Compound Planning Inc. Acquires 6,099 Shares of HSBC Holdings plc $HSBC

Posted by Geri Gentry on Jun 19th, 2026

Compound Planning Inc. lifted its holdings in HSBC Holdings plc (NYSE:HSBC – Free Report) by 8.9% in the 4th quarter, according to its most recent 13F filing with the SEC. The firm owned 74,634 shares of the financial services provider’s stock after purchasing an additional 6,099 shares during the quarter. Compound Planning Inc.’s holdings in HSBC were worth $5,871,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Transamerica Financial Advisors LLC grew its holdings in shares of HSBC by 287.1% in the 4th quarter. Transamerica Financial Advisors LLC now owns 329 shares of the financial services provider’s stock valued at $26,000 after acquiring an additional 244 shares in the last quarter. Measured Wealth Private Client Group LLC acquired a new position in shares of HSBC during the 3rd quarter worth approximately $26,000. Binnacle Investments Inc increased its holdings in shares of 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 purchasing an additional 198 shares during the last quarter. JPL Wealth Management LLC acquired a new stake in shares of HSBC during the 3rd quarter worth about $41,000. Finally, Cornerstone Planning Group LLC boosted its holdings in shares of HSBC by 30.7% during the 4th quarter. Cornerstone Planning Group LLC now owns 498 shares of the financial services provider’s stock worth $43,000 after buying an additional 117 shares during the period. 1.48% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

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

Read Our Latest Research Report on HSBC

Insider Transactions at HSBC

In related news, insider Daniel Scott Palomaki sold 23,123 shares of the stock in a transaction that occurred 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 owned 4,973 shares of the company’s stock, valued at $90,061.03. This represents a 82.30% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.01% of the stock is owned by corporate insiders.

HSBC Price Performance

Shares of HSBC stock opened at $95.07 on Friday. 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 capitalization of $326.72 billion, a price-to-earnings ratio of 15.58, a price-to-earnings-growth ratio of 0.85 and a beta of 0.56. HSBC Holdings plc has a twelve month low of $58.14 and a twelve month high of $96.63. The company has a 50-day simple moving average of $91.28 and a two-hundred day simple moving average of $85.49.

HSBC (NYSE:HSBC – Get Free Report) last announced its earnings results on Tuesday, March 31st. The financial services provider reported $0.44 earnings per share (EPS) for the quarter. HSBC had a net margin of 16.06% and a return on equity of 13.35%. The firm had revenue of $19.12 billion for the quarter. Analysts forecast that HSBC Holdings plc will post 8.6 EPS for the current year.

HSBC Cuts Dividend

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

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.