5,851,000 at the end of the most recent reporting period.

Other large investors have also bought and sold shares of the company. Measured Wealth Private Client Group LLC acquired a new stake in HSBC in the third quarter valued at about $26,000. Binnacle Investments Inc boosted its stake in HSBC by 80.5% in the third quarter. Binnacle Investments Inc now owns 444 shares of the financial services provider’s stock valued at $32,000 after buying an additional 198 shares in the last quarter. JPL Wealth Management LLC acquired a new stake in HSBC in the third quarter valued at about $41,000. Cornerstone Planning Group LLC boosted its stake in HSBC by 30.7% in the fourth quarter. Cornerstone Planning Group LLC now owns 498 shares of the financial services provider’s stock valued at $43,000 after buying an additional 117 shares in the last quarter. Finally, Annis Gardner Whiting Capital Advisors LLC acquired a new stake in HSBC in the fourth quarter valued at about $43,000. 1.48% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other news, insider Daniel Scott Palomaki sold 23,123 shares of the firm’s stock in a transaction dated Thursday, May 7th. The stock was sold at an average price of $18.11, for a total transaction of $418,757.53. Following the completion of the transaction, the insider directly owned 4,973 shares in the company, valued at $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 Securities & Exchange Commission, which is available through the SEC website. 0.01% of the stock is owned by company insiders.

HSBC Price Performance

HSBC stock opened at $93.75 on Thursday. The company has a current ratio of 0.92, a quick ratio of 0.92 and a debt-to-equity ratio of 0.52. The company has a market capitalization of $322.19 billion, a PE ratio of 15.37, a P/E/G ratio of 0.95 and a beta of 0.56. HSBC Holdings plc has a 12 month low of $58.14 and a 12 month high of $95.61. The stock has a 50-day moving average price of $89.14 and a two-hundred day moving average price of $83.78.

HSBC (NYSE:HSBC – Get Free Report) last posted its earnings results on Tuesday, March 31st. The financial services provider reported $0.44 EPS for the quarter. The firm had revenue of $19.13 billion during the quarter. HSBC had a return on equity of 13.35% and a net margin of 16.06%. Analysts expect that HSBC Holdings plc will post 8.55 EPS for the current year.

HSBC Cuts Dividend

The company also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Shareholders of record on Friday, May 15th will be given a $0.50 dividend. The ex-dividend date is Friday, May 15th. This represents a $2.00 annualized dividend and a yield of 2.1%. HSBC’s dividend payout ratio (DPR) is currently 32.46%.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on HSBC. Zacks Research lowered HSBC from a “strong-buy” rating to a “hold” rating in a research note on Tuesday, May 5th. Weiss Ratings lowered HSBC from a “hold (c+)” rating to a “hold (c)” rating in a research note on Wednesday, May 6th. The Goldman Sachs Group started coverage on HSBC in a research note on Thursday, March 26th. They issued a “buy” rating on the stock. BNP Paribas Exane downgraded HSBC from an “outperform” rating to a “neutral” rating in a research report on Tuesday, April 14th. Finally, Royal Bank Of Canada reiterated a “sector perform” rating on shares of HSBC in a research report on Thursday, May 14th. Five investment analysts have rated the stock with a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, HSBC presently has an average rating of “Hold”.

Check Out Our Latest Analysis on HSBC

Key HSBC News

Here are the key news stories impacting HSBC this week:

Positive Sentiment: HSBC is continuing to expand its franchise in key growth areas, including Hong Kong investment banking and IPO activity, which could support fee income if capital-market momentum holds. HSBC’s Asia gamble: Cut costs in the West, capture IPO gold in Hong Kong
Positive Sentiment: The bank completed a customer transfer from a rival bank, adding scale and reinforcing its retail banking footprint. HSBC completes transfer of rival bank in move affecting thousands of customers
Positive Sentiment: HSBC is also being recognized for its payments and settlement technology, which can help strengthen its competitive position in transaction banking. HSBC’s HDSU delivers scalable, bank-grade settlement across multiple payment rails
Neutral Sentiment: Management’s presentation at Goldman Sachs highlighted HSBC’s outlook and priorities, but no major new catalyst was disclosed in the transcript. HSBC Holdings plc (HSBC) Presents at Goldman Sachs 30th Annual European Financials Conference 2026 Transcript
Neutral Sentiment: Several stories focused on HSBC-branded funds and investor education products, which are not likely to materially move the parent bank’s stock on their own. HSBC Large & Mid Cap Fund: When Stability meets Growth Potential
Neutral Sentiment: HSBC’s comments on a possible “super-squeeze” in oil and Strait of Hormuz risks mainly reflect commodity-market analysis, though they underscore broader geopolitical uncertainty. Commodities in ‘Super-Squeeze’ as Hormuz Risks Build, HSBC Says
Negative Sentiment: One market note questioned whether HSBC has run too far after a strong one-year share price gain, suggesting some investors may be worried about valuation. Has HSBC Holdings (LSE:HSBA) Gone Too Far After Its 69% One Year Share Price Jump
Negative Sentiment: HSBC’s efforts to regain share in Hong Kong IPOs highlight competitive pressure in a market where it is trying to rebuild momentum. Can HSBC regain share in the booming Hong Kong IPO market?

HSBC Company 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.