World Investment Advisors increased its position in shares of HSBC Holdings plc (NYSE:HSBC – Free Report) by 148.0% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 11,302 shares of the financial services provider’s stock after buying an additional 6,744 shares during the quarter. World Investment Advisors’ holdings in HSBC were worth $846,000 at the end of the most recent quarter.
Several other large investors have also recently added to or reduced their stakes in the company. Fisher Asset Management LLC grew its holdings in shares of HSBC by 2.1% during the 3rd quarter. Fisher Asset Management LLC now owns 17,398,460 shares of the financial services provider’s stock worth $1,234,943,000 after purchasing an additional 355,089 shares in the last quarter. Dimensional Fund Advisors LP boosted its stake in HSBC by 1.8% during the third quarter. Dimensional Fund Advisors LP now owns 10,575,644 shares of the financial services provider’s stock worth $750,659,000 after buying an additional 185,073 shares in the last quarter. Foresight Global Investors Inc. bought a new stake in HSBC in the 3rd quarter valued at $12,810,000. American Century Companies Inc. raised its stake in shares of HSBC by 14.7% in 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 buying an additional 168,438 shares in the last quarter. Finally, SG Americas Securities LLC lifted its holdings in shares of HSBC by 4,566.3% during the 4th quarter. SG Americas Securities LLC now owns 145,262 shares of the financial services provider’s stock worth $11,428,000 after acquiring an additional 142,149 shares during the period. Institutional investors and hedge funds own 1.48% of the company’s stock.
Analysts Set New Price Targets
Several research analysts recently issued reports on the stock. Zacks Research lowered shares of HSBC from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, May 5th. Weiss Ratings downgraded HSBC from a “hold (c+)” rating to a “hold (c)” rating in a research report on Wednesday, May 6th. The Goldman Sachs Group assumed coverage on HSBC in a research note on Thursday, March 26th. They issued a “buy” rating on the stock. Royal Bank Of Canada reiterated a “sector perform” rating on shares of HSBC in a research note on Thursday. Finally, BNP Paribas Exane cut shares of HSBC from an “outperform” rating to a “neutral” rating in a research note on Tuesday, April 14th. Five analysts have rated the stock with a Buy rating and six have issued a Hold rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $63.00.
More HSBC News
Here are the key news stories impacting HSBC this week:
- Positive Sentiment: HSBC launched a $4 billion credit facility to support Chinese sustainable and transition technology companies, including clean power, EVs, AI and data centers, which could boost lending opportunities and deepen ties with high-growth industries. Article: HSBC to lend $4 bln to help China clean tech scale globally
- Positive Sentiment: HSBC’s higher silver price forecast for the rest of 2026 suggests a more favorable commodity backdrop, which can support investor sentiment toward the bank’s market views and commodities-related businesses. Article: HSBC resets silver price target for the rest of 2026
- Positive Sentiment: Analysts highlighted HSBC and other foreign banks as names to watch despite industry headwinds, pointing to restructuring efforts as a potential support for performance. Article: 3 Foreign Bank Stocks to Keep an Eye on Despite Industry Headwinds
- Neutral Sentiment: HSBC Continental Europe issued a pre-stabilisation notice tied to an ams-OSRAM debt offering, reflecting routine capital markets activity rather than a direct business development for HSBC. Article: HSBC Continental Europe: Pre Stabilisation Notice
- Neutral Sentiment: HSBC economists forecast a wider India balance-of-payments deficit, a macro view that is informative for the region but not a major direct catalyst for HSBC shares by itself. Article: Surging global bond yields, elevated oil deepen rupee’s slide to record lows
HSBC Price Performance
Shares of HSBC stock opened at $90.18 on Tuesday. The firm’s 50 day moving average price is $86.45 and its two-hundred day moving average price is $81.97. The company has a debt-to-equity ratio of 0.52, a quick ratio of 0.92 and a current ratio of 0.92. HSBC Holdings plc has a 52-week low of $58.14 and a 52-week high of $94.79. The stock has a market cap of $309.94 billion, a PE ratio of 14.78, a PEG ratio of 0.89 and a beta of 0.56.
HSBC (NYSE:HSBC – Get Free Report) last issued its earnings results on Tuesday, March 31st. The financial services provider reported $0.44 EPS for the quarter. HSBC had a net margin of 16.06% and a return on equity of 13.35%. The company had revenue of $19.13 billion during the quarter. As a group, analysts forecast that HSBC Holdings plc will post 8.51 EPS for the current year.
HSBC Cuts Dividend
The business also recently announced a quarterly dividend, which will be paid on Friday, June 26th. Shareholders of record on Friday, May 15th will be paid a $0.50 dividend. The ex-dividend date of this dividend is Friday, May 15th. This represents a $2.00 annualized dividend and a yield of 2.2%. HSBC’s dividend payout ratio is presently 32.46%.
Insider Transactions at HSBC
In other HSBC 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 transaction, the insider 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 filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.01% of the company’s stock.
HSBC Company Profile
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.
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